tiprankstipranks

Dividends - New Portfolio

81C5F790

Dividends
Individual Investor
Ranked #78,028 out of 858,971 TipRanks' Investors
Success Rate
91%
38 out of 42
profitable transactions
Average Return
18.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.51%
6-Month Return▲ 4.64%
12-Month Return▲ 28.87%
YTD Return▲ 7.17%
Total Return▲ 51.01%

Best Trade

Opened at
Closed at-
Gain▲ 84.79%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.09%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.69%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.29%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.15%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.14%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 5.42%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.28%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 4.16%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.09%
▲ 10.96%▲ 2.38%▲ 1.69%
▼ 3.68%▲ 0.19%▲ 0.29%
▼ 0.10%▲ 0.08%▼ 2.15%
▲ 4.06%▲ 1.47%▲ 4.14%
▼ 1.12%▼ 0.86%▲ 5.42%
▲ 0.60%▼ 4.94%▼ 6.28%
▲ 7.53%▲ 5.50%▲ 4.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PepsiCo
0%
▲ 1.38%
7
Sell
Jul 12, 2024
NEOS S&P 500 High Income ETF
16.5%
▲ 36.10%
4
Sell
Jul 12, 2024
Utilities Select Sector SPDR Fund
0%
▲ 58.71%
4
Sell
Jul 12, 2024
LTC Properties
▲ 10.79%
5
Close
Jul 12, 2024
Fidelity Total Bond ETF
▲ 0.48%
3
Close
Jul 12, 2024
Conagra Brands
▼ 1.33%
2
Close
Jul 07, 2024
Verizon
18.64%
▲ 33.27%
2
Buy
Jul 07, 2024
Realty Income
▼ 1.86%
4
Close
Jul 07, 2024
Vanguard S&P 500 ETF
12.13%
▲ 39.61%
3
Buy
Jul 07, 2024
CVS Health
20.03%
▲ 28.42%
2
Buy
Jul 07, 2024
AGNC Investment
4.05%
▲ 40.08%
1
Open
Jul 07, 2024
Bristol-Myers Squibb
11.17%
▲ 57.54%
1
Open
Jul 07, 2024
Papa John's International
5.61%
▼ 14.04%
1
Open
Jul 07, 2024
Sysco
5.17%
▲ 10.56%
1
Open
Jul 07, 2024
Riot Platforms
6.68%
▲ 84.79%
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
▲ 1.30%
3
Close
Jan 08, 2024
Berkshire Hathaway B
▲ 3.11%
2
Close
Jan 08, 2024
Procter & Gamble
▲ 1.88%
4
Close
Jan 08, 2024