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Div Stocks with CG upside - New Portfolio
Avi G.
Div Stocks with CG upsideIndividual Investor
Ranked #150,195 out of 739,700 TipRanks' Investors
Success Rate
36 out of 59
profitable transactions
profitable transactions
Average Return
9.67%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.36%
6-Month Return▼ 4.73%
12-Month Return▲ 4.29%
YTD Return▼ 6.74%
Total Return▲ 31.28%
Best Trade
Bio
My view
Performance
14.08%0-14.08%
▲ 9.22%
▲ 9.13%
▲ 6.46%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.27%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.24%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.68%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.77%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.56%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.93%
May 2024
▼ 6.43%
▲ 1.82%
▼ 1.92%
Jun 2024
▲ 9.22%▲ 9.13%▲ 6.46%
▲ 5.14%▲ 4.57%▲ 7.27%
▼ 1.87%▲ 1.59%▼ 4.24%
▲ 14.08%▲ 5.22%▼ 0.68%
▲ 5.05%▲ 3.27%▲ 2.77%
▼ 12.40%▼ 4.03%▼ 4.56%
▲ 11.46%▲ 5.06%▲ 1.93%
▼ 6.43%▲ 1.82%▼ 1.92%
Recent Activity
Physicians Realty
―
▼ 23.69%
3
Close
Feb 29, 2024
Healthpeak Properties
5.05%
▲ 16.39%
1
Open
Feb 29, 2024
Holly Energy Partners
―
▲ 29.25%
2
Close
Nov 30, 2023
HF Sinclair Corporation
1.35%
▲ 3.63%
1
Open
Nov 30, 2023
VICI Properties
9.09%
▲ 1.67%
1
Open
Apr 28, 2022
Brookfield Corporation
3.31%
▲ 3.05%
1
Open
Jul 26, 2021
Energy Transfer
2.06%
▲ 75.38%
1
Open
Jan 15, 2020
W. P. Carey Inc.
7.62%
▼ 8.77%
2
Buy
Jan 02, 2020
EPR Properties
2.05%
▼ 25.34%
1
Open
Jan 02, 2020
Omega Healthcare
2.73%
▲ 10.18%
2
Buy
Jan 02, 2020
Sabra Healthcare REIT
4.89%
▼ 2.35%
2
Buy
Dec 30, 2019
Service Properties
1.47%
▼ 74.08%
6
Buy
Dec 30, 2019
Public Storage
9.44%
▲ 56.16%
2
Buy
Dec 30, 2019
Iron Mountain
19.88%
▲ 251.19%
2
Buy
Dec 30, 2019
Digital Realty
9.16%
▲ 47.62%
2
Buy
Dec 30, 2019
Welltower
9.19%
▲ 48.72%
2
Buy
Dec 30, 2019
Ventas
6.01%
▲ 3.81%
2
Buy
Dec 30, 2019
Apple Hospitality REIT
6.71%
▲ 9.33%
5
Buy
Dec 30, 2019
Altria Group
―
▲ 2.64%
5
Close
Dec 29, 2019
Six Flags
―
▼ 3.01%
6
Close
Dec 29, 2019