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30/30/30/10 - New Portfolio
Stephen H
30/30/30/10Individual Investor
Ranked #209,576 out of 730,653 TipRanks' Investors
Success Rate
6 out of 8
profitable transactions
profitable transactions
Average Return
4.28%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.82%
6-Month Return-
12-Month Return-
YTD Return▲ 4.49%
Total Return▲ 4.49%
Best Trade
Bio
Diversified Cash Flow Portfolio
30% Dividend Stocks % ETFs
-ABBV -AVGO -DIA -KO
30% Real Estate
-ESS -FRT -O
30% Managed Money
-JEPI
10% Cash
Performance
15.59%0-15.59%
▼ 4.52%
▼ 4.74%
―
Sep 2023
▼ 6.45%
▼ 2.17%
―
Oct 2023
▲ 9.22%
▲ 9.13%
―
Nov 2023
▲ 5.14%
▲ 4.57%
―
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.66%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.21%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.46%
Mar 2024
▼ 15.59%
▼ 2.83%
▼ 1.82%
Apr 2024
▼ 4.52%▼ 4.74%―
▼ 6.45%▼ 2.17%―
▲ 9.22%▲ 9.13%―
▲ 5.14%▲ 4.57%―
▼ 1.87%▲ 1.59%▲ 0.66%
▲ 14.08%▲ 5.22%▲ 2.21%
▲ 5.05%▲ 3.27%▲ 3.46%
▼ 15.59%▼ 2.83%▼ 1.82%