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New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #39,304 out of 788,374 TipRanks' Investors
Success Rate
78%
1502 out of 1935
profitable transactions
Average Return
11.21%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
4.78% MAIN
4.55% SPYI
4.52% FDVV
4.43% JPM
4.31% SCHD
77.41% Others
By Assets
64.83% Stocks
35.17% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
38.54% General
20.85% Financial
11.35% Real Estate
10.08% Consumer Defensive
4.24% Consumer Cyclical
14.94% 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
$202.08
$1.2
(0.6%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$356.74B
14.33%
DGRO
DGRO
< ETF >
iShares Core Dividend Growth ETF
$63.76
$0.5
(0.78%)
premium
2K Buy
2K Hold
178 Sell
Moderate Buy
premium
$31.49B
13.29%
JPM
JPMorgan Chase & Co.
$264.24
$2.56
(0.96%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$738.84B
43.62%
WMT
Walmart
$94.78
$2.43
(2.5%)
premium
27 Buy
1 Hold
0 Sell
Strong Buy
premium
$761.40B
62.10%
MO
Altria Group
$55.05
$0.72
(1.33%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$93.30B
33.84%
CPA
Copa Holdings
$94.78
$3.27
(3.34%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.94B
-4.10%
SYY
Sysco
$73.22
$2
(2.81%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$35.82B
-9.40%
FDVV
FDVV
< ETF >
Fidelity High Dividend ETF
$51.73
$0.55
(1.05%)
premium
925 Buy
537 Hold
51 Sell
Moderate Buy
premium
$6.00B
17.62%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.21
$0.11
(0.39%)
premium
425 Buy
426 Hold
67 Sell
Moderate Buy
premium
$69.54B
9.20%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.13
$0.58
(0.97%)
premium
1K Buy
565 Hold
50 Sell
Moderate Buy
premium
$39.83B
3.96%
ABR
Arbor Realty
$12.00
$1.84
(13.29%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$2.26B
-7.76%
VYMI
VYMI
< ETF >
Vanguard International High Dividend Yield ETF
$72.21
$0.5
(0.69%)
premium
2K Buy
1K Hold
353 Sell
Hold
premium
$8.31B
7.23%
ARCC
Ares Capital
$23.28
$0.12
(0.51%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.63B
15.76%
DRI
Darden Restaurants
$191.21
$3.89
(1.99%)
premium
14 Buy
6 Hold
1 Sell
Moderate Buy
premium
$22.40B
12.80%
MAIN
Main Street Capital
$62.27
$0.47
(0.75%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$5.49B
36.14%
VICI
VICI Properties
$31.28
$0.52
(1.69%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$33.04B
4.09%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$21.12
$0.43
(2%)
premium
premium
$1.15B
-7.81%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.57
$0.83
(1.42%)
premium
1K Buy
549 Hold
60 Sell
Moderate Buy
premium
$23.88B
8.66%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.65
$0.68
(1.3%)
premium
4K Buy
3K Hold
284 Sell
Moderate Buy
premium
$3.09B
4.22%
PBR
Petroleo Brasileiro SA- Petrobras
$14.76
$0.16
(1.07%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$90.43B
-14.98%
FAST
Fastenal Company
$74.78
$0.36
(0.48%)
premium
1 Buy
5 Hold
1 Sell
Hold
premium
$42.88B
3.77%
VZ
Verizon
$42.76
$0.27
(0.64%)
premium
6 Buy
10 Hold
0 Sell
Moderate Buy
premium
$180.01B
4.98%
ADC
Agree Realty
$72.83
$1.48
(2.07%)
premium
13 Buy
2 Hold
1 Sell
Strong Buy
premium
$7.81B
27.68%
BXSL
Blackstone Secured Lending Fund
$34.26
$0.2
(0.58%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$7.67B
15.98%
V
Visa
$348.53
$1.96
(0.56%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$680.88B
22.89%
QDTE
QDTE
< ETF >
Roundhill N-100 0DTE Covered Call Strategy ETF
$39.46
$0.77
(1.91%)
premium
premium
$794.02M
-15.03%