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New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #57,961 out of 803,257 TipRanks' Investors
Success Rate
74%
1712 out of 2311
profitable transactions
Average Return
10.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.98%
6-Month Return▲ 4.62%
12-Month Return▲ 17.38%
YTD Return▲ 6.36%
Total Return▲ 30.25%

Best Trade

Opened at
Closed at-
Gain▲ 97.60%

Bio

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

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.19%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 4.03%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.58%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.76%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.71%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 3.08%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.37%
May 2025
▲ 5.72%
▲ 2.32%
▲ 1.44%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.19%
▲ 5.43%▼ 2.41%▼ 4.03%
▲ 5.99%▲ 2.69%▲ 3.58%
▼ 12.86%▼ 1.27%▲ 1.76%
▼ 1.80%▼ 5.57%▼ 0.71%
▲ 1.76%▼ 0.87%▼ 3.08%
▲ 12.21%▲ 6.28%▲ 3.37%
▲ 5.72%▲ 2.32%▲ 1.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
4.17%
▲ 11.52%
83
Buy
Jun 08, 2025
iShares Core Dividend Growth ETF
4.11%
▲ 9.77%
83
Buy
Jun 08, 2025
JPMorgan Chase
4.88%
▲ 33.31%
83
Buy
Jun 08, 2025
Altria Group
4.52%
▲ 29.15%
83
Buy
Jun 08, 2025
Copa Holdings
4.4%
▲ 20.39%
83
Buy
Jun 08, 2025
Sysco
3.73%
▲ 3.65%
83
Buy
Jun 08, 2025
Fidelity High Dividend ETF
4.97%
▲ 10.92%
72
Buy
Jun 08, 2025
Schwab US Dividend Equity ETF
4.7%
▲ 4.40%
80
Buy
Jun 08, 2025
JPMorgan Equity Premium Income ETF
4.49%
▲ 5.73%
80
Buy
Jun 08, 2025
Vanguard International High Dividend Yield ETF
4.71%
▲ 18.59%
79
Buy
Jun 08, 2025
Ares Capital
4.54%
▲ 13.42%
80
Buy
Jun 08, 2025
Darden Restaurants
5.26%
▲ 32.19%
80
Buy
Jun 08, 2025
Main Street Capital
4.98%
▲ 24.64%
78
Buy
Jun 08, 2025
VICI Properties
4.47%
▲ 10.58%
80
Buy
Jun 08, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
4.54%
▲ 9.34%
78
Buy
Jun 08, 2025
NEOS S&P 500 High Income ETF
6.02%
▲ 11.20%
80
Buy
Jun 08, 2025
Petroleo Brasileiro SA- Petrobras
▼ 10.98%
80
Close
Jun 08, 2025
Fastenal Company
4.49%
▲ 18.97%
69
Buy
Jun 08, 2025
Verizon
4.2%
▲ 10.32%
64
Buy
Jun 08, 2025
Blackstone Secured Lending Fund
5.07%
▲ 7.66%
57
Buy
Jun 08, 2025