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New Portfolio - New Portfolio

dividend1975!

New Portfolio
Individual Investor
Ranked #140,849 out of 807,926 TipRanks' Investors
Success Rate
64%
135 out of 211
profitable transactions
Average Return
14.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.11%
6-Month Return▲ 9.40%
12-Month Return▲ 22.86%
YTD Return▲ 9.97%
Total Return▲ 14.21%

Best Trade

Opened at
Closed at
Gain▲ 168.22%

Bio

Dividend groep

Performance

12.86%0-12.86%
▲ 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
▲ 1.84%
▼ 0.87%
▼ 0.52%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.85%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.11%
Jun 2025
▲ 12.57%
▲ 1.13%
▼ 0.10%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 2.60%
▲ 6.03%▲ 2.69%▲ 3.61%
▼ 12.86%▼ 1.27%▼ 4.39%
▼ 1.80%▼ 5.57%▼ 3.24%
▲ 1.84%▼ 0.87%▼ 0.52%
▲ 12.20%▲ 6.28%▲ 9.85%
▲ 6.24%▲ 5.14%▲ 5.11%
▲ 12.57%▲ 1.13%▼ 0.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Celsius Holdings
3.33%
▲ 35.99%
2
Buy
Jun 19, 2025
Microsoft
▲ 84.89%
8
Close
Jun 09, 2025
Advanced Micro Devices
8.74%
▲ 40.84%
4
Buy
Jun 09, 2025
Honest Company
0.94%
▼ 5.97%
4
Buy
May 27, 2025
AFLAC
▲ 44.12%
4
Close
May 20, 2025
Nike
7.52%
▲ 17.23%
3
Buy
May 20, 2025
Nvidia
4.57%
▲ 34.97%
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
5.46%
▲ 85.66%
2
Buy
Apr 08, 2025
Amazon
5.58%
▲ 36.51%
9
Buy
Apr 01, 2025
Johnson & Johnson
▲ 11.14%
3
Close
Mar 24, 2025
AvePoint
▲ 81.17%
10
Close
Feb 28, 2025
Cheesecake Factory
7.09%
▲ 20.24%
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
4.47%
▼ 11.06%
3
Buy
Feb 11, 2025
Verizon
▲ 12.63%
4
Close
Dec 19, 2024
Main Street Capital
9.96%
▲ 50.19%
8
Buy
Nov 28, 2024