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New Portfolio - New Portfolio
John D
New PortfolioIndividual Investor
Not Ranked
Ranked #― out of 1 TipRanks' Investors
Success Rate
1932 out of 2551
profitable transactions
profitable transactions
Average Return
14.32%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.72%
6-Month Return▲ 9.11%
12-Month Return▲ 12.92%
YTD Return▲ 13.31%
Total Return▲ 38.77%
Best Trade
Bio
Playing catch up with a combination of dividend yield stocks and ETFs with some growth mixed in.
Performance
14.06%0-14.06%
▲ 1.65%
▼ 1.27%
▲ 1.76%
Feb 2025
▼ 4.94%
▼ 5.57%
▼ 0.71%
Mar 2025
▲ 1.11%
▼ 0.87%
▼ 3.16%
Apr 2025
▲ 14.06%
▲ 6.28%
▲ 3.37%
May 2025
▲ 10.82%
▲ 5.14%
▲ 2.72%
Jun 2025
▲ 7.00%
▲ 2.30%
▲ 2.37%
Jul 2025
▲ 2.23%
▲ 2.05%
▲ 3.60%
Aug 2025
▲ 11.44%
▲ 2.88%
▼ 0.72%
Sep 2025
▲ 1.65%▼ 1.27%▲ 1.76%
▼ 4.94%▼ 5.57%▼ 0.71%
▲ 1.11%▼ 0.87%▼ 3.16%
▲ 14.06%▲ 6.28%▲ 3.37%
▲ 10.82%▲ 5.14%▲ 2.72%
▲ 7.00%▲ 2.30%▲ 2.37%
▲ 2.23%▲ 2.05%▲ 3.60%
▲ 11.44%▲ 2.88%▼ 0.72%
Recent Activity
FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
―
▲ 1.19%
13
Close
Sep 17, 2025
NEOS Russell 2000 High Income ETF
3.78%
▲ 1.12%
1
Open
Sep 17, 2025
AbbVie
4.54%
▲ 28.71%
94
Buy
Sep 14, 2025
iShares Core Dividend Growth ETF
4.12%
▲ 17.33%
94
Buy
Sep 14, 2025
JPMorgan Chase
5.17%
▲ 53.27%
91
Buy
Sep 14, 2025
Altria Group
4.75%
▲ 44.82%
94
Buy
Sep 14, 2025
Copa Holdings
4.52%
▲ 30.38%
94
Buy
Sep 14, 2025
Sysco
3.82%
▲ 12.26%
94
Buy
Sep 14, 2025
Fidelity High Dividend ETF
5.37%
▲ 19.67%
83
Buy
Sep 14, 2025
Schwab US Dividend Equity ETF
4.81%
▲ 6.72%
91
Buy
Sep 14, 2025
Vanguard International High Dividend Yield ETF
5.02%
▲ 24.38%
90
Buy
Sep 14, 2025
Ares Capital
4.29%
▲ 6.73%
91
Buy
Sep 14, 2025
Darden Restaurants
4.59%
▲ 12.64%
91
Buy
Sep 14, 2025
Main Street Capital
5.47%
▲ 34.96%
89
Buy
Sep 14, 2025
VICI Properties
4.58%
▲ 12.05%
91
Buy
Sep 14, 2025
NEOS S&P 500 High Income ETF
6.71%
▲ 18.80%
91
Buy
Sep 14, 2025
Fastenal Company
4.73%
▲ 32.19%
80
Buy
Sep 14, 2025
Verizon
4.32%
▲ 9.43%
75
Buy
Sep 14, 2025
Blackstone Secured Lending Fund
4.58%
▼ 7.54%
68
Buy
Sep 14, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
5.72%
▲ 14.68%
50
Buy
Sep 14, 2025