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New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #39,288 out of 788,370 TipRanks' Investors
Success Rate
78%
1502 out of 1935
profitable transactions
Average Return
11.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.38%
6-Month Return▲ 9.34%
12-Month Return▲ 20.84%
YTD Return▲ 5.77%
Total Return▲ 29.57%

Best Trade

Opened at
Closed at-
Gain▲ 93.20%

Bio

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

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 2.28%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.73%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.41%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.34%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.19%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 4.01%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.24%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 1.47%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.28%
▼ 13.14%▲ 2.34%▲ 3.73%
▲ 2.93%▲ 2.10%▲ 2.41%
▲ 9.99%▼ 0.89%▼ 0.34%
▲ 26.03%▲ 5.96%▲ 4.19%
▲ 5.94%▼ 2.41%▼ 4.01%
▲ 5.25%▲ 2.69%▲ 4.24%
▼ 10.49%▼ 0.31%▲ 1.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
4.07%
▲ 21.16%
67
Buy
Feb 16, 2025
iShares Core Dividend Growth ETF
3.72%
▲ 11.90%
67
Buy
Feb 16, 2025
JPMorgan Chase & Co.
4.43%
▲ 36.17%
67
Buy
Feb 16, 2025
Walmart
2.99%
▼ 6.16%
9
Buy
Feb 16, 2025
Altria Group
3.9%
▲ 25.49%
67
Buy
Feb 16, 2025
Copa Holdings
3.37%
▲ 4.15%
67
Buy
Feb 16, 2025
Sysco
3.19%
▼ 0.19%
67
Buy
Feb 16, 2025
Fidelity High Dividend ETF
4.52%
▲ 12.51%
57
Buy
Feb 16, 2025
Schwab US Dividend Equity ETF
4.31%
▲ 9.20%
64
Buy
Feb 16, 2025
JPMorgan Equity Premium Income ETF
4.09%
▲ 8.28%
64
Buy
Feb 16, 2025
Arbor Realty
3.42%
▼ 6.64%
65
Buy
Feb 16, 2025
Vanguard International High Dividend Yield ETF
3.75%
▲ 8.56%
63
Buy
Feb 16, 2025
Ares Capital
4.11%
▲ 17.98%
64
Buy
Feb 16, 2025
Darden Restaurants
4.24%
▲ 21.43%
64
Buy
Feb 16, 2025
Main Street Capital
4.78%
▲ 35.61%
62
Buy
Feb 16, 2025
VICI Properties
3.8%
▲ 7.21%
64
Buy
Feb 16, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
4.19%
▲ 15.24%
62
Buy
Feb 16, 2025
NEOS S&P 500 High Income ETF
4.55%
▲ 11.93%
64
Buy
Feb 16, 2025
Petroleo Brasileiro SA- Petrobras
3.83%
▲ 10.24%
64
Buy
Feb 16, 2025
Fastenal Company
3.53%
▲ 6.44%
53
Buy
Feb 16, 2025