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New Portfolio - New Portfolio
John D
New PortfolioIndividual Investor
Ranked #85,364 out of 849,026 TipRanks' Investors
Success Rate
2087 out of 2775
profitable transactions
profitable transactions
Average Return
14.61%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.09%
6-Month Return▲ 6.36%
12-Month Return▲ 14.82%
YTD Return▲ 3.71%
Total Return▲ 42.57%
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%
▲ 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
▼ 3.58%
▲ 0.19%
▲ 1.22%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.78%
Dec 2025
▲ 2.78%
▲ 1.51%
▲ 3.71%
Jan 2026
▲ 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%
▼ 3.58%▲ 0.19%▲ 1.22%
▼ 0.10%▲ 0.08%▲ 0.78%
▲ 2.78%▲ 1.51%▲ 3.71%
Recent Activity
iShares Core Dividend Growth ETF
4.92%
▲ 22.70%
104
Buy
Jan 04, 2026
Copa Holdings
5.64%
▲ 40.64%
105
Buy
Jan 04, 2026
Fidelity High Dividend ETF
5.89%
▲ 22.01%
94
Buy
Jan 04, 2026
Schwab US Dividend Equity ETF
5.6%
▲ 14.23%
102
Buy
Jan 04, 2026
Ares Capital
4.98%
▲ 11.47%
102
Buy
Jan 04, 2026
Darden Restaurants
5.68%
▲ 29.28%
101
Buy
Jan 04, 2026
Main Street Capital
5.96%
▲ 36.18%
99
Buy
Jan 04, 2026
NEOS S&P 500 High Income ETF
7.85%
▲ 22.06%
104
Buy
Jan 04, 2026
Fastenal Company
―
▲ 10.97%
89
Close
Jan 04, 2026
Verizon
―
▲ 2.35%
86
Close
Jan 04, 2026
Roundhill N-100 0DTE Covered Call Strategy ETF
6.51%
▲ 18.06%
63
Buy
Jan 04, 2026
NEOS Nasdaq 100 High Income ETF
6.39%
▲ 2.96%
17
Buy
Jan 04, 2026
YieldMax Gold Miners Option Income Strategy ETF
3.79%
▲ 14.78%
12
Buy
Jan 04, 2026
Amplify International Enhanced Dividend Income ETF
6.05%
▲ 9.08%
8
Buy
Jan 04, 2026
Nicholas Crypto Income ETF
―
▼ 0.54%
10
Close
Jan 04, 2026
Roundhill S&P 500 0DTE Covered Call Strategy ETF
4.44%
▲ 0.75%
1
Open
Jan 04, 2026
YieldMax Semiconductor Portfolio Option Income ETF
1.17%
▲ 4.38%
1
Open
Jan 04, 2026
Altria Group
4.95%
▲ 34.88%
104
Buy
Dec 21, 2025
VICI Properties
4.38%
▼ 0.72%
101
Buy
Dec 21, 2025
AGNC Investment
5.41%
▲ 24.47%
25
Buy
Dec 21, 2025