tiprankstipranks

Dividend Growth - New Portfolio

Lawrence Messina

Dividend Growth
Individual Investor
Ranked #49,146 out of 770,014 TipRanks' Investors
Success Rate
76%
57 out of 75
profitable transactions
Average Return
20.98%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.12% HMSIX
9.64% JEPI
9.36% HOBIX
9.07% JEPQ
6.95% JPM
53.86% Others
By Assets
55.29% Stocks
21.78% ETFs
19.85% Funds
3.09% Cash
0.00% Cryptocurrency
By Sector
42.95% General
12.65% Technology
12.49% Financial
8.10% Consumer Cyclical
7.59% Healthcare
16.22% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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MCD
McDonald's
$296.04
$0.15
(0.05%)
premium
17 Buy
11 Hold
0 Sell
Moderate Buy
premium
$212.26B
4.83%
AVGO
Broadcom
$163.85
$0.97
(0.59%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$769.80B
68.38%
CVS
CVS Health
$58.95
$1.13
(1.88%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$75.61B
-16.44%
HMSIX
HMSIX
< FUND >
Hennessy BP Midstream Fund - Institutional Class
$13.97
$0.23
(1.62%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$48.74M
31.12%
JNJ
Johnson & Johnson
$153.47
$1.07
(0.69%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$375.06B
2.15%
HOBIX
HOBIX
< FUND >
Holbrook Income Fund Class I
$9.80
$0.01
(0.1%)
premium
premium
1.03%
ABBV
AbbVie
$179.58
$2.52
(1.42%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$312.89B
27.61%
C
Citigroup
$69.67
$1.075
(1.52%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$133.81B
56.42%
COP
Conocophillips
$106.44
$0.34
(0.32%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$137.25B
-8.13%
JPM
JPMorgan Chase & Co.
$249.57
$0.72
(0.29%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$704.65B
61.88%
KO
Coca-Cola
$64.51
$0.13
(0.2%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$277.34B
9.13%
HD
Home Depot
$428.58
$0.09
(0.02%)
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$425.82B
37.97%
MSFT
Microsoft
$426.18
$7.39
(1.76%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
10.96%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.94
$0.245
(0.43%)
premium
1K Buy
532 Hold
63 Sell
Moderate Buy
premium
$18.90B
15.06%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$60.58
$0.08
(0.13%)
premium
1K Buy
609 Hold
49 Sell
Moderate Buy
premium
$36.93B
10.87%
PG
Procter & Gamble
$178.68
$1.285
(0.72%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$417.76B
17.18%
ICOW
ICOW
< ETF >
Pacer Developed Markets International Cash Cows 100 ETF
$29.70
$0.35
(1.16%)
premium
363 Buy
243 Hold
59 Sell
Hold
premium
$1.24B
-0.50%
DIS
Walt Disney
$116.22
$0.22
(0.19%)
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$210.07B
20.39%
EQIX
Equinix
$975.52
$1.175
(0.12%)
premium
17 Buy
4 Hold
0 Sell
Strong Buy
premium
$94.01B
17.78%
T
AT&T
$23.00
$0.095
(0.41%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$165.75B
42.50%
XOM
Exxon Mobil
$118.53
$1.44
(1.2%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$527.28B
16.47%