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Dividend Growth - New Portfolio

Lawrence Messina

Dividend Growth
Individual Investor
Ranked #60,084 out of 818,587 TipRanks' Investors
Success Rate
74%
64 out of 86
profitable transactions
Average Return
26.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.59%
6-Month Return▲ 12.21%
12-Month Return▲ 19.84%
YTD Return▲ 17.53%
Total Return▲ 121.64%

Best Trade

Opened at
Closed at-
Gain▲ 561.05%

Bio

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

Performance

27.91%0-27.91%
▼ 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
▲ 4.87%
▲ 2.05%
▲ 4.78%
Aug 2025
▲ 8.78%
▲ 2.32%
▲ 0.87%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 4.87%▲ 2.05%▲ 4.78%
▲ 8.78%▲ 2.32%▲ 0.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Johnson & Johnson
▲ 13.96%
5
Close
Aug 25, 2025
Metlife
3.71%
▲ 24.96%
3
Open
Aug 25, 2025
Pfizer
2.82%
▼ 4.83%
5
Open
Aug 25, 2025
Morgan Stanley
3.67%
▲ 34.02%
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
3.16%
▼ 4.28%
1
Open
Aug 25, 2025
AstraZeneca
2.74%
▼ 2.64%
1
Open
Aug 25, 2025
McDonald's
▲ 29.87%
3
Close
Mar 04, 2025
Holbrook Income Fund Class I
5.79%
▲ 4.74%
4
Sell
Mar 04, 2025
Citigroup
▲ 25.58%
5
Close
Mar 04, 2025
Chevron
5.64%
▲ 23.63%
5
Open
Mar 04, 2025
Walt Disney
4.07%
▲ 15.11%
2
Buy
Mar 04, 2025
Equinix
▲ 4.19%
3
Close
Mar 04, 2025
AT&T
5.18%
▲ 28.20%
2
Buy
Mar 04, 2025
Exxon Mobil
▲ 1.04%
2
Close
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