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Dividend Growth - New Portfolio

Lawrence Messina

Dividend Growth
Individual Investor
Ranked #52,130 out of 821,666 TipRanks' Investors
Success Rate
78%
67 out of 86
profitable transactions
Average Return
26.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.75%
6-Month Return▲ 25.64%
12-Month Return▲ 18.53%
YTD Return▲ 17.99%
Total Return▲ 122.50%

Best Trade

Opened at
Closed at-
Gain▲ 517.11%

Bio

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

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.13%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.89%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.11%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.56%
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
▲ 1.27%
▲ 0.82%
▼ 0.16%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 2.13%
▲ 0.80%▼ 0.87%▼ 2.89%
▲ 11.63%▲ 6.28%▲ 4.11%
▲ 9.25%▲ 5.14%▲ 3.56%
▲ 7.60%▲ 2.30%▲ 0.94%
▲ 2.76%▲ 2.05%▲ 4.78%
▲ 12.88%▲ 3.56%▲ 1.42%
▲ 1.27%▲ 0.82%▼ 0.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Johnson & Johnson
▲ 13.96%
5
Close
Aug 25, 2025
Metlife
3.9%
▲ 27.20%
3
Open
Aug 25, 2025
Pfizer
3.13%
▼ 1.47%
5
Open
Aug 25, 2025
Morgan Stanley
3.74%
▲ 34.79%
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
2.98%
▼ 9.86%
1
Open
Aug 25, 2025
AstraZeneca
3.03%
▲ 7.32%
1
Open
Aug 25, 2025
McDonald's
▲ 29.87%
3
Close
Mar 04, 2025
Holbrook Income Fund Class I
5.82%
▲ 4.85%
4
Sell
Mar 04, 2025
Citigroup
▲ 25.58%
5
Close
Mar 04, 2025
Chevron
5.47%
▲ 22.39%
5
Open
Mar 04, 2025
Walt Disney
4%
▲ 12.63%
2
Buy
Mar 04, 2025
Equinix
▲ 4.19%
3
Close
Mar 04, 2025
AT&T
4.59%
▲ 13.08%
2
Buy
Mar 04, 2025
Exxon Mobil
▲ 0.81%
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