tiprankstipranks

Dividends - New Portfolio

chuck M

Dividends
Individual Investor
Ranked #53,544 out of 733,455 TipRanks' Investors
Success Rate
93%
26 out of 28
profitable transactions
Average Return
4.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.04%
6-Month Return-
12-Month Return-
YTD Return▲ 7.59%
Total Return▲ 8.91%

Best Trade

Opened at
Closed at-
Gain▲ 16.77%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 1.23%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.53%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.51%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.67%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.16%
Apr 2024
▲ 9.88%
▲ 3.62%
▲ 1.91%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%
▲ 5.14%▲ 4.57%▲ 1.23%
▼ 1.87%▲ 1.59%▲ 0.53%
▲ 14.08%▲ 5.22%▲ 1.51%
▲ 5.05%▲ 3.27%▲ 4.67%
▼ 12.40%▼ 4.03%▼ 1.16%
▲ 9.88%▲ 3.62%▲ 1.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Philip Morris
▲ 3.44%
5
Close
Mar 16, 2024
CVS Health
3.33%
▼ 27.52%
1
Open
Mar 16, 2024
Cenovus Energy
▲ 7.59%
3
Close
Mar 03, 2024
Utilities Select Sector SPDR Fund
14.16%
▲ 15.13%
3
Buy
Jan 28, 2024
LTC Properties
6.77%
▲ 7.26%
3
Buy
Jan 28, 2024
Realty Income
1.64%
▼ 0.15%
3
Buy
Jan 28, 2024
Vanguard S&P 500 ETF
3.8%
▲ 8.12%
2
Buy
Jan 28, 2024
PepsiCo
▲ 0.81%
4
Close
Jan 08, 2024
Exxon Mobil
▲ 1.30%
3
Close
Jan 08, 2024
Berkshire Hathaway B
▲ 3.11%
2
Close
Jan 08, 2024
Procter & Gamble
▲ 1.88%
4
Close
Jan 08, 2024
Vanguard Total Bond Market ETF
▲ 1.97%
2
Close
Dec 17, 2023
NEOS S&P 500 High Income ETF
24.58%
▲ 7.86%
2
Buy
Dec 17, 2023
Energy Select Sector SPDR Fund
▲ 3.23%
2
Close
Dec 17, 2023
iShares Russell 2000 ETF
▲ 5.30%
2
Close
Dec 16, 2023
Conagra Brands
21.65%
▲ 6.93%
1
Open
Dec 10, 2023
Verizon
24.08%
▲ 9.15%
1
Open
Dec 10, 2023