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Smart Dividends Jul 24 - New Portfolio

tali

Smart Dividends Jul 24
Individual Investor
Ranked #311,836 out of 770,014 TipRanks' Investors
Success Rate
70%
7 out of 10
profitable transactions
Average Return
9.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.52%
6-Month Return-
12-Month Return-
YTD Return▲ 8.94%
Total Return▲ 8.94%

Best Trade

Opened at
Closed at-
Gain▲ 24.03%

Bio

test

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.69%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.72%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.56%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.41%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 2.12%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%▲ 2.69%
▼ 4.22%▲ 2.34%▲ 3.72%
▲ 7.82%▲ 2.10%▲ 0.56%
▲ 5.70%▼ 0.89%▼ 0.41%
▲ 31.73%▲ 4.73%▲ 2.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Automatic Data Processing
0%
▲ 22.69%
1
Open
Jul 25, 2024
Allianz SE Unsponsored ADR
9.04%
▲ 8.88%
1
Open
Jul 25, 2024
Amgen
70.02%
▼ 10.73%
1
Open
Jul 25, 2024
BlackRock
0%
▲ 24.03%
1
Open
Jul 25, 2024
Edison International
0%
▲ 15.68%
1
Open
Jul 25, 2024
JPMorgan Chase & Co.
0%
▲ 20.68%
1
Open
Jul 25, 2024
Kroger Company
20.94%
▲ 14.02%
1
Open
Jul 25, 2024
LyondellBasell
0%
▼ 11.78%
1
Open
Jul 25, 2024
Philip Morris
0%
▲ 16.76%
1
Open
Jul 25, 2024
Qualcomm
0%
▼ 8.98%
1
Open
Jul 25, 2024