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New Portfolio - New Portfolio
John Velez
New PortfolioIndividual Investor
Ranked #16,537 out of 775,923 TipRanks' Investors
Success Rate
108 out of 141
profitable transactions
profitable transactions
Average Return
39.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.02%
6-Month Return▲ 12.02%
12-Month Return▲ 23.12%
YTD Return▲ 22.74%
Total Return▲ 139.09%
Best Trade
Bio
This is my portfolio...
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.82%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.95%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.66%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.22%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.55%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.69%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.12%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.46%
Dec 2024
▲ 11.46%▲ 5.06%▲ 5.82%
▼ 2.25%▲ 3.53%▲ 2.95%
▲ 25.71%▲ 1.21%▲ 2.66%
▼ 4.22%▲ 2.34%▲ 3.22%
▲ 7.82%▲ 2.10%▲ 5.55%
▲ 5.38%▼ 0.89%▼ 0.69%
▲ 43.22%▲ 5.96%▲ 4.12%
▲ 3.34%▼ 1.56%▼ 4.46%
Recent Activity
Apple
0%
▲ 81.51%
3
Sell
Nov 14, 2024
Nvidia
―
▼ 0.30%
2
Close
Sep 27, 2024
Main Street Capital
1.52%
▲ 17.42%
1
Open
Sep 05, 2024
JPMorgan Equity Premium Income ETF
1.42%
▲ 2.00%
1
Open
Sep 04, 2024
Limbach Holdings
2.19%
▲ 40.32%
1
Open
Sep 04, 2024
Vanguard Real Estate ETF
2.62%
▲ 2.96%
8
Open
Jun 21, 2024
SPDR Portfolio S&P 500 High Dividend ETF
―
▲ 38.52%
4
Close
Jun 20, 2024
AT&T
7.06%
▲ 34.08%
15
Buy
May 28, 2024
Realty Income
4.51%
▲ 4.58%
12
Buy
May 28, 2024
Medical Properties
―
▼ 53.07%
3
Close
May 28, 2024
Amazon
32.41%
▲ 58.13%
7
Buy
May 24, 2024
CVR Partners
11.06%
▼ 6.42%
2
Buy
May 21, 2024
Invesco S&P 500 High Dividend Low Volatility ETF
―
▲ 16.29%
6
Close
Apr 30, 2024
Applied Digital Corporation
4.99%
▲ 196.12%
1
Open
Apr 30, 2024
Prospect Capital
1.16%
▼ 3.07%
7
Buy
Apr 16, 2024
Ashford Hospitality
―
▲ 85.10%
8
Close
Feb 14, 2024
Coca-Cola
3.1%
▲ 29.08%
9
Buy
Feb 05, 2024
Walmart
13.72%
▲ 106.62%
8
Buy
Feb 05, 2024
SuRo Capital
―
▼ 44.74%
3
Close
Feb 05, 2024
9 Meters Biopharma
―
▼ 99.89%
2
Close
Oct 24, 2023