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Dividend Growth - New Portfolio

Lawrence Messina

Dividend Growth
Individual Investor
Ranked #49,146 out of 770,014 TipRanks' Investors
Success Rate
76%
57 out of 75
profitable transactions
Average Return
20.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.57%
6-Month Return▲ 12.27%
12-Month Return▲ 25.24%
YTD Return▲ 16.53%
Total Return▲ 93.13%

Best Trade

Opened at
Closed at-
Gain▲ 200.22%

Bio

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

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 4.41%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.39%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.84%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.07%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.76%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.08%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.59%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 3.09%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.41%
▲ 11.46%▲ 5.06%▲ 0.39%
▼ 2.25%▲ 3.53%▲ 1.84%
▲ 25.72%▲ 1.21%▲ 2.07%
▼ 4.22%▲ 2.34%▲ 3.76%
▲ 7.82%▲ 2.10%▲ 1.08%
▲ 5.70%▼ 0.89%▼ 0.59%
▲ 31.73%▲ 4.73%▲ 3.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mercedes-Benz Group
▼ 11.31%
3
Close
Oct 09, 2024
Equinix
4.5%
▲ 10.98%
2
Buy
Oct 09, 2024
First Trust Japan AlphaDEX Fund
▼ 0.06%
2
Close
Oct 09, 2024
Johnson & Johnson
0%
▲ 7.48%
3
Open
Sep 24, 2024
Walt Disney
0%
▲ 23.81%
1
Open
Sep 24, 2024
AT&T
0%
▲ 6.99%
1
Open
Sep 24, 2024
Exxon Mobil
0%
▲ 3.34%
1
Open
Sep 24, 2024
Citigroup
5.4%
▲ 23.66%
4
Open
Mar 05, 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
McDonald's
4.56%
▲ 24.33%
2
Buy
Dec 07, 2023
Hennessy BP Midstream Fund - Institutional Class
10.78%
▲ 87.43%
2
Buy
Dec 07, 2023
International Business Machines
▲ 40.82%
2
Close
Dec 07, 2023
Holbrook Income Fund Class I
9.08%
▲ 4.53%
3
Buy
Dec 07, 2023
AbbVie
5.5%
▲ 49.51%
4
Buy
Dec 07, 2023
BlackRock Enhanced International Dividend Trust of Benef Interest
▲ 9.08%
3
Close
Dec 07, 2023
First Trust Global Tactical Commodity Strategy Fund
▼ 4.37%
3
Close
Dec 07, 2023
Microsoft
5.92%
▲ 75.86%
4
Sell
Dec 07, 2023