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New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #66,291 out of 802,735 TipRanks' Investors
Success Rate
72%
1647 out of 2289
profitable transactions
Average Return
10.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.99%
6-Month Return▲ 3.64%
12-Month Return▲ 16.83%
YTD Return▲ 5.76%
Total Return▲ 29.52%

Best Trade

Opened at
Closed at-
Gain▲ 95.49%

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
▲ 2.43%
▲ 1.65%
▲ 0.87%
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%
▲ 2.43%▲ 1.65%▲ 0.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
4.2%
▲ 11.85%
83
Buy
Jun 08, 2025
iShares Core Dividend Growth ETF
4.11%
▲ 9.36%
83
Buy
Jun 08, 2025
JPMorgan Chase
4.86%
▲ 32.28%
83
Buy
Jun 08, 2025
Altria Group
4.6%
▲ 31.02%
83
Buy
Jun 08, 2025
Copa Holdings
4.46%
▲ 21.30%
83
Buy
Jun 08, 2025
Sysco
3.71%
▲ 2.31%
83
Buy
Jun 08, 2025
Fidelity High Dividend ETF
4.96%
▲ 10.26%
72
Buy
Jun 08, 2025
Schwab US Dividend Equity ETF
4.66%
▲ 2.85%
80
Buy
Jun 08, 2025
JPMorgan Equity Premium Income ETF
4.51%
▲ 5.49%
80
Buy
Jun 08, 2025
Vanguard International High Dividend Yield ETF
4.73%
▲ 18.56%
79
Buy
Jun 08, 2025
Ares Capital
4.54%
▲ 12.82%
80
Buy
Jun 08, 2025
Darden Restaurants
5.33%
▲ 33.43%
80
Buy
Jun 08, 2025
Main Street Capital
4.96%
▲ 23.53%
78
Buy
Jun 08, 2025
VICI Properties
4.37%
▲ 7.35%
80
Buy
Jun 08, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
4.55%
▲ 8.86%
78
Buy
Jun 08, 2025
NEOS S&P 500 High Income ETF
6.03%
▲ 10.75%
80
Buy
Jun 08, 2025
Petroleo Brasileiro SA- Petrobras
▼ 10.26%
80
Close
Jun 08, 2025
Fastenal Company
4.45%
▲ 17.39%
69
Buy
Jun 08, 2025
Verizon
4.19%
▲ 9.64%
64
Buy
Jun 08, 2025
Blackstone Secured Lending Fund
5.1%
▲ 7.69%
57
Buy
Jun 08, 2025