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New Portfolio - New Portfolio

PerformancePortfolio Details

John D

New Portfolio
Individual Investor
Ranked #77,071 out of 781,107 TipRanks' Investors
Success Rate
71%
1283 out of 1804
profitable transactions
Average Return
9.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.20%
6-Month Return▲ 8.07%
12-Month Return▲ 17.39%
YTD Return▲ 1.92%
Total Return▲ 24.72%

Best Trade

AssetJPMorgan Ch... (JPM)
Opened at
Closed at-
Gain▲ 89.49%

Bio

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

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.17%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.28%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.73%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.41%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.34%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.19%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.11%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 1.92%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.17%
▲ 8.13%▲ 1.21%▲ 2.28%
▼ 13.14%▲ 2.34%▲ 3.73%
▲ 2.93%▲ 2.10%▲ 2.41%
▲ 10.00%▼ 0.89%▼ 0.34%
▲ 26.04%▲ 5.96%▲ 4.19%
▲ 5.93%▼ 2.41%▼ 4.11%
▲ 6.90%▲ 1.96%▲ 1.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ABBV
AbbVie
3.46%
▲ 3.65%
63
Buy
Jan 19, 2025
SUN
Sunoco
3.61%
▲ 3.11%
63
Buy
Jan 19, 2025
DGRO
iShares Core Dividend Growth ETF
3.69%
▲ 10.75%
63
Buy
Jan 19, 2025
JPM
JPMorgan Chase & Co.
4.6%
▲ 36.57%
63
Buy
Jan 19, 2025
MO
Altria Group
3.66%
▲ 19.81%
63
Buy
Jan 19, 2025
CPA
Copa Holdings
3.32%
▼ 0.59%
63
Buy
Jan 19, 2025
SYY
Sysco
3.15%
▼ 0.59%
63
Buy
Jan 19, 2025
FDVV
Fidelity High Dividend ETF
4.66%
▲ 11.73%
53
Buy
Jan 19, 2025
SCHD
Schwab US Dividend Equity ETF
4.45%
▲ 9.06%
60
Buy
Jan 19, 2025
JEPI
JPMorgan Equity Premium Income ETF
4.2%
▲ 7.81%
60
Buy
Jan 19, 2025
ABR
Arbor Realty
3.97%
▲ 7.84%
61
Buy
Jan 19, 2025
VYMI
Vanguard International High Dividend Yield ETF
3.71%
▲ 3.59%
59
Buy
Jan 19, 2025
ARCC
Ares Capital
4.27%
▲ 19.03%
60
Buy
Jan 19, 2025
DRI
Darden Restaurants
4.23%
▲ 17.28%
60
Buy
Jan 19, 2025
MAIN
Main Street Capital
4.88%
▲ 32.44%
59
Buy
Jan 19, 2025
KO
Coca-Cola
3.58%
▲ 1.61%
60
Buy
Jan 19, 2025
VICI
VICI Properties
3.76%
▲ 0.85%
60
Buy
Jan 19, 2025
SVOL
Simplify Volatility Premium ETF
3.47%
▲ 4.94%
58
Buy
Jan 19, 2025
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
4.3%
▲ 15.03%
58
Buy
Jan 19, 2025
SPYI
NEOS S&P 500 High Income ETF
4.56%
▲ 11.88%
60
Buy
Jan 19, 2025