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New Portfolio - New Portfolio
John Velez
New PortfolioIndividual Investor
Ranked #12,740 out of 764,637 TipRanks' Investors
Success Rate
111 out of 141
profitable transactions
profitable transactions
Average Return
38.46%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.23%
6-Month Return▲ 18.44%
12-Month Return▲ 31.13%
YTD Return▲ 22.99%
Total Return▲ 139.58%
Best Trade
Bio
This is my portfolio...
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.97%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.82%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.95%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.66%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.20%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.55%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.78%
Oct 2024
▼ 2.57%
▲ 0.42%
▼ 0.22%
Nov 2024
▼ 12.40%▼ 4.03%▼ 1.97%
▲ 11.46%▲ 5.06%▲ 5.82%
▼ 2.25%▲ 3.53%▲ 2.95%
▲ 25.72%▲ 1.21%▲ 2.66%
▼ 4.21%▲ 2.34%▲ 3.20%
▲ 7.82%▲ 2.10%▲ 5.55%
▲ 6.02%▼ 0.89%▼ 0.78%
▼ 2.57%▲ 0.42%▼ 0.22%
Recent Activity
Nvidia
―
▼ 0.30%
2
Close
Sep 27, 2024
Main Street Capital
1.21%
▲ 3.97%
1
Open
Sep 05, 2024
JPMorgan Equity Premium Income ETF
1.29%
▲ 1.80%
1
Open
Sep 04, 2024
Limbach Holdings
1.66%
▲ 19.34%
1
Open
Sep 04, 2024
Vanguard Real Estate ETF
2.48%
▲ 3.61%
8
Open
Jun 21, 2024
SPDR Portfolio S&P 500 High Dividend ETF
―
▲ 38.52%
4
Close
Jun 20, 2024
AT&T
6.13%
▲ 30.37%
15
Buy
May 28, 2024
Realty Income
4.59%
▲ 16.11%
12
Buy
May 28, 2024
Medical Properties
―
▼ 53.07%
3
Close
May 28, 2024
Amazon
25.44%
▲ 39.16%
7
Buy
May 24, 2024
CVR Partners
9%
▼ 18.31%
2
Buy
May 21, 2024
Invesco S&P 500 High Dividend Low Volatility ETF
―
▲ 16.29%
6
Close
Apr 30, 2024
Applied Digital Corporation
3.37%
▲ 138.82%
1
Open
Apr 30, 2024
Prospect Capital
1.26%
▲ 17.55%
7
Buy
Apr 16, 2024
Ashford Hospitality
―
▲ 85.10%
8
Close
Feb 14, 2024
Coca-Cola
2.9%
▲ 34.15%
9
Buy
Feb 05, 2024
Apple
16.51%
▲ 58.81%
2
Buy
Feb 05, 2024
Walmart
11.09%
▲ 83.70%
8
Buy
Feb 05, 2024
SuRo Capital
―
▼ 44.74%
3
Close
Feb 05, 2024
9 Meters Biopharma
―
▼ 99.89%
2
Close
Oct 24, 2023