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Smart Dividends Aug 24 - New Portfolio

James Smith

Smart Dividends Aug 24
Individual Investor
Ranked #149,725 out of 822,855 TipRanks' Investors
Success Rate
65%
393 out of 608
profitable transactions
Average Return
16.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.92%
6-Month Return▲ 49.16%
12-Month Return▲ 34.39%
YTD Return▲ 28.81%
Total Return▲ 38.22%

Best Trade

Opened at
Closed at-
Gain▲ 416.75%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.10%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.38%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.43%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.16%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 11.26%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.43%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.29%
Sep 2025
▲ 0.54%
▼ 1.98%
▲ 2.53%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 2.10%
▲ 0.80%▼ 0.87%▲ 0.38%
▲ 11.63%▲ 6.28%▲ 7.43%
▲ 9.25%▲ 5.14%▲ 3.16%
▲ 7.60%▲ 2.30%▲ 11.26%
▲ 2.76%▲ 2.05%▲ 4.43%
▲ 12.88%▲ 3.56%▲ 4.29%
▲ 0.54%▼ 1.98%▲ 2.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin Cash
0%
▼ 8.45%
1
Open
Oct 01, 2025
Newmont Mining
0%
▲ 0.71%
1
Open
Sep 28, 2025
Bitcoin Tracker One
0%
▲ 6.08%
1
Open
Sep 28, 2025
BRF SA
▲ 16.43%
2
Close
Sep 22, 2025
Foot Locker
▲ 28.67%
2
Close
Sep 05, 2025
Dick's Sporting Goods
0%
▼ 3.86%
1
Open
Sep 05, 2025
Walgreens Boots Alliance
▲ 49.64%
2
Close
Aug 27, 2025
GO MSCI China A Accum.Shs Class -A- USD
▲ 8.31%
3
Close
Aug 26, 2025
iShares Cloud 5G and Tech ETF
▲ 27.54%
2
Close
Aug 18, 2025
Essa Bancorp
▲ 7.05%
2
Close
Jul 23, 2025
Cnb Financial
0%
▼ 1.93%
1
Open
Jul 23, 2025
Agilysys
0%
▼ 6.37%
1
Open
Jul 19, 2025
Affinity Bancshares
0%
▲ 3.01%
1
Open
Jul 19, 2025
Hess
▼ 4.99%
2
Close
Jul 17, 2025
Chevron
0%
▼ 0.54%
1
Open
Jul 17, 2025
SoFi
0%
▲ 91.59%
1
Open
May 31, 2025
SAP AG
0%
▼ 12.84%
1
Open
May 31, 2025
Agricultural Bank of China
0%
▲ 6.77%
1
Open
May 31, 2025
AppLovin
0%
▲ 41.80%
1
Open
May 31, 2025
Honeywell International
0%
▼ 10.45%
1
Open
May 31, 2025