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TEST YV5 New Div 10 LT - New Portfolio

TEST YV5 New Div 10 LT
Individual Investor
Ranked #213,175 out of 816,893 TipRanks' Investors
Success Rate
81%
13 out of 16
profitable transactions
Average Return
23.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.07%
6-Month Return▲ 4.62%
12-Month Return▲ 12.95%
YTD Return▲ 11.84%
Total Return▲ 32.58%

Best Trade

Opened at
Closed at-
Gain▲ 91.59%

Bio

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▲ 2.65%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.74%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.62%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.68%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.88%
Jun 2025
▲ 27.87%
▲ 2.30%
▼ 0.62%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.99%
Aug 2025
▲ 1.13%
▲ 0.63%
▼ 1.59%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 2.65%
▼ 1.80%▼ 5.57%▲ 0.74%
▲ 1.84%▼ 0.87%▼ 2.62%
▲ 12.20%▲ 6.28%▲ 1.68%
▲ 6.24%▲ 5.14%▲ 4.88%
▲ 27.87%▲ 2.30%▼ 0.62%
▲ 4.87%▲ 2.05%▲ 2.99%
▲ 1.13%▲ 0.63%▼ 1.59%

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
7.1%
▲ 36.78%
1
Open
Mar 09, 2025
Exxon Mobil
5.54%
▲ 1.16%
1
Open
Feb 09, 2025
PepsiCo
5.41%
▲ 3.07%
1
Open
Jan 05, 2025
International Business Machines
6.44%
▲ 19.66%
1
Open
Nov 10, 2024
VICI Properties
5.6%
▲ 5.10%
1
Open
Sep 30, 2024
EOG Resources
5.07%
▼ 5.09%
1
Open
Aug 18, 2024
Automatic Data Processing
6.53%
▲ 22.21%
1
Open
Feb 10, 2024
Allianz SE Unsponsored ADR
8.64%
▲ 66.42%
1
Open
Feb 10, 2024
Amgen
5.32%
▲ 1.75%
1
Open
Feb 10, 2024
BlackRock
7.88%
▲ 42.55%
1
Open
Feb 10, 2024
JPMorgan Chase
9.25%
▲ 73.17%
1
Open
Feb 10, 2024
Kroger Company
8.22%
▲ 53.52%
1
Open
Feb 10, 2024
LyondellBasell
3.19%
▼ 35.54%
1
Open
Feb 10, 2024
Philip Morris
9.98%
▲ 91.59%
1
Open
Feb 10, 2024
Qualcomm
5.82%
▲ 8.29%
1
Open
Feb 10, 2024