tiprankstipranks

actual - New Portfolio

fake

actual
Individual Investor
Ranked #34,872 out of 730,435 TipRanks' Investors
Success Rate
65%
121 out of 186
profitable transactions
Average Return
23.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.01%
6-Month Return▲ 17.89%
12-Month Return▲ 5.83%
YTD Return▲ 3.81%
Total Return▲ 101.79%

Best Trade

Opened at
Closed at
Gain▲ 363.22%

Bio

Dividend growth and capital appreciation

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 5.18%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.55%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.03%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.15%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.10%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.70%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.93%
Mar 2024
▼ 13.70%
▼ 3.74%
▼ 1.65%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.18%
▼ 6.45%▼ 2.17%▼ 1.55%
▲ 9.22%▲ 9.13%▲ 6.03%
▲ 5.14%▲ 4.57%▲ 5.15%
▼ 1.87%▲ 1.59%▼ 0.10%
▲ 14.08%▲ 5.22%▲ 0.70%
▲ 5.05%▲ 3.27%▲ 4.93%
▼ 13.70%▼ 3.74%▼ 1.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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AT&T
▼ 3.26%
5
Close
Mar 12, 2024
W. P. Carey Inc.
▼ 5.50%
4
Close
Mar 12, 2024
Canadian Bank of Commerce
▼ 2.64%
4
Close
Mar 12, 2024
Target
▲ 39.27%
6
Close
Mar 12, 2024
Xcel Energy
▲ 12.48%
5
Close
Mar 12, 2024
Sempra Energy
▲ 4.84%
4
Close
Mar 12, 2024
Toronto Dominion Bank
▼ 6.22%
3
Close
Mar 12, 2024
Cisco Systems
▲ 103.71%
2
Close
Mar 12, 2024
Thermo Fisher
▲ 1.96%
2
Close
Mar 12, 2024
UGI
0%
▲ 2.29%
1
Open
Mar 12, 2024
Blue Owl Capital
0%
▲ 6.15%
1
Open
Mar 12, 2024
Evergy
0%
▲ 2.24%
1
Open
Mar 12, 2024
Morgan Stanley
0%
▲ 6.33%
1
Open
Mar 12, 2024
Aberdeen Standard Global Infrastructure Income Fund
0.01%
▼ 0.15%
1
Open
Mar 12, 2024
Prudential Financial
0.7%
▲ 18.50%
1
Open
Feb 26, 2023
Automatic Data Processing
0.33%
▲ 13.74%
1
Open
Feb 23, 2023
Brookfield Infrastructure
▲ 47.03%
5
Close
Jan 30, 2023
Nvidia
▼ 9.26%
4
Close
Jan 30, 2023
Enterprise Products Partners
▲ 15.58%
2
Close
Jan 30, 2023
3M
▼ 34.16%
4
Close
Jan 30, 2023