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Dividend portfolio - New Portfolio

Matt

Dividend portfolio
Individual Investor
Ranked #323,895 out of 769,002 TipRanks' Investors
Success Rate
56%
58 out of 103
profitable transactions
Average Return
0.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.76%
6-Month Return-
12-Month Return-
YTD Return▲ 5.99%
Total Return▲ 5.99%

Best Trade

Opened at
Closed at-
Gain▲ 18.22%

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

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.82%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.04%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.94%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.78%
Oct 2024
▲ 21.94%
▲ 3.81%
▼ 0.05%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%▲ 0.82%
▼ 4.22%▲ 2.34%▲ 5.04%
▲ 7.82%▲ 2.10%▲ 1.94%
▲ 5.70%▼ 0.89%▼ 1.78%
▲ 21.94%▲ 3.81%▼ 0.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Legal & General
3.17%
▼ 2.42%
3
Buy
Nov 08, 2024
Rithm Capital
2.52%
▲ 0.38%
1
Open
Oct 22, 2024
Land Securities Group plc REIT
▲ 1.47%
2
Close
Oct 21, 2024
Target Healthcare REIT
2.28%
▼ 1.61%
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
3.09%
▲ 12.23%
3
Buy
Oct 01, 2024
British American Tobacco
2.79%
▲ 7.15%
2
Sell
Oct 01, 2024
M&G Plc
2.51%
▼ 3.17%
2
Buy
Oct 01, 2024
National Grid
2.6%
▼ 0.51%
2
Sell
Oct 01, 2024
Supermarket Income REIT Plc
2.31%
▼ 8.83%
2
Buy
Oct 01, 2024
Assura plc
2.32%
▼ 8.62%
2
Buy
Oct 01, 2024
AT&T
2.99%
▲ 12.16%
3
Buy
Oct 01, 2024
Rio Tinto
2.3%
▲ 1.36%
3
Open
Oct 01, 2024
Ares Capital
2.57%
▲ 5.55%
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%
▼ 2.27%
1
Open
Sep 24, 2024
WPP
▲ 7.07%
2
Close
Sep 23, 2024
Lloyds Banking
▼ 1.89%
3
Close
Sep 23, 2024