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Dividend Portfolio
- New Portfolio
Performance
Portfolio Details
Adam Kirdzik
Dividend Portfolio
Individual Investor
Ranked #3,553 out of 627,140 TipRanks' Investors
Success Rate
77%
95 out of 124
profitable transactions
Average Return
38.07%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 5.94%
6-Month Return
▲ 9.43%
12-Month Return
▼ 3.96%
YTD Return
▼ 3.37%
Total Return
▲ 48.17%
Best Trade
Asset
Apple (AAPL)
Opened at
Jul 31, 2019
Closed at
-
Gain
▲ 207.14%
Bio
This portfolio is focused on dividend growth stocks. High quality companies are purchased at undervalued prices, according to an established set of criteria. Companies must have a strong future outlook and responsible management to be considered.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
21.21%
0
-21.21%
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
Feb 2023
Mar 2023
TipRanks Average
S&P 500
Investor Portfolio
▼ 5.22%
▼ 4.08%
▼ 2.98%
▼ 14.21%
▼ 9.24%
▼ 9.22%
▼ 2.92%
▲ 8.13%
▲ 13.91%
▲ 6.21%
▲ 5.56%
▲ 6.29%
▼ 11.62%
▼ 5.76%
▼ 4.09%
▲ 21.21%
▲ 6.29%
▲ 5.48%
▼ 2.73%
▼ 2.51%
▼ 2.86%
▲ 2.75%
▼ 0.67%
▼ 5.70%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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T
AT&T
1.9%
▼ 15.36%
5
Buy
Jul 07, 2020
CAT
Caterpillar
3.59%
▲ 87.56%
4
Buy
Jul 07, 2020
CSL
Carlisle Companies
2.02%
▲ 72.76%
2
Buy
Jul 07, 2020
CAH
Cardinal Health
3.02%
▲ 60.47%
2
Buy
Jul 07, 2020
PG
Procter & Gamble
3.79%
▲ 30.08%
2
Buy
Jul 07, 2020
SLGN
Silgan Holdings
1.34%
▲ 59.21%
1
Open
Jul 07, 2020
RTX
Raytheon Technologies
1.22%
▲ 43.60%
3
Buy
Jun 02, 2020
PH
Parker Hannifin
2.7%
▲ 90.89%
3
Buy
Jun 02, 2020
WBA
Walgreens Boots Alliance
0.75%
▼ 24.94%
3
Buy
Apr 07, 2020
DIS
Walt Disney
0.56%
▼ 18.69%
2
Buy
Apr 07, 2020
AXP
American Express
1.12%
▲ 92.78%
1
Open
Apr 07, 2020
BAC
Bank of America
0.71%
▲ 30.48%
1
Open
Apr 07, 2020
BA
Boeing
1.04%
▲ 39.78%
1
Open
Apr 07, 2020
OHI
Omega Healthcare
0.9%
▼ 4.08%
4
Buy
Apr 07, 2020
SBSI
Southside Bancshares
0.53%
▲ 19.76%
3
Open
Apr 07, 2020
M
Macy's
2.13%
▲ 66.05%
4
Buy
Apr 07, 2020
IBM
International Business Machines
1.17%
▲ 16.96%
2
Buy
Apr 07, 2020
TXN
Texas Instruments
3.04%
▲ 62.36%
2
Buy
Mar 02, 2020
MO
Altria Group
3.09%
▲ 22.44%
5
Buy
Mar 02, 2020
OZK
Bank OZK
2.34%
▲ 31.35%
4
Buy
Mar 02, 2020
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