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New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #42,970 out of 816,568 TipRanks' Investors
Success Rate
79%
1972 out of 2506
profitable transactions
Average Return
14.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.79%
6-Month Return▲ 9.90%
12-Month Return▲ 17.17%
YTD Return▲ 13.66%
Total Return▲ 39.19%

Best Trade

Opened at
Closed at-
Gain▲ 121.40%

Bio

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

Performance

27.87%0-27.87%
▼ 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
▲ 27.87%
▲ 2.30%
▲ 2.37%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.60%
Aug 2025
▼ 0.63%
▼ 0.20%
▼ 0.42%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 27.87%▲ 2.30%▲ 2.37%
▲ 4.87%▲ 2.05%▲ 3.60%
▼ 0.63%▼ 0.20%▼ 0.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
4.35%
▲ 24.14%
92
Buy
Aug 31, 2025
iShares Core Dividend Growth ETF
4.03%
▲ 14.96%
92
Buy
Aug 31, 2025
JPMorgan Chase
4.89%
▲ 46.30%
89
Buy
Aug 31, 2025
Altria Group
4.81%
▲ 45.46%
92
Buy
Aug 31, 2025
Copa Holdings
4.5%
▲ 30.92%
92
Buy
Aug 31, 2025
Sysco
3.76%
▲ 11.24%
92
Buy
Aug 31, 2025
Fidelity High Dividend ETF
5.28%
▲ 17.50%
81
Buy
Aug 31, 2025
Schwab US Dividend Equity ETF
4.86%
▲ 7.38%
89
Buy
Aug 31, 2025
Vanguard International High Dividend Yield ETF
4.96%
▲ 22.96%
88
Buy
Aug 31, 2025
Ares Capital
4.66%
▲ 14.22%
89
Buy
Aug 31, 2025
Darden Restaurants
5.07%
▲ 25.30%
89
Buy
Aug 31, 2025
Main Street Capital
5.62%
▲ 38.70%
87
Buy
Aug 31, 2025
VICI Properties
4.69%
▲ 13.97%
89
Buy
Aug 31, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
▲ 15.76%
86
Close
Aug 31, 2025
NEOS S&P 500 High Income ETF
6.49%
▲ 16.43%
89
Buy
Aug 31, 2025
Fastenal Company
4.81%
▲ 35.21%
78
Buy
Aug 31, 2025
Verizon
4.31%
▲ 10.02%
73
Buy
Aug 31, 2025
Blackstone Secured Lending Fund
4.98%
▲ 0.62%
66
Buy
Aug 31, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
5.42%
▲ 10.58%
48
Buy
Aug 31, 2025
AGNC Investment
4.05%
▲ 9.86%
12
Buy
Aug 31, 2025