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New Portfolio - New Portfolio
Dividend holder
New PortfolioIndividual Investor
Ranked #167,951 out of 687,744 TipRanks' Investors
Success Rate
25 out of 50
profitable transactions
profitable transactions
Average Return
2.76%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.10%
6-Month Return▼ 0.64%
12-Month Return▲ 16.24%
YTD Return▲ 3.57%
Total Return▼ 3.05%
Best Trade
Bio
Mostly dividend and undervalued stocks ...
Performance
11.20%0-11.20%
Feb 2023
Mar 2023
Apr 2023
May 2023
Jun 2023
Jul 2023
Aug 2023
Sep 2023
▼ 2.73%▼ 2.51%▼ 3.64%
▲ 10.17%▲ 3.71%▼ 1.05%
▼ 4.52%▲ 1.60%▲ 0.36%
▲ 5.30%▲ 0.46%▼ 5.45%
▲ 10.44%▲ 6.48%▲ 2.73%
▲ 11.20%▲ 3.27%▲ 4.90%
▼ 8.63%▼ 1.63%▼ 4.63%
▼ 5.95%▼ 4.09%▼ 2.63%