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DGI PORTFOLIO - New Portfolio

PerformancePortfolio Details

Mark Chambers

DGI PORTFOLIO
Individual Investor
Ranked #311,079 out of 775,923 TipRanks' Investors
Success Rate
54%
312 out of 575
profitable transactions
Average Return
4.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.49%
6-Month Return▼ 1.28%
12-Month Return▲ 5.96%
YTD Return▲ 5.96%
Total Return▲ 5.86%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 174.47%

Bio

This is my Dividend Growth Portfolio.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.43%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.44%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.72%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.43%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.73%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 5.67%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.05%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.90%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.43%
▼ 2.25%▲ 3.53%▲ 2.44%
▲ 25.71%▲ 1.21%▲ 2.72%
▼ 4.22%▲ 2.34%▲ 2.43%
▲ 7.82%▲ 2.10%▲ 1.73%
▲ 5.38%▼ 0.89%▼ 5.67%
▲ 43.22%▲ 5.96%▲ 3.05%
▲ 3.34%▼ 1.56%▼ 4.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SCHD
Schwab US Dividend Equity ETF
5.11%
▲ 9.45%
21
Buy
Dec 19, 2024
O
Realty Income
2.79%
▼ 2.15%
21
Buy
Dec 19, 2024
LLY
Eli Lilly & Co
4.51%
▲ 11.09%
35
Buy
Dec 19, 2024
UNH
UnitedHealth
0%
▼ 2.76%
16
Sell
Dec 19, 2024
GFF
Griffon
2.45%
▲ 1.17%
1
Open
Dec 19, 2024
MSFT
Microsoft
3.12%
▲ 11.47%
24
Sell
Dec 01, 2024
MPW
Medical Properties
2.25%
▼ 22.15%
15
Buy
Dec 01, 2024
NVO
Novo Nordisk
2.86%
▼ 28.30%
25
Buy
Dec 01, 2024
AVGO
Broadcom
5.87%
▲ 100.04%
19
Buy
Dec 01, 2024
AGM
Federal Agricultural
2.93%
▲ 9.08%
9
Buy
Dec 01, 2024
KLAC
KLA
3.46%
▼ 11.17%
21
Sell
Dec 01, 2024
NVDA
Nvidia
4.88%
▲ 13.88%
14
Buy
Dec 01, 2024
MPWR
Monolithic Power
3.7%
▼ 21.16%
16
Buy
Dec 01, 2024
ASML
ASML Holding
2.91%
▼ 14.53%
17
Buy
Nov 25, 2024
NEP
Nextera Energy Partners
2.47%
▼ 41.39%
16
Buy
Nov 18, 2024
STLD
Steel Dynamics
3.67%
▼ 11.31%
15
Buy
Oct 15, 2024
VICI
VICI Properties
2.45%
▼ 1.09%
17
Buy
Oct 05, 2024
VGT
Vanguard Information Technology ETF
7.47%
▲ 26.47%
24
Buy
Oct 02, 2024
DDS
Dillard's
3.83%
▲ 21.43%
12
Buy
Sep 14, 2024
UFPI
UFP Industries
2.85%
▲ 1.77%
19
Buy
Sep 07, 2024