tiprankstipranks

Test Div YV1 EW - New Portfolio

Test Div YV1 EW
Individual Investor
Ranked #187,611 out of 733,238 TipRanks' Investors
Success Rate
59%
29 out of 49
profitable transactions
Average Return
6.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.33%
6-Month Return▲ 15.67%
12-Month Return-
YTD Return▲ 4.50%
Total Return▲ 3.96%

Best Trade

Opened at
Closed at-
Gain▲ 61.97%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 3.42%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.74%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.49%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.88%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.21%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.56%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.27%
Apr 2024
▲ 5.65%
▲ 3.02%
▲ 2.25%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 3.42%
▲ 9.22%▲ 9.13%▲ 7.74%
▲ 5.14%▲ 4.57%▲ 5.49%
▼ 1.87%▲ 1.59%▲ 0.88%
▲ 14.08%▲ 5.22%▲ 1.21%
▲ 5.05%▲ 3.27%▲ 4.56%
▼ 12.40%▼ 4.03%▼ 4.27%
▲ 5.65%▲ 3.02%▲ 2.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Abbott Laboratories
1.97%
▼ 0.66%
1
Open
May 06, 2024
Lockheed Martin
2.05%
▼ 0.30%
1
Open
Apr 29, 2024
Omnicom Group
2.06%
▲ 1.39%
1
Open
Apr 22, 2024
Enterprise Products Partners
1.91%
▼ 1.92%
1
Open
Apr 08, 2024
UnitedHealth
2.01%
▲ 2.76%
1
Open
Apr 01, 2024
Target
1.8%
▼ 10.25%
1
Open
Apr 01, 2024
General Mills
2.09%
▲ 3.52%
1
Open
Mar 18, 2024
Genuine Parts Company
2.04%
▲ 1.65%
2
Buy
Mar 11, 2024
Cisco Systems
1.98%
▼ 1.50%
1
Open
Mar 04, 2024
Sysco
1.86%
▼ 7.11%
1
Open
Feb 26, 2024
International Business Machines
1.76%
▼ 9.45%
1
Open
Feb 19, 2024
Verizon
1.97%
▼ 0.03%
1
Open
Feb 13, 2024
Medtronic
1.87%
▼ 5.22%
1
Open
Feb 05, 2024
Edison International
2.18%
▲ 10.35%
1
Open
Jan 29, 2024
BlackRock
2.03%
▼ 0.70%
1
Open
Jan 29, 2024
Gilead Sciences
1.66%
▼ 17.48%
1
Open
Jan 23, 2024
Philip Morris
2.07%
▲ 3.45%
1
Open
Jan 08, 2024
Bank of America
2.25%
▲ 12.79%
1
Open
Jan 01, 2024
Comcast
1.76%
▼ 10.00%
1
Open
Dec 25, 2023
Microchip
1.97%
▲ 2.55%
1
Open
Dec 25, 2023