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DGI PORTFOLIO - New Portfolio
Mark Chambers
DGI PORTFOLIOIndividual Investor
Ranked #99,656 out of 766,001 TipRanks' Investors
Success Rate
374 out of 547
profitable transactions
profitable transactions
Average Return
8.35%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.50%
6-Month Return▲ 9.72%
12-Month Return▲ 28.28%
YTD Return▲ 12.98%
Total Return▲ 12.87%
Best Trade
Bio
This is my Dividend Growth Portfolio.
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.11%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.43%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.52%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.72%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.43%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.73%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 5.64%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 4.37%
Nov 2024
▼ 12.40%▼ 4.03%▼ 5.11%
▲ 11.46%▲ 5.06%▲ 5.43%
▼ 2.25%▲ 3.53%▲ 2.52%
▲ 25.72%▲ 1.21%▲ 2.72%
▼ 4.22%▲ 2.34%▲ 2.43%
▲ 7.82%▲ 2.10%▲ 1.73%
▲ 6.02%▼ 0.89%▼ 5.64%
▲ 5.59%▲ 5.20%▲ 4.37%
Recent Activity
Eli Lilly & Co
3.93%
▲ 22.71%
30
Buy
Nov 08, 2024
Medical Properties
2.78%
▼ 4.16%
14
Buy
Oct 30, 2024
KLA
3.37%
▼ 4.79%
18
Buy
Oct 30, 2024
ASML Holding
2.51%
▼ 21.27%
15
Buy
Oct 30, 2024
Realty Income
2.92%
▲ 6.48%
18
Buy
Oct 18, 2024
Steel Dynamics
4.58%
▲ 13.88%
15
Buy
Oct 15, 2024
Microsoft
3.01%
▲ 7.66%
23
Buy
Oct 10, 2024
Novo Nordisk
3.33%
▼ 11.23%
22
Buy
Oct 10, 2024
VICI Properties
2.59%
▲ 6.33%
17
Buy
Oct 05, 2024
Schwab US Dividend Equity ETF
5.24%
▲ 16.03%
19
Buy
Oct 02, 2024
Vanguard Information Technology ETF
7.18%
▲ 24.89%
24
Buy
Oct 02, 2024
Broadcom
4.66%
▲ 69.96%
18
Buy
Oct 02, 2024
Federal Agricultural
2.94%
▲ 14.99%
8
Buy
Oct 02, 2024
UnitedHealth
3.29%
▲ 18.42%
15
Buy
Sep 25, 2024
Dillard's
3.45%
▲ 6.37%
12
Buy
Sep 14, 2024
Monolithic Power
3.19%
▼ 10.89%
11
Sell
Sep 14, 2024
UFP Industries
3.28%
▲ 20.28%
19
Buy
Sep 07, 2024
Nvidia
4.8%
▲ 27.68%
12
Buy
Sep 07, 2024
Vanguard Growth ETF
6.29%
▲ 26.17%
18
Sell
Jul 27, 2024
Nextera Energy Partners
2.26%
▼ 45.39%
15
Buy
Jul 27, 2024