tiprankstipranks

New Portfolio - New Portfolio

dividend1975!

New Portfolio
Individual Investor
Ranked #119,768 out of 769,603 TipRanks' Investors
Success Rate
64%
119 out of 185
profitable transactions
Average Return
12.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.53%
6-Month Return▲ 18.93%
12-Month Return▲ 33.33%
YTD Return▲ 25.83%
Total Return▲ 6.74%

Best Trade

Opened at
Closed at-
Gain▲ 233.39%

Bio

Dividend groep

Performance

37.30%0-37.30%
▼ 12.40%
▼ 4.03%
▼ 2.90%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.07%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.46%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.93%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.01%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.52%
Oct 2024
▲ 37.30%
▲ 4.73%
▲ 9.26%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.90%
▲ 11.46%▲ 5.06%▲ 5.07%
▼ 2.25%▲ 3.53%▲ 3.46%
▲ 25.72%▲ 1.21%▼ 1.21%
▼ 4.22%▲ 2.34%▲ 2.93%
▲ 7.82%▲ 2.10%▲ 3.01%
▲ 5.70%▼ 0.89%▲ 0.52%
▲ 37.30%▲ 4.73%▲ 9.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
▲ 61.55%
6
Close
Nov 20, 2024
Texas Roadhouse
4.24%
▲ 0.77%
1
Open
Nov 20, 2024
VanEck Bitcoin ETN
5.23%
▲ 55.12%
5
Buy
Nov 11, 2024
AFLAC
3.53%
▲ 52.50%
3
Buy
Nov 10, 2024
Qualcomm
▲ 28.35%
6
Close
Oct 14, 2024
Palantir Technologies
0.78%
▲ 48.27%
1
Open
Oct 14, 2024
Nvidia
1.71%
▲ 2.81%
1
Open
Oct 14, 2024
Amazon
4.52%
▲ 24.79%
7
Buy
Oct 02, 2024
Salesforce
4.54%
▲ 34.23%
2
Buy
Oct 02, 2024
Alphabet Class A
3.58%
▲ 25.59%
5
Buy
Sep 04, 2024
Procter & Gamble
2.34%
▲ 7.39%
2
Buy
Sep 04, 2024
AvePoint
2.56%
▲ 121.55%
8
Buy
Aug 02, 2024
Visa
3.74%
▲ 15.72%
2
Buy
Aug 02, 2024
Trade Desk
4.7%
▲ 68.47%
3
Buy
Jul 25, 2024
Shopify
▼ 24.93%
3
Close
Jul 25, 2024
Kimberly Clark
▲ 23.29%
2
Close
Jul 18, 2024
Medtronic
▼ 6.33%
6
Close
Jul 15, 2024
PepsiCo
4.7%
▼ 0.15%
2
Buy
Jul 15, 2024
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
8.01%
▲ 12.68%
1
Open
Jul 02, 2024
Genius Sports Limited
▼ 13.13%
7
Close
Jun 26, 2024