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Dividend portfolio - New Portfolio

Matt

Dividend portfolio
Individual Investor
Ranked #119,145 out of 822,855 TipRanks' Investors
Success Rate
71%
102 out of 143
profitable transactions
Average Return
8.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.32%
6-Month Return▲ 11.23%
12-Month Return▲ 12.89%
YTD Return▲ 14.59%
Total Return▲ 21.30%

Best Trade

Opened at
Closed at-
Gain▲ 58.79%

Bio

I am a UK-based amateur investor, collating and managing a portfolio of stocks with an element of growth potential, but a focus on dividend yields of 5% or more. The overarching objective is to beat returns from the best deposit account available.

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▲ 1.20%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.77%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.15%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.07%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.01%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.67%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.88%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 0.50%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▲ 1.20%
▲ 0.80%▼ 0.87%▲ 0.77%
▲ 11.63%▲ 6.28%▲ 4.15%
▲ 9.25%▲ 5.14%▲ 2.07%
▲ 7.60%▲ 2.30%▼ 0.01%
▲ 2.76%▲ 2.05%▲ 0.67%
▲ 12.88%▲ 3.56%▲ 0.88%
▲ 0.54%▼ 1.98%▼ 0.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Assura plc
▲ 25.82%
6
Close
Oct 03, 2025
National Grid
3.6%
▲ 13.07%
5
Sell
May 22, 2025
Supermarket Income REIT Plc
3.63%
▲ 8.30%
5
Sell
May 22, 2025
Legal & General
3.44%
▲ 11.71%
5
Sell
May 22, 2025
IG Group Holdings
3.63%
▲ 18.70%
6
Sell
May 22, 2025
Mercedes-Benz Group
▼ 4.72%
2
Close
May 21, 2025
HSBC Holdings
0.97%
▲ 58.71%
4
Sell
May 21, 2025
iShares MSCI Target UK Real Estate UCITS ETF
6.83%
▼ 1.01%
7
Buy
May 21, 2025
iShares UK Dividend UCITS ETF GBP
7.22%
▲ 8.09%
6
Buy
May 21, 2025
BlackRock Systematic Global Equity High Income UCITS ETF - USD
7.61%
▲ 9.93%
2
Buy
May 21, 2025
Aviva plc
1.18%
▲ 34.67%
4
Sell
May 20, 2025
UBS (Lux) Fund Solutions SICAV - J.P. Morgan USD EM Diversified Bond 1-5 UCITS ETF (hedged to GBP) A-dis
3.76%
▲ 4.40%
2
Buy
May 20, 2025
JPMorgan ETFs (Ireland) ICAV - US Equity Premium Income Active UCITS ETF USD
2.14%
▲ 10.23%
2
Sell
May 20, 2025
JPMORGAN ETFS (IRELAND) ICAV - NASDAQ Equity Premium Income Active Ucits ETF USD
1.19%
▲ 24.75%
2
Sell
May 20, 2025
Altria Group
0.76%
▲ 43.12%
6
Sell
May 19, 2025
Impact Healthcare REIT
▲ 25.72%
3
Close
May 08, 2025
dbxt MSCI EU SM Shs -1C- Capitalisation
▲ 4.54%
2
Close
May 06, 2025
Sabra Healthcare REIT
▲ 6.62%
2
Close
May 05, 2025
Invesco Technology S&P US Select Sector UCITS ETF
▲ 1.58%
4
Close
May 01, 2025
Taylor Wimpey
3.47%
▼ 22.09%
5
Buy
Apr 28, 2025