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DGI PORTFOLIO - New Portfolio

Mark Chambers

DGI PORTFOLIO
Individual Investor
Ranked #257,331 out of 793,704 TipRanks' Investors
Success Rate
57%
343 out of 598
profitable transactions
Average Return
2.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.04%
6-Month Return▼ 8.16%
12-Month Return▲ 0.83%
YTD Return▼ 0.70%
Total Return▲ 5.27%

Best Trade

Opened at
Closed at-
Gain▲ 115.03%

Bio

This is my Dividend Growth Portfolio.

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.46%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.73%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 5.68%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 2.98%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.72%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 3.44%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.04%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 4.04%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.46%
▲ 2.93%▲ 2.10%▲ 1.73%
▲ 10.00%▼ 0.89%▼ 5.68%
▲ 26.01%▲ 5.96%▲ 2.98%
▲ 5.33%▼ 2.41%▼ 4.72%
▲ 5.89%▲ 2.69%▲ 3.44%
▼ 12.86%▼ 1.27%▲ 0.04%
▲ 3.73%▼ 4.27%▼ 4.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
5.35%
▼ 8.15%
17
Buy
Feb 07, 2025
Dillard's
3.85%
▼ 0.84%
14
Buy
Feb 07, 2025
Griffon
3.9%
▼ 4.79%
3
Buy
Feb 07, 2025
Vistra Energy
1.65%
▼ 26.82%
4
Buy
Feb 07, 2025
Eli Lilly & Co
5.11%
▲ 18.63%
37
Buy
Jan 22, 2025
Kinsale Capital Group
5.09%
▲ 19.82%
15
Buy
Jan 22, 2025
Vanguard Information Technology ETF
6.78%
▲ 10.77%
25
Buy
Jan 18, 2025
Medical Properties
2.34%
▲ 28.63%
16
Buy
Jan 18, 2025
VICI Properties
2.83%
▲ 10.96%
18
Buy
Jan 18, 2025
Novo Nordisk
2.82%
▼ 39.72%
26
Buy
Jan 18, 2025
Realty Income
3.07%
▲ 5.53%
22
Buy
Jan 18, 2025
Broadcom
4.72%
▲ 52.10%
20
Buy
Jan 18, 2025
XPLR Infrastructure
▼ 44.25%
17
Close
Jan 18, 2025
Federal Agricultural
2.95%
▲ 6.29%
10
Buy
Jan 18, 2025
VanEck Semiconductor ETF
6.82%
▼ 0.35%
14
Buy
Jan 18, 2025
Steel Dynamics
4.19%
▼ 1.23%
16
Buy
Jan 18, 2025
ASML Holding
2.8%
▼ 16.07%
18
Sell
Jan 18, 2025
Schwab US Dividend Equity ETF
5.34%
▲ 12.30%
21
Buy
Dec 19, 2024
UnitedHealth
0%
▲ 0.70%
16
Sell
Dec 19, 2024
Microsoft
2.87%
▼ 0.08%
24
Sell
Dec 01, 2024