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Dividend portfolio - New Portfolio

Matt

Dividend portfolio
Individual Investor
Ranked #261,542 out of 781,107 TipRanks' Investors
Success Rate
60%
62 out of 104
profitable transactions
Average Return
1.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.56%
6-Month Return▲ 6.35%
12-Month Return-
YTD Return▲ 1.89%
Total Return▲ 6.35%

Best Trade

Opened at
Closed at-
Gain▲ 24.83%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.82%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.04%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.93%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.96%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 1.69%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.03%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 1.89%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%▲ 0.82%
▼ 13.14%▲ 2.34%▲ 5.04%
▲ 2.93%▲ 2.10%▲ 1.93%
▲ 10.00%▼ 0.89%▼ 1.96%
▲ 26.04%▲ 5.96%▲ 1.69%
▲ 5.93%▼ 2.41%▼ 3.03%
▲ 6.90%▲ 1.96%▲ 1.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Realty Income
3.09%
▼ 1.09%
2
Buy
Dec 19, 2024
Legal & General
3.31%
▲ 4.17%
3
Buy
Nov 08, 2024
Rithm Capital
2.71%
▲ 9.60%
1
Open
Oct 22, 2024
Land Securities Group plc REIT
▲ 1.47%
2
Close
Oct 21, 2024
Target Healthcare REIT
2.14%
▼ 5.23%
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
2.85%
▲ 5.99%
3
Buy
Oct 01, 2024
British American Tobacco
2.75%
▲ 10.86%
2
Sell
Oct 01, 2024
M&G Plc
2.48%
▼ 1.50%
2
Buy
Oct 01, 2024
National Grid
2.58%
▼ 0.58%
2
Sell
Oct 01, 2024
Supermarket Income REIT Plc
2.19%
▼ 9.22%
2
Buy
Oct 01, 2024
Assura plc
2.17%
▼ 11.53%
2
Buy
Oct 01, 2024
AT&T
2.96%
▲ 12.32%
3
Buy
Oct 01, 2024
Rio Tinto
2.29%
▲ 2.96%
3
Open
Oct 01, 2024
Ares Capital
2.77%
▲ 14.78%
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
2.51%
▲ 0.47%
1
Open
Sep 24, 2024
WPP
▲ 7.07%
2
Close
Sep 23, 2024