tiprankstipranks

New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #42,436 out of 769,291 TipRanks' Investors
Success Rate
77%
1223 out of 1590
profitable transactions
Average Return
10.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.32%
6-Month Return▲ 13.73%
12-Month Return▲ 23.29%
YTD Return▲ 16.83%
Total Return▲ 24.81%

Best Trade

Opened at
Closed at-
Gain▲ 107.43%

Bio

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

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 2.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.97%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.17%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.28%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.73%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.41%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.26%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 1.82%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.65%
▲ 11.46%▲ 5.06%▲ 1.97%
▼ 2.25%▲ 3.53%▲ 2.17%
▲ 25.72%▲ 1.21%▲ 2.28%
▼ 4.22%▲ 2.34%▲ 3.73%
▲ 7.82%▲ 2.10%▲ 2.41%
▲ 5.70%▼ 0.89%▼ 0.26%
▲ 37.60%▲ 4.40%▲ 1.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
3.52%
▲ 3.68%
54
Buy
Nov 10, 2024
Sunoco
3.23%
▲ 2.04%
54
Buy
Nov 10, 2024
iShares Core Dividend Growth ETF
3.77%
▲ 13.77%
54
Buy
Nov 10, 2024
JPMorgan Chase & Co.
4.46%
▲ 32.44%
54
Buy
Nov 10, 2024
Altria Group
4.01%
▲ 30.54%
54
Buy
Nov 10, 2024
Copa Holdings
3.22%
▼ 0.04%
54
Buy
Nov 10, 2024
Sysco
3.23%
▲ 2.06%
54
Buy
Nov 10, 2024
Fidelity High Dividend ETF
4.56%
▲ 15.14%
45
Buy
Nov 10, 2024
Schwab US Dividend Equity ETF
4.41%
▲ 13.23%
51
Buy
Nov 10, 2024
JPMorgan Equity Premium Income ETF
4.03%
▲ 10.19%
51
Buy
Nov 10, 2024
Arbor Realty
3.94%
▲ 14.82%
52
Buy
Nov 10, 2024
Vanguard International High Dividend Yield ETF
3.41%
▲ 4.98%
50
Buy
Nov 10, 2024
Ares Capital
3.71%
▲ 11.24%
51
Buy
Nov 10, 2024
Darden Restaurants
3.6%
▲ 7.39%
51
Buy
Nov 10, 2024
Iron Mountain
4.82%
▲ 47.16%
50
Buy
Nov 10, 2024
Main Street Capital
4.1%
▲ 19.20%
50
Buy
Nov 10, 2024
Coca-Cola
3.36%
▲ 3.51%
51
Buy
Nov 10, 2024
VICI Properties
3.67%
▲ 10.31%
51
Buy
Nov 10, 2024
Simplify Volatility Premium ETF
3.46%
▲ 5.63%
50
Buy
Nov 10, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
3.97%
▲ 13.77%
49
Buy
Nov 10, 2024