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Div July - New Portfolio
OG 2025 Dividends
Div JulyIndividual Investor
Ranked #203,597 out of 813,535 TipRanks' Investors
Success Rate
14 out of 15
profitable transactions
profitable transactions
Average Return
6.38%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.02%
6-Month Return-
12-Month Return-
YTD Return▲ 6.69%
Total Return▲ 6.69%
Best Trade
Bio
Performance
27.89%0-27.89%
▲ 6.03%
▲ 2.69%
―
Jan 2025
▼ 12.86%
▼ 1.27%
―
Feb 2025
▼ 1.80%
▼ 5.57%
―
Mar 2025
▲ 1.84%
▼ 0.87%
―
Apr 2025
▲ 12.20%
▲ 6.28%
―
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.80%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 2.50%
Jul 2025
▲ 7.50%
▲ 2.04%
▲ 2.24%
Aug 2025
▲ 6.03%▲ 2.69%―
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%―
▲ 1.84%▼ 0.87%―
▲ 12.20%▲ 6.28%―
▲ 6.24%▲ 5.14%▲ 1.80%
▲ 27.89%▲ 2.30%▲ 2.50%
▲ 7.50%▲ 2.04%▲ 2.24%
Recent Activity
Nuveen California Quality Municipal Income Fund
3.86%
▲ 2.99%
2
Buy
Jun 26, 2025
VistaShares Target 15 Berkshire Select Income ETF
4.89%
▲ 3.17%
1
Open
Jun 26, 2025
Annaly Capital
5.11%
▲ 11.05%
1
Open
Jun 26, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
12.03%
▲ 6.69%
1
Open
Jun 23, 2025
NEOS S&P 500 High Income ETF
9.89%
▲ 5.79%
1
Open
Jun 23, 2025
Capital Southwest
10.19%
▲ 8.49%
1
Open
Jun 23, 2025
Dynex Capital
7.82%
▲ 6.08%
1
Open
Jun 23, 2025
AGNC Investment
7.88%
▲ 7.17%
1
Open
Jun 23, 2025
John Hancock Tax-Advantaged Dividend Income Fund
5.14%
▲ 8.69%
1
Open
Jun 23, 2025
Delaware Investments National Municipal Income Fund
4.7%
▼ 0.08%
1
Open
Jun 23, 2025
Runway Growth Finance Corp
10.05%
▲ 7.36%
1
Open
Jun 23, 2025
Altria Group
9.35%
▲ 8.37%
1
Open
Jun 23, 2025
Ares Capital
3.99%
▲ 5.54%
1
Open
Jun 23, 2025
Hercules Capital
5.09%
▲ 11.41%
1
Open
Jun 23, 2025