New Portfolio - New Portfolio

Václav G

New Portfolio
Individual Investor
Ranked #22,472 out of 757,311 TipRanks' Investors
Success Rate
78%
138 out of 178
profitable transactions
Average Return
19.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.19%
6-Month Return▲ 24.55%
12-Month Return▲ 28.71%
YTD Return▲ 22.53%
Total Return▲ 29.46%

Best Trade

Opened at
Closed at-
Gain▲ 98.33%

Bio

dividend portfolio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.02%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.06%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.08%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.72%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.54%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 7.99%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.98%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 7.42%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 4.02%
▲ 5.05%▲ 3.27%▲ 6.06%
▼ 12.40%▼ 4.03%▼ 2.08%
▲ 11.46%▲ 5.06%▲ 6.72%
▼ 2.25%▲ 3.53%▼ 2.54%
▲ 25.76%▲ 1.21%▲ 7.99%
▼ 4.21%▲ 2.34%▲ 1.98%
▲ 2.65%▼ 0.40%▲ 7.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ternium SA
0%
▲ 11.17%
1
Open
Sep 10, 2024
3M
10.47%
▲ 42.74%
11
Buy
Apr 05, 2024
Medical Properties
7.9%
▼ 0.32%
19
Buy
Apr 05, 2024
Agree Realty
1.85%
▲ 37.43%
2
Buy
Apr 05, 2024
Alexander's
1.75%
▲ 42.66%
5
Sell
Apr 02, 2024
Realty Income
3.67%
▲ 18.55%
5
Buy
Feb 16, 2024
W. P. Carey Inc.
4.71%
▲ 7.26%
9
Buy
Feb 06, 2024
Hasbro
2.04%
▲ 47.57%
6
Buy
Feb 06, 2024
Pfizer
6.01%
▲ 2.18%
5
Buy
Feb 06, 2024
Bristol-Myers Squibb
1.92%
▲ 3.65%
2
Buy
Feb 06, 2024
Altria Group
8.4%
▲ 34.77%
7
Buy
Feb 05, 2024
Arbor Realty
1.08%
▲ 32.20%
13
Sell
Jan 09, 2024
British American Tobacco
6.95%
▲ 37.47%
3
Buy
Dec 27, 2023
VF
0%
▲ 9.69%
5
Sell
Dec 07, 2023
NextEra Energy
0%
▲ 72.89%
2
Sell
Dec 06, 2023
Omega Healthcare
3.17%
▲ 68.47%
13
Sell
Oct 06, 2023
EPR Properties
2.43%
▲ 42.94%
6
Sell
Oct 06, 2023
Simon Property
0%
▲ 68.39%
2
Sell
Oct 03, 2023
Walgreens Boots Alliance
1.31%
▼ 70.06%
7
Buy
Sep 14, 2023
Duke Energy
2.87%
▲ 34.36%
1
Open
Aug 30, 2023