tiprankstipranks

US Dividend - New Portfolio

Joe Jefferies

US Dividend
Individual Investor
Ranked #588,944 out of 858,885 TipRanks' Investors
Success Rate
54%
14 out of 26
profitable transactions
Average Return
-0.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.19%
6-Month Return▲ 1.03%
12-Month Return-
YTD Return▼ 0.73%
Total Return▼ 0.41%

Best Trade

Opened at
Closed at-
Gain▲ 23.17%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.65%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.95%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.91%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.54%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 3.32%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.63%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 1.35%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%
▲ 10.96%▲ 2.38%▼ 1.65%
▼ 3.68%▲ 0.19%▲ 2.95%
▼ 0.10%▲ 0.08%▼ 0.91%
▲ 4.06%▲ 1.47%▲ 1.54%
▼ 1.12%▼ 0.86%▲ 3.32%
▲ 0.60%▼ 4.94%▼ 6.63%
▲ 4.89%▲ 4.48%▲ 1.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Abbott Laboratories
3.85%
▼ 24.04%
1
Open
Oct 09, 2025
American Tower
3.85%
▼ 2.31%
1
Open
Oct 09, 2025
Costco
3.85%
▲ 6.19%
1
Open
Oct 09, 2025
Procter & Gamble
3.85%
▼ 2.24%
1
Open
Oct 09, 2025
Union Pacific
3.85%
▲ 9.39%
1
Open
Oct 09, 2025
Lowe's
3.85%
▲ 5.05%
1
Open
Oct 09, 2025
T Mobile US
3.85%
▼ 12.64%
1
Open
Oct 09, 2025
PepsiCo
3.85%
▲ 10.57%
1
Open
Oct 09, 2025
Broadcom
3.85%
▲ 8.12%
1
Open
Oct 09, 2025
Apple
3.85%
▲ 1.13%
1
Open
Oct 08, 2025
TJX Companies
3.85%
▲ 15.50%
1
Open
Oct 08, 2025
Stryker
3.85%
▼ 9.16%
1
Open
Oct 08, 2025
Pfizer
3.85%
▲ 8.47%
1
Open
Oct 08, 2025
Microsoft
3.85%
▼ 29.21%
1
Open
Oct 08, 2025
Medtronic
3.85%
▼ 9.50%
1
Open
Oct 08, 2025
Coca-Cola
3.85%
▲ 18.80%
1
Open
Oct 08, 2025
Visa
3.85%
▼ 13.03%
1
Open
Oct 08, 2025
JPMorgan Chase
3.85%
▲ 2.90%
1
Open
Oct 08, 2025
Home Depot
3.85%
▼ 10.94%
1
Open
Oct 08, 2025
CME Group
3.85%
▲ 14.65%
1
Open
Oct 08, 2025