Dividend portfolio - New Portfolio
Matt
Dividend portfolioIndividual Investor
Ranked #51,806 out of 859,217 TipRanks' Investors
Success Rate
114 out of 143
profitable transactions
profitable transactions
Average Return
16.35%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.77%
6-Month Return▲ 11.96%
12-Month Return▲ 23.97%
YTD Return▲ 6.00%
Total Return▲ 37.09%
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
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.87%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.71%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.62%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.63%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.89%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 4.15%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.11%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 4.33%
Apr 2026
▲ 12.88%▲ 3.56%▲ 0.87%
▲ 10.96%▲ 2.38%▲ 1.71%
▼ 3.68%▲ 0.19%▲ 1.62%
▼ 0.10%▲ 0.08%▲ 2.63%
▲ 4.06%▲ 1.47%▲ 3.89%
▼ 1.12%▼ 0.86%▲ 4.15%
▲ 0.60%▼ 4.94%▼ 6.11%
▲ 10.48%▲ 6.78%▲ 4.33%
Recent Activity
Assura
―
▲ 25.82%
6
Close
Oct 03, 2025
National Grid
3.88%
▲ 35.82%
5
Sell
May 22, 2025
Supermarket Income REIT Plc
3.52%
▲ 19.37%
5
Sell
May 22, 2025
Legal & General
3.55%
▲ 26.12%
5
Sell
May 22, 2025
IG Group Holdings
4.68%
▲ 67.62%
6
Sell
May 22, 2025
Mercedes-Benz Group
―
▼ 4.72%
2
Close
May 21, 2025
HSBC Holdings
1.2%
▲ 122.10%
4
Sell
May 21, 2025
iShares MSCI Target UK Real Estate UCITS ETF
6.22%
▲ 2.04%
7
Buy
May 21, 2025
iShares UK Dividend UCITS ETF GBP
7.63%
▲ 27.09%
6
Buy
May 21, 2025
BlackRock Systematic Global Equity High Income UCITS ETF - USD
7.09%
▲ 18.02%
2
Buy
May 21, 2025
Aviva plc
1.02%
▲ 33.44%
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
3.45%
▲ 8.55%
2
Buy
May 20, 2025
JPMorgan ETFs (Ireland) ICAV - US Equity Premium Income Active UCITS ETF USD
1.97%
▲ 17.29%
2
Sell
May 20, 2025
JPMORGAN ETFS (IRELAND) ICAV - NASDAQ Equity Premium Income Active Ucits ETF USD
1.09%
▲ 33.77%
2
Sell
May 20, 2025
Altria Group
0.68%
▲ 46.13%
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
2.68%
▼ 31.86%
5
Buy
Apr 28, 2025