tiprankstipranks

Roth Dividends - New Portfolio

JRC Cruz

Roth Dividends
Individual Investor
Ranked #18,948 out of 734,751 TipRanks' Investors
Success Rate
82%
224 out of 272
profitable transactions
Average Return
7.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.46%
6-Month Return▲ 17.88%
12-Month Return-
YTD Return▲ 11.89%
Total Return▲ 16.72%

Best Trade

Opened at
Closed at
Gain▲ 31.32%

Bio

Roth Portfolio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 4.62%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 4.14%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.41%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.35%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.55%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.66%
Apr 2024
▲ 12.37%
▲ 5.54%
▲ 4.28%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 4.62%
▲ 9.22%▲ 9.13%▲ 4.14%
▲ 5.14%▲ 4.57%▲ 4.41%
▼ 1.87%▲ 1.59%▲ 1.35%
▲ 14.08%▲ 5.22%▲ 3.05%
▲ 5.05%▲ 3.27%▲ 5.55%
▼ 12.40%▼ 4.03%▼ 2.66%
▲ 12.37%▲ 5.54%▲ 4.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Schwab US Dividend Equity ETF
24.77%
▲ 9.80%
61
Buy
May 14, 2024
Vanguard S&P 500 ETF
44.94%
▲ 15.27%
44
Buy
May 14, 2024
Agco
4.81%
▼ 8.10%
5
Buy
May 14, 2024
AGNC Investment
10.13%
▲ 6.33%
3
Buy
May 14, 2024
Vanguard Total International Stock ETF
10%
▲ 4.06%
3
Buy
May 14, 2024
Pfizer
5.34%
▼ 0.78%
16
Buy
May 06, 2024
Chevron
▲ 5.04%
24
Close
May 03, 2024
Exxon Mobil
▲ 8.40%
28
Close
May 03, 2024
Federal Agricultural
▲ 4.07%
6
Sell
May 03, 2024
ABM Industries
▲ 1.44%
5
Close
May 03, 2024
Coca-Cola
▲ 0.06%
14
Sell
Apr 09, 2024
Arbor Realty
▼ 1.10%
23
Close
Apr 09, 2024
Agree Realty
▲ 1.01%
4
Sell
Apr 09, 2024
AbbVie
▲ 18.59%
23
Close
Apr 02, 2024
Archer Daniels Midland
▲ 10.91%
9
Sell
Mar 16, 2024
Vanguard Long-Term Bond ETF
▼ 0.50%
6
Close
Mar 01, 2024
Altria Group
▼ 0.88%
5
Close
Mar 01, 2024
JPMorgan Equity Premium Income ETF
▲ 4.25%
27
Close
Mar 01, 2024
Bank of America
▲ 4.08%
6
Sell
Jan 30, 2024