tiprankstipranks

portfolio dividends - New Portfolio

portfolio dividends
Individual Investor
Ranked #55,507 out of 730,199 TipRanks' Investors
Success Rate
75%
35 out of 47
profitable transactions
Average Return
13.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.43%
6-Month Return▲ 18.28%
12-Month Return▲ 21.60%
YTD Return▲ 1.64%
Total Return▲ 23.69%

Best Trade

Opened at
Closed at-
Gain▲ 61.20%

Bio

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

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 2.57%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.41%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.20%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.21%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.98%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 1.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.59%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 0.50%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 2.57%
▼ 6.45%▼ 2.17%▼ 3.41%
▲ 9.22%▲ 9.13%▲ 10.20%
▲ 5.14%▲ 4.57%▲ 6.21%
▼ 1.87%▲ 1.59%▼ 0.98%
▲ 14.08%▲ 5.22%▼ 1.36%
▲ 5.05%▲ 3.27%▲ 4.59%
▼ 18.13%▼ 3.38%▼ 0.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Ellington Financial
10.63%
▲ 3.60%
6
Buy
Apr 25, 2024
Gladstone Investment
10.49%
▲ 20.63%
6
Buy
Apr 25, 2024
Horizon Technology
10.46%
▲ 8.41%
5
Buy
Apr 25, 2024
Prospect Capital
9.81%
▼ 1.45%
5
Buy
Apr 25, 2024
Taiwan Semiconductor Manufacturing
3.12%
▲ 49.40%
4
Buy
Apr 25, 2024
Realty Income
10.09%
▲ 0.87%
6
Buy
Mar 28, 2024
VICI Properties
1.74%
▼ 4.71%
3
Buy
Mar 28, 2024
Gladstone Commercial
11.75%
▲ 15.36%
7
Buy
Mar 13, 2024
Pennantpark $
11%
▲ 21.13%
5
Buy
Oct 25, 2023
Main Street Capital
10.09%
▲ 32.12%
2
Buy
Jul 25, 2023
SLR Investment Corp.
10.75%
▲ 19.50%
3
Buy
Jun 26, 2023