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TEST YV5 New Div 10 LT - New Portfolio

TEST YV5 New Div 10 LT
Individual Investor
Ranked #169,716 out of 733,923 TipRanks' Investors
Success Rate
80%
8 out of 10
profitable transactions
Average Return
10.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.50%
6-Month Return-
12-Month Return-
YTD Return▲ 10.85%
Total Return▲ 10.85%

Best Trade

Opened at
Closed at-
Gain▲ 21.19%

Bio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
Nov 2023
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.50%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.91%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.79%
Apr 2024
▲ 6.35%
▲ 3.77%
▲ 5.04%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%▲ 2.50%
▲ 5.05%▲ 3.27%▲ 5.91%
▼ 12.40%▼ 4.03%▼ 2.79%
▲ 6.35%▲ 3.77%▲ 5.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Automatic Data Processing
8.82%
▼ 0.34%
1
Open
Feb 10, 2024
Allianz SE Unsponsored ADR
9.79%
▲ 12.45%
1
Open
Feb 10, 2024
Amgen
9.51%
▲ 5.58%
1
Open
Feb 10, 2024
BlackRock
9.38%
▼ 0.81%
1
Open
Feb 10, 2024
Edison International
10.43%
▲ 15.18%
1
Open
Feb 10, 2024
JPMorgan Chase & Co.
10.32%
▲ 13.71%
1
Open
Feb 10, 2024
Kroger Company
10.93%
▲ 21.19%
1
Open
Feb 10, 2024
LyondellBasell
9.58%
▲ 6.32%
1
Open
Feb 10, 2024
Philip Morris
10.05%
▲ 11.85%
1
Open
Feb 10, 2024
Qualcomm
11.2%
▲ 20.93%
1
Open
Feb 10, 2024