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US Dividend - New Portfolio

Joe Jefferies

US Dividend
Individual Investor
Ranked #450,337 out of 831,094 TipRanks' Investors
Success Rate
58%
15 out of 26
profitable transactions
Average Return
1.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.92%
6-Month Return-
12-Month Return-
YTD Return▲ 0.95%
Total Return▲ 0.95%

Best Trade

Opened at
Closed at-
Gain▲ 12.65%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
May 2025
▲ 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%
▼ 1.65%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 2.97%
Nov 2025
▲ 0.26%
▲ 0.07%
▼ 0.30%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%
▲ 2.76%▲ 2.05%
▲ 12.88%▲ 3.56%
▲ 10.96%▲ 2.38%▼ 1.65%
▼ 3.44%▲ 0.19%▲ 2.97%
▲ 0.26%▲ 0.07%▼ 0.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Abbott Laboratories
3.85%
▼ 5.60%
1
Open
Oct 09, 2025
American Tower
3.85%
▼ 4.93%
1
Open
Oct 09, 2025
Costco
3.85%
▼ 2.05%
1
Open
Oct 09, 2025
Procter & Gamble
3.85%
▼ 1.89%
1
Open
Oct 09, 2025
Union Pacific
3.85%
▲ 1.59%
1
Open
Oct 09, 2025
Lowe's
3.85%
▲ 5.75%
1
Open
Oct 09, 2025
T Mobile US
3.85%
▼ 7.37%
1
Open
Oct 09, 2025
PepsiCo
3.85%
▲ 2.32%
1
Open
Oct 09, 2025
Broadcom
3.85%
▲ 10.32%
1
Open
Oct 09, 2025
Apple
3.85%
▲ 10.22%
1
Open
Oct 08, 2025
TJX Companies
3.85%
▲ 6.95%
1
Open
Oct 08, 2025
Stryker
3.85%
▼ 2.49%
1
Open
Oct 08, 2025
Pfizer
3.85%
▲ 1.33%
1
Open
Oct 08, 2025
Microsoft
3.85%
▼ 8.81%
1
Open
Oct 08, 2025
Medtronic
3.85%
▲ 4.19%
1
Open
Oct 08, 2025
Coca-Cola
3.85%
▲ 7.85%
1
Open
Oct 08, 2025
Visa
3.85%
▼ 6.00%
1
Open
Oct 08, 2025
JPMorgan Chase
3.85%
▲ 2.66%
1
Open
Oct 08, 2025
Home Depot
3.85%
▼ 6.74%
1
Open
Oct 08, 2025
CME Group
3.85%
▲ 3.55%
1
Open
Oct 08, 2025