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Dividend Growth - New Portfolio
Lawrence Messina
Dividend GrowthIndividual Investor
Ranked #49,891 out of 813,090 TipRanks' Investors
Success Rate
62 out of 81
profitable transactions
profitable transactions
Average Return
25.95%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.45%
6-Month Return▲ 5.75%
12-Month Return▲ 20.10%
YTD Return▲ 13.48%
Total Return▲ 114.01%
Best Trade
Bio
This portfolio is focused on dividend income for clients who are approaching or have already retired.
Performance
27.91%0-27.91%
▲ 6.03%
▲ 2.69%
▲ 3.61%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.75%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.13%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.89%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.11%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.56%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 0.94%
Jul 2025
▲ 6.81%
▲ 1.68%
▲ 2.04%
Aug 2025
▲ 6.03%▲ 2.69%▲ 3.61%
▼ 12.86%▼ 1.27%▲ 3.75%
▼ 1.80%▼ 5.57%▼ 2.13%
▲ 1.84%▼ 0.87%▼ 2.89%
▲ 12.20%▲ 6.28%▲ 4.11%
▲ 6.24%▲ 5.14%▲ 3.56%
▲ 27.91%▲ 2.30%▲ 0.94%
▲ 6.81%▲ 1.68%▲ 2.04%
Recent Activity
Johnson & Johnson
4.51%
▲ 11.62%
4
Buy
Mar 27, 2025
McDonald's
―
▲ 29.87%
3
Close
Mar 04, 2025
Holbrook Income Fund Class I
6.4%
▲ 4.53%
4
Sell
Mar 04, 2025
Citigroup
―
▲ 25.58%
5
Close
Mar 04, 2025
Chevron
6.05%
▲ 22.10%
5
Open
Mar 04, 2025
Walt Disney
4.45%
▲ 13.60%
2
Buy
Mar 04, 2025
Equinix
―
▲ 4.19%
3
Close
Mar 04, 2025
AT&T
5.58%
▲ 24.48%
2
Buy
Mar 04, 2025
Exxon Mobil
―
▼ 3.47%
2
Close
Mar 04, 2025
FT Cboe Vest U.S. Equity Buffer ETF- October
2.4%
▲ 8.69%
1
Open
Mar 04, 2025
Mercedes-Benz Group
―
▼ 11.31%
3
Close
Oct 09, 2024
First Trust Japan AlphaDEX Fund
―
▼ 0.06%
2
Close
Oct 09, 2024
Truist Financial
―
▲ 14.84%
4
Close
Mar 05, 2024
Brookfield Infrastructure
―
▼ 15.36%
3
Close
Mar 05, 2024
Prologis
―
▲ 9.31%
4
Close
Mar 05, 2024
iShares iBonds Dec 2023 Term Corporate ETF
―
▲ 3.42%
3
Close
Dec 15, 2023
Hennessy BP Midstream Fund - Institutional Class
8.18%
▲ 74.32%
2
Buy
Dec 07, 2023
International Business Machines
―
▲ 40.82%
2
Close
Dec 07, 2023
AbbVie
5.19%
▲ 72.36%
4
Buy
Dec 07, 2023
BlackRock Enhanced International Dividend Trust of Benef Interest
―
▲ 9.09%
3
Close
Dec 07, 2023