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Dividend portfolio - New Portfolio
Matt
Dividend portfolioIndividual Investor
Ranked #59,240 out of 802,735 TipRanks' Investors
Success Rate
107 out of 143
profitable transactions
profitable transactions
Average Return
6.81%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.38%
6-Month Return▲ 10.29%
12-Month Return-
YTD Return▲ 11.74%
Total Return▲ 18.28%
Best Trade
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
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 1.67%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 1.56%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.40%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.24%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 0.91%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 4.15%
May 2025
▲ 2.43%
▲ 1.65%
▲ 0.38%
Jun 2025
▲ 25.97%▲ 5.96%▲ 1.67%
▲ 5.43%▼ 2.41%▼ 1.56%
▲ 5.99%▲ 2.69%▲ 3.40%
▼ 12.86%▼ 1.27%▲ 1.18%
▼ 1.80%▼ 5.57%▲ 1.24%
▲ 1.76%▼ 0.87%▲ 0.91%
▲ 12.21%▲ 6.28%▲ 4.15%
▲ 2.43%▲ 1.65%▲ 0.38%
Recent Activity
National Grid
3.39%
▲ 6.11%
5
Sell
May 22, 2025
Supermarket Income REIT Plc
3.83%
▲ 11.64%
5
Sell
May 22, 2025
Legal & General
3.76%
▲ 18.73%
5
Sell
May 22, 2025
IG Group Holdings
3.65%
▲ 15.29%
6
Sell
May 22, 2025
Mercedes-Benz Group
―
▼ 4.72%
2
Close
May 21, 2025
HSBC Holdings
0.86%
▲ 44.10%
4
Sell
May 21, 2025
iShares MSCI Target UK Real Estate UCITS ETF
7.12%
▲ 1.55%
7
Buy
May 21, 2025
iShares UK Dividend UCITS ETF GBP
7.17%
▲ 2.92%
6
Buy
May 21, 2025
BlackRock Systematic Global Equity High Income UCITS ETF - USD
7.13%
▲ 0.05%
2
Buy
May 21, 2025
Aviva plc
1.1%
▲ 23.11%
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
3.76%
▲ 0.99%
2
Buy
May 20, 2025
JPMorgan ETFs (Ireland) ICAV - US Equity Premium Income Active UCITS ETF USD
2.1%
▲ 6.08%
2
Sell
May 20, 2025
JPMORGAN ETFS (IRELAND) ICAV - NASDAQ Equity Premium Income Active Ucits ETF USD
1.09%
▲ 10.49%
2
Sell
May 20, 2025
Altria Group
0.67%
▲ 23.26%
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
3.97%
▼ 15.23%
5
Buy
Apr 28, 2025
Annaly Capital
―
▲ 4.90%
2
Close
Apr 28, 2025