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Dividend portfolio - New Portfolio

Matt

Dividend portfolio
Individual Investor
Ranked #185,159 out of 788,370 TipRanks' Investors
Success Rate
64%
71 out of 111
profitable transactions
Average Return
3.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.45%
6-Month Return▲ 5.28%
12-Month Return-
YTD Return▲ 4.23%
Total Return▲ 9.91%

Best Trade

Opened at
Closed at-
Gain▲ 40.09%

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

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 0.82%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.04%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.93%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.97%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 1.78%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 2.09%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.41%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.80%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 0.82%
▼ 13.14%▲ 2.34%▲ 5.04%
▲ 2.93%▲ 2.10%▲ 1.93%
▲ 9.99%▼ 0.89%▼ 1.97%
▲ 26.03%▲ 5.96%▲ 1.78%
▲ 5.97%▼ 2.41%▼ 2.09%
▲ 5.25%▲ 2.69%▲ 3.41%
▼ 9.08%▲ 1.42%▲ 0.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
HSBC Holdings
2.51%
▲ 33.48%
3
Sell
Feb 18, 2025
AT&T
2.61%
▲ 34.14%
5
Sell
Feb 18, 2025
Daimler Truck Holding AG
2.41%
▲ 28.00%
3
Sell
Feb 18, 2025
Phoenix Group Holdings
3.11%
▼ 2.36%
4
Buy
Feb 14, 2025
Rio Tinto
3.45%
▲ 2.78%
4
Buy
Feb 11, 2025
National Grid
3.62%
▼ 1.93%
3
Buy
Feb 07, 2025
Assura plc
3.89%
▲ 10.55%
3
Buy
Feb 07, 2025
IG Group Holdings
3.67%
▲ 2.01%
5
Buy
Feb 07, 2025
Altria Group
2.58%
▲ 12.51%
4
Sell
Feb 06, 2025
British American Tobacco
2.33%
▲ 11.09%
3
Sell
Feb 04, 2025
Imperial Brands
2.45%
▲ 30.71%
3
Sell
Feb 04, 2025
Schroders
▲ 3.55%
2
Close
Feb 04, 2025
iShares Global Clean Energy UCITS ETF
▼ 16.48%
2
Close
Feb 04, 2025
OneMain Holdings
2.42%
▲ 17.05%
3
Sell
Feb 04, 2025
SDCL Energy Efficiency Income Trust Plc
1.46%
▲ 0.80%
1
Open
Jan 27, 2025
Realty Income
3.77%
▲ 3.95%
3
Buy
Jan 24, 2025
Reckitt
▲ 18.98%
2
Close
Jan 24, 2025
Ford Motor
▼ 4.32%
2
Close
Jan 24, 2025
Target
▼ 3.22%
2
Close
Jan 24, 2025
Verizon
▼ 0.73%
3
Close
Jan 23, 2025