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Dividend portfolio - New Portfolio
Matt
Dividend portfolioIndividual Investor
Ranked #59,943 out of 833,691 TipRanks' Investors
Success Rate
113 out of 143
profitable transactions
profitable transactions
Average Return
12.18%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.77%
6-Month Return▲ 7.15%
12-Month Return▲ 21.79%
YTD Return▲ 20.88%
Total Return▲ 27.97%
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%
▲ 11.63%
▲ 6.28%
▲ 4.15%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.07%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.04%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.67%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.83%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.71%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 1.61%
Nov 2025
▲ 1.45%
▲ 0.97%
▲ 1.56%
Dec 2025
▲ 11.63%▲ 6.28%▲ 4.15%
▲ 9.25%▲ 5.14%▲ 2.07%
▲ 7.60%▲ 2.30%▲ 0.04%
▲ 2.76%▲ 2.05%▲ 0.67%
▲ 12.88%▲ 3.56%▲ 0.83%
▲ 10.96%▲ 2.38%▲ 1.71%
▼ 3.57%▲ 0.19%▲ 1.61%
▲ 1.45%▲ 0.97%▲ 1.56%
Recent Activity
Assura plc
―
▲ 25.82%
6
Close
Oct 03, 2025
National Grid
3.53%
▲ 18.01%
5
Sell
May 22, 2025
Supermarket Income REIT Plc
3.53%
▲ 12.78%
5
Sell
May 22, 2025
Legal & General
3.6%
▲ 22.39%
5
Sell
May 22, 2025
IG Group Holdings
4.22%
▲ 44.87%
6
Sell
May 22, 2025
Mercedes-Benz Group
―
▼ 4.72%
2
Close
May 21, 2025
HSBC Holdings
1.09%
▲ 89.01%
4
Sell
May 21, 2025
iShares MSCI Target UK Real Estate UCITS ETF
6.59%
▲ 2.03%
7
Buy
May 21, 2025
iShares UK Dividend UCITS ETF GBP
7.4%
▲ 17.57%
6
Buy
May 21, 2025
BlackRock Systematic Global Equity High Income UCITS ETF - USD
7.33%
▲ 14.04%
2
Buy
May 21, 2025
Aviva plc
1.14%
▲ 36.83%
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
3.66%
▲ 6.70%
2
Buy
May 20, 2025
JPMorgan ETFs (Ireland) ICAV - US Equity Premium Income Active UCITS ETF USD
2.05%
▲ 14.07%
2
Sell
May 20, 2025
JPMORGAN ETFS (IRELAND) ICAV - NASDAQ Equity Premium Income Active Ucits ETF USD
1.15%
▲ 30.34%
2
Sell
May 20, 2025
Altria Group
0.63%
▲ 26.37%
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
3.44%
▼ 19.02%
5
Buy
Apr 28, 2025