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New Portfolio - New Portfolio

dividend1975!

New Portfolio
Individual Investor
Ranked #143,835 out of 789,901 TipRanks' Investors
Success Rate
61%
119 out of 195
profitable transactions
Average Return
10.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.51%
6-Month Return▲ 9.27%
12-Month Return▲ 19.75%
YTD Return▼ 1.53%
Total Return▲ 2.38%

Best Trade

Opened at
Closed at
Gain▲ 168.22%

Bio

Dividend groep

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.92%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.01%
Sep 2024
▲ 10.01%
▼ 0.89%
▲ 0.22%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.50%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 2.50%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.48%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.39%
Feb 2025
▲ 11.43%
▼ 1.75%
▼ 0.47%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.92%
▲ 2.93%▲ 2.10%▲ 3.01%
▲ 10.01%▼ 0.89%▲ 0.22%
▲ 26.01%▲ 5.96%▲ 9.50%
▲ 5.96%▼ 2.41%▼ 2.50%
▲ 5.25%▲ 2.69%▲ 3.48%
▼ 12.86%▼ 1.27%▼ 4.39%
▲ 11.43%▼ 1.75%▼ 0.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AvePoint
▲ 81.17%
10
Close
Feb 28, 2025
Advanced Micro Devices
1.42%
▼ 1.63%
1
Open
Feb 28, 2025
Honest Company
0.15%
▼ 5.37%
1
Open
Feb 28, 2025
Microsoft
3.26%
▲ 51.66%
7
Sell
Feb 26, 2025
Celsius Holdings
1.94%
▼ 5.72%
1
Open
Feb 26, 2025
VanEck Bitcoin ETN
1.73%
▲ 40.30%
6
Sell
Feb 22, 2025
Cheesecake Factory
6.59%
▼ 5.09%
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
5.99%
▲ 0.34%
3
Buy
Feb 11, 2025
Nvidia
2.74%
▼ 20.53%
2
Buy
Jan 05, 2025
Verizon
▲ 12.63%
4
Close
Dec 19, 2024
Main Street Capital
11.04%
▲ 41.87%
8
Buy
Nov 28, 2024
Apple
▲ 61.55%
6
Close
Nov 20, 2024
Texas Roadhouse
3.92%
▼ 6.01%
1
Open
Nov 20, 2024
AFLAC
3.44%
▲ 50.29%
3
Buy
Nov 10, 2024
Qualcomm
▲ 28.35%
6
Close
Oct 14, 2024
Amazon
4.68%
▲ 29.79%
7
Buy
Oct 02, 2024
Salesforce
3.87%
▲ 15.15%
2
Buy
Oct 02, 2024