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DGI PORTFOLIO - New Portfolio

PerformancePortfolio Details

Mark Chambers

DGI PORTFOLIO
Individual Investor
Ranked #140,782 out of 764,637 TipRanks' Investors
Success Rate
64%
349 out of 547
profitable transactions
Average Return
4.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.05%
6-Month Return▲ 7.53%
12-Month Return▲ 19.52%
YTD Return▲ 8.35%
Total Return▲ 8.25%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 109.99%

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
▼ 4.21%
▲ 2.34%
▲ 2.43%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.73%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 5.61%
Oct 2024
▼ 2.57%
▲ 0.42%
▲ 0.06%
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%
▼ 4.21%▲ 2.34%▲ 2.43%
▲ 7.82%▲ 2.10%▲ 1.73%
▲ 6.02%▼ 0.89%▼ 5.61%
▼ 2.57%▲ 0.42%▲ 0.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MPW
Medical Properties
2.77%
▼ 11.96%
14
Buy
Oct 30, 2024
KLAC
KLA
3.44%
▼ 7.28%
18
Buy
Oct 30, 2024
ASML
ASML Holding
2.66%
▼ 20.65%
15
Buy
Oct 30, 2024
O
Realty Income
3.18%
▲ 9.02%
18
Buy
Oct 18, 2024
STLD
Steel Dynamics
4.35%
▲ 2.45%
15
Buy
Oct 15, 2024
MSFT
Microsoft
3.08%
▲ 4.56%
23
Buy
Oct 10, 2024
NVO
Novo Nordisk
3.6%
▼ 7.31%
22
Buy
Oct 10, 2024
VICI
VICI Properties
2.77%
▲ 6.50%
17
Buy
Oct 05, 2024
SCHD
Schwab US Dividend Equity ETF
5.36%
▲ 12.12%
19
Buy
Oct 02, 2024
VGT
Vanguard Information Technology ETF
7.12%
▲ 17.29%
24
Buy
Oct 02, 2024
AVGO
Broadcom
4.53%
▲ 56.33%
18
Buy
Oct 02, 2024
AGM
Federal Agricultural
2.73%
▲ 2.05%
8
Buy
Oct 02, 2024
UNH
UnitedHealth
3.15%
▲ 9.14%
15
Buy
Sep 25, 2024
DDS
Dillard's
3.45%
▼ 2.24%
12
Buy
Sep 14, 2024
MPWR
Monolithic Power
3.39%
▼ 11.11%
11
Sell
Sep 14, 2024
UFPI
UFP Industries
3.2%
▲ 10.08%
19
Buy
Sep 07, 2024
NVDA
Nvidia
4.68%
▲ 17.10%
12
Buy
Sep 07, 2024
VUG
Vanguard Growth ETF
6.27%
▲ 19.34%
18
Sell
Jul 27, 2024
LLY
Eli Lilly & Co
3.72%
▲ 20.84%
29
Sell
Jul 27, 2024
NEP
Nextera Energy Partners
2.76%
▼ 42.60%
15
Buy
Jul 27, 2024