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New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #40,169 out of 769,002 TipRanks' Investors
Success Rate
77%
1228 out of 1590
profitable transactions
Average Return
10.55%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
4.84% IRM
4.59% FDVV
4.48% SPYI
4.43% JPM
4.39% SCHD
77.27% Others
By Assets
66.38% Stocks
33.63% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
36.85% General
16.79% Real Estate
15.37% Financial
10.61% Consumer Defensive
6.20% Energy
14.18% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
tunozqu4e6
tunozqu4e6
tunozqu4e6
premium
tunozqu4e6
premium
tunozqu4e6
tunozqu4e6
tunozqu4e6
4gtet9nwmza
4gtet9nwmza
4gtet9nwmza
premium
4gtet9nwmza
premium
4gtet9nwmza
4gtet9nwmza
4gtet9nwmza
sel6gan
sel6gan
sel6gan
premium
sel6gan
premium
sel6gan
sel6gan
sel6gan
7odnt1bab9
7odnt1bab9
7odnt1bab9
premium
7odnt1bab9
premium
7odnt1bab9
7odnt1bab9
7odnt1bab9
n9johq5o56
n9johq5o56
n9johq5o56
premium
n9johq5o56
premium
n9johq5o56
n9johq5o56
n9johq5o56
79sdonk
79sdonk
79sdonk
premium
79sdonk
premium
79sdonk
79sdonk
79sdonk
dkhu4xsuzl7
dkhu4xsuzl7
dkhu4xsuzl7
premium
dkhu4xsuzl7
premium
dkhu4xsuzl7
dkhu4xsuzl7
dkhu4xsuzl7
s1bylh6nmbe
s1bylh6nmbe
s1bylh6nmbe
premium
s1bylh6nmbe
premium
s1bylh6nmbe
s1bylh6nmbe
s1bylh6nmbe
zss2xd7r9c
zss2xd7r9c
zss2xd7r9c
premium
zss2xd7r9c
premium
zss2xd7r9c
zss2xd7r9c
zss2xd7r9c
tectahom6f
tectahom6f
tectahom6f
premium
tectahom6f
premium
tectahom6f
tectahom6f
tectahom6f
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ABBV
AbbVie
$171.73
$3.97
(2.37%)
premium
13 Buy
7 Hold
0 Sell
Moderate Buy
premium
$294.35B
20.93%
SUN
Sunoco
$54.02
$0.59
(1.1%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.20B
0.77%
DGRO
DGRO
< ETF >
iShares Core Dividend Growth ETF
$63.77
$0.73
(1.16%)
premium
2K Buy
2K Hold
212 Sell
Moderate Buy
premium
$30.46B
23.61%
JPM
JPMorgan Chase & Co.
$244.76
$3.98
(1.65%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$684.38B
57.40%
MO
Altria Group
$56.03
$0.05
(0.09%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$94.67B
37.34%
CPA
Copa Holdings
$92.76
$13.05
(12.33%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.46B
12.38%
SYY
Sysco
$75.08
$1.45
(1.97%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$36.55B
3.27%
FDVV
FDVV
< ETF >
Fidelity High Dividend ETF
$52.13
$0.39
(0.75%)
premium
867 Buy
587 Hold
60 Sell
Moderate Buy
premium
$4.10B
29.29%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.98
$0.27
(0.94%)
premium
423 Buy
433 Hold
69 Sell
Moderate Buy
premium
$65.70B
20.80%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.91
$0.43
(0.72%)
premium
1K Buy
604 Hold
49 Sell
Moderate Buy
premium
$36.72B
9.28%
ABR
Arbor Realty
$14.50
$0.11
(0.75%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$2.78B
19.85%
VYMI
VYMI
< ETF >
Vanguard International High Dividend Yield ETF
$70.07
$0.12
(0.17%)
premium
2K Buy
1K Hold
317 Sell
Hold
premium
$7.79B
9.79%
ARCC
Ares Capital
$21.78
$0.01
(0.05%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.10B
10.38%
DRI
Darden Restaurants
$164.56
$1.97
(1.21%)
premium
14 Buy
8 Hold
1 Sell
Moderate Buy
premium
$18.90B
5.00%
IRM
Iron Mountain
$118.73
$2.43
(2.09%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$34.19B
84.46%
MAIN
Main Street Capital
$53.18
$0.1
(0.19%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.69B
29.59%
KO
Coca-Cola
$63.76
$0.77
(1.22%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$269.63B
8.55%
VICI
VICI Properties
$32.37
$0.25
(0.78%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$33.97B
13.90%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$21.76
$0.05
(0.23%)
premium
premium
$1.22B
-5.40%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.47
$0.26
(0.46%)
premium
1K Buy
534 Hold
62 Sell
Moderate Buy
premium
$18.60B
14.48%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.77
$0.12
(0.23%)
premium
4K Buy
3K Hold
325 Sell
Moderate Buy
premium
$2.27B
7.92%
PBR
Petroleo Brasileiro SA- Petrobras
$14.15
$0.13
(0.91%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$88.66B
-9.90%
FAST
Fastenal Company
$82.36
$0.54
(0.66%)
premium
2 Buy
7 Hold
0 Sell
Hold
premium
$46.74B
34.79%
VZ
Verizon
$42.50
$0.28
(0.66%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$176.51B
13.34%
ADC
Agree Realty
$77.12
$0.11
(0.14%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$8.03B
35.10%
BXSL
Blackstone Secured Lending Fund
$31.31
$0.08
(0.25%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$6.82B
10.92%
QDTE
QDTE
< ETF >
Roundhill N-100 0DTE Covered Call Strategy ETF
$42.48
$0.242
(0.57%)
premium
premium
$521.96M
-8.51%