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Div July - New Portfolio
OG 2025 Dividends
Div JulyIndividual Investor
Ranked #263,541 out of 805,309 TipRanks' Investors
Success Rate
10 out of 12
profitable transactions
profitable transactions
Average Return
0.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.33%
6-Month Return-
12-Month Return-
YTD Return▲ 0.33%
Total Return▲ 0.33%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
―
Nov 2024
▲ 5.10%
▼ 2.41%
―
Dec 2024
▲ 6.03%
▲ 2.69%
―
Jan 2025
▼ 12.86%
▼ 1.27%
―
Feb 2025
▼ 1.80%
▼ 5.57%
―
Mar 2025
▲ 1.83%
▼ 0.87%
―
Apr 2025
▲ 12.21%
▲ 6.28%
―
May 2025
▲ 2.39%
▲ 3.31%
▲ 0.33%
Jun 2025
▲ 25.97%▲ 5.96%―
▲ 5.10%▼ 2.41%―
▲ 6.03%▲ 2.69%―
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%―
▲ 1.83%▼ 0.87%―
▲ 12.21%▲ 6.28%―
▲ 2.39%▲ 3.31%▲ 0.33%
Recent Activity
Nuveen California Quality Municipal Income Fund
3.98%
▲ 0.73%
2
Buy
Jun 26, 2025
VistaShares Target 15 Berkshire Select Income ETF
5.05%
0.00%
1
Open
Jun 26, 2025
Annaly Capital
4.97%
0.00%
1
Open
Jun 26, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
12.23%
▲ 1.28%
1
Open
Jun 23, 2025
NEOS S&P 500 High Income ETF
10.02%
▲ 0.74%
1
Open
Jun 23, 2025
Capital Southwest
9.99%
▲ 0.24%
1
Open
Jun 23, 2025
Dynex Capital
7.87%
▲ 0.08%
1
Open
Jun 23, 2025
AGNC Investment
7.97%
▲ 0.33%
1
Open
Jun 23, 2025
John Hancock Tax-Advantaged Dividend Income Fund
5.05%
▲ 0.09%
1
Open
Jun 23, 2025
Delaware Investments National Municipal Income Fund
4.96%
▼ 0.41%
1
Open
Jun 23, 2025
Runway Growth Finance Corp
10.1%
▲ 2.45%
1
Open
Jun 23, 2025
Altria Group
8.85%
▼ 2.56%
1
Open
Jun 23, 2025
Ares Capital
4%
▲ 0.42%
1
Open
Jun 23, 2025
Hercules Capital
4.97%
▲ 0.90%
1
Open
Jun 23, 2025