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New Portfolio - New Portfolio

dividend1975!

New Portfolio
Individual Investor
Ranked #120,103 out of 799,718 TipRanks' Investors
Success Rate
64%
133 out of 207
profitable transactions
Average Return
11.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.70%
6-Month Return▲ 2.63%
12-Month Return▲ 18.11%
YTD Return▲ 3.17%
Total Return▲ 7.16%

Best Trade

Opened at
Closed at
Gain▲ 168.22%

Bio

Dividend groep

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.22%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 9.49%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 2.60%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 3.61%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.39%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.24%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 0.53%
Apr 2025
▲ 12.28%
▲ 7.15%
▲ 8.21%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 0.22%
▲ 25.97%▲ 5.96%▲ 9.49%
▲ 5.41%▼ 2.41%▼ 2.60%
▲ 6.02%▲ 2.69%▲ 3.61%
▼ 12.86%▼ 1.27%▼ 4.39%
▼ 1.80%▼ 5.57%▼ 3.24%
▲ 1.76%▼ 0.87%▼ 0.53%
▲ 12.28%▲ 7.15%▲ 8.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nike
3.95%
▲ 2.15%
2
Buy
May 06, 2025
Nvidia
4.08%
▲ 11.38%
4
Buy
Apr 24, 2025
Honest Company
0.92%
▲ 15.96%
3
Buy
Apr 21, 2025
International Business Machines
▲ 102.63%
3
Close
Apr 11, 2025
VanEck Bitcoin ETN
▲ 13.79%
7
Close
Apr 09, 2025
Advanced Micro Devices
5.1%
▲ 18.38%
3
Buy
Apr 09, 2025
e.l.f. Beauty
4.43%
▲ 38.87%
2
Buy
Apr 08, 2025
Amazon
5.51%
▲ 24.36%
9
Buy
Apr 01, 2025
Johnson & Johnson
▲ 11.14%
3
Close
Mar 24, 2025
AvePoint
▲ 81.17%
10
Close
Feb 28, 2025
Microsoft
3.55%
▲ 77.67%
7
Sell
Feb 26, 2025
Celsius Holdings
2.77%
▲ 44.79%
1
Open
Feb 26, 2025
Cheesecake Factory
6.7%
▲ 4.83%
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
4.72%
▼ 14.35%
3
Buy
Feb 11, 2025
Verizon
▲ 12.63%
4
Close
Dec 19, 2024
Main Street Capital
9.39%
▲ 35.21%
8
Buy
Nov 28, 2024
Apple
▲ 61.55%
6
Close
Nov 20, 2024