New Portfolio - New Portfolio

GreGORY FAmILy

New Portfolio
Individual Investor
Ranked #28,763 out of 757,492 TipRanks' Investors
Success Rate
83%
66 out of 80
profitable transactions
Average Return
11.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.67%
6-Month Return▲ 10.93%
12-Month Return-
YTD Return▲ 14.18%
Total Return▲ 14.18%

Best Trade

Opened at
Closed at-
Gain▲ 42.24%

Bio

Dividend Hunter

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.31%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.70%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.90%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.30%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.90%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.82%
Aug 2024
▲ 5.59%
▲ 1.30%
▲ 4.14%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 3.31%
▼ 12.40%▼ 4.03%▼ 4.70%
▲ 11.46%▲ 5.06%▲ 3.90%
▼ 2.25%▲ 3.53%▲ 2.30%
▲ 25.76%▲ 1.21%▲ 2.90%
▼ 4.21%▲ 2.34%▲ 1.82%
▲ 5.59%▲ 1.30%▲ 4.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Star Bulk Carriers
0.4%
▲ 6.20%
1
Open
Aug 15, 2024
Pfizer
15.53%
▲ 9.86%
9
Buy
Jul 15, 2024
AT&T
14.21%
▲ 23.83%
9
Buy
Jul 15, 2024
Portillo's
0.78%
▲ 41.93%
1
Open
Jul 15, 2024
Park Hotels & Resorts
15.26%
▼ 4.32%
11
Buy
Jul 02, 2024
Sabra Healthcare REIT
3.87%
▲ 32.52%
6
Buy
Jul 02, 2024
Wendy's
1.32%
▲ 5.52%
3
Buy
Jul 02, 2024
Rithm Capital
8.49%
▲ 11.89%
7
Buy
Jul 02, 2024
Carnival
2.15%
▲ 16.93%
5
Buy
Jul 02, 2024
Annaly Capital
8.59%
▲ 11.88%
5
Buy
Jul 02, 2024
Torm
6.48%
▲ 9.90%
6
Buy
Jul 02, 2024
PT Telekomunikasi Indonesia Tbk
4.56%
▲ 12.59%
5
Buy
Jul 02, 2024
Energy Transfer
9.58%
▲ 6.16%
5
Buy
May 24, 2024
Plains All American
2.95%
▲ 3.82%
4
Buy
May 24, 2024
Easterly Government Properties
▼ 3.90%
2
Close
Apr 02, 2024
Nustar Energy
▼ 2.26%
2
Close
Mar 26, 2024
Coca-Cola
5.38%
▲ 18.36%
1
Open
Mar 26, 2024
Warner Bros
0.45%
▼ 3.11%
1
Open
Mar 01, 2024