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Dividend Growth - New Portfolio

Lawrence Messina

Dividend Growth
Individual Investor
Ranked #49,794 out of 781,107 TipRanks' Investors
Success Rate
75%
56 out of 75
profitable transactions
Average Return
22.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.16%
6-Month Return▲ 6.79%
12-Month Return▲ 14.97%
YTD Return▲ 1.69%
Total Return▲ 91.44%

Best Trade

Opened at
Closed at-
Gain▲ 333.66%

Bio

This portfolio is focused on dividend income for clients who are approaching or have already retired.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.84%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.07%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.76%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.08%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.66%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.78%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.11%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 1.69%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.84%
▲ 8.13%▲ 1.21%▲ 2.07%
▼ 13.14%▲ 2.34%▲ 3.76%
▲ 2.93%▲ 2.10%▲ 1.08%
▲ 10.00%▼ 0.89%▼ 0.66%
▲ 26.04%▲ 5.96%▲ 3.78%
▲ 5.93%▼ 2.41%▼ 3.11%
▲ 6.90%▲ 1.96%▲ 1.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mercedes-Benz Group
▼ 11.31%
3
Close
Oct 09, 2024
Equinix
4.19%
▲ 4.28%
2
Buy
Oct 09, 2024
First Trust Japan AlphaDEX Fund
▼ 0.06%
2
Close
Oct 09, 2024
Johnson & Johnson
0%
▲ 5.16%
3
Open
Sep 24, 2024
Walt Disney
0%
▲ 14.73%
1
Open
Sep 24, 2024
AT&T
0%
▲ 5.89%
1
Open
Sep 24, 2024
Exxon Mobil
0%
▼ 3.25%
1
Open
Sep 24, 2024
Citigroup
6.11%
▲ 32.10%
4
Open
Mar 05, 2024
Truist Financial
▲ 14.84%
4
Close
Mar 05, 2024
Brookfield Infrastructure
▼ 15.36%
3
Close
Mar 05, 2024
Prologis
▲ 9.31%
4
Close
Mar 05, 2024
iShares iBonds Dec 2023 Term Corporate ETF
▲ 3.42%
3
Close
Dec 15, 2023
McDonald's
4.23%
▲ 18.64%
2
Buy
Dec 07, 2023
Hennessy BP Midstream Fund - Institutional Class
10.86%
▲ 94.68%
2
Buy
Dec 07, 2023
International Business Machines
▲ 40.82%
2
Close
Dec 07, 2023
Holbrook Income Fund Class I
8.72%
▲ 3.57%
3
Buy
Dec 07, 2023
AbbVie
5.17%
▲ 46.24%
4
Buy
Dec 07, 2023
BlackRock Enhanced International Dividend Trust of Benef Interest
▲ 9.11%
3
Close
Dec 07, 2023
First Trust Global Tactical Commodity Strategy Fund
▼ 4.37%
3
Close
Dec 07, 2023
Microsoft
5.77%
▲ 80.16%
4
Sell
Dec 07, 2023