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Dividend Growth - New Portfolio

Lawrence Messina

Dividend Growth
Individual Investor
Ranked #43,805 out of 788,370 TipRanks' Investors
Success Rate
76%
57 out of 75
profitable transactions
Average Return
23.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.73%
6-Month Return▲ 10.34%
12-Month Return▲ 16.13%
YTD Return▲ 7.89%
Total Return▲ 102.94%

Best Trade

Opened at
Closed at-
Gain▲ 299.36%

Bio

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

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 2.07%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.76%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.08%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.70%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 3.78%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 3.15%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.47%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 3.28%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.07%
▼ 13.14%▲ 2.34%▲ 3.76%
▲ 2.93%▲ 2.10%▲ 1.08%
▲ 9.99%▼ 0.89%▼ 0.70%
▲ 26.03%▲ 5.96%▲ 3.78%
▲ 5.97%▼ 2.41%▼ 3.15%
▲ 5.25%▲ 2.69%▲ 4.47%
▼ 9.08%▲ 1.42%▲ 3.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mercedes-Benz Group
▼ 11.31%
3
Close
Oct 09, 2024
Equinix
4.12%
▲ 4.75%
2
Buy
Oct 09, 2024
First Trust Japan AlphaDEX Fund
▼ 0.06%
2
Close
Oct 09, 2024
Johnson & Johnson
0%
▲ 10.29%
3
Open
Sep 24, 2024
Walt Disney
0%
▲ 16.49%
1
Open
Sep 24, 2024
AT&T
0%
▲ 26.46%
1
Open
Sep 24, 2024
Exxon Mobil
0%
▼ 3.80%
1
Open
Sep 24, 2024
Citigroup
5.94%
▲ 31.79%
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
4.55%
▲ 28.72%
2
Buy
Dec 07, 2023
Hennessy BP Midstream Fund - Institutional Class
10.57%
▲ 89.98%
2
Buy
Dec 07, 2023
International Business Machines
▲ 40.82%
2
Close
Dec 07, 2023
Holbrook Income Fund Class I
8.72%
▲ 3.89%
3
Buy
Dec 07, 2023
AbbVie
6.03%
▲ 72.25%
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
5.48%
▲ 71.76%
4
Sell
Dec 07, 2023