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TEST YV5 New Div 10 LT - New Portfolio

TEST YV5 New Div 10 LT
Individual Investor
Ranked #201,468 out of 810,259 TipRanks' Investors
Success Rate
81%
13 out of 16
profitable transactions
Average Return
24.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.99%
6-Month Return▲ 9.20%
12-Month Return▲ 15.28%
YTD Return▲ 12.77%
Total Return▲ 33.68%

Best Trade

Opened at
Closed at-
Gain▲ 90.85%

Bio

Performance

23.15%0-23.15%
▲ 5.10%
▼ 2.41%
▼ 5.07%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.40%
Jan 2025
▼ 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
▲ 23.15%
▲ 3.12%
▲ 1.56%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 5.07%
▲ 6.03%▲ 2.69%▲ 3.40%
▼ 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%
▲ 23.15%▲ 3.12%▲ 1.56%

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
6.27%
▲ 22.07%
1
Open
Mar 09, 2025
Exxon Mobil
5.54%
▲ 1.30%
1
Open
Feb 09, 2025
PepsiCo
5.24%
▲ 0.02%
1
Open
Jan 05, 2025
International Business Machines
6.66%
▲ 24.20%
1
Open
Nov 10, 2024
VICI Properties
5.5%
▲ 4.41%
1
Open
Sep 30, 2024
EOG Resources
5.04%
▼ 4.72%
1
Open
Aug 18, 2024
Automatic Data Processing
6.73%
▲ 27.43%
1
Open
Feb 10, 2024
Allianz SE Unsponsored ADR
8.33%
▲ 62.23%
1
Open
Feb 10, 2024
Amgen
5.68%
▲ 9.10%
1
Open
Feb 10, 2024
BlackRock
7.96%
▲ 44.99%
1
Open
Feb 10, 2024
JPMorgan Chase
9.28%
▲ 75.67%
1
Open
Feb 10, 2024
Kroger Company
8.57%
▲ 61.11%
1
Open
Feb 10, 2024
LyondellBasell
3.67%
▼ 26.83%
1
Open
Feb 10, 2024
Philip Morris
9.83%
▲ 90.85%
1
Open
Feb 10, 2024
Qualcomm
5.7%
▲ 6.71%
1
Open
Feb 10, 2024