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New Portfolio - New Portfolio
John Velez
New PortfolioIndividual Investor
Ranked #14,770 out of 747,498 TipRanks' Investors
Success Rate
105 out of 138
profitable transactions
profitable transactions
Average Return
35.33%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.98%
6-Month Return▲ 14.09%
12-Month Return▲ 14.72%
YTD Return▲ 13.93%
Total Return▲ 121.93%
Best Trade
Bio
This is my portfolio...
Performance
29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 4.04%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.35%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.69%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.65%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.97%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.82%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.95%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 2.57%
Jul 2024
▲ 5.14%▲ 4.57%▲ 4.04%
▼ 1.87%▲ 1.59%▼ 0.35%
▲ 14.08%▲ 5.22%▲ 0.69%
▲ 5.05%▲ 3.27%▲ 3.65%
▼ 12.40%▼ 4.03%▼ 1.97%
▲ 11.46%▲ 5.06%▲ 5.82%
▼ 2.25%▲ 3.53%▲ 2.95%
▲ 29.87%▲ 0.88%▲ 2.57%
Recent Activity
Vanguard Real Estate ETF
2.42%
▲ 2.55%
8
Open
Jun 21, 2024
SPDR Portfolio S&P 500 High Dividend ETF
―
▲ 38.52%
4
Close
Jun 20, 2024
Nvidia
4.71%
▼ 3.16%
1
Open
Jun 10, 2024
AT&T
5.29%
▲ 12.69%
15
Buy
May 28, 2024
Realty Income
4.52%
▲ 11.58%
12
Buy
May 28, 2024
Medical Properties
―
▼ 53.07%
3
Close
May 28, 2024
Amazon
24.18%
▲ 28.75%
7
Buy
May 24, 2024
CVR Partners
10.78%
▼ 5.26%
2
Buy
May 21, 2024
Invesco S&P 500 High Dividend Low Volatility ETF
―
▲ 16.29%
6
Close
Apr 30, 2024
Applied Digital Corporation
3.04%
▲ 111.46%
1
Open
Apr 30, 2024
Prospect Capital
1.42%
▲ 20.22%
7
Buy
Apr 16, 2024
Ashford Hospitality
―
▲ 85.10%
8
Close
Feb 14, 2024
Coca-Cola
2.95%
▲ 33.81%
9
Buy
Feb 05, 2024
Apple
16.98%
▲ 59.62%
2
Buy
Feb 05, 2024
Walmart
9.62%
▲ 57.68%
8
Buy
Feb 05, 2024
SuRo Capital
―
▼ 44.74%
3
Close
Feb 05, 2024
9 Meters Biopharma
―
▼ 99.89%
2
Close
Oct 24, 2023
Pfizer
―
▲ 7.97%
2
Close
May 19, 2023
Comcast
1.33%
▼ 0.97%
3
Buy
Oct 30, 2022
Alphabet Class A
4.08%
▲ 64.11%
3
Buy
Oct 07, 2022