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TEST YV5 New Div 10 LT - New Portfolio
TEST YV5 New Div 10 LT
Individual Investor
Ranked #306,454 out of 827,189 TipRanks' Investors
Success Rate
11 out of 16
profitable transactions
profitable transactions
Average Return
22.93%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.08%
6-Month Return▲ 6.10%
12-Month Return▲ 5.38%
YTD Return▲ 10.44%
Total Return▲ 30.91%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 2.62%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 1.68%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.88%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.62%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.99%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.62%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.67%
Oct 2025
▼ 3.50%
▼ 1.72%
▼ 0.56%
Nov 2025
▲ 0.80%▼ 0.87%▼ 2.62%
▲ 11.63%▲ 6.28%▲ 1.68%
▲ 9.25%▲ 5.14%▲ 4.88%
▲ 7.60%▲ 2.30%▼ 0.62%
▲ 2.76%▲ 2.05%▲ 2.99%
▲ 12.88%▲ 3.56%▼ 0.62%
▲ 10.96%▲ 2.38%▼ 1.67%
▼ 3.50%▼ 1.72%▼ 0.56%
Recent Activity
Edison International
―
▼ 9.09%
2
Close
Mar 09, 2025
Bank Of Nova Scotia
7.43%
▲ 43.73%
1
Open
Mar 09, 2025
Exxon Mobil
5.85%
▲ 6.04%
1
Open
Feb 09, 2025
PepsiCo
5.27%
▼ 0.31%
1
Open
Jan 05, 2025
International Business Machines
8.16%
▲ 50.42%
1
Open
Nov 10, 2024
VICI Properties
5%
▼ 5.55%
1
Open
Sep 30, 2024
EOG Resources
4.55%
▼ 14.68%
1
Open
Aug 18, 2024
Automatic Data Processing
5.61%
▲ 4.74%
1
Open
Feb 10, 2024
Allianz SE Unsponsored ADR
8.6%
▲ 64.33%
1
Open
Feb 10, 2024
Amgen
5.96%
▲ 13.21%
1
Open
Feb 10, 2024
BlackRock
7.73%
▲ 38.70%
1
Open
Feb 10, 2024
JPMorgan Chase
9.93%
▲ 85.27%
1
Open
Feb 10, 2024
Kroger Company
7.75%
▲ 43.73%
1
Open
Feb 10, 2024
LyondellBasell
2.47%
▼ 50.40%
1
Open
Feb 10, 2024
Philip Morris
9.33%
▲ 79.45%
1
Open
Feb 10, 2024
Qualcomm
6.35%
▲ 17.34%
1
Open
Feb 10, 2024