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US Dividend - New Portfolio

Joe Jefferies

US Dividend
Individual Investor
Ranked #466,205 out of 825,627 TipRanks' Investors
Success Rate
58%
15 out of 26
profitable transactions
Average Return
0.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.02%
6-Month Return-
12-Month Return-
YTD Return▲ 0.02%
Total Return▲ 0.02%

Best Trade

Opened at
Closed at-
Gain▲ 8.99%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 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
▲ 10.60%
▲ 3.13%
▲ 0.02%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%
▲ 2.76%▲ 2.05%
▲ 12.88%▲ 3.56%
▲ 10.60%▲ 3.13%▲ 0.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Abbott Laboratories
3.85%
▼ 4.60%
1
Open
Oct 09, 2025
American Tower
3.85%
▼ 1.40%
1
Open
Oct 09, 2025
Costco
3.85%
▼ 1.99%
1
Open
Oct 09, 2025
Procter & Gamble
3.85%
▲ 1.23%
1
Open
Oct 09, 2025
Union Pacific
3.85%
▼ 6.02%
1
Open
Oct 09, 2025
Lowe's
3.85%
▲ 4.52%
1
Open
Oct 09, 2025
T Mobile US
3.85%
▼ 2.75%
1
Open
Oct 09, 2025
PepsiCo
3.85%
▲ 3.74%
1
Open
Oct 09, 2025
Broadcom
3.85%
▲ 8.10%
1
Open
Oct 09, 2025
Apple
3.85%
▲ 4.24%
1
Open
Oct 08, 2025
TJX Companies
3.85%
▲ 2.36%
1
Open
Oct 08, 2025
Stryker
3.85%
▲ 0.17%
1
Open
Oct 08, 2025
Pfizer
3.85%
▼ 4.60%
1
Open
Oct 08, 2025
Microsoft
3.85%
▲ 3.28%
1
Open
Oct 08, 2025
Medtronic
3.85%
▼ 4.74%
1
Open
Oct 08, 2025
Coca-Cola
3.85%
▲ 6.11%
1
Open
Oct 08, 2025
Visa
3.85%
▼ 1.27%
1
Open
Oct 08, 2025
JPMorgan Chase
3.85%
▲ 0.44%
1
Open
Oct 08, 2025
Home Depot
3.85%
▲ 0.51%
1
Open
Oct 08, 2025
CME Group
3.85%
▲ 0.52%
1
Open
Oct 08, 2025