DGI PORTFOLIO - New Portfolio

Mark Chambers

DGI PORTFOLIO
Individual Investor
Ranked #443,252 out of 794,476 TipRanks' Investors
Success Rate
47%
283 out of 598
profitable transactions
Average Return
-1.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.06%
6-Month Return▼ 12.98%
12-Month Return▼ 0.50%
YTD Return▼ 6.35%
Total Return▼ 0.84%

Best Trade

Opened at
Closed at-
Gain▲ 92.55%

Bio

This is my Dividend Growth Portfolio.

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 1.73%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 5.78%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 2.98%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.74%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 3.45%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.04%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.34%
Mar 2025
▲ 1.35%
▲ 0.92%
▼ 4.40%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 1.73%
▲ 10.00%▼ 0.89%▼ 5.78%
▲ 26.01%▲ 5.96%▲ 2.98%
▲ 5.33%▼ 2.41%▼ 4.74%
▲ 5.87%▲ 2.69%▲ 3.45%
▼ 12.86%▼ 1.27%▲ 0.04%
▼ 1.80%▼ 5.57%▼ 5.34%
▲ 1.35%▲ 0.92%▼ 4.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
5.22%
▼ 16.08%
17
Buy
Feb 07, 2025
Dillard's
3.59%
▼ 13.31%
14
Buy
Feb 07, 2025
Griffon
4.04%
▼ 7.83%
3
Buy
Feb 07, 2025
Vistra Energy
1.6%
▼ 33.63%
4
Buy
Feb 07, 2025
Eli Lilly & Co
5.25%
▲ 13.93%
37
Buy
Jan 22, 2025
Kinsale Capital Group
5.58%
▲ 22.73%
15
Buy
Jan 22, 2025
Vanguard Information Technology ETF
6.65%
▲ 1.68%
25
Buy
Jan 18, 2025
Medical Properties
2.33%
▲ 19.72%
16
Buy
Jan 18, 2025
VICI Properties
3%
▲ 10.19%
18
Buy
Jan 18, 2025
Novo Nordisk
2.88%
▼ 41.58%
26
Buy
Jan 18, 2025
Realty Income
3.33%
▲ 7.72%
22
Buy
Jan 18, 2025
Broadcom
4.52%
▲ 36.20%
20
Buy
Jan 18, 2025
XPLR Infrastructure
▼ 44.25%
17
Close
Jan 18, 2025
Federal Agricultural
2.9%
▼ 2.29%
10
Buy
Jan 18, 2025
VanEck Semiconductor ETF
6.54%
▼ 10.50%
14
Buy
Jan 18, 2025
Steel Dynamics
4.06%
▼ 10.12%
16
Buy
Jan 18, 2025
ASML Holding
2.7%
▼ 24.26%
18
Sell
Jan 18, 2025
Schwab US Dividend Equity ETF
5.5%
▲ 8.18%
21
Buy
Dec 19, 2024
UnitedHealth
0%
▲ 5.53%
16
Sell
Dec 19, 2024
Microsoft
2.93%
▼ 4.55%
24
Sell
Dec 01, 2024