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Smart Dividends Jul 24 - New Portfolio

tali

Smart Dividends Jul 24
Individual Investor
Ranked #369,509 out of 781,066 TipRanks' Investors
Success Rate
60%
6 out of 10
profitable transactions
Average Return
4.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.78%
6-Month Return-
12-Month Return-
YTD Return▲ 0.08%
Total Return▲ 4.02%

Best Trade

Opened at
Closed at-
Gain▲ 25.60%

Bio

test

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.70%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.72%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.56%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.28%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.08%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.68%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 0.08%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%▲ 2.70%
▼ 13.14%▲ 2.34%▲ 3.72%
▲ 2.93%▲ 2.10%▲ 0.56%
▲ 10.00%▼ 0.89%▼ 0.28%
▲ 26.04%▲ 5.96%▲ 2.08%
▲ 5.93%▼ 2.41%▼ 4.68%
▲ 9.79%▲ 0.95%▲ 0.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Automatic Data Processing
0%
▲ 19.89%
1
Open
Jul 25, 2024
Allianz SE Unsponsored ADR
9.05%
▲ 11.70%
1
Open
Jul 25, 2024
Amgen
71.13%
▼ 17.38%
1
Open
Jul 25, 2024
BlackRock
0%
▲ 21.44%
1
Open
Jul 25, 2024
Edison International
0%
▼ 16.33%
1
Open
Jul 25, 2024
JPMorgan Chase & Co.
0%
▲ 25.60%
1
Open
Jul 25, 2024
Kroger Company
19.81%
▲ 10.74%
1
Open
Jul 25, 2024
LyondellBasell
0%
▼ 17.55%
1
Open
Jul 25, 2024
Philip Morris
0%
▲ 9.82%
1
Open
Jul 25, 2024
Qualcomm
0%
▼ 5.20%
1
Open
Jul 25, 2024