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The Dividend Experiment
- New Portfolio
Performance
Portfolio Details
Robert Bull
The Dividend Experiment
Individual Investor
Ranked #7,707 out of 609,942 TipRanks' Investors
Success Rate
87%
136 out of 157
profitable transactions
Average Return
6.74%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 9.44%
6-Month Return
-
12-Month Return
-
YTD Return
▲ 11.72%
Total Return
▲ 22.56%
Best Trade
Asset
AGNC Invest... (AGNC)
Opened at
Oct 27, 2022
Closed at
-
Gain
▲ 61.69%
Bio
Monthly Dividends from the selected companies. Please note this is NOT a "Get Rich Quick" strategy, but relies on slow accumulation and reinvestment of dividends to create large growth. Currently projected at 9% growth per year.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
21.25%
0
-21.25%
Jul 2022
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
Feb 2023
TipRanks Average
S&P 500
Investor Portfolio
▲ 12.28%
▲ 9.21%
―
▼ 5.22%
▼ 4.08%
―
▼ 14.21%
▼ 9.24%
―
▼ 2.92%
▲ 8.13%
▲ 8.10%
▲ 6.26%
▲ 5.56%
▲ 5.60%
▼ 11.62%
▼ 5.76%
▼ 3.90%
▲ 21.25%
▲ 6.29%
▲ 9.38%
▲ 7.96%
▲ 2.53%
▲ 2.14%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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ADC
Agree Realty
3.06%
▲ 4.21%
6
Open
Oct 27, 2022
SLG
SL Green Realty
3.05%
▲ 4.99%
6
Open
Oct 27, 2022
SJR
Shaw Communications
3.24%
▲ 4.35%
6
Open
Oct 27, 2022
SCM
Stellus Capital
3.01%
▲ 9.92%
6
Open
Oct 27, 2022
PSEC
Prospect Capital
3.82%
▲ 9.68%
6
Open
Oct 27, 2022
PFLT
Pennantpark $
2.76%
▲ 6.76%
6
Open
Oct 27, 2022
PECO
Phillips Edison & Company
3.15%
▲ 6.08%
6
Open
Oct 27, 2022
PBA
Pembina Pipeline
3.93%
▲ 3.97%
6
Open
Oct 27, 2022
OXSQ
Oxford Square Capital
3.31%
▲ 5.96%
6
Open
Oct 27, 2022
ORC
Orchid Island Capital
3.41%
▲ 13.46%
6
Open
Oct 27, 2022
O
Realty Income
4.12%
▲ 7.41%
6
Open
Oct 27, 2022
MDV
Modiv
3.41%
▼ 2.47%
6
Open
Oct 27, 2022
MAIN
Main Street Capital
4.01%
▲ 8.92%
6
Open
Oct 27, 2022
LTC
LTC Properties
2.69%
▲ 3.38%
6
Open
Oct 27, 2022
STAG
Stag Industrial
4.54%
▲ 8.69%
6
Open
Oct 27, 2022
LAND
Gladstone Land
2.65%
▲ 6.66%
6
Open
Oct 27, 2022
GWRS
Global Water Resources
3.35%
▲ 7.66%
6
Open
Oct 27, 2022
GROW
US Global Investors
3.15%
▲ 5.24%
6
Open
Oct 27, 2022
GLAD
Gladstone Capital
3.13%
▲ 9.59%
6
Open
Oct 27, 2022
GIPR
Generation Income Properties
2.84%
▼ 2.91%
6
Open
Oct 27, 2022
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