New Portfolio - New Portfolio

Steve Schack

New Portfolio
Individual Investor
Ranked #37,366 out of 748,626 TipRanks' Investors
Success Rate
68%
213 out of 313
profitable transactions
Average Return
22.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.74%
6-Month Return▲ 8.54%
12-Month Return▲ 11.10%
YTD Return▲ 9.21%
Total Return▲ 64.92%

Best Trade

Opened at
Closed at-
Gain▲ 362.02%

Bio

Dividend Growth

Performance

24.77%0-24.77%
▲ 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
▼ 12.40%
▼ 4.03%
▼ 3.22%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.91%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.26%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 1.97%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.35%
▼ 1.87%▲ 1.59%▲ 0.46%
▲ 14.08%▲ 5.22%▲ 2.74%
▲ 5.05%▲ 3.27%▲ 3.93%
▼ 12.40%▼ 4.03%▼ 3.22%
▲ 11.46%▲ 5.06%▲ 2.91%
▼ 2.25%▲ 3.53%▲ 0.26%
▲ 24.77%▼ 1.07%▲ 1.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Abbott Laboratories
▼ 1.12%
5
Close
Jun 29, 2024
Skyworks Solutions
▼ 8.82%
4
Close
Jun 28, 2024
Norfolk Southern
▼ 0.50%
2
Close
Jun 28, 2024
Conagra Brands
▲ 3.37%
3
Close
Jun 28, 2024
BCE
▼ 11.82%
2
Close
Jun 28, 2024
Target
0.91%
▼ 21.01%
3
Open
Apr 29, 2024
Intel
0.38%
▼ 18.33%
5
Open
Mar 07, 2024
Gaming and Leisure
0.61%
▲ 13.82%
3
Open
Jan 19, 2024
AstraZeneca
0.48%
▲ 10.48%
4
Buy
Jan 19, 2024
Wendy's
▲ 2.79%
3
Close
Jan 13, 2024
Qualcomm
▲ 10.40%
7
Close
Dec 10, 2023
Marvell
0.4%
▲ 20.36%
2
Buy
Dec 10, 2023
Texas Roadhouse
▲ 12.41%
2
Close
Dec 07, 2023
UnitedHealth
3.49%
▲ 4.42%
2
Buy
Nov 26, 2023
Dell Technologies
0.7%
▲ 53.00%
2
Buy
Nov 21, 2023
Amazon
1.12%
▲ 6.60%
4
Open
Nov 13, 2023
Bristol-Myers Squibb
0.62%
▲ 1.48%
7
Open
Nov 09, 2023
National Retail Properties
0.56%
▲ 8.21%
8
Buy
Nov 06, 2023
American Electric Power
0.59%
▲ 11.76%
8
Buy
Nov 06, 2023
Agree Realty
0.84%
▲ 14.31%
4
Buy
Nov 06, 2023