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Dividend portfolio - New Portfolio
Matt
Dividend portfolioIndividual Investor
Ranked #85,925 out of 812,486 TipRanks' Investors
Success Rate
105 out of 143
profitable transactions
profitable transactions
Average Return
8.59%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.05%
6-Month Return▲ 10.36%
12-Month Return▲ 19.14%
YTD Return▲ 14.07%
Total Return▲ 20.76%
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
27.91%0-27.91%
▲ 6.03%
▲ 2.69%
▲ 3.40%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.20%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.77%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.15%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.07%
Jun 2025
▲ 27.91%
▲ 2.30%
▼ 0.35%
Jul 2025
▲ 4.75%
▲ 0.81%
▲ 0.94%
Aug 2025
▲ 6.03%▲ 2.69%▲ 3.40%
▼ 12.86%▼ 1.27%▲ 1.18%
▼ 1.80%▼ 5.57%▲ 1.20%
▲ 1.84%▼ 0.87%▲ 0.77%
▲ 12.20%▲ 6.28%▲ 4.15%
▲ 6.24%▲ 5.14%▲ 2.07%
▲ 27.91%▲ 2.30%▼ 0.35%
▲ 4.75%▲ 0.81%▲ 0.94%
Recent Activity
National Grid
3.37%
▲ 7.60%
5
Sell
May 22, 2025
Supermarket Income REIT Plc
3.68%
▲ 11.62%
5
Sell
May 22, 2025
Legal & General
3.69%
▲ 18.69%
5
Sell
May 22, 2025
IG Group Holdings
3.79%
▲ 22.04%
6
Sell
May 22, 2025
Mercedes-Benz Group
―
▼ 4.72%
2
Close
May 21, 2025
HSBC Holdings
0.9%
▲ 48.83%
4
Sell
May 21, 2025
iShares MSCI Target UK Real Estate UCITS ETF
6.83%
▲ 0.57%
7
Buy
May 21, 2025
iShares UK Dividend UCITS ETF GBP
7.13%
▲ 6.87%
6
Buy
May 21, 2025
BlackRock Systematic Global Equity High Income UCITS ETF - USD
7.18%
▲ 5.85%
2
Buy
May 21, 2025
Aviva plc
1.12%
▲ 27.66%
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%
▲ 3.23%
2
Buy
May 20, 2025
JPMorgan ETFs (Ireland) ICAV - US Equity Premium Income Active UCITS ETF USD
2.07%
▲ 7.66%
2
Sell
May 20, 2025
JPMORGAN ETFS (IRELAND) ICAV - NASDAQ Equity Premium Income Active Ucits ETF USD
1.12%
▲ 18.11%
2
Sell
May 20, 2025
Altria Group
0.72%
▲ 35.87%
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
3.45%
▼ 24.95%
5
Buy
Apr 28, 2025
Annaly Capital
―
▲ 4.90%
2
Close
Apr 28, 2025