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WVS-Income - New Portfolio
will smith
WVS-IncomeIndividual Investor
Ranked #435,572 out of 809,067 TipRanks' Investors
Success Rate
13 out of 24
profitable transactions
profitable transactions
Average Return
0.15%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.14%
6-Month Return-
12-Month Return-
YTD Return▲ 0.14%
Total Return▲ 0.14%
Best Trade
Bio
Performance
18.34%0-18.34%
▲ 5.10%
▼ 2.41%
―
Dec 2024
▲ 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%
―
Jun 2025
▲ 18.34%
▲ 1.57%
▲ 0.14%
Jul 2025
▲ 5.10%▼ 2.41%―
▲ 6.03%▲ 2.69%―
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%―
▲ 1.84%▼ 0.87%―
▲ 12.20%▲ 6.28%―
▲ 6.24%▲ 5.14%―
▲ 18.34%▲ 1.57%▲ 0.14%
Recent Activity
American Electric Power
4.48%
▲ 1.77%
2
Buy
Jul 14, 2025
Constellation Energy Corporation
3.71%
▲ 0.54%
2
Buy
Jul 14, 2025
Dominion Energy
4.44%
▲ 0.72%
2
Buy
Jul 14, 2025
Duke Energy
4.38%
▲ 0.31%
2
Buy
Jul 14, 2025
Enterprise Products Partners
11.95%
▼ 1.91%
2
Buy
Jul 14, 2025
Energy Transfer
11.66%
▲ 0.03%
2
Buy
Jul 14, 2025
NextEra Energy
4.45%
▲ 1.48%
2
Buy
Jul 14, 2025
Schwab US Dividend Equity ETF
35.59%
▼ 1.42%
2
Buy
Jul 14, 2025
Southern Co
4.45%
▲ 1.22%
2
Buy
Jul 14, 2025
Vanguard Dividend Appreciation ETF
9.53%
▼ 0.32%
2
Buy
Jul 14, 2025
Vistra Energy
3.68%
▼ 1.17%
2
Buy
Jul 14, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
1.67%
▲ 0.56%
2
Buy
Jul 14, 2025