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US Dividend - New Portfolio

Joe Jefferies

US Dividend
Individual Investor
Ranked #546,541 out of 824,094 TipRanks' Investors
Success Rate
46%
12 out of 26
profitable transactions
Average Return
-0.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.42%
6-Month Return-
12-Month Return-
YTD Return▼ 0.42%
Total Return▼ 0.42%

Best Trade

Opened at
Closed at-
Gain▲ 6.22%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
Jul 2025
▲ 2.76%
▲ 2.05%
Aug 2025
▲ 12.88%
▲ 3.56%
Sep 2025
▲ 4.43%
▼ 0.27%
▼ 0.42%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%
▲ 2.76%▲ 2.05%
▲ 12.88%▲ 3.56%
▲ 4.43%▼ 0.27%▼ 0.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Abbott Laboratories
3.85%
▼ 3.15%
1
Open
Oct 09, 2025
American Tower
3.85%
▲ 3.22%
1
Open
Oct 09, 2025
Costco
3.85%
▼ 0.70%
1
Open
Oct 09, 2025
Procter & Gamble
3.85%
▲ 0.54%
1
Open
Oct 09, 2025
Union Pacific
3.85%
▼ 2.38%
1
Open
Oct 09, 2025
Lowe's
3.85%
▲ 4.27%
1
Open
Oct 09, 2025
T Mobile US
3.85%
▲ 1.38%
1
Open
Oct 09, 2025
PepsiCo
3.85%
▲ 6.22%
1
Open
Oct 09, 2025
Broadcom
3.85%
▲ 1.25%
1
Open
Oct 09, 2025
Apple
3.85%
▼ 2.24%
1
Open
Oct 08, 2025
TJX Companies
3.85%
▲ 2.22%
1
Open
Oct 08, 2025
Stryker
3.85%
▼ 0.23%
1
Open
Oct 08, 2025
Pfizer
3.85%
▼ 4.56%
1
Open
Oct 08, 2025
Microsoft
3.85%
▼ 2.15%
1
Open
Oct 08, 2025
Medtronic
3.85%
▼ 2.14%
1
Open
Oct 08, 2025
Coca-Cola
3.85%
▲ 3.51%
1
Open
Oct 08, 2025
Visa
3.85%
▼ 2.70%
1
Open
Oct 08, 2025
JPMorgan Chase
3.85%
▼ 2.13%
1
Open
Oct 08, 2025
Home Depot
3.85%
▲ 2.11%
1
Open
Oct 08, 2025
CME Group
3.85%
▲ 1.13%
1
Open
Oct 08, 2025