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DGI PORTFOLIO - New Portfolio

Mark Chambers

DGI PORTFOLIO
Individual Investor
Ranked #102,084 out of 831,094 TipRanks' Investors
Success Rate
68%
468 out of 691
profitable transactions
Average Return
23.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.73%
6-Month Return▲ 19.70%
12-Month Return▲ 19.83%
YTD Return▲ 25.84%
Total Return▲ 33.25%

Best Trade

Opened at
Closed at-
Gain▲ 377.79%

Bio

This is my Dividend Growth Portfolio.

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 4.41%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.07%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.85%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.73%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.38%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.76%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 2.96%
Nov 2025
▲ 0.26%
▲ 0.07%
▼ 0.44%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 4.41%
▲ 9.25%▲ 5.14%▲ 7.07%
▲ 7.60%▲ 2.30%▼ 0.85%
▲ 2.76%▲ 2.05%▲ 4.73%
▲ 12.88%▲ 3.56%▲ 5.38%
▲ 10.96%▲ 2.38%▲ 1.76%
▼ 3.44%▲ 0.19%▲ 2.96%
▲ 0.26%▲ 0.07%▼ 0.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
3.61%
▲ 12.39%
26
Buy
Nov 28, 2025
VICI Properties
2.24%
▼ 2.53%
27
Buy
Nov 28, 2025
Main Street Capital
3.66%
▼ 1.52%
17
Buy
Nov 28, 2025
Vistra Energy
3.5%
▲ 3.87%
7
Buy
Nov 28, 2025
BuildABear Workshop
2.03%
▲ 3.35%
3
Buy
Nov 28, 2025
UFP Industries
▼ 15.21%
28
Close
Oct 09, 2025
ASML Holding
▲ 19.74%
20
Close
Oct 09, 2025
Howmet Aerospace
1.77%
▲ 2.95%
1
Open
Oct 09, 2025
Novo Nordisk
1.4%
▼ 54.78%
29
Buy
Aug 28, 2025
Medical Properties
1.59%
▲ 23.24%
23
Buy
Jul 21, 2025
Realty Income
0%
▲ 13.07%
25
Sell
Jul 01, 2025
Kinsale Capital Group
2.48%
▼ 9.39%
17
Buy
Jun 24, 2025
Steel Dynamics
4.1%
▲ 33.07%
21
Buy
Jun 24, 2025
Griffon
3.36%
▲ 5.39%
12
Buy
Jun 24, 2025
Federal Agricultural
1.74%
▼ 2.11%
14
Buy
Jun 17, 2025
Eli Lilly & Co
4.94%
▲ 47.47%
45
Buy
Jun 10, 2025
KLA
4.75%
▲ 71.51%
24
Buy
Jun 05, 2025
Dillard's
6.35%
▲ 86.15%
16
Buy
May 08, 2025
Comfort Systems
9.95%
▲ 202.23%
8
Buy
May 05, 2025
UnitedHealth
▼ 20.95%
17
Close
May 05, 2025