tiprankstipranks

INDIVIDUAL - TOD - New Portfolio

Nicholas Bungert

INDIVIDUAL - TOD
Individual Investor
Ranked #258,053 out of 731,395 TipRanks' Investors
Success Rate
50%
130 out of 262
profitable transactions
Average Return
4.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.54%
6-Month Return▲ 14.87%
12-Month Return▲ 8.56%
YTD Return▼ 0.55%
Total Return▲ 16.72%

Best Trade

Opened at
Closed at-
Gain▲ 260.39%

Bio

My attempt to beat the interest rate my bank offers by investing in Dividend Aristocrat companies.

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 3.77%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.71%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.69%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.40%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.62%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.94%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.18%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.73%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.77%
▼ 6.45%▼ 2.17%▼ 3.71%
▲ 9.22%▲ 9.13%▲ 7.69%
▲ 5.14%▲ 4.57%▲ 7.40%
▼ 1.87%▲ 1.59%▼ 1.62%
▲ 14.08%▲ 5.22%▲ 1.94%
▲ 5.05%▲ 3.27%▲ 5.18%
▼ 12.40%▼ 4.03%▼ 5.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Aptinyx
▼ 96.92%
12
Close
Dec 29, 2023
Prospect Capital
0.11%
▼ 13.96%
10
Buy
Nov 24, 2022
Abbott Labs
2.83%
▼ 9.50%
10
Buy
Nov 22, 2022
Invesco QQQ Trust
1.87%
▲ 21.32%
4
Buy
Nov 20, 2022
Highland Income Fund
0.13%
▼ 29.13%
6
Buy
Nov 20, 2022
AT&T
7.45%
▼ 24.01%
10
Buy
Nov 20, 2022
Cornerstone Total Return Fund Inc
0.54%
▼ 32.67%
12
Buy
Nov 20, 2022
Realty Income
1%
▼ 6.39%
9
Buy
Nov 20, 2022
Lowe's
1.64%
▲ 30.44%
3
Buy
Nov 20, 2022
Global X NASDAQ 100 Covered Call ETF
0.18%
▼ 4.84%
9
Buy
Nov 20, 2022
General Dynamics
1.31%
▲ 61.92%
3
Buy
Nov 20, 2022
Federated Hermes
1.49%
▲ 8.82%
5
Buy
Nov 20, 2022
AbbVie
1.82%
▲ 31.25%
4
Buy
Nov 20, 2022
Micron
22.87%
▲ 162.46%
4
Buy
Oct 26, 2022
VF
0.42%
▼ 56.81%
1
Buy
Oct 19, 2022
Cardinal Health
0.94%
▲ 105.92%
4
Buy
Oct 18, 2022
Transglobe Energy
▲ 16.01%
6
Close
Oct 18, 2022
Ares Commercial
0.28%
▼ 36.17%
4
Buy
Oct 18, 2022
Franklin Resources
0.84%
▼ 1.46%
4
Buy
Oct 18, 2022
Vaalco Energy
0.83%
▲ 18.74%
1
Buy
Oct 18, 2022