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Smart Dividends Aug 24 - New Portfolio

James Smith

Smart Dividends Aug 24
Individual Investor
Ranked #147,171 out of 808,802 TipRanks' Investors
Success Rate
66%
393 out of 599
profitable transactions
Average Return
10.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.32%
6-Month Return▲ 5.68%
12-Month Return-
YTD Return▲ 10.46%
Total Return▲ 18.41%

Best Trade

Opened at
Closed at-
Gain▲ 271.51%

Bio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 5.80%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.94%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.07%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.35%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.42%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.17%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 6.51%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 5.80%
▲ 6.03%▲ 2.69%▲ 3.43%
▼ 12.86%▼ 1.27%▼ 7.94%
▼ 1.80%▼ 5.57%▼ 2.07%
▲ 1.84%▼ 0.87%▲ 0.35%
▲ 12.20%▲ 6.28%▲ 7.42%
▲ 6.24%▲ 5.14%▲ 3.17%
▲ 14.83%▲ 1.65%▲ 6.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SoFi Technologies
0%
▲ 61.59%
1
Open
May 31, 2025
SAP AG
0%
▲ 1.30%
1
Open
May 31, 2025
Agricultural Bank of China
0%
▲ 6.45%
1
Open
May 31, 2025
AppLovin
0%
▼ 9.49%
1
Open
May 31, 2025
Honeywell International
0%
▲ 5.70%
1
Open
May 31, 2025
MicroSectors FANG+ Index 3X Leveraged ETN
▼ 32.54%
2
Close
May 14, 2025
Berry Global Group
▲ 1.14%
2
Close
Apr 29, 2025
Warby Parker
0%
▲ 48.42%
1
Open
Apr 29, 2025
Peoples Bancorp
0%
▲ 4.78%
1
Open
Apr 26, 2025
Travelers Companies
0%
▲ 0.49%
1
Open
Apr 26, 2025
Unilever
0%
▼ 4.87%
1
Open
Apr 26, 2025
Ceco Environmental
0%
▲ 66.51%
1
Open
Apr 26, 2025
IPG Photonics
0%
▲ 26.49%
1
Open
Apr 26, 2025
O'Reilly Auto
0%
▲ 0.27%
1
Open
Apr 26, 2025
Reddit Inc Class A
0%
▲ 20.68%
1
Open
Apr 25, 2025
Packaging
0%
▲ 10.14%
1
Open
Apr 25, 2025
Nokia
0%
▼ 3.55%
1
Open
Apr 25, 2025
SouthState Corporation
0%
▲ 12.39%
1
Open
Apr 25, 2025
Global X Artificial Intelligence & Technology ETF
0%
▲ 30.40%
1
Open
Apr 22, 2025
JPMorgan BetaBuilders Japan ETF
0%
▲ 5.27%
1
Open
Apr 22, 2025