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New Portfolio - New Portfolio

PerformancePortfolio Details

John D

New Portfolio
Individual Investor
Ranked #124,772 out of 775,913 TipRanks' Investors
Success Rate
65%
1112 out of 1700
profitable transactions
Average Return
7.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.11%
6-Month Return▲ 8.41%
12-Month Return▲ 14.83%
YTD Return▲ 14.34%
Total Return▲ 22.15%

Best Trade

AssetIron Mountain (IRM)
Opened at
Closed at-
Gain▲ 84.80%

Bio

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

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 1.97%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.17%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.28%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.73%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.41%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.28%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.19%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 4.34%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 1.97%
▼ 2.25%▲ 3.53%▲ 2.17%
▲ 25.71%▲ 1.21%▲ 2.28%
▼ 4.22%▲ 2.34%▲ 3.73%
▲ 7.82%▲ 2.10%▲ 2.41%
▲ 5.38%▼ 0.89%▼ 0.28%
▲ 43.22%▲ 5.96%▲ 4.19%
▼ 5.24%▼ 2.73%▼ 4.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ABBV
AbbVie
3.65%
▲ 5.55%
58
Buy
Dec 15, 2024
SUN
Sunoco
3.19%
▼ 3.71%
58
Buy
Dec 15, 2024
DGRO
iShares Core Dividend Growth ETF
3.71%
▲ 9.21%
58
Buy
Dec 15, 2024
JPM
JPMorgan Chase & Co.
4.36%
▲ 26.40%
58
Buy
Dec 15, 2024
MO
Altria Group
3.91%
▲ 23.41%
58
Buy
Dec 15, 2024
CPA
Copa Holdings
3.18%
▼ 2.40%
58
Buy
Dec 15, 2024
SYY
Sysco
3.41%
▲ 4.12%
58
Buy
Dec 15, 2024
FDVV
Fidelity High Dividend ETF
4.42%
▲ 10.30%
48
Buy
Dec 15, 2024
SCHD
Schwab US Dividend Equity ETF
4.17%
▲ 6.70%
55
Buy
Dec 15, 2024
JEPI
JPMorgan Equity Premium Income ETF
4.02%
▲ 6.99%
55
Buy
Dec 15, 2024
ABR
Arbor Realty
3.91%
▲ 8.00%
56
Buy
Dec 15, 2024
VYMI
Vanguard International High Dividend Yield ETF
3.38%
▲ 1.87%
54
Buy
Dec 15, 2024
ARCC
Ares Capital
3.7%
▲ 10.71%
55
Buy
Dec 15, 2024
DRI
Darden Restaurants
4.14%
▲ 21.52%
55
Buy
Dec 15, 2024
IRM
Iron Mountain
4.32%
▲ 28.08%
54
Buy
Dec 15, 2024
MAIN
Main Street Capital
4.42%
▲ 25.85%
54
Buy
Dec 15, 2024
KO
Coca-Cola
3.4%
▲ 1.35%
55
Buy
Dec 15, 2024
VICI
VICI Properties
3.37%
▼ 1.07%
55
Buy
Dec 15, 2024
SVOL
Simplify Volatility Premium ETF
3.47%
▲ 3.10%
54
Buy
Dec 15, 2024
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
4.14%
▲ 15.05%
53
Buy
Dec 15, 2024