Dividend - New Portfolio

fhcarstens@gmail.com

Dividend
Individual Investor
Ranked #40,849 out of 766,001 TipRanks' Investors
Success Rate
68%
260 out of 380
profitable transactions
Average Return
31.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.84%
6-Month Return▲ 9.70%
12-Month Return▲ 36.41%
YTD Return▲ 17.88%
Total Return▲ 94.58%

Best Trade

Opened at
Closed at
Gain▲ 1007.48%

Bio

Dividend with small percentage growth stocks. Growth stocks will be used to buy dividend paying shares going on sale.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 6.04%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.47%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.92%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.44%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.57%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.24%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 2.18%
Oct 2024
▲ 5.59%
▲ 5.20%
▼ 3.03%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.04%
▲ 11.46%▲ 5.06%▲ 8.47%
▼ 2.25%▲ 3.53%▼ 0.92%
▲ 25.72%▲ 1.21%▲ 3.44%
▼ 4.22%▲ 2.34%▼ 1.57%
▲ 7.82%▲ 2.10%▲ 6.24%
▲ 6.02%▼ 0.89%▲ 2.18%
▲ 5.59%▲ 5.20%▼ 3.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enterprise Products Partners
▲ 82.75%
8
Close
Jul 05, 2024
Enphase Energy
▲ 123.03%
10
Close
Jul 05, 2024
National Retail Properties
▲ 28.69%
6
Close
Jul 05, 2024
British American Tobacco
▲ 19.31%
5
Close
Jul 05, 2024
Altria Group
▲ 33.29%
5
Close
Jul 05, 2024
Broadcom
▲ 145.39%
7
Close
Jul 05, 2024
Medical Properties
▼ 70.68%
4
Close
Jul 05, 2024
Enbridge
▲ 44.60%
5
Close
Jul 05, 2024
Polaris
▲ 12.82%
5
Close
Jul 05, 2024
Meta Platforms
▲ 43.79%
2
Close
Jul 05, 2024
Plug Power
▼ 90.19%
2
Close
Jul 05, 2024
Sunrun
▼ 73.19%
2
Close
Jul 05, 2024
Horizon Bancorp
▼ 23.65%
2
Close
Jul 05, 2024
Merck & Company
▲ 79.06%
2
Close
Jul 05, 2024
ASML Holding
▲ 91.36%
2
Close
Jul 05, 2024
Autodesk
▲ 28.28%
2
Close
Jul 05, 2024
Carlisle Companies
▲ 56.82%
2
Close
Jul 05, 2024
Cummins
▲ 40.19%
2
Close
Jul 05, 2024
Enovix
▲ 53.99%
2
Close
Jul 05, 2024
Energy Transfer
▲ 26.80%
8
Close
Jul 05, 2024