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Div July - New Portfolio
OG 2025 Dividends
Div JulyIndividual Investor
Ranked #301,596 out of 831,931 TipRanks' Investors
Success Rate
12 out of 15
profitable transactions
profitable transactions
Average Return
10.16%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.39%
6-Month Return-
12-Month Return-
YTD Return▲ 10.51%
Total Return▲ 10.51%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.64%
▲ 6.28%
―
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.80%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.50%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.27%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.01%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.18%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 2.21%
Nov 2025
▲ 1.30%
▼ 0.05%
▲ 0.17%
Dec 2025
▲ 11.64%▲ 6.28%―
▲ 9.25%▲ 5.14%▲ 1.80%
▲ 7.60%▲ 2.30%▲ 2.50%
▲ 2.76%▲ 2.05%▲ 3.27%
▲ 12.88%▲ 3.56%▼ 0.01%
▲ 10.96%▲ 2.38%▲ 0.18%
▼ 3.44%▲ 0.19%▲ 2.21%
▲ 1.30%▼ 0.05%▲ 0.17%
Recent Activity
Nuveen California Quality Municipal Income Fund
4.1%
▲ 11.41%
2
Buy
Jun 26, 2025
VistaShares Target 15 Berkshire Select Income ETF
4.76%
▲ 5.05%
1
Open
Jun 26, 2025
Annaly Capital
5.5%
▲ 22.95%
1
Open
Jun 26, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
12.75%
▲ 16.29%
1
Open
Jun 23, 2025
NEOS S&P 500 High Income ETF
10.13%
▲ 12.10%
1
Open
Jun 23, 2025
Capital Southwest
10%
▲ 10.10%
1
Open
Jun 23, 2025
Dynex Capital
8.57%
▲ 21.95%
1
Open
Jun 23, 2025
AGNC Investment
8.53%
▲ 20.99%
1
Open
Jun 23, 2025
John Hancock Tax-Advantaged Dividend Income Fund
5.14%
▲ 10.21%
1
Open
Jun 23, 2025
Delaware Investments National Municipal Income Fund
4.98%
▲ 7.34%
1
Open
Jun 23, 2025
Runway Growth Finance Corp
8.47%
▼ 6.92%
1
Open
Jun 23, 2025
Altria Group
8.35%
▼ 2.26%
1
Open
Jun 23, 2025
Ares Capital
3.72%
▼ 0.03%
1
Open
Jun 23, 2025
Hercules Capital
5%
▲ 11.85%
1
Open
Jun 23, 2025