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New Portfolio - New Portfolio
John D
New PortfolioIndividual Investor
Ranked #97,515 out of 832,419 TipRanks' Investors
Success Rate
1996 out of 2741
profitable transactions
profitable transactions
Average Return
12.67%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.20%
6-Month Return▲ 6.50%
12-Month Return▲ 10.55%
YTD Return▲ 12.35%
Total Return▲ 37.59%
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%
▲ 11.63%
▲ 6.28%
▲ 3.37%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.72%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.37%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.60%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.05%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.54%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 1.21%
Nov 2025
▲ 1.14%
▼ 0.24%
▲ 0.88%
Dec 2025
▲ 11.63%▲ 6.28%▲ 3.37%
▲ 9.25%▲ 5.14%▲ 2.72%
▲ 7.60%▲ 2.30%▲ 2.37%
▲ 2.76%▲ 2.05%▲ 3.60%
▲ 12.88%▲ 3.56%▼ 0.05%
▲ 10.96%▲ 2.38%▼ 3.54%
▼ 3.44%▲ 0.19%▲ 1.21%
▲ 1.14%▼ 0.24%▲ 0.88%
Recent Activity
Sysco
―
▲ 9.90%
98
Close
Dec 07, 2025
NEOS S&P 500 High Income ETF
7.48%
▲ 20.57%
101
Buy
Dec 07, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
6.51%
▲ 16.51%
60
Buy
Dec 07, 2025
NEOS Nasdaq 100 High Income ETF
6.12%
▲ 1.80%
14
Buy
Dec 07, 2025
YieldMax Gold Miners Option Income Strategy ETF
3.32%
▲ 7.09%
9
Buy
Dec 07, 2025
Nicholas Crypto Income ETF
0.91%
▼ 9.24%
7
Buy
Dec 07, 2025
AbbVie
5.07%
▲ 28.37%
103
Buy
Nov 30, 2025
iShares Core Dividend Growth ETF
4.8%
▲ 19.98%
103
Buy
Nov 30, 2025
JPMorgan Chase
5.66%
▲ 50.61%
100
Buy
Nov 30, 2025
Altria Group
4.73%
▲ 26.62%
103
Buy
Nov 30, 2025
Copa Holdings
5.14%
▲ 31.58%
103
Buy
Nov 30, 2025
Fidelity High Dividend ETF
5.8%
▲ 20.60%
92
Buy
Nov 30, 2025
Schwab US Dividend Equity ETF
5.26%
▲ 9.11%
100
Buy
Nov 30, 2025
Ares Capital
4.83%
▲ 8.33%
100
Buy
Nov 30, 2025
Darden Restaurants
4.84%
▲ 9.28%
100
Buy
Nov 30, 2025
Main Street Capital
5.71%
▲ 30.72%
98
Buy
Nov 30, 2025
VICI Properties
4.41%
▼ 1.50%
100
Buy
Nov 30, 2025
Fastenal Company
4.6%
▲ 13.29%
88
Buy
Nov 30, 2025
Verizon
4.48%
▲ 4.05%
84
Buy
Nov 30, 2025
AGNC Investment
4.72%
▲ 11.08%
23
Buy
Nov 30, 2025