tiprankstipranks

INDIVIDUAL - TOD - New Portfolio

Nicholas Bungert

INDIVIDUAL - TOD
Individual Investor
Ranked #258,148 out of 730,199 TipRanks' Investors
Success Rate
49%
127 out of 262
profitable transactions
Average Return
6.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.15%
6-Month Return▲ 18.48%
12-Month Return▲ 11.62%
YTD Return▲ 1.36%
Total Return▲ 18.96%

Best Trade

Opened at
Closed at-
Gain▲ 256.62%

Bio

My attempt to beat the interest rate my bank offers by investing in Dividend Aristocrat companies.

Performance

14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▼ 3.77%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.71%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.69%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.40%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.62%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.94%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.18%
Mar 2024
▼ 14.09%
▼ 3.33%
▼ 3.92%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.77%
▼ 6.45%▼ 2.17%▼ 3.71%
▲ 9.22%▲ 9.13%▲ 7.69%
▲ 5.14%▲ 4.57%▲ 7.40%
▼ 1.87%▲ 1.59%▼ 1.62%
▲ 14.08%▲ 5.22%▲ 1.94%
▲ 5.05%▲ 3.27%▲ 5.18%
▼ 14.09%▼ 3.33%▼ 3.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Aptinyx
▼ 96.92%
12
Close
Dec 29, 2023
Prospect Capital
0.11%
▼ 9.17%
10
Buy
Nov 24, 2022
Abbott Labs
2.81%
▼ 8.71%
10
Buy
Nov 22, 2022
Invesco QQQ Trust
1.85%
▲ 21.87%
4
Buy
Nov 20, 2022
Highland Income Fund
0.13%
▼ 28.24%
6
Buy
Nov 20, 2022
AT&T
7.25%
▼ 24.37%
10
Buy
Nov 20, 2022
Cornerstone Total Return Fund Inc
0.52%
▼ 33.57%
12
Buy
Nov 20, 2022
Realty Income
0.97%
▼ 7.49%
9
Buy
Nov 20, 2022
Lowe's
1.61%
▲ 31.76%
3
Buy
Nov 20, 2022
Global X NASDAQ 100 Covered Call ETF
0.18%
▼ 4.89%
9
Buy
Nov 20, 2022
General Dynamics
1.28%
▲ 58.55%
3
Buy
Nov 20, 2022
Federated Hermes
1.55%
▲ 15.87%
5
Buy
Nov 20, 2022
AbbVie
1.87%
▲ 35.41%
4
Buy
Nov 20, 2022
Micron
22.86%
▲ 159.71%
4
Buy
Oct 26, 2022
VF
0.42%
▼ 54.97%
1
Buy
Oct 19, 2022
Cardinal Health
0.95%
▲ 106.92%
4
Buy
Oct 18, 2022
Transglobe Energy
▲ 16.01%
6
Close
Oct 18, 2022
Ares Commercial
0.28%
▼ 34.85%
4
Buy
Oct 18, 2022
Franklin Resources
0.91%
▲ 9.37%
4
Buy
Oct 18, 2022
Vaalco Energy
0.85%
▲ 19.67%
1
Buy
Oct 18, 2022