tiprankstipranks

Dividend portfolio - New Portfolio

Matt

Dividend portfolio
Individual Investor
Ranked #252,776 out of 770,014 TipRanks' Investors
Success Rate
60%
62 out of 103
profitable transactions
Average Return
1.69%
Average return
per transaction
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Allocation

Top Stocks
3.88% GB:XLKS
3.17% GB:LGEN
3.15% MO
3.13% GB:IMB
3.02% OMF
83.65% Others
By Assets
91.89% Stocks
5.81% ETFs
2.30% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
29.37% Financial
24.82% Real Estate
11.54% Consumer Defensive
6.87% Utilities
6.50% Communication Services
20.90% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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GB:PHNX
Phoenix Group Holdings
508.25p
5.75p
(1.12%)
premium
1 Buy
1 Hold
3 Sell
Moderate Sell
premium
£5.13B
7.65%
MO
Altria Group
$57.59
$0.84
(1.48%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$96.18B
36.84%
GB:BATS
British American Tobacco
2989.50p
16.5p
(0.55%)
premium
2 Buy
3 Hold
1 Sell
Hold
premium
£65.52B
16.28%
GB:AV
Aviva plc
483.60p
3.6p
(0.74%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
£12.91B
14.41%
O
Realty Income
$57.75
$0.3
(0.52%)
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.28B
6.57%
GB:MNG
M&G Plc
199.07p
3.525p
(1.74%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
£4.74B
-0.19%
GB:NG
National Grid
985.60p
6.848p
(0.69%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
£48.29B
6.53%
GB:SUPR
Supermarket Income REIT Plc
70.05p
0.35p
(0.5%)
premium
2 Buy
1 Hold
1 Sell
Hold
premium
£873.61M
-15.24%
GB:CRT
Impact Healthcare REIT
84.30p
2.304p
(2.66%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
£359.26M
1.64%
GB:AGR
Assura plc
38.72p
0.4p
(1.02%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
£1.27B
-12.49%
GB:PHP
Primary Health Properties plc R.E.I.T
94.20p
0.85p
(0.89%)
premium
3 Buy
1 Hold
1 Sell
Moderate Buy
premium
£1.27B
-4.09%
GB:TRIG
TRIG
< FUND >
Renewables Infrastructure Group Limited GBP Red.Shs
91.60p
0.5p
(0.54%)
premium
premium
-15.41%
GB:UKW
Greencoat UK Wind
127.10p
0.498p
(0.39%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
-11.85%
ARCC
Ares Capital
$22.00
$0
(0%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.21B
10.61%
GB:LGEN
Legal & General
219.90p
3.45p
(1.54%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
£13.01B
-2.58%
DE:MBG
Mercedes-Benz Group
€52.24
€0.725
(1.37%)
premium
12 Buy
5 Hold
1 Sell
Moderate Buy
premium
€56.52B
-13.32%
GB:HSBA
HSBC Holdings
732.80p
0.1p
(0.01%)
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
£132.39B
20.38%
GB:ORIT
Octopus Renewables Infrastructure Trust Plc
71.50p
0.1p
(0.14%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
-20.62%
HTGC
Hercules Capital
$18.82
$0.11
(0.58%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.08B
20.96%
GB:HBR
Harbour Energy
257.80p
6.2p
(2.35%)
premium
5 Buy
0 Hold
1 Sell
Moderate Buy
premium
£4.42B
16.74%
GB:IMB
Imperial Brands
2600.50p
50.5p
(1.98%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
£21.48B
39.46%
VZ
Verizon
$44.37
$0.39
(0.89%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$185.14B
17.56%
GB:OSB
OSB Group PLC
384.70p
2.1p
(0.54%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
£1.44B
2.71%
T
AT&T
$23.09
$0.01
(0.04%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$165.75B
42.50%
GB:RKT
Reckitt
4879.00p
9p
(0.18%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
£33.48B
-10.01%
GB:SDR
Schroders
312.60p
3.4p
(1.08%)
premium
3 Buy
7 Hold
1 Sell
Hold
premium
£5.02B
-21.91%
GB:DGE
Diageo
2364.00p
39.5p
(1.64%)
premium
4 Buy
2 Hold
2 Sell
Hold
premium
£53.39B
-16.09%
F
Ford Motor
$11.10
$0.3
(2.63%)
premium
4 Buy
9 Hold
1 Sell
Hold
premium
$45.31B
9.62%
GB:RIO
Rio Tinto
4927.50p
86.5p
(1.73%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
£85.22B
-8.57%
GB:TW
Taylor Wimpey
130.10p
1.975p
(1.5%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
£4.63B
3.68%
GB:MONY
Moneysupermarket.com
195.90p
1.2p
(0.61%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
£1.06B
-30.45%
GB:IGG
IG Group Holdings
937.50p
3p
(0.32%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
£3.34B
38.15%
DE:DHL
DHL Group
€34.56
€0.72
(2.04%)
premium
7 Buy
4 Hold
1 Sell
Moderate Buy
premium
€41.15B
-15.83%
TGT
Target
$126.55
$3.98
(3.05%)
premium
13 Buy
15 Hold
0 Sell
Moderate Buy
premium
$60.13B
-0.71%
GB:INRG
INRG
< ETF >
iShares Global Clean Energy UCITS ETF
555.25p
12.006p
(2.21%)
premium
premium
$1.77B
-10.33%
OMF
OneMain Holdings
$57.13
$0.27
(0.47%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.85B
49.91%
SBRA
Sabra Healthcare REIT
$18.84
$0.32
(1.73%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$4.38B
27.64%
GB:XLKS
XLKS
< ETF >
Invesco Technology S&P US Select Sector UCITS ETF
$680.88
$1.291
(0.19%)
premium
733 Buy
371 Hold
47 Sell
Moderate Buy
premium
$1.27B
44.91%
GB:XXSC
XXSC
< ETF >
dbxt MSCI EU SM Shs -1C- Capitalisation
4884.75p
59p
(1.22%)
premium
1K Buy
857 Hold
211 Sell
Hold
premium
9.55%
FRO
Frontline
$18.07
$0.96
(5.04%)
premium
6 Buy
0 Hold
1 Sell
Moderate Buy
premium
$4.24B
-15.61%
AGNC
AGNC Investment
$9.64
$0.11
(1.13%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$8.63B
11.94%
DE:DTG
Daimler Truck Holding AG
€34.21
€2.13
(5.86%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
€28.74B
22.27%
NLY
Annaly Capital
$19.71
$0.18
(0.9%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$11.15B
13.33%
GB:THRL
Target Healthcare REIT
83.65p
0.85p
(1.01%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
0.60%
RITM
Rithm Capital
$11.13
$0.02
(0.18%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.80B
9.53%