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New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #47,562 out of 808,802 TipRanks' Investors
Success Rate
78%
1864 out of 2398
profitable transactions
Average Return
12.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.02%
6-Month Return▲ 7.72%
12-Month Return▲ 17.14%
YTD Return▲ 9.79%
Total Return▲ 34.46%

Best Trade

Opened at
Closed at-
Gain▲ 114.29%

Bio

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

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 4.03%
Dec 2024
▲ 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
▲ 14.83%
▲ 1.65%
▲ 2.03%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.03%
▲ 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%
▲ 14.83%▲ 1.65%▲ 2.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
4.07%
▲ 13.08%
87
Buy
Jul 13, 2025
iShares Core Dividend Growth ETF
4.11%
▲ 12.90%
87
Buy
Jul 13, 2025
JPMorgan Chase
5.04%
▲ 43.12%
86
Buy
Jul 13, 2025
Altria Group
4.39%
▲ 28.63%
87
Buy
Jul 13, 2025
Copa Holdings
4.39%
▲ 21.45%
87
Buy
Jul 13, 2025
Sysco
3.74%
▲ 7.46%
87
Buy
Jul 13, 2025
Fidelity High Dividend ETF
4.99%
▲ 15.56%
76
Buy
Jul 13, 2025
Schwab US Dividend Equity ETF
4.59%
▲ 5.92%
84
Buy
Jul 13, 2025
JPMorgan Equity Premium Income ETF
4.42%
▲ 7.71%
84
Buy
Jul 13, 2025
Vanguard International High Dividend Yield ETF
4.59%
▲ 19.24%
83
Buy
Jul 13, 2025
Ares Capital
4.64%
▲ 19.91%
84
Buy
Jul 13, 2025
Darden Restaurants
4.82%
▲ 26.03%
84
Buy
Jul 13, 2025
Main Street Capital
5.38%
▲ 38.68%
82
Buy
Jul 13, 2025
VICI Properties
4.41%
▲ 12.81%
84
Buy
Jul 13, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
4.55%
▲ 13.43%
82
Buy
Jul 13, 2025
NEOS S&P 500 High Income ETF
6.24%
▲ 14.23%
84
Buy
Jul 13, 2025
Fastenal Company
4.66%
▲ 26.63%
73
Buy
Jul 13, 2025
Verizon
3.76%
▲ 3.63%
68
Buy
Jul 13, 2025
Blackstone Secured Lending Fund
5.24%
▲ 11.45%
61
Buy
Jul 13, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
5.09%
▲ 9.11%
43
Buy
Jul 13, 2025