tiprankstipranks

Dividend Portfolio - New Portfolio

Adam Kirdzik

Dividend Portfolio
Individual Investor
Ranked #2,762 out of 728,988 TipRanks' Investors
Success Rate
78%
97 out of 124
profitable transactions
Average Return
71.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.25%
6-Month Return▲ 20.14%
12-Month Return▲ 14.92%
YTD Return▲ 4.18%
Total Return▲ 79.85%

Best Trade

Opened at
Closed at-
Gain▲ 405.20%

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.

Performance

24.26%0-24.26%
▼ 4.52%
▼ 4.74%
▼ 4.57%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.28%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.48%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.10%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.32%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.50%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.73%
Mar 2024
▼ 24.26%
▼ 4.50%
▼ 4.50%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.57%
▼ 6.45%▼ 2.17%▼ 2.28%
▲ 9.22%▲ 9.13%▲ 8.48%
▲ 5.14%▲ 4.57%▲ 7.10%
▼ 1.87%▲ 1.59%▼ 0.32%
▲ 14.08%▲ 5.22%▲ 3.50%
▲ 5.05%▲ 3.27%▲ 5.73%
▼ 24.26%▼ 4.50%▼ 4.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Activision Blizzard
▲ 99.23%
2
Close
Oct 12, 2023
AT&T
1.42%
▼ 18.66%
5
Buy
Jul 07, 2020
Caterpillar
4.82%
▲ 212.15%
4
Buy
Jul 07, 2020
Carlisle Companies
2.9%
▲ 201.70%
2
Buy
Jul 07, 2020
Cardinal Health
3.94%
▲ 153.28%
2
Buy
Jul 07, 2020
Procter & Gamble
3.47%
▲ 46.85%
2
Buy
Jul 07, 2020
Silgan Holdings
1.04%
▲ 49.30%
1
Open
Jul 07, 2020
Raytheon Technologies
1.08%
▲ 54.77%
3
Buy
Jun 02, 2020
Parker Hannifin
3.75%
▲ 225.33%
3
Buy
Jun 02, 2020
Walgreens Boots Alliance
0.35%
▼ 56.30%
3
Buy
Apr 07, 2020
Walt Disney
0.54%
▼ 4.30%
2
Buy
Apr 07, 2020
American Express
1.31%
▲ 162.17%
1
Open
Apr 07, 2020
Bank of America
0.81%
▲ 78.54%
1
Open
Apr 07, 2020
Boeing
0.75%
▲ 20.24%
1
Open
Apr 07, 2020
Omega Healthcare
0.88%
▲ 22.23%
4
Buy
Apr 07, 2020
Southside Bancshares
0.37%
▲ 10.73%
3
Open
Apr 07, 2020
Macy's
1.92%
▲ 91.74%
4
Buy
Apr 07, 2020
International Business Machines
1.44%
▲ 80.03%
2
Buy
Apr 07, 2020
Texas Instruments
2.26%
▲ 52.14%
2
Buy
Mar 02, 2020
Altria Group
2.51%
▲ 27.10%
5
Buy
Mar 02, 2020