tiprankstipranks

New Portfolio - New Portfolio

Steve Schack

New Portfolio
Individual Investor
Ranked #35,025 out of 729,234 TipRanks' Investors
Success Rate
66%
207 out of 312
profitable transactions
Average Return
18.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.63%
6-Month Return▲ 17.17%
12-Month Return▲ 9.52%
YTD Return▲ 2.64%
Total Return▲ 55.04%

Best Trade

Opened at
Closed at-
Gain▲ 271.72%

Bio

Dividend Growth

Performance

16.69%0-16.69%
▼ 4.52%
▼ 4.74%
▼ 5.48%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.70%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.69%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.35%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.46%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.74%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.93%
Mar 2024
▼ 16.69%
▼ 5.34%
▼ 4.31%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.48%
▼ 6.45%▼ 2.17%▼ 1.70%
▲ 9.22%▲ 9.13%▲ 7.69%
▲ 5.14%▲ 4.57%▲ 5.35%
▼ 1.87%▲ 1.59%▲ 0.46%
▲ 14.08%▲ 5.22%▲ 2.74%
▲ 5.05%▲ 3.27%▲ 3.93%
▼ 16.69%▼ 5.34%▼ 4.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Intel
0.43%
▼ 16.18%
5
Open
Mar 07, 2024
Gaming and Leisure
0.53%
▲ 6.14%
3
Open
Jan 19, 2024
AstraZeneca
0.44%
▲ 0.55%
4
Buy
Jan 19, 2024
Wendy's
▲ 2.79%
3
Close
Jan 13, 2024
BCE
0.41%
▼ 13.11%
1
Open
Dec 20, 2023
Qualcomm
▲ 10.40%
7
Close
Dec 10, 2023
Marvell
0.39%
▲ 16.77%
2
Buy
Dec 10, 2023
Texas Roadhouse
▲ 12.41%
2
Close
Dec 07, 2023
UnitedHealth
3.05%
▼ 6.50%
2
Buy
Nov 26, 2023
Dell Technologies
0.72%
▲ 56.57%
2
Buy
Nov 21, 2023
Amazon
1.1%
▲ 5.38%
4
Open
Nov 13, 2023
Bristol-Myers Squibb
0.61%
▲ 2.68%
7
Open
Nov 09, 2023
National Retail Properties
0.5%
▲ 3.17%
8
Buy
Nov 06, 2023
American Electric Power
0.53%
▲ 6.35%
8
Buy
Nov 06, 2023
Agree Realty
0.71%
▲ 0.08%
4
Buy
Nov 06, 2023
Citigroup
0.38%
▲ 44.86%
2
Buy
Nov 06, 2023
Nike
0.58%
▼ 22.07%
3
Buy
Nov 02, 2023
Truist Financial
0.47%
▲ 6.03%
3
Buy
Nov 02, 2023
United Parcel
▼ 12.24%
8
Close
Oct 31, 2023
Medical Properties
▼ 67.98%
6
Close
Oct 31, 2023