tiprankstipranks

Div Stocks with CG upside - New Portfolio

Avi G.

Div Stocks with CG upside
Individual Investor
Ranked #172,419 out of 730,641 TipRanks' Investors
Success Rate
58%
34 out of 59
profitable transactions
Average Return
7.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.82%
6-Month Return▲ 9.72%
12-Month Return▲ 7.97%
YTD Return▼ 6.00%
Total Return▲ 32.34%

Best Trade

Opened at
Closed at-
Gain▲ 211.74%

Bio

My view

Performance

14.47%0-14.47%
▼ 4.52%
▼ 4.74%
▼ 3.21%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.42%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.46%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.27%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.24%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.68%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.77%
Mar 2024
▼ 14.47%
▼ 2.83%
▼ 3.82%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.21%
▼ 6.45%▼ 2.17%▼ 1.42%
▲ 9.22%▲ 9.13%▲ 6.46%
▲ 5.14%▲ 4.57%▲ 7.27%
▼ 1.87%▲ 1.59%▼ 4.24%
▲ 14.08%▲ 5.22%▼ 0.68%
▲ 5.05%▲ 3.27%▲ 2.77%
▼ 14.47%▼ 2.83%▼ 3.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Physicians Realty
▼ 23.69%
3
Close
Feb 29, 2024
Healthpeak Properties
5.12%
▲ 12.24%
1
Open
Feb 29, 2024
Holly Energy Partners
▲ 29.25%
2
Close
Nov 30, 2023
HF Sinclair Corporation
1.55%
▲ 10.15%
1
Open
Nov 30, 2023
VICI Properties
9.54%
▲ 2.86%
1
Open
Apr 28, 2022
Brookfield Corporation
3.38%
▲ 2.65%
1
Open
Jul 26, 2021
Energy Transfer
2.22%
▲ 76.26%
1
Open
Jan 15, 2020
W. P. Carey Inc.
7.88%
▼ 9.13%
2
Buy
Jan 02, 2020
EPR Properties
2.19%
▼ 24.39%
1
Open
Jan 02, 2020
Omega Healthcare
2.79%
▲ 6.40%
2
Buy
Jan 02, 2020
Sabra Healthcare REIT
5.03%
▼ 4.72%
2
Buy
Dec 30, 2019
Service Properties
1.9%
▼ 67.41%
6
Buy
Dec 30, 2019
Public Storage
9.22%
▲ 46.55%
2
Buy
Dec 30, 2019
Iron Mountain
18.46%
▲ 211.74%
2
Buy
Dec 30, 2019
Digital Realty
9.15%
▲ 40.68%
2
Buy
Dec 30, 2019
Welltower
8.81%
▲ 34.78%
2
Buy
Dec 30, 2019
Ventas
5.59%
▼ 7.89%
2
Buy
Dec 30, 2019
Apple Hospitality REIT
7.17%
▲ 13.28%
5
Buy
Dec 30, 2019
Altria Group
▲ 2.64%
5
Close
Dec 29, 2019
Six Flags
▼ 3.01%
6
Close
Dec 29, 2019