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Smart Dividends Aug 24 - New Portfolio

James Smith

Smart Dividends Aug 24
Individual Investor
Ranked #107,204 out of 818,587 TipRanks' Investors
Success Rate
69%
416 out of 604
profitable transactions
Average Return
17.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.98%
6-Month Return▲ 26.77%
12-Month Return▲ 33.22%
YTD Return▲ 23.58%
Total Return▲ 32.60%

Best Trade

Opened at
Closed at-
Gain▲ 405.29%

Bio

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 7.93%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.07%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.38%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.44%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.16%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 11.19%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.48%
Aug 2025
▲ 8.78%
▲ 2.32%
▲ 2.52%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 7.93%
▼ 1.80%▼ 5.57%▼ 2.07%
▲ 1.84%▼ 0.87%▲ 0.38%
▲ 12.20%▲ 6.28%▲ 7.44%
▲ 6.24%▲ 5.14%▲ 3.16%
▲ 27.91%▲ 2.30%▲ 11.19%
▲ 4.87%▲ 2.05%▲ 4.48%
▲ 8.78%▲ 2.32%▲ 2.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Foot Locker
▲ 28.67%
2
Close
Sep 05, 2025
Dick's Sporting Goods
0%
▲ 1.17%
1
Open
Sep 05, 2025
Walgreens Boots Alliance
▲ 49.64%
2
Close
Aug 27, 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%
▲ 5.63%
1
Open
Jul 23, 2025
Agilysys
0%
▼ 7.99%
1
Open
Jul 19, 2025
Affinity Bancshares
0%
▲ 4.59%
1
Open
Jul 19, 2025
Hess
▼ 4.99%
2
Close
Jul 17, 2025
Chevron
0%
▲ 6.56%
1
Open
Jul 17, 2025
SoFi
0%
▲ 100.59%
1
Open
May 31, 2025
SAP AG
0%
▼ 16.76%
1
Open
May 31, 2025
Agricultural Bank of China
0%
▲ 13.06%
1
Open
May 31, 2025
AppLovin
0%
▲ 50.23%
1
Open
May 31, 2025
Honeywell International
0%
▼ 5.97%
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%
▲ 71.77%
1
Open
Apr 29, 2025
Peoples Bancorp
0%
▲ 11.03%
1
Open
Apr 26, 2025
Travelers Companies
0%
▲ 4.80%
1
Open
Apr 26, 2025