tiprankstipranks

Dividend Portfolio - New Portfolio

Daniel Carini

Dividend Portfolio
Individual Investor
Ranked #119,637 out of 788,370 TipRanks' Investors
Success Rate
73%
52 out of 71
profitable transactions
Average Return
3.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.41%
6-Month Return-
12-Month Return-
YTD Return▲ 7.45%
Total Return▲ 1.66%

Best Trade

Opened at
Closed at-
Gain▲ 17.34%

Bio

Dividend Portfolio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.48%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 0.58%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 2.55%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.23%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 2.11%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%▼ 3.48%
▲ 26.03%▲ 5.96%▲ 0.58%
▲ 5.94%▼ 2.41%▼ 2.55%
▲ 5.25%▲ 2.69%▲ 5.23%
▼ 10.49%▼ 0.31%▲ 2.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chorus Limited
▲ 3.09%
3
Close
Feb 22, 2025
Dexus Industria REIT
▲ 4.30%
10
Close
Feb 14, 2025
Charter Hall Retail REIT
9.9%
▲ 4.57%
9
Sell
Feb 08, 2025
Bristol-Myers Squibb
4.29%
▼ 1.79%
2
Buy
Feb 06, 2025
Origin Energy Limited
5.2%
▲ 6.87%
3
Buy
Jan 31, 2025
Transurban Group Ltd.
5.14%
▼ 2.23%
2
Buy
Jan 29, 2025
Charter Hall Long WALE REIT
4.55%
▲ 1.84%
1
Open
Jan 24, 2025
Johnson & Johnson
4.99%
▲ 13.05%
2
Buy
Jan 15, 2025
Dexus
8.89%
▲ 12.94%
7
Buy
Jan 10, 2025
GPT Group
8.5%
▲ 7.13%
6
Buy
Dec 31, 2024
APA Group
6.84%
▼ 5.26%
5
Buy
Dec 30, 2024
BWP Trust
7.8%
▲ 4.19%
4
Buy
Dec 30, 2024
Betashares Active Australian Hybrids Fund
▲ 0.85%
2
Close
Dec 19, 2024
Woodside Energy Group
4.53%
▼ 2.44%
3
Buy
Dec 19, 2024
Realty Income
8.07%
▲ 3.29%
5
Buy
Dec 19, 2024
Vicinity Centres
7.1%
▲ 8.80%
4
Buy
Dec 19, 2024
Betashares Australian Major Bank Subordinated Debt ETF Exchange Traded Fund Units
▲ 0.19%
2
Close
Dec 11, 2024
BetaShares Australian Bank Senior Floating Rate Bond ETF
▲ 0.88%
2
Close
Nov 29, 2024
Sequoia Financial Group Ltd.
▼ 10.46%
3
Close
Nov 21, 2024
ING Groep
5.26%
▲ 6.19%
3
Buy
Nov 12, 2024