tiprankstipranks

New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #40,169 out of 769,002 TipRanks' Investors
Success Rate
77%
1228 out of 1590
profitable transactions
Average Return
10.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.89%
6-Month Return▲ 11.38%
12-Month Return▲ 23.55%
YTD Return▲ 16.65%
Total Return▲ 24.62%

Best Trade

Opened at
Closed at-
Gain▲ 103.18%

Bio

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

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.97%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.17%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.28%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.73%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.41%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.26%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 1.66%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.65%
▲ 11.46%▲ 5.06%▲ 1.97%
▼ 2.25%▲ 3.53%▲ 2.17%
▲ 25.72%▲ 1.21%▲ 2.28%
▼ 4.22%▲ 2.34%▲ 3.73%
▲ 7.82%▲ 2.10%▲ 2.41%
▲ 5.70%▼ 0.89%▼ 0.26%
▲ 21.94%▲ 3.81%▲ 1.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
3.45%
▲ 1.28%
54
Buy
Nov 10, 2024
Sunoco
3.25%
▲ 0.93%
54
Buy
Nov 10, 2024
iShares Core Dividend Growth ETF
3.77%
▲ 12.46%
54
Buy
Nov 10, 2024
JPMorgan Chase & Co.
4.44%
▲ 30.29%
54
Buy
Nov 10, 2024
Altria Group
3.99%
▲ 30.42%
54
Buy
Nov 10, 2024
Copa Holdings
3.23%
▲ 14.02%
54
Buy
Nov 10, 2024
Sysco
3.23%
▲ 0.09%
54
Buy
Nov 10, 2024
Fidelity High Dividend ETF
4.59%
▲ 14.28%
45
Buy
Nov 10, 2024
Schwab US Dividend Equity ETF
4.39%
▲ 12.17%
51
Buy
Nov 10, 2024
JPMorgan Equity Premium Income ETF
4.05%
▲ 9.40%
51
Buy
Nov 10, 2024
Arbor Realty
3.95%
▲ 15.69%
52
Buy
Nov 10, 2024
Vanguard International High Dividend Yield ETF
3.44%
▲ 4.80%
50
Buy
Nov 10, 2024
Ares Capital
3.7%
▲ 11.29%
51
Buy
Nov 10, 2024
Darden Restaurants
3.57%
▲ 6.11%
51
Buy
Nov 10, 2024
Iron Mountain
4.84%
▲ 44.14%
50
Buy
Nov 10, 2024
Main Street Capital
4.08%
▲ 18.98%
50
Buy
Nov 10, 2024
Coca-Cola
3.39%
▲ 2.26%
51
Buy
Nov 10, 2024
VICI Properties
3.72%
▲ 9.45%
51
Buy
Nov 10, 2024
Simplify Volatility Premium ETF
3.47%
▲ 5.39%
50
Buy
Nov 10, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
4%
▲ 13.25%
49
Buy
Nov 10, 2024