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DGI PORTFOLIO - New Portfolio

Mark Chambers

DGI PORTFOLIO
Individual Investor
Ranked #103,901 out of 833,681 TipRanks' Investors
Success Rate
68%
474 out of 697
profitable transactions
Average Return
22.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.45%
6-Month Return▲ 15.95%
12-Month Return▲ 24.08%
YTD Return▲ 26.66%
Total Return▲ 34.12%

Best Trade

Opened at
Closed at-
Gain▲ 373.29%

Bio

This is my Dividend Growth Portfolio.

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 4.40%
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
▼ 3.57%
▲ 0.19%
▲ 3.11%
Nov 2025
▲ 0.76%
▲ 0.97%
▲ 0.02%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 4.40%
▲ 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%
▼ 3.57%▲ 0.19%▲ 3.11%
▲ 0.76%▲ 0.97%▲ 0.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
3.61%
▲ 12.03%
27
Buy
Dec 09, 2025
VICI Properties
2.41%
▼ 2.68%
28
Buy
Dec 09, 2025
Main Street Capital
3.67%
▼ 1.53%
18
Buy
Dec 09, 2025
Vistra Energy
3.53%
▼ 2.00%
8
Buy
Dec 09, 2025
Howmet Aerospace
1.98%
▲ 10.28%
2
Buy
Dec 09, 2025
BuildABear Workshop
2.1%
▲ 5.66%
4
Buy
Dec 09, 2025
UFP Industries
▼ 15.21%
28
Close
Oct 09, 2025
ASML Holding
▲ 19.74%
20
Close
Oct 09, 2025
Novo Nordisk
1.52%
▼ 50.94%
29
Buy
Aug 28, 2025
Medical Properties
1.41%
▲ 11.91%
23
Buy
Jul 21, 2025
Realty Income
0%
▲ 8.87%
25
Sell
Jul 01, 2025
Kinsale Capital Group
2.62%
▼ 3.93%
17
Buy
Jun 24, 2025
Steel Dynamics
4.22%
▲ 37.49%
21
Buy
Jun 24, 2025
Griffon
3.38%
▲ 6.31%
12
Buy
Jun 24, 2025
Federal Agricultural
1.73%
▼ 1.49%
14
Buy
Jun 17, 2025
Eli Lilly & Co
5.1%
▲ 52.91%
45
Buy
Jun 10, 2025
KLA
4.95%
▲ 79.58%
24
Buy
Jun 05, 2025
Dillard's
5.78%
▲ 77.24%
16
Buy
May 08, 2025
Comfort Systems
10.08%
▲ 207.34%
8
Buy
May 05, 2025
UnitedHealth
▼ 20.95%
17
Close
May 05, 2025