CB1 - New Portfolio

CB1
Individual Investor
Ranked #24,112 out of 757,311 TipRanks' Investors
Success Rate
89%
54 out of 61
profitable transactions
Average Return
14.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.14%
6-Month Return▲ 13.79%
12-Month Return-
YTD Return▲ 12.87%
Total Return▲ 22.13%

Best Trade

Opened at
Closed at-
Gain▲ 46.16%

Bio

Dividend Growth and Income

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.25%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.16%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.09%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.50%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.93%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.88%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 1.62%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 1.25%
▲ 5.05%▲ 3.27%▲ 4.16%
▼ 12.40%▼ 4.03%▼ 3.65%
▲ 11.46%▲ 5.06%▲ 2.09%
▼ 2.25%▲ 3.53%▼ 0.50%
▲ 25.76%▲ 1.21%▲ 5.93%
▼ 4.21%▲ 2.34%▲ 4.88%
▲ 1.03%▼ 0.11%▲ 1.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UGI
▲ 16.48%
2
Close
May 17, 2024
Pfizer
4%
▲ 4.24%
2
Buy
May 17, 2024
Realty Income
6.49%
▲ 17.69%
2
Buy
May 17, 2024
National Retail Properties
5.93%
▲ 20.69%
2
Buy
May 17, 2024
Medtronic
6.41%
▲ 8.96%
2
Buy
May 17, 2024
Lowe's
2.43%
▲ 20.95%
2
Buy
May 17, 2024
Kenvue, Inc.
1.33%
▲ 16.49%
2
Buy
May 17, 2024
Coca-Cola
0.69%
▲ 21.02%
2
Buy
May 17, 2024
Unilever
3.06%
▲ 27.24%
2
Buy
May 17, 2024
Home Depot
▲ 12.12%
2
Close
May 17, 2024
Evergy
5.03%
▲ 19.31%
2
Buy
May 17, 2024
Duke Energy
1.99%
▲ 21.99%
2
Buy
May 17, 2024
Cisco Systems
4.69%
▲ 7.00%
2
Buy
May 17, 2024
Camden Property
4.1%
▲ 32.44%
2
Buy
May 17, 2024
Bank Of Nova Scotia
2.47%
▲ 16.17%
3
Buy
May 17, 2024
Bristol-Myers Squibb
1.78%
▲ 10.05%
2
Buy
May 17, 2024
AvalonBay
6.42%
▲ 27.80%
3
Buy
May 17, 2024
Alexandria Equities
4.55%
▲ 8.27%
3
Buy
May 17, 2024
American Electric Power
7.43%
▲ 22.81%
2
Buy
May 17, 2024
General Dynamics
2.78%
▲ 13.12%
2
Buy
May 17, 2024