tiprankstipranks

Dividend portfolio - New Portfolio

Matt

Dividend portfolio
Individual Investor
Ranked #289,221 out of 769,291 TipRanks' Investors
Success Rate
58%
60 out of 103
profitable transactions
Average Return
0.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.75%
6-Month Return-
12-Month Return-
YTD Return▲ 6.51%
Total Return▲ 6.51%

Best Trade

Opened at
Closed at-
Gain▲ 17.98%

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

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.82%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.04%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.94%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.78%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 0.44%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%▲ 0.82%
▼ 4.22%▲ 2.34%▲ 5.04%
▲ 7.82%▲ 2.10%▲ 1.94%
▲ 5.70%▼ 0.89%▼ 1.78%
▲ 37.60%▲ 4.40%▲ 0.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Legal & General
3.18%
▼ 1.79%
3
Buy
Nov 08, 2024
Rithm Capital
2.59%
▲ 1.79%
1
Open
Oct 22, 2024
Land Securities Group plc REIT
▲ 1.47%
2
Close
Oct 21, 2024
Target Healthcare REIT
2.25%
▼ 2.08%
1
Open
Oct 21, 2024
Tate & Lyle
▲ 13.48%
2
Close
Oct 15, 2024
CFSdbx MSCI Mom Accum Shs -1C- USD
▲ 3.08%
2
Close
Oct 11, 2024
Altria Group
3.11%
▲ 12.33%
3
Buy
Oct 01, 2024
British American Tobacco
2.8%
▲ 7.33%
2
Sell
Oct 01, 2024
M&G Plc
2.47%
▼ 2.18%
2
Buy
Oct 01, 2024
National Grid
2.65%
▼ 0.79%
2
Sell
Oct 01, 2024
Supermarket Income REIT Plc
2.3%
▼ 8.83%
2
Buy
Oct 01, 2024
Assura plc
2.32%
▼ 8.62%
2
Buy
Oct 01, 2024
AT&T
3.02%
▲ 12.90%
3
Buy
Oct 01, 2024
Rio Tinto
2.28%
▲ 1.39%
3
Open
Oct 01, 2024
Ares Capital
2.58%
▲ 5.50%
2
Buy
Sep 30, 2024
Dow Inc
▲ 4.02%
2
Close
Sep 27, 2024
Ashmore Group PLC
▲ 16.43%
2
Close
Sep 24, 2024
Annaly Capital
2.52%
▼ 0.71%
1
Open
Sep 24, 2024
WPP
▲ 7.07%
2
Close
Sep 23, 2024
Lloyds Banking
▼ 1.89%
3
Close
Sep 23, 2024