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New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #103,208 out of 830,410 TipRanks' Investors
Success Rate
72%
1960 out of 2716
profitable transactions
Average Return
12.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.18%
6-Month Return▲ 6.29%
12-Month Return▲ 6.85%
YTD Return▲ 11.34%
Total Return▲ 36.36%

Best Trade

Opened at
Closed at-
Gain▲ 132.55%

Bio

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

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 3.16%
Apr 2025
▲ 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
▼ 4.25%
▲ 0.19%
▲ 1.18%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 3.16%
▲ 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%
▼ 4.25%▲ 0.19%▲ 1.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
5.21%
▲ 31.18%
102
Buy
Nov 24, 2025
iShares Core Dividend Growth ETF
4.82%
▲ 19.64%
102
Buy
Nov 24, 2025
JPMorgan Chase
5.61%
▲ 48.51%
99
Buy
Nov 24, 2025
Altria Group
4.79%
▲ 27.45%
102
Buy
Nov 24, 2025
Copa Holdings
5.26%
▲ 32.13%
102
Buy
Nov 24, 2025
Fidelity High Dividend ETF
5.85%
▲ 20.82%
91
Buy
Nov 24, 2025
Schwab US Dividend Equity ETF
5.29%
▲ 7.73%
99
Buy
Nov 24, 2025
Ares Capital
4.81%
▲ 7.21%
99
Buy
Nov 24, 2025
Darden Restaurants
4.81%
▲ 7.71%
99
Buy
Nov 24, 2025
Main Street Capital
5.39%
▲ 21.98%
97
Buy
Nov 24, 2025
VICI Properties
4.47%
▼ 0.97%
99
Buy
Nov 24, 2025
NEOS S&P 500 High Income ETF
7.37%
▲ 20.84%
99
Buy
Nov 24, 2025
Verizon
4.55%
▲ 4.66%
83
Buy
Nov 24, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
6.55%
▲ 17.45%
58
Buy
Nov 24, 2025
AGNC Investment
4.83%
▲ 13.49%
22
Buy
Nov 24, 2025
NEOS Nasdaq 100 High Income ETF
6.1%
▲ 2.65%
12
Buy
Nov 24, 2025
YieldMax Gold Miners Option Income Strategy ETF
3.31%
▲ 6.60%
7
Buy
Nov 24, 2025
Amplify International Enhanced Dividend Income ETF
5.62%
▲ 1.69%
5
Buy
Nov 24, 2025
Nicholas Crypto Income ETF
0.9%
▼ 6.96%
5
Buy
Nov 24, 2025
Fastenal Company
4.46%
▲ 9.04%
87
Buy
Nov 16, 2025