Dividend and Growth - New Portfolio

Istvan Valasi

Dividend and Growth
Individual Investor
Ranked #58,425 out of 757,311 TipRanks' Investors
Success Rate
84%
21 out of 25
profitable transactions
Average Return
33.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.01%
6-Month Return▲ 3.69%
12-Month Return▲ 39.90%
YTD Return▲ 19.37%
Total Return▲ 96.73%

Best Trade

Opened at
Closed at-
Gain▲ 104.70%

Bio

Picking up dividend and growth stocks together

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 6.65%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 10.14%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.51%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.30%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.03%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 1.83%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.43%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 1.99%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 6.65%
▲ 5.05%▲ 3.27%▲ 10.14%
▼ 12.40%▼ 4.03%▼ 5.51%
▲ 11.46%▲ 5.06%▲ 5.30%
▼ 2.25%▲ 3.53%▲ 2.03%
▲ 25.76%▲ 1.21%▼ 1.83%
▼ 4.21%▲ 2.34%▼ 0.43%
▲ 2.65%▼ 0.40%▼ 1.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nexstar Media Group
8.36%
▲ 3.96%
1
Open
Apr 11, 2024
Advanced Micro Devices
5.47%
▲ 96.64%
4
Sell
Mar 11, 2024
MPLX
▲ 48.15%
3
Close
Nov 09, 2022
Alphabet Class A
12.13%
▲ 80.21%
1
Open
Nov 08, 2022
T Rowe Price
4.96%
▼ 13.48%
1
Open
Apr 21, 2022
Micron
5.34%
▲ 15.14%
6
Buy
Mar 31, 2022
Taiwan Semiconductor Manufacturing
9.67%
▲ 64.17%
1
Open
Mar 16, 2022
KeyCorp
▲ 2.79%
2
Close
Mar 01, 2022
OTP Bank Nyrt
▼ 40.11%
2
Close
Mar 01, 2022
Allstate
14.27%
▲ 74.39%
2
Buy
Dec 03, 2021
Visa
7.12%
▲ 43.40%
1
Open
Nov 17, 2021
Snap-on
7.14%
▲ 41.85%
1
Open
Nov 08, 2021
Meta Platforms
8.37%
▲ 30.10%
3
Open
Oct 05, 2021
Morgan Stanley
5.03%
▲ 20.63%
1
Open
Jul 20, 2021
Lam Research
▲ 11.91%
4
Close
Jun 02, 2021
Bristol-Myers Squibb
4.4%
▼ 6.57%
1
Open
Mar 08, 2021
Chevron
▲ 8.25%
2
Close
Feb 18, 2021
AbbVie
7.73%
▲ 104.70%
1
Open
Feb 04, 2021