tiprankstipranks

Smart Dividends Jul 24 - New Portfolio

tali

Smart Dividends Jul 24
Individual Investor
Ranked #363,950 out of 858,889 TipRanks' Investors
Success Rate
70%
7 out of 10
profitable transactions
Average Return
18.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.52%
6-Month Return▲ 7.13%
12-Month Return▲ 15.34%
YTD Return▲ 3.35%
Total Return▲ 19.97%

Best Trade

Opened at
Closed at-
Gain▲ 62.22%

Bio

test

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 1.10%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.75%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.94%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.02%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.54%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 3.95%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 1.54%
Mar 2026
▲ 4.89%
▲ 4.48%
▼ 0.56%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 1.10%
▲ 10.96%▲ 2.38%▼ 2.75%
▼ 3.68%▲ 0.19%▲ 3.94%
▼ 0.10%▲ 0.08%▼ 0.02%
▲ 4.06%▲ 1.47%▲ 1.54%
▼ 1.12%▼ 0.86%▲ 3.95%
▲ 0.60%▼ 4.94%▼ 1.54%
▲ 4.89%▲ 4.48%▼ 0.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Automatic Data Processing
0%
▼ 21.24%
1
Open
Jul 25, 2024
Allianz SE Unsponsored ADR
10.01%
▲ 62.22%
1
Open
Jul 25, 2024
Amgen
71.9%
▲ 10.81%
1
Open
Jul 25, 2024
BlackRock
0%
▲ 23.92%
1
Open
Jul 25, 2024
Edison International
0%
▲ 8.69%
1
Open
Jul 25, 2024
JPMorgan Chase
0%
▲ 54.04%
1
Open
Jul 25, 2024
Kroger Company
18.09%
▲ 32.30%
1
Open
Jul 25, 2024
LyondellBasell
0%
▼ 12.57%
1
Open
Jul 25, 2024
Philip Morris
0%
▲ 51.38%
1
Open
Jul 25, 2024
Qualcomm
0%
▼ 24.09%
1
Open
Jul 25, 2024