Woonga's Dividends for inheritance and retirement - New Portfolio

WoongHyun Lee

Woonga's Dividends for inheritance and retirement
Individual Investor
Ranked #9,026 out of 748,626 TipRanks' Investors
Success Rate
81%
220 out of 273
profitable transactions
Average Return
36.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.88%
6-Month Return▲ 7.98%
12-Month Return▲ 11.20%
YTD Return▲ 8.58%
Total Return▲ 51.44%

Best Trade

Opened at
Closed at-
Gain▲ 440.68%

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

24.77%0-24.77%
▲ 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%
▼ 3.55%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.94%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.36%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 3.66%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 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%▼ 3.55%
▲ 11.46%▲ 5.06%▲ 1.94%
▼ 2.25%▲ 3.53%▼ 0.36%
▲ 24.77%▼ 1.07%▲ 3.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Welltower
▲ 140.91%
2
Close
Apr 30, 2024
McDonald's
0.85%
▼ 7.31%
1
Open
Apr 30, 2024
Cardinal Health
2.65%
▲ 77.23%
7
Buy
Jan 03, 2024
Garmin
1.8%
▲ 61.13%
3
Buy
Jan 03, 2024
Caterpillar
5.9%
▲ 116.23%
5
Buy
Jan 03, 2024
Cincinnati Financial
2.92%
▲ 35.56%
7
Buy
Jan 03, 2024
NetApp
2.12%
▲ 112.78%
5
Buy
Jan 03, 2024
Genuine Parts Company
3.83%
▲ 32.43%
7
Buy
Jan 03, 2024
Realty Income
6.26%
▲ 5.11%
18
Buy
Jan 03, 2024
Colgate-Palmolive
1.67%
▲ 31.75%
5
Buy
Nov 14, 2023
Exxon Mobil
3.16%
▲ 111.18%
7
Buy
Nov 14, 2023
Johnson & Johnson
4.87%
▲ 9.82%
9
Buy
Nov 14, 2023
AT&T
1.28%
▲ 16.36%
11
Buy
Oct 16, 2023
Main Street Capital
2.75%
▲ 63.41%
12
Buy
Oct 16, 2023
Verizon
1.35%
▲ 1.79%
9
Buy
Oct 16, 2023
Altria Group
2.04%
▲ 37.86%
11
Buy
Oct 16, 2023
Qualcomm
1.21%
▲ 54.53%
2
Buy
Oct 16, 2023
Walgreens Boots Alliance
0.2%
▼ 63.01%
4
Buy
Oct 16, 2023
Illinois Tool Works
5%
▲ 30.87%
5
Buy
Oct 16, 2023
Metlife
0.77%
▲ 49.21%
3
Buy
Oct 16, 2023