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Dividend Growth - New Portfolio

Lawrence Messina

Dividend Growth
Individual Investor
Ranked #57,380 out of 849,613 TipRanks' Investors
Success Rate
77%
70 out of 91
profitable transactions
Average Return
26.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.38%
6-Month Return▲ 11.03%
12-Month Return▲ 20.66%
YTD Return▲ 1.57%
Total Return▲ 131.39%

Best Trade

Opened at
Closed at-
Gain▲ 548.17%

Bio

This portfolio is focused on dividend income for clients who are approaching or have already retired.

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 3.51%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.94%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.78%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.42%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.52%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 2.37%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.41%
Dec 2025
▲ 3.05%
▲ 1.43%
▲ 1.57%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 3.51%
▲ 7.60%▲ 2.30%▲ 0.94%
▲ 2.76%▲ 2.05%▲ 4.78%
▲ 12.88%▲ 3.56%▲ 1.42%
▲ 10.96%▲ 2.38%▼ 0.52%
▼ 3.58%▲ 0.19%▲ 2.37%
▼ 0.10%▲ 0.08%▲ 0.41%
▲ 3.05%▲ 1.43%▲ 1.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JPMorgan Chase
▲ 158.40%
3
Close
Jan 09, 2026
Schwab US Dividend Equity ETF
7.52%
▲ 1.23%
1
Open
Jan 09, 2026
Hennessy BP Midstream Fund - Institutional Class
▲ 65.69%
3
Close
Oct 30, 2025
Holbrook Income Fund Class I
▲ 4.74%
5
Close
Oct 30, 2025
Microsoft
▲ 121.99%
5
Close
Oct 30, 2025
Pacer Developed Markets International Cash Cows 100 ETF
▲ 35.97%
2
Close
Oct 30, 2025
Gilead Sciences
3.25%
▲ 6.16%
1
Open
Oct 30, 2025
Altria Group
2.41%
▲ 10.08%
1
Open
Oct 30, 2025
Charles Schwab
3.38%
▲ 10.28%
1
Open
Oct 30, 2025
UnitedHealth
3.01%
▼ 3.34%
1
Open
Oct 30, 2025
Johnson & Johnson
▲ 13.96%
5
Close
Aug 25, 2025
Metlife
3.99%
▲ 24.09%
3
Open
Aug 25, 2025
Pfizer
3.34%
▼ 1.91%
5
Open
Aug 25, 2025
Morgan Stanley
4.92%
▲ 45.68%
3
Open
Aug 25, 2025
Procter & Gamble
▲ 10.69%
3
Close
Aug 25, 2025
FT Cboe Vest U.S. Equity Buffer ETF- October
▲ 9.00%
2
Close
Aug 25, 2025
Permian Resources
3.75%
▲ 4.05%
1
Open
Aug 25, 2025
AstraZeneca
3.68%
▲ 18.49%
1
Open
Aug 25, 2025
McDonald's
▲ 29.87%
3
Close
Mar 04, 2025
Citigroup
▲ 25.58%
5
Close
Mar 04, 2025