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Dividend Growth
- New Portfolio
Performance
Portfolio Details
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
Select Columns
21
Results | Showing
1
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1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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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
< 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
< 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
< 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
< 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
< 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%
21
Results | Showing
1
out of
1
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