tiprankstipranks

Dividend Growth - New Portfolio

Lawrence Messina

Dividend Growth
Individual Investor
Ranked #31,170 out of 730,641 TipRanks' Investors
Success Rate
77%
52 out of 68
profitable transactions
Average Return
16.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.54%
6-Month Return▲ 21.97%
12-Month Return▲ 12.44%
YTD Return▲ 4.84%
Total Return▲ 73.75%

Best Trade

Opened at
Closed at-
Gain▲ 143.25%

Bio

This portfolio is focused on dividend income for clients who are approaching or have already retired.

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 4.01%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.29%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.31%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.20%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.33%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.74%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.41%
Mar 2024
▼ 11.79%
▼ 2.83%
▼ 3.54%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.01%
▼ 6.45%▼ 2.17%▼ 4.29%
▲ 9.22%▲ 9.13%▲ 6.31%
▲ 5.14%▲ 4.57%▲ 7.20%
▼ 1.87%▲ 1.59%▲ 1.33%
▲ 14.08%▲ 5.22%▲ 3.74%
▲ 5.05%▲ 3.27%▲ 3.41%
▼ 11.79%▼ 2.83%▼ 3.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Citigroup
5.18%
▲ 14.75%
4
Open
Mar 05, 2024
Truist Financial
▲ 14.84%
4
Close
Mar 05, 2024
Brookfield Infrastructure
▼ 15.36%
3
Close
Mar 05, 2024
Prologis
▲ 9.31%
4
Close
Mar 05, 2024
iShares iBonds Dec 2023 Term Corporate ETF
▲ 3.42%
3
Close
Dec 15, 2023
McDonald's
4.52%
▲ 13.23%
2
Buy
Dec 07, 2023
Hennessy BP Midstream Fund - Institutional Class
10%
▲ 51.84%
2
Buy
Dec 07, 2023
International Business Machines
▲ 40.82%
2
Close
Dec 07, 2023
Holbrook Income Fund Class I
9.55%
▲ 2.61%
3
Buy
Dec 07, 2023
AbbVie
5.28%
▲ 32.50%
4
Buy
Dec 07, 2023
BlackRock Enhanced International Dividend Trust of Benef Interest
▲ 9.10%
3
Close
Dec 07, 2023
First Trust Global Tactical Commodity Strategy Fund
▼ 4.37%
3
Close
Dec 07, 2023
Microsoft
6.05%
▲ 69.67%
4
Sell
Dec 07, 2023
JPMorgan Equity Premium Income ETF
9.31%
▲ 9.05%
3
Buy
Dec 07, 2023
Procter & Gamble
4%
▲ 10.85%
2
Buy
Dec 07, 2023
Bayer
▼ 47.86%
2
Close
Dec 07, 2023
Mercedes-Benz Group
5.27%
▲ 13.21%
2
Buy
Dec 07, 2023
Pacer Developed Markets International Cash Cows 100 ETF
4.2%
▲ 7.37%
1
Open
Dec 07, 2023
Public Storage
▼ 4.28%
2
Close
Aug 29, 2023
Metlife
▲ 52.52%
2
Close
May 08, 2023