New Portfolio - New Portfolio

Steve Schack

New Portfolio
Individual Investor
Ranked #44,146 out of 766,394 TipRanks' Investors
Success Rate
69%
217 out of 313
profitable transactions
Average Return
28.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.77%
6-Month Return▲ 12.41%
12-Month Return▲ 32.21%
YTD Return▲ 20.10%
Total Return▲ 81.37%

Best Trade

Opened at
Closed at-
Gain▲ 455.62%

Bio

Dividend Growth

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.22%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.91%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.26%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.31%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.72%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.83%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.87%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 2.73%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.22%
▲ 11.46%▲ 5.06%▲ 2.91%
▼ 2.25%▲ 3.53%▲ 0.26%
▲ 25.72%▲ 1.21%▲ 4.31%
▼ 4.22%▲ 2.34%▲ 4.72%
▲ 7.82%▲ 2.10%▲ 1.83%
▲ 6.02%▼ 0.89%▼ 1.87%
▲ 22.71%▲ 5.30%▲ 2.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Tower
▲ 9.24%
2
Close
Oct 14, 2024
Abbott Laboratories
▼ 1.12%
5
Close
Jun 29, 2024
Skyworks Solutions
▼ 8.82%
4
Close
Jun 28, 2024
Norfolk Southern
▼ 0.50%
2
Close
Jun 28, 2024
Conagra Brands
▲ 3.37%
3
Close
Jun 28, 2024
BCE
▼ 11.82%
2
Close
Jun 28, 2024
Target
0.87%
▼ 18.50%
3
Open
Apr 29, 2024
Intel
0.27%
▼ 22.60%
5
Open
Mar 07, 2024
Gaming and Leisure
0.55%
▲ 14.91%
3
Open
Jan 19, 2024
AstraZeneca
0.37%
▼ 3.20%
4
Buy
Jan 19, 2024
Wendy's
▲ 2.79%
3
Close
Jan 13, 2024
Qualcomm
▲ 10.40%
7
Close
Dec 10, 2023
Marvell
0.52%
▲ 73.66%
2
Buy
Dec 10, 2023
Texas Roadhouse
▲ 12.41%
2
Close
Dec 07, 2023
UnitedHealth
3.45%
▲ 16.66%
2
Buy
Nov 26, 2023
Dell Technologies
0.77%
▲ 90.86%
2
Buy
Nov 21, 2023
Amazon
1.17%
▲ 12.91%
4
Open
Nov 13, 2023
Bristol-Myers Squibb
0.66%
▲ 7.75%
7
Open
Nov 09, 2023
National Retail Properties
0.48%
▲ 7.23%
8
Buy
Nov 06, 2023
American Electric Power
0.52%
▲ 11.96%
8
Buy
Nov 06, 2023