tiprankstipranks
Trending News
More News >

TEST YV5 New Div 10 LT - New Portfolio

TEST YV5 New Div 10 LT
Individual Investor
Ranked #315,966 out of 799,718 TipRanks' Investors
Success Rate
56%
9 out of 16
profitable transactions
Average Return
19.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.05%
6-Month Return▲ 3.17%
12-Month Return▲ 12.49%
YTD Return▲ 6.51%
Total Return▲ 26.25%

Best Trade

Opened at
Closed at-
Gain▲ 100.63%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.60%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.31%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 5.07%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 3.40%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.65%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.74%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.78%
Apr 2025
▲ 11.76%
▲ 7.15%
▲ 2.46%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 0.60%
▲ 25.97%▲ 5.96%▲ 3.31%
▲ 5.41%▼ 2.41%▼ 5.07%
▲ 6.02%▲ 2.69%▲ 3.40%
▼ 12.86%▼ 1.27%▲ 2.65%
▼ 1.80%▼ 5.57%▲ 0.74%
▲ 1.76%▼ 0.87%▼ 2.78%
▲ 11.76%▲ 7.15%▲ 2.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Edison International
▼ 9.09%
2
Close
Mar 09, 2025
Bank Of Nova Scotia
5.93%
▲ 9.38%
1
Open
Mar 09, 2025
Exxon Mobil
5.65%
▼ 0.73%
1
Open
Feb 09, 2025
PepsiCo
5.02%
▼ 8.97%
1
Open
Jan 05, 2025
International Business Machines
7.12%
▲ 27.57%
1
Open
Nov 10, 2024
VICI Properties
5.5%
▼ 0.94%
1
Open
Sep 30, 2024
EOG Resources
5.12%
▼ 7.80%
1
Open
Aug 18, 2024
Automatic Data Processing
7.25%
▲ 31.21%
1
Open
Feb 10, 2024
Allianz SE Unsponsored ADR
8.46%
▲ 58.20%
1
Open
Feb 10, 2024
Amgen
5.26%
▼ 3.06%
1
Open
Feb 10, 2024
BlackRock
7.31%
▲ 27.08%
1
Open
Feb 10, 2024
JPMorgan Chase
8.66%
▲ 56.64%
1
Open
Feb 10, 2024
Kroger Company
8.6%
▲ 55.22%
1
Open
Feb 10, 2024
LyondellBasell
3.56%
▼ 33.34%
1
Open
Feb 10, 2024
Philip Morris
10.84%
▲ 100.63%
1
Open
Feb 10, 2024
Qualcomm
5.72%
▲ 2.12%
1
Open
Feb 10, 2024