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New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #52,985 out of 793,101 TipRanks' Investors
Success Rate
73%
1477 out of 2035
profitable transactions
Average Return
10.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.18%
6-Month Return▲ 4.76%
12-Month Return▲ 16.64%
YTD Return▲ 4.79%
Total Return▲ 28.31%

Best Trade

Opened at
Closed at
Gain▲ 85.64%

Bio

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

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.73%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.41%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.34%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.19%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 4.05%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 3.55%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.76%
Feb 2025
▲ 7.47%
▼ 3.09%
▼ 0.55%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.73%
▲ 2.93%▲ 2.10%▲ 2.41%
▲ 10.00%▼ 0.89%▼ 0.34%
▲ 26.01%▲ 5.96%▲ 4.19%
▲ 5.34%▼ 2.41%▼ 4.05%
▲ 5.88%▲ 2.69%▲ 3.55%
▼ 12.86%▼ 1.27%▲ 1.76%
▲ 7.47%▼ 3.09%▼ 0.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
4.23%
▲ 23.92%
72
Buy
Mar 23, 2025
iShares Core Dividend Growth ETF
3.67%
▲ 9.07%
72
Buy
Mar 23, 2025
JPMorgan Chase
4.17%
▲ 26.31%
72
Buy
Mar 23, 2025
Walmart
2.84%
▼ 6.62%
14
Buy
Mar 23, 2025
Altria Group
4.11%
▲ 29.65%
72
Buy
Mar 23, 2025
Copa Holdings
3.53%
▲ 6.46%
72
Buy
Mar 23, 2025
Sysco
3.16%
▼ 2.77%
72
Buy
Mar 23, 2025
Fidelity High Dividend ETF
4.69%
▲ 9.39%
62
Buy
Mar 23, 2025
Schwab US Dividend Equity ETF
4.61%
▲ 8.17%
69
Buy
Mar 23, 2025
JPMorgan Equity Premium Income ETF
4.34%
▲ 6.56%
69
Buy
Mar 23, 2025
Arbor Realty
3.88%
▼ 1.19%
70
Buy
Mar 23, 2025
Vanguard International High Dividend Yield ETF
4.21%
▲ 12.50%
68
Buy
Mar 23, 2025
Ares Capital
4.21%
▲ 13.44%
69
Buy
Mar 23, 2025
Darden Restaurants
4.95%
▲ 31.00%
69
Buy
Mar 23, 2025
Main Street Capital
4.83%
▲ 27.23%
67
Buy
Mar 23, 2025
VICI Properties
4.2%
▲ 10.45%
69
Buy
Mar 23, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
4.28%
▲ 8.02%
67
Buy
Mar 23, 2025
NEOS S&P 500 High Income ETF
5.57%
▲ 8.19%
69
Buy
Mar 23, 2025
Petroleo Brasileiro SA- Petrobras
4%
▲ 4.26%
69
Buy
Mar 23, 2025
Fastenal Company
3.68%
▲ 8.91%
58
Buy
Mar 23, 2025