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Dividend Growth - New Portfolio
Lawrence Messina
Dividend GrowthIndividual Investor
Ranked #57,220 out of 834,231 TipRanks' Investors
Success Rate
68 out of 90
profitable transactions
profitable transactions
Average Return
26.86%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.03%
6-Month Return▲ 10.35%
12-Month Return▲ 21.95%
YTD Return▲ 21.51%
Total Return▲ 129.15%
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%
▲ 2.35%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 1.03%
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%▲ 2.35%
▲ 1.55%▲ 1.31%▲ 1.03%
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
3.28%
▲ 6.16%
1
Open
Oct 30, 2025
Altria Group
2.27%
▲ 2.70%
1
Open
Oct 30, 2025
Charles Schwab
3.33%
▲ 7.61%
1
Open
Oct 30, 2025
UnitedHealth
3.03%
▼ 3.94%
1
Open
Oct 30, 2025
Johnson & Johnson
―
▲ 13.96%
5
Close
Aug 25, 2025
Metlife
4.21%
▲ 26.10%
3
Open
Aug 25, 2025
Pfizer
3.29%
▼ 2.78%
5
Open
Aug 25, 2025
Morgan Stanley
4.73%
▲ 42.56%
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
3.66%
▲ 0.59%
1
Open
Aug 25, 2025
AstraZeneca
3.65%
▲ 16.14%
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%
▲ 22.08%
5
Open
Mar 04, 2025
Walt Disney
4.5%
▲ 14.84%
2
Buy
Mar 04, 2025