tiprankstipranks

New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #75,637 out of 747,498 TipRanks' Investors
Success Rate
69%
789 out of 1146
profitable transactions
Average Return
6.20%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
4.58% FDVV
4.45% IRM
4.41% SPYI
4.37% SCHD
4.23% DELL
77.96% Others
By Assets
65.61% Stocks
34.39% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
36.93% General
15.60% Real Estate
13.46% Financial
9.12% Consumer Defensive
7.27% Technology
17.63% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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2z42ujk0xvg
2z42ujk0xvg
premium
2z42ujk0xvg
premium
2z42ujk0xvg
2z42ujk0xvg
2z42ujk0xvg
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666cmhppdow
666cmhppdow
premium
666cmhppdow
premium
666cmhppdow
666cmhppdow
666cmhppdow
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lfwyevcv0kn
lfwyevcv0kn
premium
lfwyevcv0kn
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lfwyevcv0kn
lfwyevcv0kn
lfwyevcv0kn
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5hmb1hljlw7
5hmb1hljlw7
premium
5hmb1hljlw7
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5hmb1hljlw7
5hmb1hljlw7
5hmb1hljlw7
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nfw9yp5jm
nfw9yp5jm
premium
nfw9yp5jm
premium
nfw9yp5jm
nfw9yp5jm
nfw9yp5jm
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vc5px80odcl
vc5px80odcl
premium
vc5px80odcl
premium
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vc5px80odcl
vc5px80odcl
rmcbxzj49e
rmcbxzj49e
rmcbxzj49e
premium
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premium
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wjddpvw66
premium
wjddpvw66
premium
wjddpvw66
wjddpvw66
wjddpvw66
nuep989otv
nuep989otv
nuep989otv
premium
nuep989otv
premium
nuep989otv
nuep989otv
nuep989otv
3fszuucuasi
3fszuucuasi
3fszuucuasi
premium
3fszuucuasi
premium
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ABBV
AbbVie
$174.00
$1.68
(0.97%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$304.29B
25.00%
SUN
Sunoco
$57.74
$0.01
(0.02%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.74B
37.09%
DGRO
DGRO
< ETF >
iShares Core Dividend Growth ETF
$59.61
$0.26
(0.44%)
premium
2K Buy
2K Hold
171 Sell
Moderate Buy
premium
$28.65B
11.41%
JPM
JPMorgan Chase & Co.
$211.49
$1.71
(0.82%)
premium
16 Buy
6 Hold
0 Sell
Moderate Buy
premium
$602.42B
38.79%
ORCL
Oracle
$139.56
$1
(0.72%)
premium
14 Buy
13 Hold
0 Sell
Moderate Buy
premium
$381.85B
18.96%
MO
Altria Group
$49.42
$0.03
(0.06%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$84.94B
18.56%
CPA
Copa Holdings
$91.00
$0.79
(0.86%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.83B
-18.70%
SYY
Sysco
$73.63
$0.01
(0.01%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$36.66B
-0.14%
FDVV
FDVV
< ETF >
Fidelity High Dividend ETF
$48.35
$0.24
(0.5%)
premium
853 Buy
557 Hold
59 Sell
Moderate Buy
premium
$3.12B
16.12%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$81.02
$0.09
(0.11%)
premium
394 Buy
424 Hold
67 Sell
Moderate Buy
premium
$57.76B
7.56%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$57.06
$0.29
(0.51%)
premium
1K Buy
508 Hold
55 Sell
Moderate Buy
premium
$34.09B
1.59%
ABR
Arbor Realty
$13.21
$0.1
(0.76%)
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$2.47B
-10.63%
DELL
Dell Technologies
$128.32
$2.53
(2.01%)
premium
10 Buy
1 Hold
1 Sell
Strong Buy
premium
$88.97B
137.43%
VYMI
VYMI
< ETF >
Vanguard International High Dividend Yield ETF
$70.60
$0.53
(0.76%)
premium
premium
$7.71B
7.30%
ARCC
Ares Capital
$20.81
$0.1
(0.48%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.73B
16.09%
DRI
Darden Restaurants
$142.54
$0.32
(0.22%)
premium
15 Buy
5 Hold
1 Sell
Moderate Buy
premium
$17.05B
-12.95%
IRM
Iron Mountain
$98.87
$0.59
(0.6%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$28.81B
63.85%
MAIN
Main Street Capital
$50.50
$0.35
(0.7%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.30B
32.18%
KO
Coca-Cola
$64.69
$0.6
(0.92%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$281.27B
7.92%
VICI
VICI Properties
$30.27
$0.04
(0.13%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$31.62B
-2.51%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$22.57
$0.055
(0.24%)
premium
premium
$1.05B
-2.60%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$54.80
$0.61
(1.13%)
premium
1K Buy
495 Hold
54 Sell
Moderate Buy
premium
$15.18B
11.36%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$50.82
$0.19
(0.38%)
premium
4K Buy
3K Hold
300 Sell
Moderate Buy
premium
$1.72B
0.52%
PBR
Petroleo Brasileiro SA- Petrobras
$14.96
$0.02
(0.13%)
premium
2 Buy
3 Hold
1 Sell
Hold
premium
$95.09B
19.52%
SCHB
SCHB
< ETF >
Schwab U.S. Broad Market ETF
$64.16
$0.495
(0.78%)
premium
10K Buy
7K Hold
862 Sell
Moderate Buy
premium
$29.96B
19.91%
FAST
Fastenal Company
$68.22
$0.33
(0.49%)
premium
1 Buy
5 Hold
0 Sell
Hold
premium
$38.88B
19.73%
VZ
Verizon
$39.25
$2.37
(5.69%)
premium
7 Buy
6 Hold
0 Sell
Moderate Buy
premium
$175.19B
31.38%
ADC
Agree Realty
$66.68
$0
(0%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$6.71B
4.17%
BXSL
Blackstone Secured Lending Fund
$30.43
$0.18
(0.6%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.01B
20.57%