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New Portfolio - New Portfolio
John Velez
New PortfolioIndividual Investor
Ranked #15,323 out of 769,002 TipRanks' Investors
Success Rate
110 out of 141
profitable transactions
profitable transactions
Average Return
39.97%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.64%
6-Month Return▲ 16.02%
12-Month Return▲ 30.94%
YTD Return▲ 24.61%
Total Return▲ 142.74%
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
▼ 4.22%
▲ 2.34%
▲ 3.22%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.55%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.76%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 1.06%
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%
▼ 4.22%▲ 2.34%▲ 3.22%
▲ 7.82%▲ 2.10%▲ 5.55%
▲ 5.70%▼ 0.89%▼ 0.76%
▲ 23.63%▲ 3.84%▲ 1.06%
Recent Activity
Apple
0%
▲ 63.33%
3
Sell
Nov 14, 2024
Nvidia
―
▼ 0.30%
2
Close
Sep 27, 2024
Main Street Capital
1.47%
▲ 9.43%
1
Open
Sep 05, 2024
JPMorgan Equity Premium Income ETF
1.5%
▲ 3.56%
1
Open
Sep 04, 2024
Limbach Holdings
2.47%
▲ 51.45%
1
Open
Sep 04, 2024
Vanguard Real Estate ETF
2.86%
▲ 3.91%
8
Open
Jun 21, 2024
SPDR Portfolio S&P 500 High Dividend ETF
―
▲ 38.52%
4
Close
Jun 20, 2024
AT&T
7.29%
▲ 34.55%
15
Buy
May 28, 2024
Realty Income
5.02%
▲ 12.17%
12
Buy
May 28, 2024
Medical Properties
―
▼ 53.07%
3
Close
May 28, 2024
Amazon
29.25%
▲ 42.64%
7
Buy
May 24, 2024
CVR Partners
10.92%
▼ 9.84%
2
Buy
May 21, 2024
Invesco S&P 500 High Dividend Low Volatility ETF
―
▲ 16.29%
6
Close
Apr 30, 2024
Applied Digital Corporation
5.83%
▲ 223.84%
1
Open
Apr 30, 2024
Prospect Capital
1.31%
▲ 5.18%
7
Buy
Apr 16, 2024
Ashford Hospitality
―
▲ 85.10%
8
Close
Feb 14, 2024
Coca-Cola
3.23%
▲ 29.98%
9
Buy
Feb 05, 2024
Walmart
13.45%
▲ 94.85%
8
Buy
Feb 05, 2024
SuRo Capital
―
▼ 44.74%
3
Close
Feb 05, 2024
9 Meters Biopharma
―
▼ 99.89%
2
Close
Oct 24, 2023