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Dividend Growth - New Portfolio

Lawrence Messina

Dividend Growth
Individual Investor
Ranked #46,898 out of 794,749 TipRanks' Investors
Success Rate
67%
54 out of 81
profitable transactions
Average Return
15.50%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.85% HMSIX
8.31% JEPI
7.75% HOBIX
7.47% JEPQ
6.72% CVX
59.90% Others
By Assets
58.69% Stocks
21.15% ETFs
17.05% Funds
3.10% Cash
0.00% Cryptocurrency
By Sector
39.43% General
12.83% Healthcare
11.31% Technology
10.43% Communication Services
10.15% Energy
15.85% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Consensus
Analyst Price Target
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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ec3m5ipg1y
ec3m5ipg1y
ec3m5ipg1y
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oelzlb8hxrk
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premium
premium
oelzlb8hxrk
oelzlb8hxrk
oelzlb8hxrk
2q87yc012ut
2q87yc012ut
2q87yc012ut
2q87yc012ut
premium
premium
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2q87yc012ut
2q87yc012ut
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fy5q80
premium
premium
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or0mzdyu
premium
premium
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or0mzdyu
or0mzdyu
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62l59jfx3i
62l59jfx3i
62l59jfx3i
premium
premium
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62l59jfx3i
62l59jfx3i
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premium
premium
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premium
premium
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premium
premium
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$154.14
$7.85
(5.37%)
Pre
2.98%
23 Buy
2 Hold
0 Sell
Strong Buy
premium
premium
$687.85B
9.49%
$63.85
$0.19
(0.3%)
Pre
6.53%
17 Buy
2 Hold
0 Sell
Strong Buy
premium
premium
$80.26B
-14.64%
HMSIX
HMSIX
< FUND >
$12.32
$0.18
(1.44%)
12 Buy
5 Hold
2 Sell
Moderate Buy
premium
premium
$49.23M
3.56%
$150.62
$2.62
(1.71%)
Pre
2.61%
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
premium
$369.29B
0.56%
HOBIX
HOBIX
< FUND >
$9.69
$0.02
(0.21%)
premium
premium
1.25%
$186.55
$0.41
(0.22%)
Pre
0.16%
12 Buy
4 Hold
0 Sell
Strong Buy
premium
premium
$330.73B
9.98%
$140.15
$3.13
(2.18%)
Pre
1.61%
11 Buy
3 Hold
0 Sell
Strong Buy
premium
premium
$250.70B
-11.34%
$85.67
$0.62
(0.72%)
Pre
1.26%
19 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
$109.08B
-35.37%
$214.44
$4.16
(1.98%)
Pre
2.2%
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
premium
$587.97B
6.50%
$68.37
$1.56
(2.23%)
Pre
0.83%
16 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
$300.95B
17.51%
$341.51
$12.39
(3.5%)
Pre
2.04%
19 Buy
6 Hold
1 Sell
Moderate Buy
premium
premium
$351.79B
-1.11%
$357.86
$1.98
(0.55%)
Pre
0.26%
32 Buy
3 Hold
0 Sell
Strong Buy
premium
premium
$2.68T
-15.43%
JEPQ
JEPQ
< ETF >
$46.71
$0.11
(0.24%)
Pre
1.05%
1K Buy
569 Hold
62 Sell
Moderate Buy
premium
premium
$21.90B
-13.17%
JEPI
JEPI
< ETF >
$51.95
$0.19
(0.36%)
Pre
1.33%
1K Buy
586 Hold
53 Sell
Moderate Buy
premium
premium
$38.34B
-8.85%
$160.23
$3.52
(2.15%)
Pre
0.94%
13 Buy
8 Hold
0 Sell
Moderate Buy
premium
premium
$383.97B
4.90%
ICOW
ICOW
< ETF >
$28.04
$0.79
(2.74%)
353 Buy
269 Hold
70 Sell
Hold
premium
premium
$1.09B
-12.81%
$83.30
$0.23
(0.28%)
Pre
1.27%
15 Buy
4 Hold
0 Sell
Strong Buy
premium
premium
$151.00B
-29.44%
$26.83
$0.19
(0.71%)
Pre
0.71%
18 Buy
5 Hold
0 Sell
Strong Buy
premium
premium
$191.23B
52.93%
FOCT
FOCT
< ETF >
$38.75
$0.05
(0.13%)
premium
premium
$787.71M
-4.18%