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Dividend portfolio - New Portfolio

Matt

Dividend portfolio
Individual Investor
Ranked #155,224 out of 790,761 TipRanks' Investors
Success Rate
64%
72 out of 112
profitable transactions
Average Return
2.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.35%
6-Month Return▲ 3.96%
12-Month Return-
YTD Return▲ 3.26%
Total Return▲ 9.13%

Best Trade

Opened at
Closed at-
Gain▲ 42.72%

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

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 5.05%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.93%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.98%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 1.82%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 1.92%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.17%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.18%
Feb 2025
▲ 11.49%
▼ 3.07%
▼ 1.09%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 5.05%
▲ 2.93%▲ 2.10%▲ 1.93%
▲ 10.00%▼ 0.89%▼ 1.98%
▲ 26.01%▲ 5.96%▲ 1.82%
▲ 5.96%▼ 2.41%▼ 1.92%
▲ 5.25%▲ 2.69%▲ 3.17%
▼ 12.86%▼ 1.27%▲ 1.18%
▲ 11.49%▼ 3.07%▼ 1.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DHL Group
▲ 15.77%
2
Close
Mar 06, 2025
Man Group plc
2.58%
▼ 0.95%
1
Open
Mar 06, 2025
Altria Group
2.57%
▲ 18.11%
5
Sell
Mar 04, 2025
Diageo
▼ 9.76%
2
Close
Mar 03, 2025
AT&T
2.53%
▲ 36.66%
6
Sell
Feb 28, 2025
Realty Income
2.76%
▲ 7.50%
4
Sell
Feb 25, 2025
HSBC Holdings
2.53%
▲ 33.51%
3
Sell
Feb 18, 2025
Daimler Truck Holding AG
2.63%
▲ 34.97%
3
Sell
Feb 18, 2025
Phoenix Group Holdings
3.22%
▼ 0.62%
4
Buy
Feb 14, 2025
Rio Tinto
3.33%
▲ 1.45%
4
Buy
Feb 11, 2025
National Grid
3.59%
▼ 4.83%
3
Buy
Feb 07, 2025
Assura plc
3.67%
▲ 4.32%
3
Buy
Feb 07, 2025
IG Group Holdings
3.69%
▲ 0.35%
5
Buy
Feb 07, 2025
British American Tobacco
2.54%
▲ 17.83%
3
Sell
Feb 04, 2025
Imperial Brands
2.62%
▲ 35.38%
3
Sell
Feb 04, 2025
Schroders
▲ 3.55%
2
Close
Feb 04, 2025
iShares Global Clean Energy UCITS ETF
▼ 16.48%
2
Close
Feb 04, 2025
OneMain Holdings
2.18%
▲ 5.82%
3
Sell
Feb 04, 2025
SDCL Energy Efficiency Income Trust Plc
1.43%
▼ 2.80%
1
Open
Jan 27, 2025
Reckitt
▲ 18.98%
2
Close
Jan 24, 2025