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New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #106,306 out of 824,094 TipRanks' Investors
Success Rate
72%
1855 out of 2594
profitable transactions
Average Return
12.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.05%
6-Month Return▲ 12.90%
12-Month Return▲ 9.45%
YTD Return▲ 11.34%
Total Return▲ 36.35%

Best Trade

Opened at
Closed at-
Gain▲ 121.03%

Bio

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

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 0.71%
Mar 2025
▲ 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
▲ 4.43%
▼ 0.27%
▼ 2.40%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 0.71%
▲ 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%
▲ 4.43%▼ 0.27%▼ 2.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
5.34%
▲ 34.19%
97
Buy
Oct 19, 2025
iShares Core Dividend Growth ETF
4.78%
▲ 17.18%
97
Buy
Oct 19, 2025
JPMorgan Chase
5.45%
▲ 43.95%
94
Buy
Oct 19, 2025
Altria Group
5.4%
▲ 42.46%
97
Buy
Oct 19, 2025
Copa Holdings
5.5%
▲ 37.58%
97
Buy
Oct 19, 2025
Sysco
▲ 9.99%
97
Close
Oct 19, 2025
Fidelity High Dividend ETF
5.42%
▲ 18.96%
86
Buy
Oct 19, 2025
Schwab US Dividend Equity ETF
4.83%
▲ 4.95%
94
Buy
Oct 19, 2025
Vanguard International High Dividend Yield ETF
5.14%
▲ 24.83%
93
Buy
Oct 19, 2025
Ares Capital
4.23%
▲ 1.71%
94
Buy
Oct 19, 2025
Darden Restaurants
4.63%
▲ 13.31%
94
Buy
Oct 19, 2025
Main Street Capital
5.08%
▲ 23.03%
92
Buy
Oct 19, 2025
VICI Properties
4.46%
▲ 6.31%
94
Buy
Oct 19, 2025
NEOS S&P 500 High Income ETF
7.08%
▲ 18.64%
94
Buy
Oct 19, 2025
Fastenal Company
4.76%
▲ 14.75%
83
Buy
Oct 19, 2025
Verizon
4.06%
▲ 3.42%
78
Buy
Oct 19, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
6.11%
▲ 14.70%
53
Buy
Oct 19, 2025
AGNC Investment
4.23%
▲ 8.69%
17
Buy
Oct 19, 2025
NEOS Nasdaq 100 High Income ETF
5.33%
▲ 2.29%
7
Buy
Oct 19, 2025
NEOS Russell 2000 High Income ETF
3.93%
▲ 0.28%
4
Buy
Oct 19, 2025