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TEST YV5 New Div 10 LT - New Portfolio

TEST YV5 New Div 10 LT
Individual Investor
Ranked #311,471 out of 797,085 TipRanks' Investors
Success Rate
50%
8 out of 16
profitable transactions
Average Return
15.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.74%
6-Month Return▼ 0.13%
12-Month Return▲ 15.42%
YTD Return▲ 2.97%
Total Return▲ 22.06%

Best Trade

Opened at
Closed at-
Gain▲ 100.39%

Bio

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 0.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.60%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.31%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 5.07%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 3.40%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.65%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.74%
Mar 2025
▲ 3.42%
▼ 1.56%
▼ 3.70%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 0.10%
▲ 10.00%▼ 0.89%▼ 0.60%
▲ 25.97%▲ 5.96%▲ 3.31%
▲ 5.39%▼ 2.41%▼ 5.07%
▲ 6.04%▲ 2.69%▲ 3.40%
▼ 12.86%▼ 1.27%▲ 2.65%
▼ 1.80%▼ 5.57%▲ 0.74%
▲ 3.42%▼ 1.56%▼ 3.70%

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
5.78%
▲ 3.68%
1
Open
Mar 09, 2025
Exxon Mobil
5.83%
▼ 1.29%
1
Open
Feb 09, 2025
PepsiCo
5.22%
▼ 8.01%
1
Open
Jan 05, 2025
International Business Machines
6.38%
▲ 10.41%
1
Open
Nov 10, 2024
VICI Properties
5.68%
▼ 0.57%
1
Open
Sep 30, 2024
EOG Resources
5.15%
▼ 9.74%
1
Open
Aug 18, 2024
Automatic Data Processing
6.82%
▲ 19.87%
1
Open
Feb 10, 2024
Allianz SE Unsponsored ADR
9.07%
▲ 60.26%
1
Open
Feb 10, 2024
Amgen
5.58%
▼ 0.94%
1
Open
Feb 10, 2024
BlackRock
6.89%
▲ 16.55%
1
Open
Feb 10, 2024
JPMorgan Chase
8.11%
▲ 42.59%
1
Open
Feb 10, 2024
Kroger Company
8.99%
▲ 57.05%
1
Open
Feb 10, 2024
LyondellBasell
3.64%
▼ 33.71%
1
Open
Feb 10, 2024
Philip Morris
11.13%
▲ 100.39%
1
Open
Feb 10, 2024
Qualcomm
5.73%
▼ 0.52%
1
Open
Feb 10, 2024