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Div July - New Portfolio
OG 2025 Dividends
Div JulyIndividual Investor
Ranked #296,042 out of 828,391 TipRanks' Investors
Success Rate
12 out of 15
profitable transactions
profitable transactions
Average Return
8.61%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.40%
6-Month Return-
12-Month Return-
YTD Return▲ 8.91%
Total Return▲ 8.91%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
―
Apr 2025
▲ 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
▼ 4.74%
▼ 1.47%
▲ 0.90%
Nov 2025
▲ 0.80%▼ 0.87%―
▲ 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%
▼ 4.74%▼ 1.47%▲ 0.90%
Recent Activity
Nuveen California Quality Municipal Income Fund
4.17%
▲ 12.24%
2
Buy
Jun 26, 2025
VistaShares Target 15 Berkshire Select Income ETF
4.87%
▲ 4.91%
1
Open
Jun 26, 2025
Annaly Capital
5.4%
▲ 19.42%
1
Open
Jun 26, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
12.66%
▲ 13.20%
1
Open
Jun 23, 2025
NEOS S&P 500 High Income ETF
10.15%
▲ 10.04%
1
Open
Jun 23, 2025
Capital Southwest
9.43%
▲ 2.69%
1
Open
Jun 23, 2025
Dynex Capital
8.59%
▲ 19.44%
1
Open
Jun 23, 2025
AGNC Investment
8.45%
▲ 17.31%
1
Open
Jun 23, 2025
John Hancock Tax-Advantaged Dividend Income Fund
5.26%
▲ 11.70%
1
Open
Jun 23, 2025
Delaware Investments National Municipal Income Fund
5.08%
▲ 7.76%
1
Open
Jun 23, 2025
Runway Growth Finance Corp
9.18%
▼ 0.22%
1
Open
Jun 23, 2025
Altria Group
8.43%
▼ 2.25%
1
Open
Jun 23, 2025
Ares Capital
3.62%
▼ 3.79%
1
Open
Jun 23, 2025
Hercules Capital
4.72%
▲ 4.40%
1
Open
Jun 23, 2025