Dividend Portfolio - New Portfolio

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

Opened at
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.

Performance

21.21%0-21.21%
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
Feb 2023
Mar 2023
TipRanks AverageS&P 500Investor 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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AT&T
1.9%
▼ 15.36%
5
Buy
Jul 07, 2020
Caterpillar
3.59%
▲ 87.56%
4
Buy
Jul 07, 2020
Carlisle Companies
2.02%
▲ 72.76%
2
Buy
Jul 07, 2020
Cardinal Health
3.02%
▲ 60.47%
2
Buy
Jul 07, 2020
Procter & Gamble
3.79%
▲ 30.08%
2
Buy
Jul 07, 2020
Silgan Holdings
1.34%
▲ 59.21%
1
Open
Jul 07, 2020
Raytheon Technologies
1.22%
▲ 43.60%
3
Buy
Jun 02, 2020
Parker Hannifin
2.7%
▲ 90.89%
3
Buy
Jun 02, 2020
Walgreens Boots Alliance
0.75%
▼ 24.94%
3
Buy
Apr 07, 2020
Walt Disney
0.56%
▼ 18.69%
2
Buy
Apr 07, 2020
American Express
1.12%
▲ 92.78%
1
Open
Apr 07, 2020
Bank of America
0.71%
▲ 30.48%
1
Open
Apr 07, 2020
Boeing
1.04%
▲ 39.78%
1
Open
Apr 07, 2020
Omega Healthcare
0.9%
▼ 4.08%
4
Buy
Apr 07, 2020
Southside Bancshares
0.53%
▲ 19.76%
3
Open
Apr 07, 2020
Macy's
2.13%
▲ 66.05%
4
Buy
Apr 07, 2020
International Business Machines
1.17%
▲ 16.96%
2
Buy
Apr 07, 2020
Texas Instruments
3.04%
▲ 62.36%
2
Buy
Mar 02, 2020
Altria Group
3.09%
▲ 22.44%
5
Buy
Mar 02, 2020
Bank OZK
2.34%
▲ 31.35%
4
Buy
Mar 02, 2020