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Smart Dividends Aug 24 - New Portfolio

James Smith

Smart Dividends Aug 24
Individual Investor
Ranked #92,962 out of 770,014 TipRanks' Investors
Success Rate
71%
232 out of 328
profitable transactions
Average Return
6.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.85%
6-Month Return-
12-Month Return-
YTD Return▲ 14.20%
Total Return▲ 14.20%

Best Trade

Opened at
Closed at-
Gain▲ 118.15%

Bio

Performance

31.73%0-31.73%
▼ 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%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.32%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.75%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 10.77%
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%
▲ 7.82%▲ 2.10%▲ 1.32%
▲ 5.70%▼ 0.89%▲ 1.75%
▲ 31.73%▲ 4.73%▲ 10.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alignment Healthcare
0%
▼ 5.85%
1
Open
Nov 12, 2024
Corpay Inc
0%
▲ 1.89%
1
Open
Nov 12, 2024
Vital Farms
0%
▲ 13.51%
1
Open
Nov 12, 2024
Gambling.com
0%
▲ 25.78%
1
Open
Nov 12, 2024
Ceribell, Inc.
0%
▲ 0.31%
1
Open
Nov 12, 2024
Ashland
0%
▲ 3.33%
1
Open
Nov 12, 2024
Clearway Energy
0%
▲ 3.27%
1
Open
Nov 08, 2024
Federal Realty
0%
▲ 1.43%
1
Open
Nov 08, 2024
Genuine Parts Company
0%
▲ 5.77%
1
Open
Nov 08, 2024
Svb Financial Group
▲ 50.00%
2
Close
Nov 07, 2024
Direxion Daily TSLA Bull 1.5X Shares ETF
0%
▲ 33.18%
1
Open
Nov 06, 2024
Direxion Daily Financial Bull 3x Shares
0%
▲ 8.07%
1
Open
Nov 06, 2024
Direxion Daily Small Cap Bull 3x Shares
0%
▲ 5.38%
1
Open
Nov 06, 2024
iShares Russell 2000 ETF
0%
▲ 2.18%
1
Open
Nov 06, 2024
SPDR S&P Regional Banking ETF
0%
▲ 2.74%
1
Open
Nov 06, 2024
Charles Schwab
0%
▲ 8.32%
1
Open
Nov 06, 2024
ProShares UltraPro QQQ
0%
▼ 0.32%
1
Open
Nov 06, 2024
HeidelbergCement AG Unsponsored ADR
0%
▲ 8.41%
1
Open
Nov 06, 2024
Schwab Fundamental International Small Co. Index ETF
0%
▼ 0.67%
1
Open
Nov 01, 2024
MasTec
0%
▲ 10.05%
1
Open
Nov 01, 2024