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TEST YV5 New Div 10 LT - New Portfolio

TEST YV5 New Div 10 LT
Individual Investor
Ranked #286,606 out of 858,885 TipRanks' Investors
Success Rate
69%
11 out of 16
profitable transactions
Average Return
28.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.17%
6-Month Return▲ 5.34%
12-Month Return▲ 17.76%
YTD Return▲ 3.45%
Total Return▲ 39.83%

Best Trade

Opened at
Closed at-
Gain▲ 95.56%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.62%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.67%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.80%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.12%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.23%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.36%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.71%
Mar 2026
▲ 4.89%
▲ 4.48%
▼ 1.39%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.62%
▲ 10.96%▲ 2.38%▼ 1.67%
▼ 3.68%▲ 0.19%▲ 2.80%
▼ 0.10%▲ 0.08%▼ 0.12%
▲ 4.06%▲ 1.47%▲ 3.23%
▼ 1.12%▼ 0.86%▲ 2.36%
▲ 0.60%▼ 4.94%▼ 0.71%
▲ 4.89%▲ 4.48%▼ 1.39%

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
7.98%
▲ 62.66%
1
Open
Mar 09, 2025
Exxon Mobil
7.57%
▲ 43.43%
1
Open
Feb 09, 2025
PepsiCo
5.68%
▲ 12.66%
1
Open
Jan 05, 2025
International Business Machines
5.85%
▲ 12.35%
1
Open
Nov 10, 2024
VICI Properties
4.58%
▼ 7.93%
1
Open
Sep 30, 2024
EOG Resources
5.73%
▲ 11.72%
1
Open
Aug 18, 2024
Automatic Data Processing
4.07%
▼ 20.49%
1
Open
Feb 10, 2024
Allianz SE Unsponsored ADR
9.08%
▲ 78.69%
1
Open
Feb 10, 2024
Amgen
6.44%
▲ 27.70%
1
Open
Feb 10, 2024
BlackRock
7.01%
▲ 30.96%
1
Open
Feb 10, 2024
JPMorgan Chase
9.53%
▲ 84.94%
1
Open
Feb 10, 2024
Kroger Company
8.07%
▲ 55.66%
1
Open
Feb 10, 2024
LyondellBasell
4.18%
▼ 10.17%
1
Open
Feb 10, 2024
Philip Morris
9.69%
▲ 95.56%
1
Open
Feb 10, 2024
Qualcomm
4.56%
▼ 12.24%
1
Open
Feb 10, 2024