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Div July - New Portfolio
OG 2025 Dividends
Div JulyIndividual Investor
Ranked #226,643 out of 820,360 TipRanks' Investors
Success Rate
14 out of 15
profitable transactions
profitable transactions
Average Return
7.03%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.24%
6-Month Return-
12-Month Return-
YTD Return▲ 7.39%
Total Return▲ 7.39%
Best Trade
Bio
Performance
27.92%0-27.92%
▼ 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
▲ 27.92%
▲ 2.30%
▲ 2.50%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.27%
Aug 2025
▲ 6.13%
▲ 2.88%
▼ 0.35%
Sep 2025
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%―
▲ 1.84%▼ 0.87%―
▲ 12.20%▲ 6.28%―
▲ 6.24%▲ 5.14%▲ 1.80%
▲ 27.92%▲ 2.30%▲ 2.50%
▲ 4.87%▲ 2.05%▲ 3.27%
▲ 6.13%▲ 2.88%▼ 0.35%
Recent Activity
Nuveen California Quality Municipal Income Fund
3.88%
▲ 3.95%
2
Buy
Jun 26, 2025
VistaShares Target 15 Berkshire Select Income ETF
4.94%
▲ 4.68%
1
Open
Jun 26, 2025
Annaly Capital
5.2%
▲ 12.17%
1
Open
Jun 26, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
12.43%
▲ 10.32%
1
Open
Jun 23, 2025
NEOS S&P 500 High Income ETF
10.02%
▲ 8.55%
1
Open
Jun 23, 2025
Capital Southwest
10.04%
▲ 8.23%
1
Open
Jun 23, 2025
Dynex Capital
7.58%
▲ 4.99%
1
Open
Jun 23, 2025
AGNC Investment
8.13%
▲ 11.10%
1
Open
Jun 23, 2025
John Hancock Tax-Advantaged Dividend Income Fund
5.15%
▲ 8.86%
1
Open
Jun 23, 2025
Delaware Investments National Municipal Income Fund
5.01%
▲ 6.71%
1
Open
Jun 23, 2025
Runway Growth Finance Corp
9.49%
▲ 4.14%
1
Open
Jun 23, 2025
Altria Group
9.44%
▲ 10.39%
1
Open
Jun 23, 2025
Ares Capital
3.63%
▼ 2.60%
1
Open
Jun 23, 2025
Hercules Capital
5.06%
▲ 10.02%
1
Open
Jun 23, 2025