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Smart Dividends Aug 24 - New Portfolio

James Smith

Smart Dividends Aug 24
Individual Investor
Ranked #117,079 out of 832,409 TipRanks' Investors
Success Rate
68%
416 out of 612
profitable transactions
Average Return
18.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.02%
6-Month Return▲ 33.19%
12-Month Return▲ 29.69%
YTD Return▲ 38.31%
Total Return▲ 48.43%

Best Trade

Opened at
Closed at-
Gain▲ 385.76%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 7.43%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.16%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 11.25%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.43%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.28%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 10.88%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 2.94%
Nov 2025
▼ 0.68%
▼ 0.24%
▲ 2.32%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 7.43%
▲ 9.25%▲ 5.14%▲ 3.16%
▲ 7.60%▲ 2.30%▲ 11.25%
▲ 2.76%▲ 2.05%▲ 4.43%
▲ 12.88%▲ 3.56%▲ 4.28%
▲ 10.96%▲ 2.38%▲ 10.88%
▼ 3.44%▲ 0.19%▼ 2.94%
▼ 0.68%▼ 0.24%▲ 2.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SurModics
▲ 8.45%
2
Close
Nov 18, 2025
Bank Of Nova Scotia
1.01%
▲ 32.62%
2
Buy
Nov 13, 2025
Nebius Group
0%
▼ 20.25%
1
Open
Nov 10, 2025
Archer Aviation
0%
▼ 20.35%
1
Open
Nov 03, 2025
Gold Road Resources Ltd
▲ 253.03%
2
Close
Oct 22, 2025
Morgan Stanley
0%
▲ 13.13%
1
Open
Oct 17, 2025
ESSA Pharma
▼ 76.79%
2
Close
Oct 08, 2025
Bitcoin Cash
0%
▼ 3.98%
1
Open
Oct 01, 2025
Newmont Mining
0%
▲ 16.42%
1
Open
Sep 28, 2025
Bitcoin Tracker One
0%
▼ 24.31%
1
Open
Sep 28, 2025
BRF SA
▲ 16.43%
2
Close
Sep 22, 2025
Foot Locker
▲ 28.67%
2
Close
Sep 05, 2025
Dick's Sporting Goods
0%
▼ 2.35%
1
Open
Sep 05, 2025
Walgreens Boots Alliance
▲ 49.64%
2
Close
Aug 27, 2025
GO MSCI China A Accum.Shs Class -A- USD
▲ 8.31%
3
Close
Aug 26, 2025
iShares Cloud 5G and Tech ETF
▲ 27.54%
2
Close
Aug 18, 2025
Essa Bancorp
▲ 7.05%
2
Close
Jul 23, 2025
Cnb Financial
0%
▲ 16.65%
1
Open
Jul 23, 2025
Agilysys
0%
▲ 6.72%
1
Open
Jul 19, 2025
Affinity Bancshares
0%
▲ 6.07%
1
Open
Jul 19, 2025