Smart Dividends Aug 24 - New Portfolio

James Smith

Smart Dividends Aug 24
Individual Investor
Ranked #120,971 out of 766,001 TipRanks' Investors
Success Rate
68%
234 out of 346
profitable transactions
Average Return
5.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.60%
6-Month Return-
12-Month Return-
YTD Return▲ 10.27%
Total Return▲ 10.27%

Best Trade

Opened at
Closed at-
Gain▲ 164.29%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.64%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 4.01%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 4.23%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%▲ 1.06%
▲ 7.82%▲ 2.10%▲ 0.64%
▲ 6.02%▼ 0.89%▲ 4.01%
▲ 5.59%▲ 5.20%▲ 4.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Clearway Energy
0%
0.00%
1
Open
Nov 08, 2024
Genuine Parts Company
0%
0.00%
1
Open
Nov 08, 2024
Direxion Daily TSLA Bull 1.5X Shares ETF
0%
▲ 23.05%
1
Open
Nov 06, 2024
Direxion Daily Financial Bull 3x Shares
0%
▼ 2.60%
1
Open
Nov 06, 2024
Direxion Daily Small Cap Bull 3x Shares
0%
▲ 0.94%
1
Open
Nov 06, 2024
iShares Russell 2000 ETF
0%
▲ 0.38%
1
Open
Nov 06, 2024
SPDR S&P Regional Banking ETF
0%
▼ 3.10%
1
Open
Nov 06, 2024
Charles Schwab
0%
▼ 2.11%
1
Open
Nov 06, 2024
ProShares UltraPro QQQ
0%
▲ 4.93%
1
Open
Nov 06, 2024
HCA Healthcare
0%
▲ 1.55%
1
Open
Nov 06, 2024
HeidelbergCement AG Unsponsored ADR
0%
▲ 7.99%
1
Open
Nov 06, 2024
Schwab Fundamental International Small Co. Index ETF
0%
▲ 0.28%
1
Open
Nov 01, 2024
MasTec
0%
▲ 11.45%
1
Open
Nov 01, 2024
Hilton Worldwide Holdings
0%
▲ 4.73%
1
Open
Nov 01, 2024
JPMorgan U.S. Quality Factor ETF
0%
▲ 3.50%
1
Open
Oct 29, 2024
Schwab 5-10 Year Corporate Bond ETF
0%
▲ 0.23%
1
Open
Oct 29, 2024
iShares MSCI USA Quality Factor ETF
0%
▲ 2.14%
1
Open
Oct 29, 2024
iShares U.S. Infrastructure ETF
0%
▲ 6.37%
1
Open
Oct 29, 2024
Vanguard Russell 1000 Value ETF
0%
▲ 3.13%
1
Open
Oct 29, 2024
Invesco S&P MidCap Quality ETF
0%
▲ 4.61%
1
Open
Oct 29, 2024