TEST YV5 New Div 10 LT - New Portfolio

TEST YV5 New Div 10 LT
Individual Investor
Ranked #193,003 out of 766,394 TipRanks' Investors
Success Rate
83%
10 out of 12
profitable transactions
Average Return
19.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.93%
6-Month Return▲ 11.51%
12-Month Return-
YTD Return▲ 23.82%
Total Return▲ 23.82%

Best Trade

Opened at
Closed at-
Gain▲ 44.19%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.79%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.60%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.58%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.49%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.10%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.77%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 2.62%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.79%
▲ 11.46%▲ 5.06%▲ 6.06%
▼ 2.25%▲ 3.53%▼ 1.60%
▲ 25.72%▲ 1.21%▲ 6.58%
▼ 4.22%▲ 2.34%▲ 3.49%
▲ 7.82%▲ 2.10%▲ 0.10%
▲ 6.02%▼ 0.89%▼ 0.77%
▲ 22.71%▲ 5.30%▲ 2.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
International Business Machines
6.6%
0.00%
1
Open
Nov 10, 2024
VICI Properties
6.27%
▼ 6.09%
1
Open
Sep 30, 2024
EOG Resources
6.91%
▲ 4.54%
1
Open
Aug 18, 2024
Automatic Data Processing
8.2%
▲ 24.73%
1
Open
Feb 10, 2024
Allianz SE Unsponsored ADR
7.61%
▲ 20.57%
1
Open
Feb 10, 2024
Amgen
6.77%
▲ 11.71%
1
Open
Feb 10, 2024
BlackRock
8.97%
▲ 33.92%
1
Open
Feb 10, 2024
Edison International
8.54%
▲ 31.92%
1
Open
Feb 10, 2024
JPMorgan Chase & Co.
9.09%
▲ 38.52%
1
Open
Feb 10, 2024
Kroger Company
8.74%
▲ 32.35%
1
Open
Feb 10, 2024
LyondellBasell
5.84%
▼ 8.37%
1
Open
Feb 10, 2024
Philip Morris
9.26%
▲ 44.19%
1
Open
Feb 10, 2024
Qualcomm
7.18%
▲ 11.51%
1
Open
Feb 10, 2024