tiprankstipranks
Trending News
More News >

US Dividend - New Portfolio

Joe Jefferies

US Dividend
Individual Investor
Ranked #467,020 out of 849,026 TipRanks' Investors
Success Rate
58%
15 out of 26
profitable transactions
Average Return
1.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.06%
6-Month Return-
12-Month Return-
YTD Return▲ 1.49%
Total Return▲ 2.10%

Best Trade

Opened at
Closed at-
Gain▲ 18.62%

Bio

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
Jul 2025
▲ 2.76%
▲ 2.05%
Aug 2025
▲ 12.88%
▲ 3.56%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.66%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 3.25%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.92%
Dec 2025
▲ 3.22%
▲ 1.43%
▲ 1.49%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%
▲ 2.76%▲ 2.05%
▲ 12.88%▲ 3.56%
▲ 10.96%▲ 2.38%▼ 1.66%
▼ 3.58%▲ 0.19%▲ 3.25%
▼ 0.10%▲ 0.08%▼ 0.92%
▲ 3.22%▲ 1.43%▲ 1.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Abbott Laboratories
3.85%
▼ 6.45%
1
Open
Oct 09, 2025
American Tower
3.85%
▼ 1.08%
1
Open
Oct 09, 2025
Costco
3.85%
▲ 1.61%
1
Open
Oct 09, 2025
Procter & Gamble
3.85%
▼ 3.28%
1
Open
Oct 09, 2025
Union Pacific
3.85%
▲ 0.14%
1
Open
Oct 09, 2025
Lowe's
3.85%
▲ 18.62%
1
Open
Oct 09, 2025
T Mobile US
3.85%
▼ 15.30%
1
Open
Oct 09, 2025
PepsiCo
3.85%
▲ 2.28%
1
Open
Oct 09, 2025
Broadcom
3.85%
▼ 0.39%
1
Open
Oct 09, 2025
Apple
3.85%
▲ 0.16%
1
Open
Oct 08, 2025
TJX Companies
3.85%
▲ 11.30%
1
Open
Oct 08, 2025
Stryker
3.85%
▼ 3.41%
1
Open
Oct 08, 2025
Pfizer
3.85%
▲ 2.60%
1
Open
Oct 08, 2025
Microsoft
3.85%
▼ 12.83%
1
Open
Oct 08, 2025
Medtronic
3.85%
▲ 1.90%
1
Open
Oct 08, 2025
Coca-Cola
3.85%
▲ 7.34%
1
Open
Oct 08, 2025
Visa
3.85%
▼ 6.53%
1
Open
Oct 08, 2025
JPMorgan Chase
3.85%
▲ 2.18%
1
Open
Oct 08, 2025
Home Depot
3.85%
▼ 0.57%
1
Open
Oct 08, 2025
CME Group
3.85%
▲ 3.36%
1
Open
Oct 08, 2025