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DGI PORTFOLIO - New Portfolio

PerformancePortfolio Details

Mark Chambers

DGI PORTFOLIO
Individual Investor
Ranked #214,809 out of 781,066 TipRanks' Investors
Success Rate
60%
345 out of 575
profitable transactions
Average Return
5.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.33%
6-Month Return▲ 0.10%
12-Month Return▲ 11.99%
YTD Return▲ 2.40%
Total Return▲ 8.01%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 195.96%

Bio

This is my Dividend Growth Portfolio.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.44%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.72%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.43%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.73%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 5.72%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.05%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.19%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 2.40%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.44%
▲ 8.13%▲ 1.21%▲ 2.72%
▼ 13.14%▲ 2.34%▲ 2.43%
▲ 2.93%▲ 2.10%▲ 1.73%
▲ 10.00%▼ 0.89%▼ 5.72%
▲ 26.04%▲ 5.96%▲ 3.05%
▲ 5.93%▼ 2.41%▼ 5.19%
▲ 11.17%▲ 1.96%▲ 2.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VGT
Vanguard Information Technology ETF
7.2%
▲ 25.65%
25
Buy
Jan 18, 2025
MPW
Medical Properties
1.46%
▼ 17.51%
16
Buy
Jan 18, 2025
VICI
VICI Properties
2.46%
▲ 0.83%
18
Buy
Jan 18, 2025
NVO
Novo Nordisk
2.98%
▼ 33.62%
26
Buy
Jan 18, 2025
O
Realty Income
2.81%
▲ 1.74%
22
Buy
Jan 18, 2025
LLY
Eli Lilly & Co
4.19%
▲ 5.00%
36
Buy
Jan 18, 2025
AVGO
Broadcom
6.14%
▲ 115.79%
20
Buy
Jan 18, 2025
NEP
Nextera Energy Partners
―
▼ 43.25%
17
Close
Jan 18, 2025
AGM
Federal Agricultural
2.8%
▲ 6.94%
10
Buy
Jan 18, 2025
SMH
VanEck Semiconductor ETF
7.62%
▲ 19.71%
14
Buy
Jan 18, 2025
STLD
Steel Dynamics
3.88%
▼ 3.15%
16
Buy
Jan 18, 2025
NVDA
Nvidia
4.87%
▲ 16.42%
15
Buy
Jan 18, 2025
DDS
Dillard's
4.4%
▲ 30.63%
13
Buy
Jan 18, 2025
ASML
ASML Holding
2.89%
▼ 8.39%
18
Sell
Jan 18, 2025
GFF
Griffon
3.59%
▲ 6.42%
2
Buy
Jan 18, 2025
VST
Vistra Energy
1.12%
0.00%
1
Open
Jan 18, 2025
SCHD
Schwab US Dividend Equity ETF
5.08%
▲ 12.26%
21
Buy
Dec 19, 2024
UNH
UnitedHealth
0%
▼ 0.88%
16
Sell
Dec 19, 2024
MSFT
Microsoft
2.98%
▲ 9.53%
24
Sell
Dec 01, 2024
KLAC
KLA
4.04%
▲ 6.92%
21
Sell
Dec 01, 2024