tiprankstipranks

Portfolio - New Portfolio

Dividend / Secondary Growth

Portfolio
Individual Investor
Ranked #124,086 out of 730,641 TipRanks' Investors
Success Rate
64%
23 out of 36
profitable transactions
Average Return
13.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.44%
6-Month Return▲ 21.01%
12-Month Return-
YTD Return▲ 9.95%
Total Return▲ 16.73%

Best Trade

Opened at
Closed at-
Gain▲ 149.76%

Bio

Focused on stocks paying a good dividend that also have upside potential.

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▲ 0.36%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.64%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.23%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 2.65%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.39%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.74%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.20%
Mar 2024
▼ 11.79%
▼ 2.83%
▼ 2.44%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▲ 0.36%
▼ 6.45%▼ 2.17%▼ 1.64%
▲ 9.22%▲ 9.13%▲ 6.23%
▲ 5.14%▲ 4.57%▲ 2.65%
▼ 1.87%▲ 1.59%▲ 0.39%
▲ 14.08%▲ 5.22%▲ 7.74%
▲ 5.05%▲ 3.27%▲ 4.20%
▼ 11.79%▼ 2.83%▼ 2.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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BlackRock Capital Investment
▲ 16.02%
2
Close
Mar 18, 2024
BlackRock TCP Capital
1.98%
▲ 0.10%
1
Open
Mar 18, 2024
Aehr Test Systems
1.18%
▼ 37.08%
1
Open
Jan 11, 2024
Photronics
1.45%
▼ 2.85%
1
Open
Jan 11, 2024
Enphase Energy
2.87%
▼ 2.06%
1
Open
Jan 11, 2024
Pure Storage
2.71%
▲ 43.15%
1
Open
Jan 11, 2024
Super Micro Computer
4.4%
▲ 149.76%
1
Open
Jan 11, 2024
Tpg Re Finance
1.94%
▲ 20.30%
1
Open
Jan 11, 2024
Ufp Technologies
3.28%
▲ 22.08%
1
Open
Jan 11, 2024
Micron
5.89%
▲ 33.08%
1
Open
Dec 22, 2023
Pacer US Cash Cows 100 ETF
5.7%
▲ 6.87%
1
Open
Dec 22, 2023
Rivian Automotive
4.63%
▼ 61.05%
1
Open
Dec 22, 2023
YieldMax TSLA Option Income Strategy ETF
▲ 3.68%
2
Close
Oct 17, 2023
EOG Resources
▲ 7.21%
2
Close
Oct 07, 2023
NEOS S&P 500 High Income ETF
▼ 2.62%
2
Close
Oct 07, 2023
J.P. Morgan Nasdaq Equity Premium Income ETF
8.1%
▲ 16.72%
1
Open
Oct 07, 2023
Defiance S&P 500 Enhanced Options Income ETF
3.44%
▲ 9.61%
1
Open
Oct 07, 2023
Simplify Volatility Premium ETF
5.68%
▲ 8.81%
1
Open
Oct 07, 2023
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
5.12%
▼ 2.64%
1
Open
Oct 07, 2023
Energy Transfer
2.45%
▲ 29.43%
2
Buy
Aug 25, 2023