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New Portfolio - New Portfolio

dividend1975!

New Portfolio
Individual Investor
Ranked #156,602 out of 783,619 TipRanks' Investors
Success Rate
60%
113 out of 187
profitable transactions
Average Return
13.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.95%
6-Month Return▲ 16.49%
12-Month Return▲ 25.80%
YTD Return▲ 2.95%
Total Return▲ 6.78%

Best Trade

Opened at
Closed at-
Gain▲ 236.09%

Bio

Dividend groep

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.46%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.93%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.01%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.22%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.52%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.77%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 2.95%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.46%
▲ 8.13%▲ 1.21%▼ 1.21%
▼ 13.14%▲ 2.34%▲ 2.93%
▲ 2.93%▲ 2.10%▲ 3.01%
▲ 9.99%▼ 0.89%▲ 0.22%
▲ 26.04%▲ 5.96%▲ 9.52%
▲ 5.93%▼ 2.41%▼ 2.77%
▲ 3.19%▲ 2.68%▲ 2.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
2.89%
▼ 13.15%
2
Buy
Jan 05, 2025
Verizon
▲ 12.63%
4
Close
Dec 19, 2024
Main Street Capital
10.82%
▲ 42.97%
8
Buy
Nov 28, 2024
Apple
▲ 61.55%
6
Close
Nov 20, 2024
Texas Roadhouse
3.81%
▼ 5.26%
1
Open
Nov 20, 2024
VanEck Bitcoin ETN
5.35%
▲ 65.80%
5
Buy
Nov 11, 2024
AFLAC
3.26%
▲ 46.89%
3
Buy
Nov 10, 2024
Qualcomm
▲ 28.35%
6
Close
Oct 14, 2024
Palantir Technologies
0.94%
▲ 87.14%
1
Open
Oct 14, 2024
Amazon
5.17%
▲ 48.54%
7
Buy
Oct 02, 2024
Salesforce
4.38%
▲ 34.99%
2
Buy
Oct 02, 2024
Alphabet Class A
4.19%
▲ 53.30%
5
Buy
Sep 04, 2024
Procter & Gamble
2.13%
▲ 2.61%
2
Buy
Sep 04, 2024
AvePoint
2.47%
▲ 123.22%
8
Buy
Aug 02, 2024
Visa
3.97%
▲ 28.09%
2
Buy
Aug 02, 2024
Trade Desk
4.13%
▲ 54.50%
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
4.22%
▼ 5.58%
2
Buy
Jul 15, 2024