actual - New Portfolio

fake

actual
Individual Investor
Ranked #27,557 out of 757,311 TipRanks' Investors
Success Rate
69%
129 out of 186
profitable transactions
Average Return
32.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.99%
6-Month Return▲ 15.06%
12-Month Return▲ 24.03%
YTD Return▲ 19.16%
Total Return▲ 131.64%

Best Trade

Opened at
Closed at
Gain▲ 363.22%

Bio

Dividend growth and capital appreciation

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 0.70%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.93%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.08%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.00%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.67%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.53%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.01%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.73%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 0.70%
▲ 5.05%▲ 3.27%▲ 4.93%
▼ 12.40%▼ 4.03%▼ 2.08%
▲ 11.46%▲ 5.06%▲ 4.00%
▼ 2.25%▲ 3.53%▼ 0.67%
▲ 25.76%▲ 1.21%▲ 6.53%
▼ 4.21%▲ 2.34%▲ 4.01%
▲ 2.65%▼ 0.40%▲ 0.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AT&T
▼ 3.26%
5
Close
Mar 12, 2024
W. P. Carey Inc.
▼ 5.50%
4
Close
Mar 12, 2024
Canadian Bank of Commerce
▼ 2.64%
4
Close
Mar 12, 2024
Target
▲ 39.27%
6
Close
Mar 12, 2024
Xcel Energy
▲ 12.48%
5
Close
Mar 12, 2024
Sempra Energy
▲ 4.84%
4
Close
Mar 12, 2024
Toronto Dominion Bank
▼ 6.22%
3
Close
Mar 12, 2024
Cisco Systems
▲ 103.71%
2
Close
Mar 12, 2024
Thermo Fisher
▲ 1.96%
2
Close
Mar 12, 2024
UGI
0%
▼ 0.81%
1
Open
Mar 12, 2024
Blue Owl Capital
0%
▲ 2.82%
1
Open
Mar 12, 2024
Evergy
0%
▲ 22.79%
1
Open
Mar 12, 2024
Morgan Stanley
0%
▲ 16.16%
1
Open
Mar 12, 2024
Aberdeen Standard Global Infrastructure Income Fund
0.01%
▲ 20.02%
1
Open
Mar 12, 2024
Prudential Financial
0.68%
▲ 30.15%
1
Open
Feb 26, 2023
Automatic Data Processing
0.34%
▲ 28.78%
1
Open
Feb 23, 2023
Brookfield Infrastructure
▲ 47.03%
5
Close
Jan 30, 2023
Nvidia
▼ 9.26%
4
Close
Jan 30, 2023
Enterprise Products Partners
▲ 15.57%
2
Close
Jan 30, 2023
3M
▼ 34.16%
4
Close
Jan 30, 2023