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DIV NEW2023 - New Portfolio

ThN

DIV NEW2023
Individual Investor
Ranked #519,044 out of 800,430 TipRanks' Investors
Success Rate
39%
14 out of 36
profitable transactions
Average Return
-9.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.17%
6-Month Return▼ 10.33%
12-Month Return▼ 1.32%
YTD Return▼ 4.14%
Total Return▼ 5.52%

Best Trade

Opened at
Closed at-
Gain▲ 106.41%

Bio

High Dividends & Growth

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 4.13%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 1.61%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 6.39%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 2.93%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.93%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.21%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 5.27%
Apr 2025
▲ 11.20%
▲ 5.11%
▲ 5.76%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 4.13%
▲ 25.97%▲ 5.96%▲ 1.61%
▲ 5.42%▼ 2.41%▼ 6.39%
▲ 6.01%▲ 2.69%▲ 2.93%
▼ 12.86%▼ 1.27%▼ 1.93%
▼ 1.80%▼ 5.57%▼ 5.21%
▲ 1.76%▼ 0.87%▼ 5.27%
▲ 11.20%▲ 5.11%▲ 5.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CymaBay Therapeutics
▲ 37.92%
2
Close
Mar 25, 2024
Swedbank AB
▲ 14.47%
2
Close
Dec 28, 2023
Silicon Motion
▼ 8.39%
2
Close
Dec 28, 2023
Caravan Energy Corp.
0%
▼ 92.27%
1
Open
Dec 18, 2023
Renascor Resources Limited
▼ 55.56%
2
Close
Dec 14, 2023
Chesapeake Granite Wash
▼ 39.17%
2
Close
Dec 13, 2023
Great Elm Capital
▲ 40.56%
3
Close
Dec 13, 2023
Magnera
0%
▼ 73.84%
2
Sell
Dec 13, 2023
Aspen Aerogels
4.85%
▼ 54.07%
1
Open
Dec 13, 2023
Navitas Semiconductor
0%
▼ 68.22%
1
Open
Nov 13, 2023
EOG Resources
0%
▲ 3.25%
1
Open
Jul 09, 2023
Whitecap Resources
0%
▼ 2.30%
1
Open
Jul 09, 2023
Euronav
0%
▼ 14.99%
1
Open
Jul 09, 2023
Conocophillips
0%
▼ 11.45%
1
Open
Jul 09, 2023
Northern Oil And Gas
0%
▼ 16.76%
1
Open
Jul 09, 2023
Chord Energy
0%
▼ 35.02%
1
Open
Jul 09, 2023
Tamarack Valley Energy
0%
▲ 1.66%
1
Open
Jan 25, 2023
Lumen Technologies
4.69%
▼ 29.20%
2
Buy
Jan 24, 2023
First Real Estate Investment of New Jersey
9.64%
▲ 14.93%
2
Buy
Jan 24, 2023
Himax Technologies
6.56%
▲ 18.56%
2
Buy
Jan 24, 2023