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Working with TipRanks
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New Portfolio Sep 2022 - New Portfolio
New Portfolio Sep 2022
Individual Investor
Ranked #20,537 out of 730,435 TipRanks' Investors
Success Rate
94 out of 126
profitable transactions
profitable transactions
Average Return
17.92%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.98%
6-Month Return▲ 21.02%
12-Month Return▲ 18.79%
YTD Return▲ 2.32%
Total Return▲ 21.72%
Best Trade
Bio
I have a general understanding of the stock market. I am attempting to build what I hope will generate a retirement portfolio where the dividends will cover my basic monthly bills. I expect a growth rate of at least 9% yearly and a 7% yearly dividend
Performance
14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 3.88%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.25%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.01%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.18%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.31%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.50%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.69%
Mar 2024
▼ 13.70%
▼ 3.74%
▼ 2.44%
Apr 2024
▼ 4.52%▼ 4.74%▼ 3.88%
▼ 6.45%▼ 2.17%▼ 4.25%
▲ 9.22%▲ 9.13%▲ 10.01%
▲ 5.14%▲ 4.57%▲ 6.18%
▼ 1.87%▲ 1.59%▼ 1.31%
▲ 14.08%▲ 5.22%▲ 2.50%
▲ 5.05%▲ 3.27%▲ 3.69%
▼ 13.70%▼ 3.74%▼ 2.44%