tiprankstipranks

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:

Allocation

Top Stocks
10.53% HMSIX
9.37% JEPI
9.34% HOBIX
9.21% JEPQ
8.89% AVGO
52.66% Others
By Assets
56.02% Stocks
21.60% ETFs
19.25% Funds
3.12% Cash
0.00% Cryptocurrency
By Sector
42.17% General
15.22% Technology
12.27% Financial
7.87% Consumer Cyclical
7.08% Healthcare
15.39% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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MCD
McDonald's
$292.68
$2.45
(0.84%)
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$209.74B
0.34%
AVGO
Broadcom
$220.79
$2.47
(1.13%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.03T
96.79%
CVS
CVS Health
$44.36
$0.58
(1.32%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$55.82B
-43.68%
HMSIX
HMSIX
< FUND >
Hennessy BP Midstream Fund - Institutional Class
$13.08
$0.23
(1.79%)
premium
11 Buy
4 Hold
2 Sell
Moderate Buy
premium
$45.63M
23.75%
JNJ
Johnson & Johnson
$144.47
$0.89
(0.62%)
premium
5 Buy
10 Hold
0 Sell
Moderate Buy
premium
$347.83B
-7.07%
HOBIX
HOBIX
< FUND >
Holbrook Income Fund Class I
$9.67
$0.01
(0.1%)
premium
premium
0.21%
ABBV
AbbVie
$175.58
$4.06
(2.37%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$310.27B
13.32%
C
Citigroup
$69.19
$0.77
(1.13%)
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$130.86B
36.04%
COP
Conocophillips
$95.12
$0.06
(0.06%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$123.04B
-19.16%
JPM
JPMorgan Chase & Co.
$237.60
$4.64
(1.99%)
premium
9 Buy
5 Hold
1 Sell
Moderate Buy
premium
$668.92B
41.94%
KO
Coca-Cola
$62.55
$0.1
(0.16%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$269.45B
7.25%
HD
Home Depot
$392.60
$7.58
(1.97%)
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$389.99B
12.63%
MSFT
Microsoft
$436.60
$0.43
(0.1%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.25T
16.56%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.20
$0.4
(0.7%)
premium
1K Buy
526 Hold
64 Sell
Moderate Buy
premium
$20.92B
14.04%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.20
$0.56
(0.97%)
premium
1K Buy
607 Hold
59 Sell
Moderate Buy
premium
$36.75B
5.59%
PG
Procter & Gamble
$168.06
$1.13
(0.67%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$395.79B
15.68%
ICOW
ICOW
< ETF >
Pacer Developed Markets International Cash Cows 100 ETF
$28.94
$0.05
(0.17%)
premium
390 Buy
235 Hold
55 Sell
Hold
premium
$1.16B
-8.16%
DIS
Walt Disney
$112.03
$0.66
(0.59%)
premium
16 Buy
6 Hold
0 Sell
Moderate Buy
premium
$202.88B
23.08%
EQIX
Equinix
$927.22
$5.65
(0.61%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$89.47B
15.95%
T
AT&T
$22.75
$0.18
(0.8%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$163.24B
37.46%
XOM
Exxon Mobil
$105.87
$0.36
(0.34%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$465.31B
3.89%