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TEST YV5 New Div 10 LT - New Portfolio

TEST YV5 New Div 10 LT
Individual Investor
Ranked #259,452 out of 809,057 TipRanks' Investors
Success Rate
69%
11 out of 16
profitable transactions
Average Return
24.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.53%
6-Month Return▲ 11.15%
12-Month Return▲ 16.82%
YTD Return▲ 12.51%
Total Return▲ 33.37%

Best Trade

Opened at
Closed at-
Gain▲ 111.97%

Bio

Performance

16.05%0-16.05%
▲ 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
▲ 16.05%
▲ 1.57%
▲ 1.33%
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%
▲ 16.05%▲ 1.57%▲ 1.33%

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
6.09%
▲ 18.99%
1
Open
Mar 09, 2025
Exxon Mobil
5.39%
▼ 1.11%
1
Open
Feb 09, 2025
PepsiCo
5.21%
▼ 0.12%
1
Open
Jan 05, 2025
International Business Machines
7.3%
▲ 36.71%
1
Open
Nov 10, 2024
VICI Properties
5.4%
▲ 2.91%
1
Open
Sep 30, 2024
EOG Resources
4.99%
▼ 5.29%
1
Open
Aug 18, 2024
Automatic Data Processing
6.56%
▲ 24.61%
1
Open
Feb 10, 2024
Allianz SE Unsponsored ADR
8.24%
▲ 61.10%
1
Open
Feb 10, 2024
Amgen
5.44%
▲ 4.89%
1
Open
Feb 10, 2024
BlackRock
7.79%
▲ 42.45%
1
Open
Feb 10, 2024
JPMorgan Chase
9.02%
▲ 71.35%
1
Open
Feb 10, 2024
Kroger Company
8.53%
▲ 60.95%
1
Open
Feb 10, 2024
LyondellBasell
3.61%
▼ 27.75%
1
Open
Feb 10, 2024
Philip Morris
10.88%
▲ 111.97%
1
Open
Feb 10, 2024
Qualcomm
5.55%
▲ 4.28%
1
Open
Feb 10, 2024