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US Dividend - New Portfolio

Joe Jefferies

US Dividend
Individual Investor
Ranked #339,692 out of 852,708 TipRanks' Investors
Success Rate
69%
18 out of 26
profitable transactions
Average Return
3.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.08%
6-Month Return-
12-Month Return-
YTD Return▲ 2.88%
Total Return▲ 3.31%

Best Trade

Opened at
Closed at-
Gain▲ 19.57%

Bio

Performance

12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▲ 3.05%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.92%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.54%
Jan 2026
▼ 5.01%
▼ 2.07%
▲ 1.32%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%
▲ 2.76%▲ 2.05%
▲ 12.88%▲ 3.56%
▲ 10.96%▲ 2.38%▼ 1.65%
▼ 3.58%▲ 0.19%▲ 3.05%
▼ 0.10%▲ 0.08%▼ 0.92%
▲ 4.06%▲ 1.47%▲ 1.54%
▼ 5.01%▼ 2.07%▲ 1.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Abbott Laboratories
3.85%
▼ 17.39%
1
Open
Oct 09, 2025
American Tower
3.85%
▼ 6.56%
1
Open
Oct 09, 2025
Costco
3.85%
▲ 5.21%
1
Open
Oct 09, 2025
Procter & Gamble
3.85%
▲ 6.82%
1
Open
Oct 09, 2025
Union Pacific
3.85%
▲ 9.23%
1
Open
Oct 09, 2025
Lowe's
3.85%
▲ 18.24%
1
Open
Oct 09, 2025
T Mobile US
3.85%
▼ 10.32%
1
Open
Oct 09, 2025
PepsiCo
3.85%
▲ 16.90%
1
Open
Oct 09, 2025
Broadcom
3.85%
▼ 9.83%
1
Open
Oct 09, 2025
Apple
3.85%
▲ 7.02%
1
Open
Oct 08, 2025
TJX Companies
3.85%
▲ 10.76%
1
Open
Oct 08, 2025
Stryker
3.85%
▼ 3.43%
1
Open
Oct 08, 2025
Pfizer
3.85%
▲ 6.73%
1
Open
Oct 08, 2025
Microsoft
3.85%
▼ 24.85%
1
Open
Oct 08, 2025
Medtronic
3.85%
▲ 5.96%
1
Open
Oct 08, 2025
Coca-Cola
3.85%
▲ 19.57%
1
Open
Oct 08, 2025
Visa
3.85%
▼ 6.14%
1
Open
Oct 08, 2025
JPMorgan Chase
3.85%
▲ 2.48%
1
Open
Oct 08, 2025
Home Depot
3.85%
▲ 0.27%
1
Open
Oct 08, 2025
CME Group
3.85%
▲ 12.76%
1
Open
Oct 08, 2025