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New Portfolio - New Portfolio

dividend1975!

New Portfolio
Individual Investor
Ranked #135,708 out of 804,384 TipRanks' Investors
Success Rate
63%
132 out of 210
profitable transactions
Average Return
12.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.22%
6-Month Return▲ 3.25%
12-Month Return▲ 18.44%
YTD Return▲ 5.11%
Total Return▲ 9.17%

Best Trade

Opened at
Closed at
Gain▲ 168.22%

Bio

Dividend groep

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 9.49%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 2.60%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.61%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.39%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.24%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 0.53%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 9.85%
May 2025
▲ 4.39%
▲ 1.37%
▲ 0.36%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 9.49%
▲ 5.10%▼ 2.41%▼ 2.60%
▲ 6.03%▲ 2.69%▲ 3.61%
▼ 12.86%▼ 1.27%▼ 4.39%
▼ 1.80%▼ 5.57%▼ 3.24%
▲ 1.83%▼ 0.87%▼ 0.53%
▲ 12.21%▲ 6.28%▲ 9.85%
▲ 4.39%▲ 1.37%▲ 0.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Celsius Holdings
3.39%
▲ 61.99%
2
Buy
Jun 19, 2025
Microsoft
▲ 84.89%
8
Close
Jun 09, 2025
Advanced Micro Devices
7.97%
▲ 22.11%
4
Buy
Jun 09, 2025
Honest Company
0.95%
▼ 9.09%
4
Buy
May 27, 2025
AFLAC
▲ 44.12%
4
Close
May 20, 2025
Nike
6.52%
▼ 3.44%
3
Buy
May 20, 2025
Nvidia
4.26%
▲ 19.68%
4
Buy
Apr 24, 2025
International Business Machines
▲ 102.63%
3
Close
Apr 11, 2025
VanEck Bitcoin ETN
▲ 13.79%
7
Close
Apr 09, 2025
e.l.f. Beauty
6.63%
▲ 114.06%
2
Buy
Apr 08, 2025
Amazon
5.53%
▲ 28.55%
9
Buy
Apr 01, 2025
Johnson & Johnson
▲ 11.14%
3
Close
Mar 24, 2025
AvePoint
▲ 81.17%
10
Close
Feb 28, 2025
Cheesecake Factory
6.84%
▲ 10.18%
3
Buy
Feb 21, 2025
Palantir Technologies
▲ 74.85%
3
Close
Feb 20, 2025
Texas Instruments
▲ 8.03%
3
Close
Feb 13, 2025
Trade Desk
▲ 56.15%
4
Close
Feb 11, 2025
PepsiCo
4.48%
▼ 15.32%
3
Buy
Feb 11, 2025
Verizon
▲ 12.63%
4
Close
Dec 19, 2024
Main Street Capital
9.64%
▲ 40.90%
8
Buy
Nov 28, 2024