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TEST YV5 New Div 10 LT - New Portfolio

TEST YV5 New Div 10 LT
Individual Investor
Ranked #165,853 out of 746,803 TipRanks' Investors
Success Rate
90%
9 out of 10
profitable transactions
Average Return
15.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.72%
6-Month Return-
12-Month Return-
YTD Return▲ 15.75%
Total Return▲ 15.75%

Best Trade

Opened at
Closed at-
Gain▲ 38.19%

Bio

Performance

24.01%0-24.01%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.50%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.91%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.79%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.60%
Jun 2024
▲ 24.01%
▲ 3.79%
▲ 5.09%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%▲ 2.50%
▲ 5.05%▲ 3.27%▲ 5.91%
▼ 12.40%▼ 4.03%▼ 2.79%
▲ 11.46%▲ 5.06%▲ 6.06%
▼ 2.25%▲ 3.53%▼ 1.60%
▲ 24.01%▲ 3.79%▲ 5.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Automatic Data Processing
8.71%
▼ 0.56%
1
Open
Feb 10, 2024
Allianz SE Unsponsored ADR
9.55%
▲ 12.53%
1
Open
Feb 10, 2024
Amgen
9.97%
▲ 14.84%
1
Open
Feb 10, 2024
BlackRock
9.55%
▲ 6.61%
1
Open
Feb 10, 2024
Edison International
10.2%
▲ 14.37%
1
Open
Feb 10, 2024
JPMorgan Chase & Co.
10.8%
▲ 22.91%
1
Open
Feb 10, 2024
Kroger Company
10.53%
▲ 18.30%
1
Open
Feb 10, 2024
LyondellBasell
9.06%
▲ 3.99%
1
Open
Feb 10, 2024
Philip Morris
10.6%
▲ 21.08%
1
Open
Feb 10, 2024
Qualcomm
11.05%
▲ 38.19%
1
Open
Feb 10, 2024