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DGI PORTFOLIO - New Portfolio

Mark Chambers

DGI PORTFOLIO
Individual Investor
Ranked #224,393 out of 730,641 TipRanks' Investors
Success Rate
55%
214 out of 386
profitable transactions
Average Return
1.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.05%
6-Month Return▲ 15.51%
12-Month Return-
YTD Return▼ 0.32%
Total Return▼ 0.41%

Best Trade

Opened at
Closed at-
Gain▲ 66.01%

Bio

This is my Dividend Growth Portfolio.

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 9.30%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.22%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 3.94%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 10.79%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.84%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.72%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.70%
Mar 2024
▼ 13.70%
▼ 3.74%
▼ 4.61%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 9.30%
▼ 6.45%▼ 2.17%▼ 4.22%
▲ 9.22%▲ 9.13%▲ 3.94%
▲ 5.14%▲ 4.57%▲ 10.79%
▼ 1.87%▲ 1.59%▼ 2.84%
▲ 14.08%▲ 5.22%▲ 3.72%
▲ 5.05%▲ 3.27%▲ 3.70%
▼ 13.70%▼ 3.74%▼ 4.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Microsoft
3.31%
▲ 5.72%
15
Sell
Apr 26, 2024
Vanguard Information Technology ETF
7.03%
▲ 2.05%
19
Buy
Apr 26, 2024
Vanguard Growth ETF
6.2%
▲ 6.50%
12
Buy
Apr 26, 2024
Eli Lilly & Co
3.5%
▲ 18.89%
19
Buy
Apr 26, 2024
Broadcom
3.75%
▲ 39.33%
11
Sell
Apr 26, 2024
Federal Agricultural
3.51%
▲ 4.21%
7
Sell
Apr 26, 2024
UnitedHealth
3.46%
▼ 3.97%
13
Sell
Apr 26, 2024
KLA
3.7%
▲ 3.67%
9
Sell
Apr 26, 2024
Steel Dynamics
3.57%
▼ 1.42%
4
Buy
Apr 26, 2024
Novo Nordisk
3.53%
▲ 13.80%
10
Buy
Apr 24, 2024
VanEck Semiconductor ETF
8.15%
▲ 0.13%
11
Buy
Apr 24, 2024
Schwab US Dividend Equity ETF
5.26%
▲ 3.83%
12
Buy
Apr 23, 2024
DR Horton
3.38%
▲ 12.70%
10
Buy
Apr 23, 2024
Albemarle
0%
▼ 30.97%
14
Sell
Apr 10, 2024
McDonald's
3.24%
▼ 4.86%
11
Buy
Apr 10, 2024
Realty Income
3.55%
▼ 2.79%
17
Buy
Apr 10, 2024
Lamb Weston Holdings
2.78%
▼ 17.67%
15
Buy
Apr 10, 2024
Kinsale Capital Group
2.96%
▼ 24.09%
3
Buy
Apr 10, 2024
Medical Properties
2.78%
▼ 16.89%
7
Buy
Feb 27, 2024
VanEck Fallen Angel High Yield Bond ETF
▲ 7.13%
12
Close
Feb 27, 2024