Dividends - New Portfolio

chuck M

Dividends
Individual Investor
Ranked #50,270 out of 757,311 TipRanks' Investors
Success Rate
88%
37 out of 42
profitable transactions
Average Return
7.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.04%
6-Month Return▲ 10.88%
12-Month Return-
YTD Return▲ 16.46%
Total Return▲ 17.89%

Best Trade

Opened at
Closed at-
Gain▲ 29.49%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.50%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.67%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.08%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.45%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.00%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.77%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.59%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 1.50%
▲ 5.05%▲ 3.27%▲ 4.67%
▼ 12.40%▼ 4.03%▼ 1.16%
▲ 11.46%▲ 5.06%▲ 3.08%
▼ 2.25%▲ 3.53%▼ 0.45%
▲ 25.76%▲ 1.21%▲ 5.00%
▼ 4.21%▲ 2.34%▲ 0.77%
▲ 2.65%▼ 0.40%▲ 1.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PepsiCo
0%
▲ 4.55%
7
Sell
Jul 12, 2024
NEOS S&P 500 High Income ETF
18.43%
▲ 10.93%
4
Sell
Jul 12, 2024
Utilities Select Sector SPDR Fund
0%
▲ 27.68%
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
20.18%
▲ 14.86%
2
Buy
Jul 07, 2024
Realty Income
▼ 1.86%
4
Close
Jul 07, 2024
Vanguard S&P 500 ETF
11.3%
▲ 11.47%
3
Buy
Jul 07, 2024
CVS Health
16.76%
▼ 9.62%
2
Buy
Jul 07, 2024
AGNC Investment
4.55%
▲ 12.77%
1
Open
Jul 07, 2024
Bristol-Myers Squibb
10.55%
▲ 24.38%
1
Open
Jul 07, 2024
Papa John's International
9.27%
▲ 19.89%
1
Open
Jul 07, 2024
Sysco
5.85%
▲ 7.01%
1
Open
Jul 07, 2024
Riot Platforms
3.11%
▼ 23.72%
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