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Dividend Growth - New Portfolio
Lawrence Messina
Dividend GrowthIndividual Investor
Ranked #35,643 out of 793,704 TipRanks' Investors
Success Rate
60 out of 80
profitable transactions
profitable transactions
Average Return
20.87%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.14%
6-Month Return▲ 5.83%
12-Month Return▲ 10.23%
YTD Return▲ 5.49%
Total Return▲ 98.57%
Best Trade
Bio
This portfolio is focused on dividend income for clients who are approaching or have already retired.
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.76%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.08%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.68%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.79%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 3.12%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 3.83%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.82%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 2.14%
Mar 2025
▼ 13.14%▲ 2.34%▲ 3.76%
▲ 2.93%▲ 2.10%▲ 1.08%
▲ 10.00%▼ 0.89%▼ 0.68%
▲ 26.01%▲ 5.96%▲ 3.79%
▲ 5.34%▼ 2.41%▼ 3.12%
▲ 5.88%▲ 2.69%▲ 3.83%
▼ 12.86%▼ 1.27%▲ 3.82%
▲ 5.30%▼ 4.02%▼ 2.14%
Recent Activity
Johnson & Johnson
4.58%
▲ 10.54%
4
Buy
Mar 27, 2025
McDonald's
―
▲ 29.87%
3
Close
Mar 04, 2025
Holbrook Income Fund Class I
6.83%
▲ 3.89%
4
Sell
Mar 04, 2025
Citigroup
―
▲ 25.12%
5
Close
Mar 04, 2025
Chevron
7.01%
▲ 24.36%
5
Open
Mar 04, 2025
Walt Disney
4.23%
▼ 0.08%
2
Buy
Mar 04, 2025
Equinix
―
▲ 4.19%
3
Close
Mar 04, 2025
AT&T
5.93%
▲ 20.76%
2
Buy
Mar 04, 2025
Exxon Mobil
―
▲ 1.54%
2
Close
Mar 04, 2025
FT Cboe Vest U.S. Equity Buffer ETF- October
2.36%
▼ 0.83%
1
Open
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
Prologis
―
▲ 9.31%
4
Close
Mar 05, 2024
iShares iBonds Dec 2023 Term Corporate ETF
―
▲ 3.42%
3
Close
Dec 15, 2023
Hennessy BP Midstream Fund - Institutional Class
9.88%
▲ 96.02%
2
Buy
Dec 07, 2023
International Business Machines
―
▲ 40.82%
2
Close
Dec 07, 2023
AbbVie
5.69%
▲ 72.80%
4
Buy
Dec 07, 2023
BlackRock Enhanced International Dividend Trust of Benef Interest
―
▲ 9.10%
3
Close
Dec 07, 2023