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DGI PORTFOLIO - New Portfolio

Mark Chambers

DGI PORTFOLIO
Individual Investor
Ranked #92,529 out of 818,989 TipRanks' Investors
Success Rate
71%
472 out of 669
profitable transactions
Average Return
18.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.21%
6-Month Return▲ 19.57%
12-Month Return▲ 12.28%
YTD Return▲ 20.89%
Total Return▲ 28.01%

Best Trade

Opened at
Closed at-
Gain▲ 332.79%

Bio

This is my Dividend Growth Portfolio.

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▲ 0.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.34%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.68%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.41%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.07%
Jun 2025
▲ 27.91%
▲ 2.30%
▼ 0.85%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.73%
Aug 2025
▲ 9.23%
▲ 2.67%
▲ 5.60%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 0.05%
▼ 1.80%▼ 5.57%▼ 5.34%
▲ 1.84%▼ 0.87%▲ 0.68%
▲ 12.20%▲ 6.28%▲ 4.41%
▲ 6.24%▲ 5.14%▲ 7.07%
▲ 27.91%▲ 2.30%▼ 0.85%
▲ 4.87%▲ 2.05%▲ 4.73%
▲ 9.23%▲ 2.67%▲ 5.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VICI Properties
2.28%
▲ 12.02%
22
Buy
Aug 28, 2025
Novo Nordisk
1.96%
▼ 41.21%
29
Buy
Aug 28, 2025
Main Street Capital
3.47%
▲ 5.66%
10
Buy
Aug 28, 2025
ASML Holding
1.96%
▲ 13.30%
19
Sell
Aug 28, 2025
Medical Properties
1.53%
▲ 10.52%
23
Buy
Jul 21, 2025
Realty Income
0%
▲ 13.47%
25
Sell
Jul 01, 2025
UFP Industries
2.03%
▼ 7.51%
27
Buy
Jun 24, 2025
Kinsale Capital Group
3.05%
▲ 3.37%
17
Buy
Jun 24, 2025
Steel Dynamics
3.6%
▲ 8.11%
21
Buy
Jun 24, 2025
Griffon
3.72%
▲ 7.93%
12
Buy
Jun 24, 2025
Federal Agricultural
1.99%
▲ 3.94%
14
Buy
Jun 17, 2025
Eli Lilly & Co
3.93%
▲ 8.70%
45
Buy
Jun 10, 2025
KLA
4.42%
▲ 48.15%
24
Buy
Jun 05, 2025
Dillard's
6.01%
▲ 63.55%
16
Buy
May 08, 2025
Comfort Systems
9.02%
▲ 154.34%
8
Buy
May 05, 2025
UnitedHealth
▼ 20.95%
17
Close
May 05, 2025
Nvidia
6.54%
▲ 45.83%
18
Buy
May 05, 2025
Vistra Energy
4%
▲ 33.31%
5
Buy
May 05, 2025
Schwab US Dividend Equity ETF
3.5%
▲ 11.94%
22
Buy
May 04, 2025
Broadcom
7.63%
▲ 199.10%
21
Buy
May 04, 2025