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New Portfolio - New Portfolio

dividend1975!

New Portfolio
Individual Investor
Ranked #160,525 out of 824,797 TipRanks' Investors
Success Rate
64%
141 out of 220
profitable transactions
Average Return
16.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.35%
6-Month Return▲ 27.03%
12-Month Return▲ 26.00%
YTD Return▲ 18.74%
Total Return▲ 23.33%

Best Trade

Opened at
Closed at
Gain▲ 168.22%

Bio

Dividend groep

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 3.24%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 0.53%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 9.85%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.11%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.34%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.49%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.57%
Sep 2025
▲ 5.61%
▲ 0.24%
▲ 2.43%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 3.24%
▲ 0.80%▼ 0.87%▼ 0.53%
▲ 11.63%▲ 6.28%▲ 9.85%
▲ 9.25%▲ 5.14%▲ 5.11%
▲ 7.60%▲ 2.30%▲ 3.34%
▲ 2.76%▲ 2.05%▲ 2.49%
▲ 12.88%▲ 3.56%▼ 0.57%
▲ 5.61%▲ 0.24%▲ 2.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
5.34%
▲ 26.17%
11
Buy
Oct 18, 2025
Procter & Gamble
1.68%
▼ 3.71%
3
Buy
Sep 24, 2025
Alphabet Class A
11.14%
▲ 70.86%
7
Buy
Sep 15, 2025
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
▲ 11.50%
2
Close
Sep 15, 2025
Salesforce
▼ 3.82%
3
Close
Sep 04, 2025
SoFi
2.13%
▲ 7.13%
1
Open
Sep 04, 2025
Global X Superdividend UCITS ETF USD
13.88%
▲ 0.26%
2
Buy
Aug 28, 2025
Honest Company
0.7%
▼ 21.93%
5
Buy
Aug 07, 2025
Celsius Holdings
3.46%
▲ 84.23%
2
Buy
Jun 19, 2025
Microsoft
▲ 84.89%
8
Close
Jun 09, 2025
Advanced Micro Devices
10.56%
▲ 121.74%
4
Buy
Jun 09, 2025
AFLAC
▲ 44.12%
4
Close
May 20, 2025
Nike
5.52%
▲ 12.67%
3
Buy
May 20, 2025
Nvidia
3.85%
▲ 48.31%
4
Buy
Apr 24, 2025
International Business Machines
▲ 102.63%
3
Close
Apr 11, 2025
VanEck Bitcoin ETN
▲ 13.79%
7
Close
Apr 09, 2025
e.l.f. Beauty
4.89%
▲ 116.55%
2
Buy
Apr 08, 2025
Johnson & Johnson
▲ 11.14%
3
Close
Mar 24, 2025
AvePoint
▲ 81.17%
10
Close
Feb 28, 2025
Cheesecake Factory
4.79%
▲ 6.43%
3
Buy
Feb 21, 2025