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Dividend portfolio - New Portfolio

Matt

Dividend portfolio
Individual Investor
Ranked #206,499 out of 783,079 TipRanks' Investors
Success Rate
63%
67 out of 106
profitable transactions
Average Return
2.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.46%
6-Month Return▲ 6.49%
12-Month Return-
YTD Return▲ 2.92%
Total Return▲ 7.42%

Best Trade

Opened at
Closed at-
Gain▲ 28.41%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.82%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.04%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.93%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.96%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 1.69%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.03%
Dec 2024
▲ 2.56%
▲ 2.27%
▲ 2.92%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%▲ 0.82%
▼ 13.14%▲ 2.34%▲ 5.04%
▲ 2.93%▲ 2.10%▲ 1.93%
▲ 9.99%▼ 0.89%▼ 1.96%
▲ 26.04%▲ 5.96%▲ 1.69%
▲ 5.93%▼ 2.41%▼ 3.03%
▲ 2.56%▲ 2.27%▲ 2.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SDCL Energy Efficiency Income Trust Plc
1.42%
▲ 0.60%
1
Open
Jan 27, 2025
Realty Income
3.58%
▲ 0.10%
3
Buy
Jan 24, 2025
Reckitt
▲ 18.98%
2
Close
Jan 24, 2025
Ford Motor
▼ 4.31%
2
Close
Jan 24, 2025
Target
▼ 3.22%
2
Close
Jan 24, 2025
Verizon
▼ 0.73%
3
Close
Jan 23, 2025
Legal & General
3.49%
▲ 5.70%
3
Buy
Nov 08, 2024
Rithm Capital
2.75%
▲ 10.18%
1
Open
Oct 22, 2024
Land Securities Group plc REIT
▲ 1.47%
2
Close
Oct 21, 2024
Target Healthcare REIT
2.24%
▼ 3.13%
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
2.97%
▲ 7.50%
3
Buy
Oct 01, 2024
British American Tobacco
3.04%
▲ 18.88%
2
Sell
Oct 01, 2024
M&G Plc
2.61%
▲ 0.48%
2
Buy
Oct 01, 2024
National Grid
2.62%
▼ 0.13%
2
Sell
Oct 01, 2024
Supermarket Income REIT Plc
2.26%
▼ 9.62%
2
Buy
Oct 01, 2024
Assura plc
2.25%
▼ 9.29%
2
Buy
Oct 01, 2024
AT&T
3.25%
▲ 22.95%
3
Buy
Oct 01, 2024
Rio Tinto
2.27%
▲ 0.34%
3
Open
Oct 01, 2024