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Test Div YV1 EW - New Portfolio

Test Div YV1 EW
Individual Investor
Ranked #206,133 out of 746,067 TipRanks' Investors
Success Rate
60%
34 out of 57
profitable transactions
Average Return
8.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.86%
6-Month Return▲ 7.55%
12-Month Return▲ 8.29%
YTD Return▲ 6.89%
Total Return▲ 6.34%

Best Trade

Opened at
Closed at-
Gain▲ 82.34%

Bio

Performance

18.06%0-18.06%
▲ 5.14%
▲ 4.57%
▲ 5.49%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.88%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.21%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.56%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.27%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.95%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.32%
Jun 2024
▲ 18.06%
▲ 2.90%
▲ 1.96%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.49%
▼ 1.87%▲ 1.59%▲ 0.88%
▲ 14.08%▲ 5.22%▲ 1.21%
▲ 5.05%▲ 3.27%▲ 4.56%
▼ 12.40%▼ 4.03%▼ 4.27%
▲ 11.46%▲ 5.06%▲ 3.95%
▼ 2.25%▲ 3.53%▼ 1.32%
▲ 18.06%▲ 2.90%▲ 1.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chevron
1.71%
▼ 0.59%
1
Open
Jul 01, 2024
Procter & Gamble
1.74%
▲ 2.39%
1
Open
Jul 01, 2024
Everest Group
1.7%
▲ 1.39%
1
Open
Jun 17, 2024
Dick's Sporting Goods
1.75%
▼ 1.77%
1
Open
Jun 17, 2024
VICI Properties
1.76%
▲ 3.89%
1
Open
Jun 03, 2024
Illinois Tool Works
1.77%
▲ 3.05%
1
Open
May 27, 2024
Unum Group
1.67%
▲ 4.79%
2
Buy
May 20, 2024
Bristol-Myers Squibb
▼ 28.04%
2
Close
May 13, 2024
Cummins
1.66%
▼ 1.69%
1
Open
May 13, 2024
Abbott Laboratories
1.68%
▼ 1.34%
1
Open
May 06, 2024
Lockheed Martin
1.75%
▼ 0.15%
1
Open
Apr 29, 2024
Omnicom Group
1.73%
▲ 0.27%
1
Open
Apr 22, 2024
Enterprise Products Partners
1.69%
▲ 1.56%
1
Open
Apr 08, 2024
UnitedHealth
1.76%
▲ 4.46%
1
Open
Apr 01, 2024
Target
1.47%
▼ 13.45%
1
Open
Apr 01, 2024
General Mills
1.62%
▼ 5.26%
1
Open
Mar 18, 2024
Genuine Parts Company
1.57%
▼ 8.29%
2
Buy
Mar 11, 2024
Cisco Systems
1.68%
▼ 1.94%
1
Open
Mar 04, 2024
Sysco
1.54%
▼ 9.50%
1
Open
Feb 26, 2024
International Business Machines
1.66%
▼ 1.60%
1
Open
Feb 19, 2024