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New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #46,627 out of 812,655 TipRanks' Investors
Success Rate
78%
1900 out of 2441
profitable transactions
Average Return
13.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.35%
6-Month Return▲ 7.52%
12-Month Return▲ 20.73%
YTD Return▲ 11.71%
Total Return▲ 36.81%

Best Trade

Opened at
Closed at-
Gain▲ 114.04%

Bio

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

Performance

27.91%0-27.91%
▲ 6.03%
▲ 2.69%
▲ 3.58%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.76%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.71%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.16%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.37%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.72%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 2.37%
Jul 2025
▲ 5.17%
▲ 0.61%
▲ 1.41%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 3.58%
▼ 12.86%▼ 1.27%▲ 1.76%
▼ 1.80%▼ 5.57%▼ 0.71%
▲ 1.84%▼ 0.87%▼ 3.16%
▲ 12.20%▲ 6.28%▲ 3.37%
▲ 6.24%▲ 5.14%▲ 2.72%
▲ 27.91%▲ 2.30%▲ 2.37%
▲ 5.17%▲ 0.61%▲ 1.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
4.13%
▲ 17.06%
90
Buy
Aug 11, 2025
iShares Core Dividend Growth ETF
4.03%
▲ 12.91%
90
Buy
Aug 11, 2025
Altria Group
4.85%
▲ 44.86%
90
Buy
Aug 11, 2025
Copa Holdings
4.58%
▲ 29.44%
90
Buy
Aug 11, 2025
Sysco
3.78%
▲ 9.96%
90
Buy
Aug 11, 2025
Fidelity High Dividend ETF
4.93%
▲ 16.66%
79
Buy
Aug 11, 2025
Schwab US Dividend Equity ETF
4.42%
▲ 4.44%
87
Buy
Aug 11, 2025
JPMorgan Equity Premium Income ETF
▲ 6.37%
87
Close
Aug 11, 2025
Vanguard International High Dividend Yield ETF
4.61%
▲ 22.38%
86
Buy
Aug 11, 2025
Ares Capital
4.37%
▲ 15.40%
87
Buy
Aug 11, 2025
Darden Restaurants
4.61%
▲ 22.06%
87
Buy
Aug 11, 2025
Main Street Capital
5.35%
▲ 40.81%
85
Buy
Aug 11, 2025
VICI Properties
4.3%
▲ 12.41%
87
Buy
Aug 11, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
4.51%
▲ 15.10%
85
Buy
Aug 11, 2025
NEOS S&P 500 High Income ETF
6.39%
▲ 15.47%
87
Buy
Aug 11, 2025
Fastenal Company
4.73%
▲ 31.92%
76
Buy
Aug 11, 2025
Verizon
3.94%
▲ 9.04%
71
Buy
Aug 11, 2025
Blackstone Secured Lending Fund
5.11%
▲ 3.95%
64
Buy
Aug 11, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
5.35%
▲ 11.10%
46
Buy
Aug 11, 2025
AGNC Investment
3.43%
▲ 3.24%
10
Buy
Aug 11, 2025