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Smart Dividends Aug 24 - New Portfolio

James Smith

Smart Dividends Aug 24
Individual Investor
Ranked #148,877 out of 769,291 TipRanks' Investors
Success Rate
65%
231 out of 354
profitable transactions
Average Return
4.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.88%
6-Month Return-
12-Month Return-
YTD Return▲ 20.36%
Total Return▲ 20.36%

Best Trade

Opened at
Closed at-
Gain▲ 114.29%

Bio

Performance

37.60%0-37.60%
▼ 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
▲ 5.70%
▼ 0.89%
▲ 4.00%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 13.79%
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%
▲ 5.70%▼ 0.89%▲ 4.00%
▲ 37.60%▲ 4.40%▲ 13.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alignment Healthcare
0%
▼ 8.05%
1
Open
Nov 12, 2024
Corpay Inc
0%
▲ 0.26%
1
Open
Nov 12, 2024
Vital Farms
0%
▲ 9.15%
1
Open
Nov 12, 2024
Gambling.com
0%
▲ 25.97%
1
Open
Nov 12, 2024
Ceribell, Inc.
0%
▼ 12.55%
1
Open
Nov 12, 2024
Ashland
0%
▲ 0.57%
1
Open
Nov 12, 2024
Clearway Energy
0%
▲ 2.02%
1
Open
Nov 08, 2024
Genuine Parts Company
0%
▲ 0.23%
1
Open
Nov 08, 2024
Svb Financial Group
▲ 50.00%
2
Close
Nov 07, 2024
Direxion Daily TSLA Bull 1.5X Shares ETF
0%
▲ 34.47%
1
Open
Nov 06, 2024
Direxion Daily Financial Bull 3x Shares
0%
▲ 2.77%
1
Open
Nov 06, 2024
Direxion Daily Small Cap Bull 3x Shares
0%
▼ 4.27%
1
Open
Nov 06, 2024
iShares Russell 2000 ETF
0%
▼ 1.17%
1
Open
Nov 06, 2024
SPDR S&P Regional Banking ETF
0%
▼ 1.39%
1
Open
Nov 06, 2024
Charles Schwab
0%
▲ 7.03%
1
Open
Nov 06, 2024
ProShares UltraPro QQQ
0%
▼ 1.14%
1
Open
Nov 06, 2024
HCA Healthcare
0%
▼ 4.73%
1
Open
Nov 06, 2024
HeidelbergCement AG Unsponsored ADR
0%
▲ 7.47%
1
Open
Nov 06, 2024
Schwab Fundamental International Small Co. Index ETF
0%
▼ 1.87%
1
Open
Nov 01, 2024
MasTec
0%
▲ 9.28%
1
Open
Nov 01, 2024