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portfolio dividends - New Portfolio

portfolio dividends
Individual Investor
Ranked #40,923 out of 798,764 TipRanks' Investors
Success Rate
81%
42 out of 52
profitable transactions
Average Return
21.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.91%
6-Month Return▼ 1.78%
12-Month Return▲ 3.68%
YTD Return▼ 1.49%
Total Return▲ 33.46%

Best Trade

Opened at
Closed at-
Gain▲ 116.34%

Bio

A high risk/high dividend portfolio that is intended as a "Buy and hold" portfolio with small running investments over the year.

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 2.11%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 1.91%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 3.17%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 3.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.49%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.46%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 4.87%
Apr 2025
▲ 6.31%
▲ 1.77%
▲ 0.22%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 2.11%
▲ 25.97%▲ 5.96%▲ 1.91%
▲ 5.41%▼ 2.41%▼ 3.17%
▲ 6.02%▲ 2.69%▲ 3.43%
▼ 12.86%▼ 1.27%▲ 3.49%
▼ 1.80%▼ 5.57%▼ 3.46%
▲ 1.74%▼ 0.87%▼ 4.87%
▲ 6.31%▲ 1.77%▲ 0.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ellington Financial
12.28%
▲ 31.91%
6
Buy
Apr 25, 2024
Gladstone Investment
10.58%
▲ 28.30%
6
Buy
Apr 25, 2024
Horizon Technology
7.11%
▼ 20.63%
5
Buy
Apr 25, 2024
Prospect Capital
6.87%
▼ 26.16%
5
Buy
Apr 25, 2024
TSMC
4.18%
▲ 83.04%
4
Buy
Apr 25, 2024
Realty Income
11.01%
▲ 12.67%
6
Buy
Mar 28, 2024
VICI Properties
2.01%
▲ 12.86%
3
Buy
Mar 28, 2024
Gladstone Commercial
12.94%
▲ 32.09%
7
Buy
Mar 13, 2024
Pennantpark $
10.06%
▲ 18.40%
5
Buy
Oct 25, 2023
Main Street Capital
11.37%
▲ 55.82%
2
Buy
Jul 25, 2023
SLR Investment Corp.
11.53%
▲ 34.48%
3
Buy
Jun 26, 2023