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DGI PORTFOLIO - New Portfolio

Mark Chambers

DGI PORTFOLIO
Individual Investor
Ranked #194,171 out of 788,370 TipRanks' Investors
Success Rate
61%
367 out of 598
profitable transactions
Average Return
6.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.19%
6-Month Return▲ 0.75%
12-Month Return▲ 12.84%
YTD Return▲ 5.87%
Total Return▲ 12.26%

Best Trade

Opened at
Closed at-
Gain▲ 172.56%

Bio

This is my Dividend Growth Portfolio.

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 2.72%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.43%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.73%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 5.67%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 3.05%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.74%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.84%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.98%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.72%
▼ 13.14%▲ 2.34%▲ 2.43%
▲ 2.93%▲ 2.10%▲ 1.73%
▲ 9.99%▼ 0.89%▼ 5.67%
▲ 26.03%▲ 5.96%▲ 3.05%
▲ 5.97%▼ 2.41%▼ 4.74%
▲ 5.25%▲ 2.69%▲ 4.84%
▼ 9.08%▲ 1.42%▲ 0.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
5.98%
▲ 10.67%
17
Buy
Feb 07, 2025
Dillard's
4.68%
▲ 30.10%
14
Buy
Feb 07, 2025
Griffon
3.65%
▼ 4.88%
3
Buy
Feb 07, 2025
Vistra Energy
1.93%
▼ 10.14%
4
Buy
Feb 07, 2025
Eli Lilly & Co
5.04%
▲ 26.14%
37
Buy
Jan 22, 2025
Kinsale Capital Group
4.16%
▲ 5.49%
15
Buy
Jan 22, 2025
Vanguard Information Technology ETF
7.04%
▲ 23.88%
25
Buy
Jan 18, 2025
Medical Properties
1.7%
▼ 0.88%
16
Buy
Jan 18, 2025
VICI Properties
2.57%
▲ 7.22%
18
Buy
Jan 18, 2025
Novo Nordisk
3.28%
▼ 24.33%
26
Buy
Jan 18, 2025
Realty Income
2.89%
▲ 6.21%
22
Buy
Jan 18, 2025
Broadcom
5.56%
▲ 92.73%
20
Buy
Jan 18, 2025
XPLR Infrastructure
▼ 44.25%
17
Close
Jan 18, 2025
Federal Agricultural
2.93%
▲ 12.88%
10
Buy
Jan 18, 2025
VanEck Semiconductor ETF
7.26%
▲ 14.41%
14
Buy
Jan 18, 2025
Steel Dynamics
3.97%
▲ 0.87%
16
Buy
Jan 18, 2025
ASML Holding
2.77%
▼ 10.41%
18
Sell
Jan 18, 2025
Schwab US Dividend Equity ETF
5.03%
▲ 13.14%
21
Buy
Dec 19, 2024
UnitedHealth
0%
▼ 9.31%
16
Sell
Dec 19, 2024
Microsoft
2.78%
▲ 4.43%
24
Sell
Dec 01, 2024