Smart Dividends Jul 24 - New Portfolio

tali

Smart Dividends Jul 24
Individual Investor
Ranked #271,333 out of 757,311 TipRanks' Investors
Success Rate
70%
7 out of 10
profitable transactions
Average Return
5.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.36%
6-Month Return-
12-Month Return-
YTD Return▲ 5.42%
Total Return▲ 5.42%

Best Trade

Opened at
Closed at-
Gain▲ 13.98%

Bio

test

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.70%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.72%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 1.04%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.76%▲ 1.21%▲ 2.70%
▼ 4.21%▲ 2.34%▲ 3.72%
▲ 2.65%▼ 0.40%▼ 1.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Automatic Data Processing
0%
▲ 11.11%
1
Open
Jul 25, 2024
Allianz SE Unsponsored ADR
8.1%
▲ 13.98%
1
Open
Jul 25, 2024
Amgen
75.83%
▲ 0.28%
1
Open
Jul 25, 2024
BlackRock
0%
▲ 10.95%
1
Open
Jul 25, 2024
Edison International
0%
▲ 11.59%
1
Open
Jul 25, 2024
JPMorgan Chase & Co.
0%
▼ 0.55%
1
Open
Jul 25, 2024
Kroger Company
16.07%
▲ 3.08%
1
Open
Jul 25, 2024
LyondellBasell
0%
▼ 1.41%
1
Open
Jul 25, 2024
Philip Morris
0%
▲ 6.86%
1
Open
Jul 25, 2024
Qualcomm
0%
▼ 3.55%
1
Open
Jul 25, 2024