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TEST YV5 New Div 10 LT - New Portfolio

TEST YV5 New Div 10 LT
Individual Investor
Ranked #143,669 out of 793,704 TipRanks' Investors
Success Rate
81%
13 out of 16
profitable transactions
Average Return
17.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.55%
6-Month Return▲ 4.88%
12-Month Return▲ 17.08%
YTD Return▲ 7.23%
Total Return▲ 27.11%

Best Trade

Opened at
Closed at-
Gain▲ 82.46%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.49%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.60%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.31%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 5.07%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 3.88%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.65%
Feb 2025
▲ 3.73%
▼ 4.27%
▲ 0.55%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.49%
▲ 2.93%▲ 2.10%▲ 0.10%
▲ 10.00%▼ 0.89%▼ 0.60%
▲ 26.01%▲ 5.96%▲ 3.31%
▲ 5.33%▼ 2.41%▼ 5.07%
▲ 5.89%▲ 2.69%▲ 3.88%
▼ 12.86%▼ 1.27%▲ 2.65%
▲ 3.73%▼ 4.27%▲ 0.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Edison International
▼ 9.09%
2
Close
Mar 09, 2025
Bank Of Nova Scotia
5.59%
▲ 1.11%
1
Open
Mar 09, 2025
Exxon Mobil
6.18%
▲ 7.19%
1
Open
Feb 09, 2025
PepsiCo
5.71%
▲ 3.23%
1
Open
Jan 05, 2025
International Business Machines
6.59%
▲ 16.97%
1
Open
Nov 10, 2024
VICI Properties
5.49%
▼ 1.62%
1
Open
Sep 30, 2024
EOG Resources
5.63%
▲ 0.24%
1
Open
Aug 18, 2024
Automatic Data Processing
6.96%
▲ 25.48%
1
Open
Feb 10, 2024
Allianz SE Unsponsored ADR
8.33%
▲ 50.96%
1
Open
Feb 10, 2024
Amgen
5.92%
▲ 7.85%
1
Open
Feb 10, 2024
BlackRock
7.17%
▲ 24.28%
1
Open
Feb 10, 2024
JPMorgan Chase
8.06%
▲ 44.37%
1
Open
Feb 10, 2024
Kroger Company
8.29%
▲ 48.39%
1
Open
Feb 10, 2024
LyondellBasell
4.24%
▼ 20.87%
1
Open
Feb 10, 2024
Philip Morris
9.89%
▲ 82.46%
1
Open
Feb 10, 2024
Qualcomm
5.94%
▲ 5.78%
1
Open
Feb 10, 2024