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CB1 - New Portfolio
CB1
Individual Investor
Ranked #96,155 out of 748,626 TipRanks' Investors
Success Rate
43 out of 61
profitable transactions
profitable transactions
Average Return
6.00%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.16%
6-Month Return▲ 6.38%
12-Month Return-
YTD Return▲ 3.85%
Total Return▲ 12.38%
Best Trade
Bio
Dividend Growth and Income
Performance
24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 7.06%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.15%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.25%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.16%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.09%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.50%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 3.89%
Jul 2024
▲ 5.14%▲ 4.57%▲ 7.06%
▼ 1.87%▲ 1.59%▼ 3.15%
▲ 14.08%▲ 5.22%▲ 1.25%
▲ 5.05%▲ 3.27%▲ 4.16%
▼ 12.40%▼ 4.03%▼ 3.65%
▲ 11.46%▲ 5.06%▲ 2.09%
▼ 2.25%▲ 3.53%▼ 0.50%
▲ 24.77%▼ 1.07%▲ 3.89%
Recent Activity
UGI
―
▲ 16.49%
2
Close
May 17, 2024
Pfizer
4.38%
▲ 4.27%
2
Buy
May 17, 2024
Realty Income
6.56%
▲ 7.59%
2
Buy
May 17, 2024
National Retail Properties
6.01%
▲ 11.08%
2
Buy
May 17, 2024
Medtronic
5.96%
▼ 3.00%
2
Buy
May 17, 2024
Lowe's
2.35%
▲ 10.65%
2
Buy
May 17, 2024
Kenvue, Inc.
1.14%
▼ 9.21%
2
Buy
May 17, 2024
Coca-Cola
0.69%
▲ 10.68%
2
Buy
May 17, 2024
Unilever
3.05%
▲ 16.79%
2
Buy
May 17, 2024
Home Depot
―
▲ 12.12%
2
Close
May 17, 2024
Evergy
4.94%
▲ 8.00%
2
Buy
May 17, 2024
Duke Energy
1.97%
▲ 12.18%
2
Buy
May 17, 2024
Cisco Systems
4.61%
▼ 0.05%
2
Buy
May 17, 2024
Camden Property
3.86%
▲ 17.28%
2
Buy
May 17, 2024
Bank Of Nova Scotia
2.25%
▲ 0.92%
3
Buy
May 17, 2024
Bristol-Myers Squibb
1.94%
▲ 0.16%
2
Buy
May 17, 2024
AvalonBay
6.07%
▲ 12.50%
3
Buy
May 17, 2024
Alexandria Equities
4.67%
▲ 1.41%
3
Buy
May 17, 2024
American Electric Power
7.44%
▲ 14.03%
2
Buy
May 17, 2024
General Dynamics
2.8%
▲ 8.86%
2
Buy
May 17, 2024