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Div July - New Portfolio
OG 2025 Dividends
Div JulyIndividual Investor
Ranked #305,892 out of 824,088 TipRanks' Investors
Success Rate
12 out of 15
profitable transactions
profitable transactions
Average Return
7.12%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.05%
6-Month Return-
12-Month Return-
YTD Return▲ 7.42%
Total Return▲ 7.42%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
―
Mar 2025
▲ 0.80%
▼ 0.87%
―
Apr 2025
▲ 11.63%
▲ 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
▲ 4.43%
▼ 0.27%
▼ 0.31%
Oct 2025
▼ 6.38%▼ 5.57%―
▲ 0.80%▼ 0.87%―
▲ 11.63%▲ 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%
▲ 4.43%▼ 0.27%▼ 0.31%
Recent Activity
Nuveen California Quality Municipal Income Fund
4.04%
▲ 8.04%
2
Buy
Jun 26, 2025
VistaShares Target 15 Berkshire Select Income ETF
4.85%
▲ 3.33%
1
Open
Jun 26, 2025
Annaly Capital
5.18%
▲ 14.73%
1
Open
Jun 26, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
12.58%
▲ 11.62%
1
Open
Jun 23, 2025
NEOS S&P 500 High Income ETF
10.13%
▲ 8.78%
1
Open
Jun 23, 2025
Capital Southwest
9.24%
▼ 0.22%
1
Open
Jun 23, 2025
Dynex Capital
8.46%
▲ 16.10%
1
Open
Jun 23, 2025
AGNC Investment
8.32%
▲ 14.18%
1
Open
Jun 23, 2025
John Hancock Tax-Advantaged Dividend Income Fund
5.32%
▲ 12.22%
1
Open
Jun 23, 2025
Delaware Investments National Municipal Income Fund
5.11%
▲ 7.87%
1
Open
Jun 23, 2025
Runway Growth Finance Corp
9.24%
▲ 0.49%
1
Open
Jun 23, 2025
Altria Group
9.43%
▲ 9.28%
1
Open
Jun 23, 2025
Ares Capital
3.49%
▼ 7.13%
1
Open
Jun 23, 2025
Hercules Capital
4.61%
▼ 0.57%
1
Open
Jun 23, 2025