tiprankstipranks

Dividend - New Portfolio

fhcarstens@gmail.com

Dividend
Individual Investor
Ranked #21,807 out of 729,985 TipRanks' Investors
Success Rate
68%
245 out of 360
profitable transactions
Average Return
31.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.64%
6-Month Return▲ 21.90%
12-Month Return▲ 9.88%
YTD Return▲ 3.02%
Total Return▲ 69.74%

Best Trade

Opened at
Closed at
Gain▲ 1007.48%

Bio

Dividend with small percentage growth stocks. Growth stocks will be used to buy dividend paying shares going on sale.

Performance

14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▼ 5.75%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 6.19%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.39%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 9.18%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.29%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.68%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.42%
Mar 2024
▼ 14.09%
▼ 3.33%
▼ 5.42%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.75%
▼ 6.45%▼ 2.17%▼ 6.19%
▲ 9.22%▲ 9.13%▲ 9.39%
▲ 5.14%▲ 4.57%▲ 9.18%
▼ 1.87%▲ 1.59%▼ 1.29%
▲ 14.08%▲ 5.22%▲ 5.68%
▲ 5.05%▲ 3.27%▲ 4.42%
▼ 14.09%▼ 3.33%▼ 5.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Walgreens Boots Alliance
▼ 33.07%
4
Close
Dec 14, 2023
1St Source
▲ 22.70%
2
Close
Dec 14, 2023
Etsy
▼ 62.22%
2
Close
Dec 14, 2023
Adidas
▲ 8.84%
2
Close
Dec 14, 2023
Skyworks Solutions
▲ 15.19%
2
Close
Dec 14, 2023
Oneok
▲ 14.87%
4
Close
Dec 14, 2023
Magellan Midstream
▲ 141.62%
3
Close
Sep 25, 2023
AbbVie
▲ 131.14%
6
Close
Nov 24, 2022
Dutch Bros Inc
▼ 38.96%
2
Close
Oct 09, 2022
Energy Transfer
0%
▲ 25.77%
7
Open
Oct 09, 2022
MPLX
5.77%
▲ 48.08%
7
Open
Oct 09, 2022
Pembina Pipeline
4.9%
▲ 30.27%
4
Open
Oct 09, 2022
Qualcomm
1.13%
▲ 37.22%
2
Buy
Oct 09, 2022
Singular Genomics Systems
0.06%
▼ 83.88%
2
Buy
Oct 09, 2022
Main Street Capital
6.74%
▲ 70.88%
1
Open
Oct 09, 2022
Cohen & Steers Quality Income Realty Fund Inc Quality Income Realty Fund
3.06%
▲ 15.98%
1
Open
Oct 09, 2022
Philip Morris
4.38%
▲ 26.04%
1
Open
Oct 09, 2022
Teladoc
▲ 1.23%
2
Close
Aug 07, 2022
Upstart Holdings
▼ 62.24%
2
Close
Aug 07, 2022
Enovix
2.49%
▼ 41.96%
1
Open
May 05, 2022