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Dividend Growth - New Portfolio
Lawrence Messina
Dividend GrowthIndividual Investor
Ranked #55,505 out of 833,092 TipRanks' Investors
Success Rate
68 out of 90
profitable transactions
profitable transactions
Average Return
25.56%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.44%
6-Month Return▲ 10.63%
12-Month Return▲ 20.77%
YTD Return▲ 19.12%
Total Return▲ 124.64%
Best Trade
Bio
This portfolio is focused on dividend income for clients who are approaching or have already retired.
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 4.11%
May 2025
▲ 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
▼ 3.57%
▲ 0.19%
▲ 2.29%
Nov 2025
▼ 3.92%
▼ 1.01%
▼ 0.91%
Dec 2025
▲ 11.63%▲ 6.28%▲ 4.11%
▲ 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%
▼ 3.57%▲ 0.19%▲ 2.29%
▼ 3.92%▼ 1.01%▼ 0.91%
Recent Activity
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
3.26%
▲ 3.24%
1
Open
Oct 30, 2025
Altria Group
2.35%
▲ 2.21%
1
Open
Oct 30, 2025
Charles Schwab
3.26%
▲ 3.28%
1
Open
Oct 30, 2025
UnitedHealth
3.08%
▼ 4.18%
1
Open
Oct 30, 2025
Johnson & Johnson
―
▲ 13.96%
5
Close
Aug 25, 2025
Metlife
4.39%
▲ 27.17%
3
Open
Aug 25, 2025
Pfizer
3.36%
▼ 2.73%
5
Open
Aug 25, 2025
Morgan Stanley
4.64%
▲ 40.19%
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
3.7%
▼ 0.50%
1
Open
Aug 25, 2025
AstraZeneca
3.65%
▲ 13.75%
1
Open
Aug 25, 2025
McDonald's
―
▲ 29.87%
3
Close
Mar 04, 2025
Citigroup
―
▲ 25.58%
5
Close
Mar 04, 2025
Chevron
5.95%
▲ 21.34%
5
Open
Mar 04, 2025
Walt Disney
4.5%
▲ 12.51%
2
Buy
Mar 04, 2025