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New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #75,640 out of 747,525 TipRanks' Investors
Success Rate
69%
789 out of 1146
profitable transactions
Average Return
6.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.89%
6-Month Return▲ 7.90%
12-Month Return-
YTD Return▲ 7.39%
Total Return▲ 14.72%

Best Trade

Opened at
Closed at-
Gain▲ 93.54%

Bio

Playing catch up with a combination of dividend yield stocks and ETFs with some growth mixed in.

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.66%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.30%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.78%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.91%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.90%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.18%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 1.49%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.66%
▼ 1.87%▲ 1.59%▼ 1.30%
▲ 14.08%▲ 5.22%▲ 1.78%
▲ 5.05%▲ 3.27%▲ 3.91%
▼ 12.40%▼ 4.03%▼ 2.65%
▲ 11.46%▲ 5.06%▲ 1.90%
▼ 2.25%▲ 3.53%▲ 2.18%
▲ 25.65%▲ 0.88%▲ 1.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
3.08%
▲ 8.67%
38
Buy
Jul 15, 2024
Sunoco
3.4%
▲ 4.98%
38
Buy
Jul 15, 2024
iShares Core Dividend Growth ETF
3.04%
▲ 9.14%
38
Buy
Jul 15, 2024
JPMorgan Chase & Co.
3.41%
▲ 19.52%
38
Buy
Jul 15, 2024
Oracle
3.03%
▲ 19.24%
38
Buy
Jul 15, 2024
Altria Group
3%
▲ 20.42%
38
Buy
Jul 15, 2024
Copa Holdings
2.53%
▼ 3.13%
38
Buy
Jul 15, 2024
Sysco
2.54%
▲ 0.56%
38
Buy
Jul 15, 2024
Fidelity High Dividend ETF
4.58%
▲ 10.88%
29
Buy
Jul 15, 2024
Schwab US Dividend Equity ETF
4.37%
▲ 8.32%
35
Buy
Jul 15, 2024
JPMorgan Equity Premium Income ETF
3.95%
▲ 4.55%
35
Buy
Jul 15, 2024
Arbor Realty
3.64%
▲ 1.44%
36
Buy
Jul 15, 2024
Dell Technologies
4.23%
▲ 32.72%
34
Buy
Jul 15, 2024
Vanguard International High Dividend Yield ETF
3.48%
▲ 7.00%
34
Buy
Jul 15, 2024
Ares Capital
3.52%
▲ 5.94%
35
Buy
Jul 15, 2024
Darden Restaurants
3.07%
▼ 6.82%
35
Buy
Jul 15, 2024
Iron Mountain
4.45%
▲ 35.09%
35
Buy
Jul 15, 2024
Main Street Capital
3.96%
▲ 13.78%
35
Buy
Jul 15, 2024
Coca-Cola
3.58%
▲ 10.21%
35
Buy
Jul 15, 2024
VICI Properties
3.58%
▲ 6.06%
35
Buy
Jul 15, 2024