tiprankstipranks

New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #124,694 out of 775,923 TipRanks' Investors
Success Rate
65%
1112 out of 1700
profitable transactions
Average Return
7.94%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
4.61% SPYI
4.42% FDVV
4.42% MAIN
4.36% JPM
4.32% IRM
77.87% Others
By Assets
66.08% Stocks
33.92% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
37.11% General
15.88% Financial
15.56% Real Estate
10.72% Consumer Defensive
6.04% Energy
14.70% 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
$175.58
$4.06
(2.37%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$310.27B
13.32%
SUN
Sunoco
$51.08
$0.01
(0.02%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$7.79B
-14.24%
DGRO
DGRO
< ETF >
iShares Core Dividend Growth ETF
$61.38
$0.65
(1.07%)
premium
2K Buy
2K Hold
219 Sell
Moderate Buy
premium
$29.59B
14.66%
JPM
JPMorgan Chase & Co.
$237.60
$4.64
(1.99%)
premium
9 Buy
5 Hold
1 Sell
Moderate Buy
premium
$668.92B
41.94%
MO
Altria Group
$53.84
$0.85
(1.6%)
premium
4 Buy
1 Hold
2 Sell
Moderate Buy
premium
$91.25B
33.56%
CPA
Copa Holdings
$88.87
$0.27
(0.3%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.70B
-16.07%
SYY
Sysco
$76.97
$0.42
(0.55%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$37.81B
4.68%
FDVV
FDVV
< ETF >
Fidelity High Dividend ETF
$49.85
$0.669
(1.36%)
premium
878 Buy
592 Hold
64 Sell
Moderate Buy
premium
$4.21B
18.04%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.29
$0.36
(1.34%)
premium
435 Buy
438 Hold
76 Sell
Moderate Buy
premium
$64.08B
7.17%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.20
$0.56
(0.97%)
premium
1K Buy
602 Hold
55 Sell
Moderate Buy
premium
$36.75B
5.72%
ABR
Arbor Realty
$13.76
$0.05
(0.36%)
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$2.60B
-12.69%
VYMI
VYMI
< ETF >
Vanguard International High Dividend Yield ETF
$67.29
$0.225
(0.34%)
premium
2K Buy
1K Hold
324 Sell
Hold
premium
$7.70B
3.83%
ARCC
Ares Capital
$21.38
$0.25
(1.18%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$13.81B
8.20%
DRI
Darden Restaurants
$187.59
$4.15
(2.26%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$22.04B
15.91%
IRM
Iron Mountain
$105.10
$3.48
(3.42%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$30.84B
51.51%
MAIN
Main Street Capital
$56.40
$0.79
(1.42%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.97B
31.47%
KO
Coca-Cola
$62.55
$0.1
(0.16%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$269.45B
7.25%
VICI
VICI Properties
$28.79
$0.52
(1.84%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$30.35B
-8.37%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$21.08
$0.68
(3.33%)
premium
premium
$1.15B
-8.03%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.20
$0.4
(0.7%)
premium
1K Buy
527 Hold
64 Sell
Moderate Buy
premium
$20.92B
14.08%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.68
$0.53
(1.04%)
premium
4K Buy
3K Hold
332 Sell
Moderate Buy
premium
$2.53B
7.51%
PBR
Petroleo Brasileiro SA- Petrobras
$13.04
$0.09
(0.69%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$81.67B
-17.36%
FAST
Fastenal Company
$74.82
$0.79
(1.07%)
premium
1 Buy
9 Hold
1 Sell
Hold
premium
$42.86B
14.51%
VZ
Verizon
$39.93
$0.04
(0.1%)
premium
6 Buy
10 Hold
0 Sell
Moderate Buy
premium
$168.09B
6.51%
ADC
Agree Realty
$70.17
$0.73
(1.05%)
premium
14 Buy
4 Hold
1 Sell
Moderate Buy
premium
$7.26B
12.24%
BXSL
Blackstone Secured Lending Fund
$32.24
$0.4
(1.26%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.99B
15.14%
QDTE
QDTE
< ETF >
Roundhill N-100 0DTE Covered Call Strategy ETF
$41.25
$0.08
(0.19%)
premium
premium
$598.62M
-11.18%
NVDA
Nvidia
$134.70
$4.02
(3.08%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.30T
174.95%