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New Portfolio - New Portfolio

dividendgeek

New Portfolio
Individual Investor
Ranked #125,686 out of 824,094 TipRanks' Investors
Success Rate
64%
16 out of 25
profitable transactions
Average Return
80.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.06%
6-Month Return▲ 20.79%
12-Month Return▲ 11.20%
YTD Return▲ 10.63%
Total Return▲ 180.77%

Best Trade

Opened at
Closed at-
Gain▲ 519.53%

Bio

Dividend Growth Investor

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 4.75%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.45%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 6.19%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.27%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.79%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.73%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.85%
Sep 2025
▲ 4.43%
▼ 0.27%
▼ 2.04%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 4.75%
▲ 0.80%▼ 0.87%▼ 2.45%
▲ 11.63%▲ 6.28%▲ 6.19%
▲ 9.25%▲ 5.14%▲ 5.27%
▲ 7.60%▲ 2.30%▼ 0.79%
▲ 2.76%▲ 2.05%▲ 3.73%
▲ 12.88%▲ 3.56%▲ 0.85%
▲ 4.43%▼ 0.27%▼ 2.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Discover Financial Services
▲ 223.71%
2
Close
May 16, 2025
Capital One Financial
11.26%
▲ 7.79%
1
Open
May 16, 2025
RTX
7.7%
▲ 256.10%
1
Open
Apr 02, 2020
Travelers Companies
8.22%
▲ 135.60%
1
Open
Feb 15, 2019
Skyworks Solutions
3.41%
▲ 5.30%
1
Open
Feb 15, 2019
Philip Morris
7.16%
▲ 169.87%
1
Open
Feb 15, 2019
United Parcel
3.01%
▲ 0.72%
1
Open
Feb 15, 2019
Walt Disney
3.86%
▲ 1.16%
1
Open
Feb 15, 2019
AbbVie
8%
▲ 280.09%
1
Open
Feb 15, 2019
BlackRock
8.09%
▲ 218.73%
1
Open
Feb 15, 2019
Emerson Electric Company
6.76%
▲ 120.45%
1
Open
Feb 15, 2019
Apple
28.13%
▲ 519.53%
1
Open
Feb 15, 2019
Air Products and Chemicals
4.41%
▲ 70.66%
1
Open
Feb 15, 2019
Amazon
▲ 44.75%
2
Close
Feb 15, 2019
Morgan Stanley
▼ 14.34%
2
Close
Feb 15, 2019
AT&T
▼ 2.20%
3
Close
Feb 15, 2019
Chubb
▲ 1.96%
2
Close
Feb 15, 2019
General Dynamics
▼ 7.57%
2
Close
Feb 15, 2019
Qualcomm
▲ 9.13%
2
Close
Jul 09, 2018
GE Aerospace
▼ 13.47%
2
Close
Dec 06, 2017