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AF.Div - New Portfolio

Sven Hergemoeller

AF.Div
Individual Investor
Ranked #101,566 out of 815,805 TipRanks' Investors
Success Rate
75%
101 out of 134
profitable transactions
Average Return
2.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.21%
6-Month Return-
12-Month Return-
YTD Return▲ 14.02%
Total Return▲ 14.02%

Best Trade

Opened at
Closed at-
Gain▲ 15.56%

Bio

Deliver reliable, compounding dividend income while allowing controlled participation in capital growth through conviction-level holdings

Performance

27.88%0-27.88%
▲ 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%
▲ 5.95%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 4.11%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 3.36%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%
▲ 6.24%▲ 5.14%▲ 5.95%
▲ 27.88%▲ 2.30%▲ 4.11%
▲ 6.52%▲ 2.30%▲ 3.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Snowflake
▼ 0.84%
6
Close
Aug 24, 2025
Global X Robotics & Artificial Intelligence ETF
▲ 2.18%
5
Close
Aug 24, 2025
iShares Future AI & Tech ETF
▼ 0.01%
3
Close
Aug 24, 2025
Illumina
▲ 0.99%
4
Close
Aug 24, 2025
SPDR Gold Shares
1.38%
▲ 0.79%
5
Buy
Aug 22, 2025
Schwab US Dividend Equity ETF
13.15%
▲ 2.72%
11
Sell
Aug 22, 2025
Vale SA
1.79%
▲ 3.75%
4
Sell
Aug 22, 2025
Ares Capital
4.33%
▼ 0.67%
5
Buy
Aug 22, 2025
Tenaris SA
▼ 0.72%
4
Sell
Aug 22, 2025
Teledyne Technologies
▼ 0.97%
3
Sell
Aug 22, 2025
Global X MSCI Greece ETF
2%
▼ 3.35%
1
Buy
Aug 22, 2025
VanEck Gold Miners ETF
2.43%
▲ 1.79%
1
Buy
Aug 22, 2025
Schwab International Dividend Equity ETF
3.18%
▼ 1.99%
1
Buy
Aug 22, 2025
Costco
▲ 4.26%
4
Close
Aug 21, 2025
iShares Core Dividend Growth ETF
8.85%
▲ 2.35%
10
Buy
Aug 21, 2025
Global X U.S. Infrastructure Development ETF
4.1%
▲ 4.83%
12
Sell
Aug 21, 2025
iShares U.S. Medical Devices ETF
1.96%
▼ 0.34%
4
Buy
Aug 21, 2025
Invesco S&P 500 Equal Weight Health Care ETF
2.2%
▼ 1.91%
4
Buy
Aug 21, 2025
The Ensign Group
▲ 0.45%
3
Sell
Aug 21, 2025
Analog Devices
▲ 5.10%
3
Sell
Aug 21, 2025