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Working with TipRanks
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INDIVIDUAL - TOD - New Portfolio
Nicholas Bungert
INDIVIDUAL - TODIndividual Investor
Ranked #279,842 out of 728,574 TipRanks' Investors
Success Rate
122 out of 262
profitable transactions
profitable transactions
Average Return
5.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.19%
6-Month Return▲ 13.46%
12-Month Return▲ 7.57%
YTD Return▼ 0.20%
Total Return▲ 17.13%
Best Trade
Bio
My attempt to beat the interest rate my bank offers by investing in Dividend Aristocrat companies.
Performance
21.40%0-21.40%
▼ 4.52%
▼ 4.74%
▼ 3.77%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.71%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.69%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.40%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.62%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.94%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.18%
Mar 2024
▼ 21.40%
▼ 3.74%
▼ 5.40%
Apr 2024
▼ 4.52%▼ 4.74%▼ 3.77%
▼ 6.45%▼ 2.17%▼ 3.71%
▲ 9.22%▲ 9.13%▲ 7.69%
▲ 5.14%▲ 4.57%▲ 7.40%
▼ 1.87%▲ 1.59%▼ 1.62%
▲ 14.08%▲ 5.22%▲ 1.94%
▲ 5.05%▲ 3.27%▲ 5.18%
▼ 21.40%▼ 3.74%▼ 5.40%