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DGI PORTFOLIO - New Portfolio

Mark Chambers

DGI PORTFOLIO
Individual Investor
Ranked #170,401 out of 743,899 TipRanks' Investors
Success Rate
59%
277 out of 471
profitable transactions
Average Return
5.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.78%
6-Month Return▲ 7.27%
12-Month Return▲ 6.10%
YTD Return▲ 6.43%
Total Return▲ 6.33%

Best Trade

Opened at
Closed at-
Gain▲ 105.37%

Bio

This is my Dividend Growth Portfolio.

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 10.79%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.84%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.72%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.70%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.11%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.43%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.52%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.70%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 10.79%
▼ 1.87%▲ 1.59%▼ 2.84%
▲ 14.08%▲ 5.22%▲ 3.72%
▲ 5.05%▲ 3.27%▲ 3.70%
▼ 12.40%▼ 4.03%▼ 5.11%
▲ 11.46%▲ 5.06%▲ 5.43%
▼ 2.25%▲ 3.53%▲ 2.52%
▲ 0.26%▲ 0.21%▼ 0.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mastercard
▲ 3.25%
14
Close
Jun 27, 2024
Novo Nordisk
4.12%
▲ 17.90%
18
Buy
Jun 27, 2024
Eli Lilly & Co
4.57%
▲ 33.61%
28
Buy
Jun 27, 2024
Nexstar Media Group
▲ 11.86%
10
Close
Jun 27, 2024
Lamb Weston Holdings
▼ 15.96%
19
Close
Jun 27, 2024
Comfort Systems
4.3%
▲ 1.65%
6
Buy
Jun 27, 2024
Kinsale Capital Group
4.31%
▼ 5.66%
13
Buy
Jun 27, 2024
KLA
4.68%
▲ 15.82%
15
Buy
Jun 27, 2024
Nvidia
2.83%
▼ 4.06%
4
Buy
Jun 27, 2024
Dillard's
2.63%
▼ 1.38%
1
Open
Jun 27, 2024
Monolithic Power
2.84%
▲ 2.38%
1
Open
Jun 27, 2024
DR Horton
2.75%
▲ 4.34%
11
Buy
Jun 18, 2024
UFP Industries
2.72%
▲ 0.43%
13
Buy
Jun 18, 2024
Steel Dynamics
4.38%
▼ 2.11%
14
Buy
Jun 18, 2024
Broadcom
5%
▲ 56.63%
16
Buy
Jun 06, 2024
Schwab US Dividend Equity ETF
5.05%
▲ 3.29%
17
Buy
May 25, 2024
Vanguard Information Technology ETF
7.63%
▲ 17.74%
23
Buy
May 25, 2024
Vanguard Growth ETF
6.68%
▲ 17.34%
17
Buy
May 25, 2024
VICI Properties
2.53%
▼ 6.58%
15
Buy
May 25, 2024
Nextera Energy Partners
3.86%
▼ 28.96%
14
Sell
May 22, 2024