tiprankstipranks

Dividend Growth - New Portfolio

Lawrence Messina

Dividend Growth
Individual Investor
Ranked #43,805 out of 788,370 TipRanks' Investors
Success Rate
76%
57 out of 75
profitable transactions
Average Return
23.84%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.89% HMSIX
9.10% JEPI
8.99% HOBIX
8.86% JEPQ
8.41% AVGO
53.75% Others
By Assets
56.62% Stocks
21.10% ETFs
19.29% Funds
2.99% Cash
0.00% Cryptocurrency
By Sector
41.64% General
14.06% Technology
13.24% Financial
8.17% Healthcare
7.65% Consumer Cyclical
15.23% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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MCD
McDonald's
$304.81
$1.76
(0.58%)
premium
14 Buy
10 Hold
0 Sell
Moderate Buy
premium
$218.43B
3.00%
AVGO
Broadcom
$218.66
$8.08
(3.56%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.02T
68.67%
CVS
CVS Health
$63.48
$1.61
(2.47%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$80.04B
-17.66%
HMSIX
HMSIX
< FUND >
Hennessy BP Midstream Fund - Institutional Class
$14.16
$0.21
(1.46%)
premium
12 Buy
5 Hold
2 Sell
Moderate Buy
premium
$49.40M
24.21%
JNJ
Johnson & Johnson
$162.30
$2.62
(1.64%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$390.76B
1.15%
HOBIX
HOBIX
< FUND >
Holbrook Income Fund Class I
$9.74
$0
(0%)
premium
premium
1.88%
ABBV
AbbVie
$202.08
$1.2
(0.6%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$356.74B
14.33%
C
Citigroup
$79.65
$1.69
(2.08%)
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$149.51B
42.49%
COP
Conocophillips
$97.94
$4.06
(3.98%)
premium
19 Buy
1 Hold
0 Sell
Strong Buy
premium
$124.62B
-12.72%
JPM
JPMorgan Chase & Co.
$264.24
$2.56
(0.96%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$738.84B
44.34%
KO
Coca-Cola
$71.35
$1.31
(1.87%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$306.88B
16.68%
HD
Home Depot
$385.30
$9.34
(2.37%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$382.74B
3.76%
MSFT
Microsoft
$408.21
$7.92
(1.9%)
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.03T
-0.83%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.57
$0.83
(1.42%)
premium
1K Buy
549 Hold
60 Sell
Moderate Buy
premium
$23.88B
8.66%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.13
$0.58
(0.97%)
premium
1K Buy
568 Hold
50 Sell
Moderate Buy
premium
$39.83B
4.17%
PG
Procter & Gamble
$170.23
$3.02
(1.81%)
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$399.16B
6.02%
ICOW
ICOW
< ETF >
Pacer Developed Markets International Cash Cows 100 ETF
$30.99
$0.18
(0.58%)
premium
333 Buy
230 Hold
64 Sell
Hold
premium
$1.08B
-0.35%
DIS
Walt Disney
$108.66
$1.89
(1.71%)
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$196.43B
0.95%
EQIX
Equinix
$919.68
$20.57
(2.19%)
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$89.51B
4.41%
T
AT&T
$26.62
$0.47
(1.8%)
premium
20 Buy
4 Hold
0 Sell
Strong Buy
premium
$191.08B
60.46%
XOM
Exxon Mobil
$110.69
$1.31
(1.17%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$480.30B
5.66%