tiprankstipranks

Dividends - New Portfolio

chuck M

Dividends
Individual Investor
Ranked #74,291 out of 769,291 TipRanks' Investors
Success Rate
86%
36 out of 42
profitable transactions
Average Return
9.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.90%
6-Month Return▲ 14.34%
12-Month Return-
YTD Return▲ 22.48%
Total Return▲ 23.98%

Best Trade

Opened at
Closed at-
Gain▲ 47.24%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 1.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.08%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.54%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.00%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.77%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.30%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.56%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 3.10%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.16%
▲ 11.46%▲ 5.06%▲ 3.08%
▼ 2.25%▲ 3.53%▼ 0.54%
▲ 25.72%▲ 1.21%▲ 5.00%
▼ 4.22%▲ 2.34%▲ 0.77%
▲ 7.82%▲ 2.10%▲ 4.30%
▲ 5.70%▼ 0.89%▼ 0.56%
▲ 37.60%▲ 4.40%▲ 3.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PepsiCo
0%
▼ 0.05%
7
Sell
Jul 12, 2024
NEOS S&P 500 High Income ETF
17.93%
▲ 16.50%
4
Sell
Jul 12, 2024
Utilities Select Sector SPDR Fund
0%
▲ 34.13%
4
Sell
Jul 12, 2024
LTC Properties
▲ 10.79%
5
Close
Jul 12, 2024
Fidelity Total Bond ETF
▲ 0.49%
3
Close
Jul 12, 2024
Conagra Brands
▼ 1.33%
2
Close
Jul 07, 2024
Verizon
19.05%
▲ 11.25%
2
Buy
Jul 07, 2024
Realty Income
▼ 1.86%
4
Close
Jul 07, 2024
Vanguard S&P 500 ETF
11.33%
▲ 18.55%
3
Buy
Jul 07, 2024
CVS Health
16.01%
▼ 10.68%
2
Buy
Jul 07, 2024
AGNC Investment
4.03%
▲ 5.10%
1
Open
Jul 07, 2024
Bristol-Myers Squibb
12.19%
▲ 47.24%
1
Open
Jul 07, 2024
Papa John's International
8.61%
▲ 10.89%
1
Open
Jul 07, 2024
Sysco
5.75%
▲ 8.51%
1
Open
Jul 07, 2024
Riot Platforms
5.1%
▲ 25.11%
1
Open
Jul 07, 2024
Philip Morris
▲ 3.44%
5
Close
Mar 16, 2024
Cenovus Energy
▲ 7.59%
3
Close
Mar 03, 2024
Exxon Mobil
▲ 1.31%
3
Close
Jan 08, 2024
Berkshire Hathaway B
▲ 3.11%
2
Close
Jan 08, 2024
Procter & Gamble
▲ 1.88%
4
Close
Jan 08, 2024