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Woonga's Dividends for inheritance and retirement - New Portfolio

WoongHyun Lee

Woonga's Dividends for inheritance and retirement
Individual Investor
Ranked #14,781 out of 742,108 TipRanks' Investors
Success Rate
76%
206 out of 273
profitable transactions
Average Return
33.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.03%
6-Month Return▲ 6.95%
12-Month Return▲ 14.69%
YTD Return▲ 6.31%
Total Return▲ 48.28%

Best Trade

Opened at
Closed at-
Gain▲ 428.20%

Bio

My retirement preparation and a stable dividend stock that will be passed down to our children as a legacy. 1. Never sell stock as long as I am alive. 2. Never buy additional stocks from the time the dividend decreases in the stocks held

Performance

14.08%0-14.08%
▲ 9.22%
▲ 9.13%
▲ 6.76%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.11%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.19%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.60%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.54%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.94%
May 2024
▼ 6.31%
▲ 3.58%
▲ 1.13%
Jun 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 9.22%▲ 9.13%▲ 6.76%
▲ 5.14%▲ 4.57%▲ 4.11%
▼ 1.87%▲ 1.59%▲ 0.19%
▲ 14.08%▲ 5.22%▲ 1.05%
▲ 5.05%▲ 3.27%▲ 5.60%
▼ 12.40%▼ 4.03%▼ 3.54%
▲ 11.46%▲ 5.06%▲ 1.94%
▼ 6.31%▲ 3.58%▲ 1.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Welltower
▲ 140.91%
2
Close
Apr 30, 2024
McDonald's
0.91%
▼ 4.02%
1
Open
Apr 30, 2024
Cardinal Health
2.94%
▲ 90.86%
7
Buy
Jan 03, 2024
Garmin
1.7%
▲ 50.81%
3
Buy
Jan 03, 2024
Caterpillar
5.73%
▲ 106.41%
5
Buy
Jan 03, 2024
Cincinnati Financial
2.86%
▲ 31.41%
7
Buy
Jan 03, 2024
NetApp
2.22%
▲ 113.32%
5
Buy
Jan 03, 2024
Genuine Parts Company
3.94%
▲ 36.34%
7
Buy
Jan 03, 2024
Realty Income
5.99%
▼ 2.19%
18
Buy
Jan 03, 2024
Colgate-Palmolive
1.73%
▲ 34.48%
5
Buy
Nov 14, 2023
Exxon Mobil
3.19%
▲ 105.11%
7
Buy
Nov 14, 2023
Johnson & Johnson
4.67%
▲ 2.58%
9
Buy
Nov 14, 2023
AT&T
1.3%
▲ 11.42%
11
Buy
Oct 16, 2023
Main Street Capital
2.79%
▲ 60.50%
12
Buy
Oct 16, 2023
Verizon
1.45%
▲ 3.21%
9
Buy
Oct 16, 2023
Altria Group
1.95%
▲ 28.59%
11
Buy
Oct 16, 2023
Qualcomm
1.42%
▲ 76.96%
2
Buy
Oct 16, 2023
Walgreens Boots Alliance
0.28%
▼ 48.87%
4
Buy
Oct 16, 2023
Illinois Tool Works
5.03%
▲ 29.44%
5
Buy
Oct 16, 2023
Metlife
0.76%
▲ 42.87%
3
Buy
Oct 16, 2023