New Portfolio - New Portfolio

dividend1975!

New Portfolio
Individual Investor
Ranked #135,927 out of 766,394 TipRanks' Investors
Success Rate
64%
116 out of 182
profitable transactions
Average Return
10.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.80%
6-Month Return▲ 17.58%
12-Month Return▲ 34.86%
YTD Return▲ 22.82%
Total Return▲ 4.18%

Best Trade

Opened at
Closed at-
Gain▲ 181.87%

Bio

Dividend groep

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.90%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.07%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.47%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.95%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.01%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.53%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 6.61%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.90%
▲ 11.46%▲ 5.06%▲ 5.07%
▼ 2.25%▲ 3.53%▲ 3.47%
▲ 25.72%▲ 1.21%▼ 1.21%
▼ 4.22%▲ 2.34%▲ 2.95%
▲ 7.82%▲ 2.10%▲ 3.01%
▲ 6.02%▼ 0.89%▲ 0.53%
▲ 22.71%▲ 5.30%▲ 6.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VanEck Bitcoin ETN
4.53%
▲ 37.45%
5
Buy
Nov 11, 2024
AFLAC
3.52%
▲ 73.75%
3
Buy
Nov 10, 2024
Qualcomm
▲ 28.35%
6
Close
Oct 14, 2024
Palantir Technologies
0.73%
▲ 38.80%
1
Open
Oct 14, 2024
Nvidia
1.81%
▲ 5.21%
1
Open
Oct 14, 2024
Amazon
4.86%
▲ 30.94%
7
Buy
Oct 02, 2024
Salesforce
4.59%
▲ 34.12%
2
Buy
Oct 02, 2024
Alphabet Class A
4%
▲ 37.48%
5
Buy
Sep 04, 2024
Procter & Gamble
2.23%
▲ 1.15%
2
Buy
Sep 04, 2024
AvePoint
2.21%
▲ 89.63%
8
Buy
Aug 02, 2024
Visa
3.79%
▲ 15.64%
2
Buy
Aug 02, 2024
Trade Desk
4.82%
▲ 68.01%
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
4.83%
▲ 1.24%
2
Buy
Jul 15, 2024
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
8.23%
▲ 10.96%
1
Open
Jul 02, 2024
Genius Sports Limited
▼ 13.13%
7
Close
Jun 26, 2024
Oaktree Specialty Lending
▲ 14.91%
4
Close
Jun 24, 2024
Ares Capital
▲ 22.13%
2
Close
Jun 24, 2024