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New Portfolio - New Portfolio

PerformancePortfolio Details

John D

New Portfolio
Individual Investor
Ranked #59,214 out of 783,334 TipRanks' Investors
Success Rate
74%
1371 out of 1858
profitable transactions
Average Return
10.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.17%
6-Month Return▲ 10.19%
12-Month Return▲ 20.90%
YTD Return▲ 4.17%
Total Return▲ 27.47%

Best Trade

AssetJPMorgan Ch... (JPM)
Opened at
Closed at-
Gain▲ 94.91%

Bio

Playing catch up with a combination of dividend yield stocks and ETFs with some growth mixed in.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.17%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.28%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.73%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.41%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.34%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.19%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.11%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 4.17%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.17%
▲ 8.13%▲ 1.21%▲ 2.28%
▼ 13.14%▲ 2.34%▲ 3.73%
▲ 2.93%▲ 2.10%▲ 2.41%
▲ 9.99%▼ 0.89%▼ 0.34%
▲ 26.04%▲ 5.96%▲ 4.19%
▲ 5.93%▼ 2.41%▼ 4.11%
▲ 3.19%▲ 2.68%▲ 4.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ABBV
AbbVie
3.49%
▲ 5.73%
64
Buy
Jan 28, 2025
SUN
Sunoco
3.79%
▲ 6.94%
64
Buy
Jan 28, 2025
DGRO
iShares Core Dividend Growth ETF
3.69%
▲ 11.30%
64
Buy
Jan 28, 2025
JPM
JPMorgan Chase & Co.
4.61%
▲ 39.23%
64
Buy
Jan 28, 2025
MO
Altria Group
3.63%
▲ 21.02%
64
Buy
Jan 28, 2025
CPA
Copa Holdings
3.32%
▲ 3.01%
64
Buy
Jan 28, 2025
SYY
Sysco
3.14%
▼ 2.12%
64
Buy
Jan 28, 2025
FDVV
Fidelity High Dividend ETF
4.57%
▲ 10.87%
54
Buy
Jan 28, 2025
SCHD
Schwab US Dividend Equity ETF
4.35%
▲ 8.81%
61
Buy
Jan 28, 2025
JEPI
JPMorgan Equity Premium Income ETF
4.17%
▲ 8.33%
61
Buy
Jan 28, 2025
ABR
Arbor Realty
3.88%
▲ 4.39%
62
Buy
Jan 28, 2025
VYMI
Vanguard International High Dividend Yield ETF
3.74%
▲ 5.80%
60
Buy
Jan 28, 2025
ARCC
Ares Capital
4.22%
▲ 18.36%
61
Buy
Jan 28, 2025
DRI
Darden Restaurants
4.39%
▲ 24.31%
61
Buy
Jan 28, 2025
KO
Coca-Cola
3.63%
▲ 1.77%
61
Buy
Jan 28, 2025
VICI
VICI Properties
3.67%
▲ 1.74%
61
Buy
Jan 28, 2025
SVOL
Simplify Volatility Premium ETF
3.4%
▲ 6.23%
59
Buy
Jan 28, 2025
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
4.24%
▲ 14.70%
59
Buy
Jan 28, 2025
SPYI
NEOS S&P 500 High Income ETF
4.55%
▲ 12.22%
61
Buy
Jan 28, 2025
PBR
Petroleo Brasileiro SA- Petrobras
3.12%
▲ 4.06%
61
Buy
Jan 28, 2025