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Dividend portfolio - New Portfolio

Matt

Dividend portfolio
Individual Investor
Ranked #521,348 out of 775,923 TipRanks' Investors
Success Rate
55%
57 out of 104
profitable transactions
Average Return
-0.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.78%
6-Month Return-
12-Month Return-
YTD Return▲ 3.10%
Total Return▲ 3.10%

Best Trade

Opened at
Closed at-
Gain▲ 23.54%

Bio

I am a UK-based amateur investor, collating and managing a portfolio of stocks with an element of growth potential, but a focus on dividend yields of 5% or more. The overarching objective is to beat returns from the best deposit account available.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 0.82%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.04%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.93%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.80%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 1.71%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.39%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%▲ 0.82%
▼ 4.22%▲ 2.34%▲ 5.04%
▲ 7.82%▲ 2.10%▲ 1.93%
▲ 5.38%▼ 0.89%▼ 1.80%
▲ 43.22%▲ 5.96%▲ 1.71%
▲ 3.34%▼ 1.56%▼ 4.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Realty Income
3%
▼ 4.87%
2
Buy
Dec 19, 2024
Legal & General
3.32%
▲ 0.45%
3
Buy
Nov 08, 2024
Rithm Capital
2.65%
▲ 3.21%
1
Open
Oct 22, 2024
Land Securities Group plc REIT
▲ 1.47%
2
Close
Oct 21, 2024
Target Healthcare REIT
2.27%
▼ 2.66%
1
Open
Oct 21, 2024
Tate & Lyle
▲ 13.48%
2
Close
Oct 15, 2024
CFSdbx MSCI Mom Accum Shs -1C- USD
▲ 3.08%
2
Close
Oct 11, 2024
Altria Group
3.03%
▲ 7.94%
3
Buy
Oct 01, 2024
British American Tobacco
2.79%
▲ 7.87%
2
Sell
Oct 01, 2024
M&G Plc
2.45%
▼ 6.59%
2
Buy
Oct 01, 2024
National Grid
2.55%
▼ 4.43%
2
Sell
Oct 01, 2024
Supermarket Income REIT Plc
2.3%
▼ 10.29%
2
Buy
Oct 01, 2024
Assura plc
2.35%
▼ 8.46%
2
Buy
Oct 01, 2024
AT&T
3.04%
▲ 11.77%
3
Buy
Oct 01, 2024
Rio Tinto
2.22%
▼ 1.03%
3
Open
Oct 01, 2024
Ares Capital
2.57%
▲ 5.87%
2
Buy
Sep 30, 2024
Dow Inc
▲ 4.02%
2
Close
Sep 27, 2024
Ashmore Group PLC
▲ 16.43%
2
Close
Sep 24, 2024
Annaly Capital
2.49%
▼ 4.53%
1
Open
Sep 24, 2024
WPP
▲ 7.07%
2
Close
Sep 23, 2024