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Dividend Growth - New Portfolio

Lawrence Messina

Dividend Growth
Individual Investor
Ranked #60,504 out of 775,923 TipRanks' Investors
Success Rate
72%
54 out of 75
profitable transactions
Average Return
20.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.43%
6-Month Return▲ 7.49%
12-Month Return▲ 14.42%
YTD Return▲ 14.00%
Total Return▲ 88.94%

Best Trade

Opened at
Closed at-
Gain▲ 302.17%

Bio

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

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 0.39%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.84%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.07%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.76%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.08%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.65%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.78%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.76%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 0.39%
▼ 2.25%▲ 3.53%▲ 1.84%
▲ 25.71%▲ 1.21%▲ 2.07%
▼ 4.22%▲ 2.34%▲ 3.76%
▲ 7.82%▲ 2.10%▲ 1.08%
▲ 5.38%▼ 0.89%▼ 0.65%
▲ 43.22%▲ 5.96%▲ 3.78%
▲ 3.34%▼ 1.56%▼ 2.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mercedes-Benz Group
▼ 11.31%
3
Close
Oct 09, 2024
Equinix
4.34%
▲ 5.61%
2
Buy
Oct 09, 2024
First Trust Japan AlphaDEX Fund
▼ 0.06%
2
Close
Oct 09, 2024
Johnson & Johnson
0%
▲ 4.36%
3
Open
Sep 24, 2024
Walt Disney
0%
▲ 20.11%
1
Open
Sep 24, 2024
AT&T
0%
▲ 5.37%
1
Open
Sep 24, 2024
Exxon Mobil
0%
▼ 8.81%
1
Open
Sep 24, 2024
Citigroup
5.4%
▲ 22.24%
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
4.57%
▲ 23.59%
2
Buy
Dec 07, 2023
Hennessy BP Midstream Fund - Institutional Class
10.2%
▲ 75.49%
2
Buy
Dec 07, 2023
International Business Machines
▲ 40.82%
2
Close
Dec 07, 2023
Holbrook Income Fund Class I
9.05%
▲ 3.14%
3
Buy
Dec 07, 2023
AbbVie
5.48%
▲ 48.26%
4
Buy
Dec 07, 2023
BlackRock Enhanced International Dividend Trust of Benef Interest
▲ 9.08%
3
Close
Dec 07, 2023
First Trust Global Tactical Commodity Strategy Fund
▼ 4.37%
3
Close
Dec 07, 2023
Microsoft
6.13%
▲ 83.34%
4
Sell
Dec 07, 2023