tiprankstipranks

Dividend Portfolio - New Portfolio

Dividend Portfolio
Individual Investor
Ranked #244,507 out of 728,988 TipRanks' Investors
Success Rate
57%
8 out of 14
profitable transactions
Average Return
3.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.84%
6-Month Return▲ 13.12%
12-Month Return▲ 11.43%
YTD Return▲ 7.40%
Total Return▲ 0.62%

Best Trade

Opened at
Closed at-
Gain▲ 46.70%

Bio

Health Care funding portfolio

Performance

24.26%0-24.26%
▼ 4.52%
▼ 4.74%
▲ 0.17%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 7.81%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.06%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 1.25%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.45%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.48%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.37%
Mar 2024
▼ 24.26%
▼ 4.50%
▼ 1.91%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▲ 0.17%
▼ 6.45%▼ 2.17%▼ 7.81%
▲ 9.22%▲ 9.13%▲ 9.06%
▲ 5.14%▲ 4.57%▲ 1.25%
▼ 1.87%▲ 1.59%▼ 1.45%
▲ 14.08%▲ 5.22%▲ 7.48%
▲ 5.05%▲ 3.27%▲ 3.37%
▼ 24.26%▼ 4.50%▼ 1.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Sisecam Resources LP
▲ 21.89%
2
Close
May 26, 2023
Green Plains Partners
▼ 4.94%
2
Close
Nov 22, 2022
Lumen Technologies
▼ 45.88%
2
Close
Nov 22, 2022
Via Renewables
▼ 7.63%
2
Close
Nov 22, 2022
Enterprise Products Partners
10%
▲ 25.62%
1
Open
Nov 22, 2022
Medical Properties
10%
▼ 54.79%
1
Open
Nov 22, 2022
Energy Transfer
10%
▲ 39.85%
1
Open
Nov 22, 2022
Permrock Royalty
10%
▼ 40.32%
1
Open
Nov 22, 2022
AGNC Investment
10%
▲ 17.82%
1
Open
Nov 22, 2022
Diana Shipping
10%
▼ 38.23%
1
Open
Jul 30, 2022
Golden Ocean Group
10%
▲ 38.62%
1
Open
Jul 30, 2022
Goldman Sachs BDC
10%
▲ 7.63%
1
Open
Jul 30, 2022
MPLX
10%
▲ 45.57%
1
Open
Jul 30, 2022
Sunoco
10%
▲ 46.70%
1
Open
Jul 30, 2022