New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #47,367 out of 757,311 TipRanks' Investors
Success Rate
73%
1000 out of 1375
profitable transactions
Average Return
9.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.96%
6-Month Return▲ 10.08%
12-Month Return-
YTD Return▲ 13.22%
Total Return▲ 20.95%

Best Trade

Opened at
Closed at-
Gain▲ 103.45%

Bio

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

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.78%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.91%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.97%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.17%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.28%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.85%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 0.68%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 1.78%
▲ 5.05%▲ 3.27%▲ 3.91%
▼ 12.40%▼ 4.03%▼ 2.65%
▲ 11.46%▲ 5.06%▲ 1.97%
▼ 2.25%▲ 3.53%▲ 2.17%
▲ 25.76%▲ 1.21%▲ 2.28%
▼ 4.21%▲ 2.34%▲ 3.85%
▲ 1.03%▼ 0.11%▲ 0.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
3.61%
▲ 18.18%
46
Buy
Sep 14, 2024
Sunoco
3.29%
▼ 1.60%
46
Buy
Sep 14, 2024
iShares Core Dividend Growth ETF
3.38%
▲ 12.03%
46
Buy
Sep 14, 2024
JPMorgan Chase & Co.
3.55%
▲ 14.68%
46
Buy
Sep 14, 2024
Oracle
▲ 43.03%
46
Close
Sep 14, 2024
Altria Group
3.2%
▲ 21.23%
46
Buy
Sep 14, 2024
Copa Holdings
2.82%
▼ 2.01%
46
Buy
Sep 14, 2024
Sysco
2.8%
▲ 1.15%
46
Buy
Sep 14, 2024
Fidelity High Dividend ETF
4.67%
▲ 12.26%
37
Buy
Sep 14, 2024
Schwab US Dividend Equity ETF
4.48%
▲ 10.64%
43
Buy
Sep 14, 2024
JPMorgan Equity Premium Income ETF
4.15%
▲ 8.39%
43
Buy
Sep 14, 2024
Arbor Realty
4.34%
▲ 18.62%
44
Buy
Sep 14, 2024
Vanguard International High Dividend Yield ETF
3.69%
▲ 8.55%
42
Buy
Sep 14, 2024
Ares Capital
3.57%
▲ 5.39%
43
Buy
Sep 14, 2024
Darden Restaurants
3.84%
▲ 4.06%
43
Buy
Sep 14, 2024
Iron Mountain
4.99%
▲ 52.09%
43
Buy
Sep 14, 2024
Main Street Capital
4%
▲ 12.93%
43
Buy
Sep 14, 2024
Coca-Cola
3.87%
▲ 18.61%
43
Buy
Sep 14, 2024
VICI Properties
3.88%
▲ 14.66%
43
Buy
Sep 14, 2024
Simplify Volatility Premium ETF
3.58%
▲ 5.89%
43
Buy
Sep 14, 2024