New Portfolio - New Portfolio
John D
New PortfolioIndividual Investor
Ranked #116,333 out of 858,896 TipRanks' Investors
Success Rate
2010 out of 2853
profitable transactions
profitable transactions
Average Return
12.84%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.49%
6-Month Return▲ 3.30%
12-Month Return▲ 16.81%
YTD Return▲ 1.32%
Total Return▲ 39.35%
Best Trade
Bio
Playing catch up with a combination of dividend yield stocks and ETFs with some growth mixed in.
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.05%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.54%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.25%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.80%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.91%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.58%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.93%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.04%
Apr 2026
▲ 12.88%▲ 3.56%▼ 0.05%
▲ 10.96%▲ 2.38%▼ 3.54%
▼ 3.68%▲ 0.19%▲ 1.25%
▼ 0.10%▲ 0.08%▲ 0.80%
▲ 4.06%▲ 1.47%▲ 3.91%
▼ 1.12%▼ 0.86%▲ 1.58%
▲ 0.60%▼ 4.94%▼ 5.93%
▲ 4.89%▲ 4.48%▲ 2.04%
Recent Activity
AbbVie
4.73%
▲ 19.47%
107
Buy
Mar 08, 2026
iShares Core Dividend Growth ETF
4.92%
▲ 23.06%
107
Buy
Mar 08, 2026
JPMorgan Chase
5.5%
▲ 46.17%
104
Buy
Mar 08, 2026
Altria Group
5.51%
▲ 48.38%
108
Buy
Mar 08, 2026
Copa Holdings
5.26%
▲ 29.92%
109
Buy
Mar 08, 2026
Fidelity High Dividend ETF
6.32%
▲ 21.46%
98
Buy
Mar 08, 2026
Schwab US Dividend Equity ETF
6.43%
▲ 20.47%
106
Buy
Mar 08, 2026
Ares Capital
4.75%
▼ 1.44%
106
Buy
Mar 08, 2026
Darden Restaurants
5.57%
▲ 15.97%
105
Buy
Mar 08, 2026
Main Street Capital
5.37%
▲ 14.00%
102
Buy
Mar 08, 2026
NEOS S&P 500 High Income ETF
8.26%
▲ 20.05%
109
Buy
Mar 08, 2026
Roundhill N-100 0DTE Covered Call Strategy ETF
7.17%
▲ 14.99%
68
Buy
Mar 08, 2026
AGNC Investment
5.4%
▲ 13.66%
29
Buy
Mar 08, 2026
NEOS Nasdaq 100 High Income ETF
7.04%
▲ 1.37%
22
Buy
Mar 08, 2026
YieldMax Gold Miners Option Income Strategy ETF
4.13%
▲ 6.84%
17
Buy
Mar 08, 2026
Amplify International Enhanced Dividend Income ETF
6.78%
▲ 10.28%
12
Buy
Mar 08, 2026
Roundhill S&P 500 0DTE Covered Call Strategy ETF
4.83%
▼ 0.94%
6
Buy
Mar 08, 2026
YieldMax Semiconductor Portfolio Option Income ETF
2.04%
▲ 11.23%
6
Buy
Mar 08, 2026
Schwab U.S. Large-Cap Growth ETF
―
▼ 4.40%
3
Close
Feb 23, 2026
VICI Properties
―
▲ 1.24%
102
Close
Jan 18, 2026