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New Portfolio
- New Portfolio
Performance
Portfolio 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:
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
Select Columns
28
Results | Showing
1
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1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
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
< 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
< 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
< 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
< 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
< 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
< ETF >
Simplify Volatility Premium ETF
$21.49
$0.25
(
1.18%
)
premium
―
premium
$1.16B
-7.57%
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
< 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
< 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%
28
Results | Showing
1
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1
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