tiprankstipranks

New Portfolio - New Portfolio

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:

Allocation

Top Stocks
4.88% MAIN
4.66% FDVV
4.60% JPM
4.56% SPYI
4.45% SCHD
76.85% Others
By Assets
64.53% Stocks
35.47% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
38.79% General
17.26% Financial
12.00% Real Estate
10.39% Consumer Defensive
6.68% Energy
14.88% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ABBV
AbbVie
$172.61
$1.05
(0.61%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$303.17B
4.12%
SUN
Sunoco
$54.73
$0.14
(0.26%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.32B
-8.19%
DGRO
DGRO
< ETF >
iShares Core Dividend Growth ETF
$63.11
$0.52
(0.83%)
premium
2K Buy
2K Hold
176 Sell
Moderate Buy
premium
$30.59B
15.46%
JPM
JPMorgan Chase & Co.
$263.03
$3.87
(1.49%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$729.62B
54.62%
MO
Altria Group
$51.47
$0.39
(0.75%)
premium
4 Buy
2 Hold
2 Sell
Hold
premium
$87.89B
28.59%
CPA
Copa Holdings
$94.00
$3.69
(4.09%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.76B
-0.06%
SYY
Sysco
$73.49
$0.42
(0.57%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$35.89B
-2.84%
FDVV
FDVV
< ETF >
Fidelity High Dividend ETF
$51.25
$0.37
(0.73%)
premium
2K Buy
1K Hold
116 Sell
Strong Buy
premium
$4.47B
19.80%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.22
$0.23
(0.82%)
premium
421 Buy
416 Hold
68 Sell
Moderate Buy
premium
$67.47B
9.17%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.95
$0.45
(0.77%)
premium
1K Buy
547 Hold
52 Sell
Moderate Buy
premium
$37.92B
5.10%
ABR
Arbor Realty
$13.60
$0.2
(1.45%)
premium
0 Buy
2 Hold
2 Sell
Moderate Sell
premium
$2.60B
-5.74%
VYMI
VYMI
< ETF >
Vanguard International High Dividend Yield ETF
$69.70
$1.15
(1.68%)
premium
3K Buy
2K Hold
634 Sell
Strong Buy
premium
$7.82B
7.26%
ARCC
Ares Capital
$23.37
$0.19
(0.82%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$14.98B
14.62%
DRI
Darden Restaurants
$186.49
$4.74
(2.61%)
premium
13 Buy
6 Hold
1 Sell
Moderate Buy
premium
$21.29B
14.13%
MAIN
Main Street Capital
$60.84
$0.8
(1.33%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$5.29B
35.99%
KO
Coca-Cola
$62.42
$0.29
(0.46%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$270.14B
4.81%
VICI
VICI Properties
$30.26
$0.91
(3.1%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$30.94B
-3.96%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$21.49
$0.25
(1.18%)
premium
premium
$1.16B
-7.57%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.56
$0.29
(0.51%)
premium
3K Buy
1K Hold
138 Sell
Strong Buy
premium
$21.51B
11.22%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$52.00
$0.32
(0.62%)
premium
8K Buy
5K Hold
604 Sell
Strong Buy
premium
$2.78B
5.51%
PBR
Petroleo Brasileiro SA- Petrobras
$13.81
$0.09
(0.66%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$85.48B
-12.83%
FAST
Fastenal Company
$76.09
$0.01
(0.01%)
premium
1 Buy
7 Hold
1 Sell
Hold
premium
$43.59B
9.72%
VZ
Verizon
$39.02
$0.24
(0.62%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$163.25B
-1.40%
ADC
Agree Realty
$73.17
$0.73
(1.01%)
premium
14 Buy
2 Hold
1 Sell
Strong Buy
premium
$7.50B
18.44%
BXSL
Blackstone Secured Lending Fund
$32.50
$0.09
(0.28%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$7.06B
15.36%
V
Visa
$323.63
$4.01
(1.25%)
premium
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$626.79B
17.98%
QDTE
QDTE
< ETF >
Roundhill N-100 0DTE Covered Call Strategy ETF
$40.59
$0.29
(0.72%)
premium
premium
$710.48M
-13.22%
NVDA
Nvidia
$140.83
$3.12
(2.27%)
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.37T
131.48%