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Dividend portfolio - New Portfolio

Matt

Dividend portfolio
Individual Investor
Ranked #66,484 out of 824,625 TipRanks' Investors
Success Rate
79%
113 out of 143
profitable transactions
Average Return
9.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.58%
6-Month Return▲ 9.91%
12-Month Return▲ 14.26%
YTD Return▲ 15.58%
Total Return▲ 22.35%

Best Trade

Opened at
Closed at-
Gain▲ 57.29%

Bio

I am a UK-based amateur investor, collating and managing a portfolio of stocks with an element of growth potential, but a focus on dividend yields of 5% or more. The overarching objective is to beat returns from the best deposit account available.

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▲ 1.20%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.77%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.15%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.07%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.01%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.67%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.88%
Sep 2025
▲ 6.63%
▲ 0.77%
▲ 0.36%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▲ 1.20%
▲ 0.80%▼ 0.87%▲ 0.77%
▲ 11.63%▲ 6.28%▲ 4.15%
▲ 9.25%▲ 5.14%▲ 2.07%
▲ 7.60%▲ 2.30%▼ 0.01%
▲ 2.76%▲ 2.05%▲ 0.67%
▲ 12.88%▲ 3.56%▲ 0.88%
▲ 6.63%▲ 0.77%▲ 0.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Assura plc
▲ 25.82%
6
Close
Oct 03, 2025
National Grid
3.68%
▲ 16.49%
5
Sell
May 22, 2025
Supermarket Income REIT Plc
3.72%
▲ 11.76%
5
Sell
May 22, 2025
Legal & General
3.43%
▲ 12.19%
5
Sell
May 22, 2025
IG Group Holdings
3.59%
▲ 18.15%
6
Sell
May 22, 2025
Mercedes-Benz Group
▼ 4.72%
2
Close
May 21, 2025
HSBC Holdings
0.96%
▲ 57.29%
4
Sell
May 21, 2025
iShares MSCI Target UK Real Estate UCITS ETF
6.86%
▲ 1.84%
7
Buy
May 21, 2025
iShares UK Dividend UCITS ETF GBP
7.21%
▲ 8.76%
6
Buy
May 21, 2025
BlackRock Systematic Global Equity High Income UCITS ETF - USD
7.39%
▲ 10.36%
2
Buy
May 21, 2025
Aviva plc
1.14%
▲ 31.75%
4
Sell
May 20, 2025
UBS (Lux) Fund Solutions SICAV - J.P. Morgan USD EM Diversified Bond 1-5 UCITS ETF (hedged to GBP) A-dis
3.77%
▲ 5.32%
2
Buy
May 20, 2025
JPMorgan ETFs (Ireland) ICAV - US Equity Premium Income Active UCITS ETF USD
2.14%
▲ 12.05%
2
Sell
May 20, 2025
JPMORGAN ETFS (IRELAND) ICAV - NASDAQ Equity Premium Income Active Ucits ETF USD
1.19%
▲ 26.26%
2
Sell
May 20, 2025
Altria Group
0.72%
▲ 37.12%
6
Sell
May 19, 2025
Impact Healthcare REIT
▲ 25.72%
3
Close
May 08, 2025
dbxt MSCI EU SM Shs -1C- Capitalisation
▲ 4.54%
2
Close
May 06, 2025
Sabra Healthcare REIT
▲ 6.62%
2
Close
May 05, 2025
Invesco Technology S&P US Select Sector UCITS ETF
▲ 1.58%
4
Close
May 01, 2025
Taylor Wimpey
3.58%
▼ 19.06%
5
Buy
Apr 28, 2025