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DGI PORTFOLIO - New Portfolio

Mark Chambers

DGI PORTFOLIO
Individual Investor
Ranked #121,154 out of 826,007 TipRanks' Investors
Success Rate
67%
458 out of 686
profitable transactions
Average Return
21.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.90%
6-Month Return▲ 24.66%
12-Month Return▲ 20.59%
YTD Return▲ 22.92%
Total Return▲ 30.17%

Best Trade

Opened at
Closed at-
Gain▲ 372.60%

Bio

This is my Dividend Growth Portfolio.

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.34%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.68%
Apr 2025
▲ 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
▲ 10.09%
▲ 2.05%
▲ 1.90%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 5.34%
▲ 0.80%▼ 0.87%▲ 0.68%
▲ 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%
▲ 10.09%▲ 2.05%▲ 1.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
3.47%
▲ 8.35%
25
Buy
Oct 29, 2025
VICI Properties
2.25%
▲ 1.65%
26
Buy
Oct 29, 2025
Main Street Capital
3.42%
▼ 6.39%
16
Buy
Oct 29, 2025
Vistra Energy
3.45%
▲ 16.25%
6
Buy
Oct 29, 2025
BuildABear Workshop
1.74%
▼ 4.26%
2
Buy
Oct 29, 2025
UFP Industries
▼ 15.21%
28
Close
Oct 09, 2025
ASML Holding
▲ 19.74%
20
Close
Oct 09, 2025
Howmet Aerospace
1.86%
▲ 6.85%
1
Open
Oct 09, 2025
Novo Nordisk
1.5%
▼ 52.43%
29
Buy
Aug 28, 2025
Medical Properties
1.48%
▲ 13.37%
23
Buy
Jul 21, 2025
Realty Income
0%
▲ 11.67%
25
Sell
Jul 01, 2025
Kinsale Capital Group
2.68%
▼ 3.68%
17
Buy
Jun 24, 2025
Steel Dynamics
3.84%
▲ 22.74%
21
Buy
Jun 24, 2025
Griffon
3.42%
▲ 5.38%
12
Buy
Jun 24, 2025
Federal Agricultural
1.56%
▼ 13.50%
14
Buy
Jun 17, 2025
Eli Lilly & Co
4.1%
▲ 20.32%
45
Buy
Jun 10, 2025
KLA
4.83%
▲ 71.89%
24
Buy
Jun 05, 2025
Dillard's
5.62%
▲ 62.19%
16
Buy
May 08, 2025
Comfort Systems
10.25%
▲ 206.50%
8
Buy
May 05, 2025
UnitedHealth
▼ 20.95%
17
Close
May 05, 2025