Dividend & Growth Mix - New Portfolio
Remigius Evan
Dividend & Growth MixIndividual Investor
Ranked #47,274 out of 858,971 TipRanks' Investors
Success Rate
60 out of 68
profitable transactions
profitable transactions
Average Return
15.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.59%
6-Month Return▼ 1.07%
12-Month Return-
YTD Return▼ 8.82%
Total Return▲ 35.10%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 6.13%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.85%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.25%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.77%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 4.21%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.31%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.34%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 4.03%
Apr 2026
▲ 12.88%▲ 3.56%▲ 6.13%
▲ 10.96%▲ 2.38%▲ 6.85%
▼ 3.68%▲ 0.19%▼ 1.25%
▼ 0.10%▲ 0.08%▲ 4.77%
▲ 4.06%▲ 1.47%▼ 4.21%
▼ 1.12%▼ 0.86%▼ 2.31%
▲ 0.60%▼ 4.94%▼ 6.34%
▲ 7.53%▲ 5.50%▲ 4.03%
Recent Activity
Schwab US Dividend Equity ETF
0%
▲ 0.20%
1
Open
Mar 31, 2026
Realty Income
8.72%
▲ 15.07%
8
Buy
Mar 30, 2026
Vanguard High Dividend Yield Index ETF
7.7%
▲ 20.15%
8
Buy
Mar 30, 2026
Bitcoin
43.59%
▼ 11.59%
9
Buy
Mar 29, 2026
Altria Group
3.35%
▲ 20.99%
7
Buy
Dec 24, 2025
SPDR S&P 500 ETF Trust
22.66%
▲ 19.93%
8
Buy
Dec 24, 2025
Invesco QQQ Trust
2.42%
▲ 10.39%
3
Buy
Dec 24, 2025
iShares MSCI ACWI ETF
1.99%
▲ 12.73%
3
Buy
Dec 24, 2025
Apple
2.4%
▲ 22.61%
6
Buy
Jun 18, 2025
AbbVie
2.34%
▲ 18.91%
6
Buy
Jun 18, 2025
Coca-Cola
1.57%
▲ 11.07%
4
Buy
Jun 18, 2025
Nvidia
2.94%
▲ 48.72%
4
Buy
Jun 18, 2025
PepsiCo
0.33%
▲ 14.61%
2
Buy
Apr 18, 2025