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DGI PORTFOLIO - New Portfolio

Mark Chambers

DGI PORTFOLIO
Individual Investor
Ranked #115,019 out of 823,066 TipRanks' Investors
Success Rate
68%
460 out of 679
profitable transactions
Average Return
19.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.51%
6-Month Return▲ 26.91%
12-Month Return▲ 10.66%
YTD Return▲ 21.51%
Total Return▲ 28.67%

Best Trade

Opened at
Closed at-
Gain▲ 347.78%

Bio

This is my Dividend Growth Portfolio.

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.34%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.68%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.40%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.07%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.85%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.73%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.38%
Sep 2025
▲ 0.54%
▼ 0.47%
▲ 0.73%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 5.34%
▲ 0.80%▼ 0.87%▲ 0.68%
▲ 11.63%▲ 6.28%▲ 4.40%
▲ 9.25%▲ 5.14%▲ 7.07%
▲ 7.60%▲ 2.30%▼ 0.85%
▲ 2.76%▲ 2.05%▲ 4.73%
▲ 12.88%▲ 3.56%▲ 5.38%
▲ 0.54%▼ 0.47%▲ 0.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UFP Industries
▼ 15.21%
28
Close
Oct 09, 2025
Main Street Capital
3.39%
▼ 6.68%
14
Buy
Oct 09, 2025
ASML Holding
▲ 19.74%
20
Close
Oct 09, 2025
Howmet Aerospace
1.82%
▲ 0.61%
1
Open
Oct 09, 2025
BuildABear Workshop
1.93%
▲ 3.13%
1
Open
Oct 09, 2025
Schwab US Dividend Equity ETF
3.56%
▲ 8.53%
24
Buy
Oct 01, 2025
VICI Properties
2.32%
▲ 6.86%
24
Buy
Sep 23, 2025
Novo Nordisk
1.78%
▼ 45.34%
29
Buy
Aug 28, 2025
Medical Properties
1.53%
▲ 12.71%
23
Buy
Jul 21, 2025
Realty Income
0%
▲ 13.25%
25
Sell
Jul 01, 2025
Kinsale Capital Group
3.29%
▲ 14.22%
17
Buy
Jun 24, 2025
Steel Dynamics
3.66%
▲ 12.93%
21
Buy
Jun 24, 2025
Griffon
3.45%
▲ 2.74%
12
Buy
Jun 24, 2025
Federal Agricultural
1.69%
▼ 9.78%
14
Buy
Jun 17, 2025
Eli Lilly & Co
4.12%
▲ 16.74%
45
Buy
Jun 10, 2025
KLA
4.22%
▲ 45.08%
24
Buy
Jun 05, 2025
Dillard's
5.96%
▲ 66.12%
16
Buy
May 08, 2025
Comfort Systems
9.33%
▲ 169.17%
8
Buy
May 05, 2025
UnitedHealth
▼ 20.95%
17
Close
May 05, 2025
Nvidia
6.82%
▲ 55.82%
18
Buy
May 05, 2025