Dividend portfolio - New Portfolio

Matt

Dividend portfolio
Individual Investor
Ranked #94,307 out of 794,476 TipRanks' Investors
Success Rate
66%
79 out of 119
profitable transactions
Average Return
3.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.53%
6-Month Return▲ 2.48%
12-Month Return-
YTD Return▲ 4.54%
Total Return▲ 10.38%

Best Trade

Opened at
Closed at-
Gain▲ 50.51%

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

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 1.93%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.03%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 1.84%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 1.97%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 3.33%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.15%
Mar 2025
▼ 4.32%
▼ 4.06%
▼ 1.16%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 1.93%
▲ 10.00%▼ 0.89%▼ 2.03%
▲ 26.01%▲ 5.96%▲ 1.84%
▲ 5.33%▼ 2.41%▼ 1.97%
▲ 5.87%▲ 2.69%▲ 3.33%
▼ 12.86%▼ 1.27%▲ 1.18%
▼ 1.80%▼ 5.57%▲ 1.15%
▼ 4.32%▼ 4.06%▼ 1.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AT&T
1.03%
▲ 44.12%
7
Sell
Mar 31, 2025
Primary Health Properties plc R.E.I.T
3.03%
▲ 5.24%
2
Buy
Mar 25, 2025
Moneysupermarket.com
2.22%
▼ 6.93%
2
Buy
Mar 25, 2025
Target Healthcare REIT
3.44%
▲ 4.97%
2
Buy
Mar 25, 2025
Assura plc
0.58%
▲ 20.96%
5
Sell
Mar 21, 2025
Taylor Wimpey
2.75%
▼ 22.23%
4
Buy
Mar 14, 2025
Aviva plc
4.04%
▲ 7.09%
2
Buy
Mar 13, 2025
UBS (Lux) Fund Solutions SICAV - J.P. Morgan USD EM Diversified Bond 1-5 UCITS ETF (hedged to GBP) A-dis
2.97%
▲ 0.04%
1
Open
Mar 13, 2025
iShares MSCI Target UK Real Estate UCITS ETF
3.04%
▲ 3.01%
1
Open
Mar 13, 2025
Impact Healthcare REIT
2.48%
▲ 26.42%
2
Sell
Mar 11, 2025
DHL Group
▲ 15.77%
2
Close
Mar 06, 2025
Man Group plc
2.2%
▼ 11.83%
1
Open
Mar 06, 2025
Altria Group
2.44%
▲ 20.45%
5
Sell
Mar 04, 2025
Diageo
▼ 9.76%
2
Close
Mar 03, 2025
Realty Income
2.55%
▲ 5.38%
4
Sell
Feb 25, 2025
HSBC Holdings
2.22%
▲ 22.59%
3
Sell
Feb 18, 2025
Daimler Truck Holding AG
1.99%
▲ 7.33%
3
Sell
Feb 18, 2025
Phoenix Group Holdings
3.25%
▲ 9.93%
4
Buy
Feb 14, 2025
Rio Tinto
2.98%
▼ 2.73%
4
Buy
Feb 11, 2025
National Grid
3.89%
▲ 7.78%
3
Buy
Feb 07, 2025