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New Portfolio - New Portfolio

dividend1975!

New Portfolio
Individual Investor
Ranked #139,232 out of 812,326 TipRanks' Investors
Success Rate
64%
136 out of 212
profitable transactions
Average Return
14.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.50%
6-Month Return▲ 9.15%
12-Month Return▲ 30.71%
YTD Return▲ 12.05%
Total Return▲ 16.37%

Best Trade

Opened at
Closed at
Gain▲ 168.22%

Bio

Dividend groep

Performance

27.86%0-27.86%
▲ 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%
▼ 0.53%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.85%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.11%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 3.36%
Jul 2025
▲ 0.42%
▲ 0.11%
▼ 1.52%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 3.61%
▼ 12.86%▼ 1.27%▼ 4.39%
▼ 1.80%▼ 5.57%▼ 3.24%
▲ 1.84%▼ 0.87%▼ 0.53%
▲ 12.20%▲ 6.28%▲ 9.85%
▲ 6.24%▲ 5.14%▲ 5.11%
▲ 27.86%▲ 2.30%▲ 3.36%
▲ 0.42%▲ 0.11%▼ 1.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Honest Company
0.92%
▼ 22.19%
5
Buy
Aug 07, 2025
Alphabet Class A
5.25%
▲ 42.49%
6
Buy
Jul 23, 2025
Celsius Holdings
3.52%
▲ 49.90%
2
Buy
Jun 19, 2025
Microsoft
▲ 84.89%
8
Close
Jun 09, 2025
Advanced Micro Devices
9.89%
▲ 66.04%
4
Buy
Jun 09, 2025
AFLAC
▲ 44.12%
4
Close
May 20, 2025
Nike
7.43%
▲ 20.64%
3
Buy
May 20, 2025
Nvidia
4.83%
▲ 48.71%
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
4.94%
▲ 74.98%
2
Buy
Apr 08, 2025
Amazon
5.3%
▲ 34.97%
9
Buy
Apr 01, 2025
Johnson & Johnson
▲ 11.14%
3
Close
Mar 24, 2025
AvePoint
▲ 81.17%
10
Close
Feb 28, 2025
Cheesecake Factory
6.55%
▲ 15.80%
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
4.56%
▼ 5.58%
3
Buy
Feb 11, 2025
Verizon
▲ 12.63%
4
Close
Dec 19, 2024