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DGI PORTFOLIO - New Portfolio

Mark Chambers

DGI PORTFOLIO
Individual Investor
Ranked #157,772 out of 769,002 TipRanks' Investors
Success Rate
64%
357 out of 557
profitable transactions
Average Return
5.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.94%
6-Month Return▲ 2.73%
12-Month Return▲ 19.03%
YTD Return▲ 8.17%
Total Return▲ 8.07%

Best Trade

Opened at
Closed at-
Gain▲ 132.67%

Bio

This is my Dividend Growth Portfolio.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.11%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.43%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.52%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.72%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.43%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.73%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 5.83%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 0.13%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.11%
▲ 11.46%▲ 5.06%▲ 5.43%
▼ 2.25%▲ 3.53%▲ 2.52%
▲ 25.72%▲ 1.21%▲ 2.72%
▼ 4.22%▲ 2.34%▲ 2.43%
▲ 7.82%▲ 2.10%▲ 1.73%
▲ 5.70%▼ 0.89%▼ 5.83%
▲ 23.63%▲ 3.84%▲ 0.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nextera Energy Partners
2.26%
▼ 46.48%
16
Buy
Nov 18, 2024
Novo Nordisk
3.27%
▼ 12.09%
23
Buy
Nov 15, 2024
Eli Lilly & Co
3.79%
▲ 9.64%
32
Buy
Nov 15, 2024
KLA
3.31%
▼ 13.44%
19
Buy
Nov 15, 2024
Monolithic Power
3.25%
▼ 28.71%
14
Buy
Nov 15, 2024
ASML Holding
2.67%
▼ 21.28%
16
Buy
Nov 11, 2024
Medical Properties
2.43%
▼ 16.84%
14
Buy
Oct 30, 2024
Realty Income
2.95%
▲ 5.31%
18
Buy
Oct 18, 2024
Steel Dynamics
4.52%
▲ 10.42%
15
Buy
Oct 15, 2024
Microsoft
2.98%
▲ 5.87%
23
Buy
Oct 10, 2024
VICI Properties
2.71%
▲ 8.81%
17
Buy
Oct 05, 2024
Schwab US Dividend Equity ETF
5.29%
▲ 14.56%
19
Buy
Oct 02, 2024
Vanguard Information Technology ETF
7.21%
▲ 22.56%
24
Buy
Oct 02, 2024
Broadcom
4.22%
▲ 51.09%
18
Buy
Oct 02, 2024
Federal Agricultural
2.92%
▲ 11.69%
8
Buy
Oct 02, 2024
UnitedHealth
3.23%
▲ 15.47%
15
Buy
Sep 25, 2024
Dillard's
3.76%
▲ 10.71%
12
Buy
Sep 14, 2024
UFP Industries
3.23%
▲ 15.04%
19
Buy
Sep 07, 2024
Nvidia
4.83%
▲ 26.18%
12
Buy
Sep 07, 2024
Vanguard Growth ETF
6.3%
▲ 24.75%
18
Sell
Jul 27, 2024