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DGI PORTFOLIO - New Portfolio

Mark Chambers

DGI PORTFOLIO
Individual Investor
Ranked #141,887 out of 803,590 TipRanks' Investors
Success Rate
64%
412 out of 641
profitable transactions
Average Return
8.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.33%
6-Month Return▲ 4.38%
12-Month Return▲ 7.94%
YTD Return▲ 9.16%
Total Return▲ 15.58%

Best Trade

Opened at
Closed at-
Gain▲ 220.15%

Bio

This is my Dividend Growth Portfolio.

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 2.98%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.74%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.45%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.04%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.34%
Mar 2025
▲ 1.87%
▼ 0.87%
▲ 0.62%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 4.39%
May 2025
▲ 4.81%
▲ 2.44%
▲ 6.08%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 2.98%
▲ 5.10%▼ 2.41%▼ 4.74%
▲ 6.03%▲ 2.69%▲ 3.45%
▼ 12.86%▼ 1.27%▲ 0.04%
▼ 1.80%▼ 5.57%▼ 5.34%
▲ 1.87%▼ 0.87%▲ 0.62%
▲ 12.21%▲ 6.28%▲ 4.39%
▲ 4.81%▲ 2.44%▲ 6.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eli Lilly & Co
4.96%
▲ 15.44%
45
Buy
Jun 10, 2025
UFP Industries
2.33%
▼ 9.45%
24
Buy
Jun 10, 2025
Steel Dynamics
3.78%
▲ 1.57%
19
Buy
Jun 10, 2025
Griffon
3.8%
▼ 2.47%
9
Buy
Jun 10, 2025
Medical Properties
1.52%
▼ 6.34%
20
Buy
Jun 07, 2025
Federal Agricultural
2.33%
▲ 5.52%
12
Buy
Jun 07, 2025
KLA
4.38%
▲ 23.58%
24
Buy
Jun 05, 2025
Dillard's
4.77%
▲ 9.24%
16
Buy
May 08, 2025
Comfort Systems
6.71%
▲ 59.37%
8
Buy
May 05, 2025
UnitedHealth
▼ 20.95%
17
Close
May 05, 2025
Nvidia
6.38%
▲ 19.97%
18
Buy
May 05, 2025
Vistra Energy
3.93%
▲ 10.15%
5
Buy
May 05, 2025
Schwab US Dividend Equity ETF
4.09%
▲ 9.12%
22
Buy
May 04, 2025
VICI Properties
2.29%
▲ 12.80%
19
Buy
May 04, 2025
Novo Nordisk
3.43%
▼ 27.63%
27
Buy
May 04, 2025
Realty Income
2.5%
▲ 10.10%
23
Buy
May 04, 2025
Broadcom
6.7%
▲ 121.26%
21
Buy
May 04, 2025
DR Horton
2.04%
▼ 1.70%
12
Buy
May 04, 2025
Kinsale Capital Group
3.87%
▲ 16.71%
15
Buy
Jan 22, 2025
Vanguard Information Technology ETF
6.01%
▲ 25.99%
25
Buy
Jan 18, 2025