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LAldens Dividends - New Portfolio

Dan A

LAldens Dividends
Individual Investor
Ranked #70,016 out of 731,863 TipRanks' Investors
Success Rate
66%
129 out of 197
profitable transactions
Average Return
7.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.42%
6-Month Return▲ 12.63%
12-Month Return▲ 16.64%
YTD Return▲ 3.98%
Total Return▲ 16.78%

Best Trade

Opened at
Closed at-
Gain▲ 152.76%

Bio

Beginners High yield Dividend portfolio with low risk held over the long term

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 3.13%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.66%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.88%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.61%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.25%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 8.29%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.04%
Apr 2024
▲ 5.14%
▲ 0.61%
▼ 0.12%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 3.13%
▲ 9.22%▲ 9.13%▲ 6.66%
▲ 5.14%▲ 4.57%▲ 5.88%
▼ 1.87%▲ 1.59%▼ 2.61%
▲ 14.08%▲ 5.22%▼ 0.25%
▲ 5.05%▲ 3.27%▲ 8.29%
▼ 12.40%▼ 4.03%▼ 1.04%
▲ 5.14%▲ 0.61%▼ 0.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Magellan Midstream
▲ 65.57%
2
Close
Sep 25, 2023
Oneok
0.85%
▲ 20.49%
1
Open
Sep 25, 2023
Lockheed Martin
7.63%
▲ 9.45%
5
Buy
Jan 03, 2023
Wheaton Precious Metals
1.74%
▲ 35.72%
2
Buy
Jan 03, 2023
Kinder Morgan
0.92%
▲ 29.22%
2
Sell
Jan 03, 2023
Barrick Gold
1.03%
▼ 9.94%
6
Buy
Jan 03, 2023
Bristol-Myers Squibb
0.73%
▼ 29.90%
2
Sell
Jan 03, 2023
Intercontinental Exchange
2.16%
▲ 11.36%
2
Sell
Jan 03, 2023
Amazon
▼ 51.22%
2
Close
Jan 03, 2023
Texas Instruments
2.96%
▼ 0.17%
4
Sell
Jan 03, 2023
CVS Health
0.92%
▼ 30.14%
2
Sell
Jan 03, 2023
Amgen
5.15%
▲ 11.44%
4
Sell
Jan 03, 2023
Pan American Silver
0.6%
▼ 6.44%
2
Buy
Jan 03, 2023
Cigna
5.64%
▲ 71.43%
2
Sell
Jan 03, 2023
US Bancorp
0.68%
▼ 19.58%
2
Sell
Jan 03, 2023
Cencora
3.7%
▲ 92.77%
2
Sell
Jan 03, 2023
EOG Resources
2.15%
▲ 39.59%
3
Buy
Jan 03, 2023
TotalEnergies
1.78%
▲ 40.88%
2
Buy
Jan 03, 2023
Bank Of Nova Scotia
1.16%
▼ 6.56%
4
Sell
Jan 03, 2023
Enbridge
1.02%
▲ 9.32%
4
Sell
Jan 03, 2023