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DGI PORTFOLIO - New Portfolio

Mark Chambers

DGI PORTFOLIO
Individual Investor
Ranked #162,563 out of 804,828 TipRanks' Investors
Success Rate
63%
411 out of 652
profitable transactions
Average Return
8.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.48%
6-Month Return▲ 5.64%
12-Month Return▲ 6.65%
YTD Return▲ 7.84%
Total Return▲ 14.19%

Best Trade

Opened at
Closed at-
Gain▲ 218.02%

Bio

This is my Dividend Growth Portfolio.

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 2.98%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.74%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.45%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.04%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.34%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 0.62%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 4.39%
May 2025
▼ 0.75%
▲ 2.13%
▲ 4.81%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 2.98%
▲ 5.10%▼ 2.41%▼ 4.74%
▲ 6.03%▲ 2.69%▲ 3.45%
▼ 12.86%▼ 1.27%▲ 0.04%
▼ 1.80%▼ 5.57%▼ 5.34%
▲ 1.83%▼ 0.87%▲ 0.62%
▲ 12.21%▲ 6.28%▲ 4.39%
▼ 0.75%▲ 2.13%▲ 4.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Novo Nordisk
3.07%
▼ 37.75%
28
Buy
Jun 24, 2025
UFP Industries
2.44%
▼ 6.59%
27
Buy
Jun 24, 2025
Kinsale Capital Group
4.03%
▲ 16.64%
17
Buy
Jun 24, 2025
Steel Dynamics
3.88%
▼ 1.92%
21
Buy
Jun 24, 2025
Griffon
4.06%
▼ 0.45%
12
Buy
Jun 24, 2025
Medical Properties
1.57%
▼ 4.98%
22
Buy
Jun 17, 2025
Realty Income
2.54%
▲ 10.49%
24
Buy
Jun 17, 2025
Federal Agricultural
2.42%
▲ 6.05%
14
Buy
Jun 17, 2025
Eli Lilly & Co
4.69%
▲ 9.56%
45
Buy
Jun 10, 2025
KLA
4.27%
▲ 20.94%
24
Buy
Jun 05, 2025
Dillard's
4.76%
▲ 9.49%
16
Buy
May 08, 2025
Comfort Systems
6.71%
▲ 59.92%
8
Buy
May 05, 2025
UnitedHealth
▼ 20.95%
17
Close
May 05, 2025
Nvidia
6.32%
▲ 19.29%
18
Buy
May 05, 2025
Vistra Energy
4.2%
▲ 18.33%
5
Buy
May 05, 2025
Schwab US Dividend Equity ETF
4.03%
▲ 7.83%
22
Buy
May 04, 2025
VICI Properties
2.3%
▲ 15.10%
19
Buy
May 04, 2025
Broadcom
6.63%
▲ 119.79%
21
Buy
May 04, 2025
DR Horton
2.08%
▲ 0.18%
12
Buy
May 04, 2025
Vanguard Information Technology ETF
6.01%
▲ 26.26%
25
Buy
Jan 18, 2025