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Smart Dividends Aug 24 - New Portfolio

James Smith

Smart Dividends Aug 24
Individual Investor
Ranked #126,662 out of 858,800 TipRanks' Investors
Success Rate
66%
403 out of 613
profitable transactions
Average Return
21.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.40%
6-Month Return▲ 7.97%
12-Month Return▲ 58.32%
YTD Return▼ 8.06%
Total Return▲ 39.94%

Best Trade

Opened at
Closed at-
Gain▲ 589.64%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 4.30%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 10.86%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.83%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.72%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 3.13%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 3.81%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.31%
Mar 2026
▲ 4.98%
▲ 4.55%
▲ 5.32%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 4.30%
▲ 10.96%▲ 2.38%▲ 10.86%
▼ 3.68%▲ 0.19%▼ 2.83%
▼ 0.10%▲ 0.08%▲ 4.72%
▲ 4.06%▲ 1.47%▼ 3.13%
▼ 1.12%▼ 0.86%▼ 3.81%
▲ 0.60%▼ 4.94%▼ 6.31%
▲ 4.98%▲ 4.55%▲ 5.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Luminar Technologies
▼ 99.70%
2
Close
Apr 07, 2026
Exact Sciences
▲ 70.06%
2
Close
Mar 20, 2026
Canfor Pulp Products
▼ 28.17%
2
Close
Mar 18, 2026
CyberArk Software
▲ 30.47%
2
Close
Feb 10, 2026
Applied Therapeutics
▼ 98.38%
2
Close
Feb 02, 2026
AstraZeneca
▲ 22.78%
2
Close
Jan 30, 2026
Civitas Resources
▼ 45.84%
2
Close
Jan 29, 2026
SM Energy
0%
▲ 51.42%
1
Open
Jan 29, 2026
ZEEKR Intelligent Technology Holding Limited Sponsored ADR
▼ 0.82%
2
Close
Dec 22, 2025
SurModics
▲ 8.45%
2
Close
Nov 18, 2025
Bank Of Nova Scotia
1.11%
▲ 34.48%
2
Buy
Nov 13, 2025
Nebius Group
0%
▲ 23.99%
1
Open
Nov 10, 2025
Archer Aviation
0%
▼ 48.94%
1
Open
Nov 03, 2025
Gold Road Resources Ltd
▲ 253.03%
2
Close
Oct 22, 2025
Morgan Stanley
0%
▲ 13.59%
1
Open
Oct 17, 2025
ESSA Pharma
▼ 76.79%
2
Close
Oct 08, 2025
Bitcoin Cash
0%
▼ 24.71%
1
Open
Oct 01, 2025
Newmont Mining
0%
▲ 41.47%
1
Open
Sep 28, 2025
Bitcoin Tracker One
0%
▼ 41.33%
1
Open
Sep 28, 2025
BRF SA
▲ 16.43%
2
Close
Sep 22, 2025