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New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #96,516 out of 832,956 TipRanks' Investors
Success Rate
72%
1982 out of 2747
profitable transactions
Average Return
12.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.47%
6-Month Return▲ 6.07%
12-Month Return▲ 13.63%
YTD Return▲ 11.96%
Total Return▲ 37.11%

Best Trade

Opened at
Closed at-
Gain▲ 133.97%

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
▼ 3.57%
▲ 0.19%
▲ 1.22%
Nov 2025
▼ 3.92%
▼ 1.01%
▲ 0.52%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.57%▲ 0.19%▲ 1.22%
▼ 3.92%▼ 1.01%▲ 0.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NEOS S&P 500 High Income ETF
7.45%
▲ 18.79%
102
Buy
Dec 14, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
6.5%
▲ 13.78%
61
Buy
Dec 14, 2025
AGNC Investment
4.85%
▲ 11.89%
24
Buy
Dec 14, 2025
NEOS Nasdaq 100 High Income ETF
6.07%
▼ 0.19%
15
Buy
Dec 14, 2025
YieldMax Gold Miners Option Income Strategy ETF
3.46%
▲ 7.47%
10
Buy
Dec 14, 2025
Nicholas Crypto Income ETF
0.86%
▼ 14.71%
8
Buy
Dec 14, 2025
Sysco
▲ 9.92%
98
Close
Dec 07, 2025
AbbVie
5.11%
▲ 28.94%
103
Buy
Nov 30, 2025
iShares Core Dividend Growth ETF
4.76%
▲ 19.00%
103
Buy
Nov 30, 2025
JPMorgan Chase
5.63%
▲ 48.93%
100
Buy
Nov 30, 2025
Altria Group
4.79%
▲ 27.55%
103
Buy
Nov 30, 2025
Copa Holdings
5.09%
▲ 29.80%
103
Buy
Nov 30, 2025
Fidelity High Dividend ETF
5.78%
▲ 19.56%
92
Buy
Nov 30, 2025
Schwab US Dividend Equity ETF
5.27%
▲ 8.79%
100
Buy
Nov 30, 2025
Ares Capital
4.7%
▲ 7.37%
100
Buy
Nov 30, 2025
Darden Restaurants
5.06%
▲ 13.63%
100
Buy
Nov 30, 2025
Main Street Capital
5.6%
▲ 27.52%
98
Buy
Nov 30, 2025
VICI Properties
4.39%
▼ 0.85%
100
Buy
Nov 30, 2025
Fastenal Company
4.6%
▲ 12.91%
88
Buy
Nov 30, 2025
Verizon
4.5%
▲ 4.03%
84
Buy
Nov 30, 2025