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New Portfolio - New Portfolio

PerformancePortfolio Details

John D

New Portfolio
Individual Investor
Ranked #117,164 out of 861,012 TipRanks' Investors
Success Rate
72%
2069 out of 2871
profitable transactions
Average Return
14.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.62%
6-Month Return▲ 7.46%
12-Month Return▲ 15.35%
YTD Return▲ 4.93%
Total Return▲ 44.31%

Best Trade

AssetJPMorgan Chase (JPM)
Opened at
Closed at-
Gain▲ 134.34%

Bio

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

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▼ 3.54%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.25%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.80%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.91%
Jan 2026
▼ 1.33%
▼ 0.86%
▲ 1.61%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 5.86%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 5.72%
Apr 2026
▲ 1.37%
▲ 0.28%
▼ 0.15%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▼ 3.54%
▼ 3.68%▲ 0.19%▲ 1.25%
▼ 0.10%▲ 0.08%▲ 0.80%
▲ 4.06%▲ 1.47%▲ 3.91%
▼ 1.33%▼ 0.86%▲ 1.61%
▲ 0.52%▼ 4.94%▼ 5.86%
▲ 16.06%▲ 10.51%▲ 5.72%
▲ 1.37%▲ 0.28%▼ 0.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ABBV
AbbVie
4.66%
▲ 19.51%
108
Buy
Apr 12, 2026
DGRO
iShares Core Dividend Growth ETF
―
▲ 23.95%
108
Close
Apr 12, 2026
JPM
JPMorgan Chase
5.51%
▲ 46.94%
105
Buy
Apr 12, 2026
MO
Altria Group
6.02%
▲ 63.68%
109
Buy
Apr 12, 2026
CPA
Copa Holdings
5.16%
▲ 26.44%
110
Buy
Apr 12, 2026
FDVV
Fidelity High Dividend ETF
7.16%
▲ 25.22%
99
Buy
Apr 12, 2026
SCHD
Schwab US Dividend Equity ETF
7.38%
▲ 25.39%
107
Buy
Apr 12, 2026
ARCC
Ares Capital
―
▼ 0.90%
107
Close
Apr 12, 2026
DRI
Darden Restaurants
6.09%
▲ 17.25%
106
Buy
Apr 12, 2026
MAIN
Main Street Capital
6.23%
▲ 20.54%
103
Buy
Apr 12, 2026
SPYI
NEOS S&P 500 High Income ETF
8.78%
▲ 24.41%
110
Buy
Apr 12, 2026
QDTE
Roundhill N-100 0DTE Covered Call Strategy ETF
7.86%
▲ 23.36%
69
Buy
Apr 12, 2026
AGNC
AGNC Investment
6.3%
▲ 19.58%
30
Buy
Apr 12, 2026
QQQI
NEOS Nasdaq 100 High Income ETF
8.26%
▲ 7.65%
23
Buy
Apr 12, 2026
GDXY
YieldMax Gold Miners Option Income Strategy ETF
3.89%
▼ 3.59%
18
Buy
Apr 12, 2026
IDVO
Amplify International Enhanced Dividend Income ETF
7.3%
▲ 9.34%
13
Buy
Apr 12, 2026
XDTE
Roundhill S&P 500 0DTE Covered Call Strategy ETF
5.53%
▲ 3.63%
7
Buy
Apr 12, 2026
CHPY
YieldMax Semiconductor Portfolio Option Income ETF
2.93%
▲ 28.36%
7
Buy
Apr 12, 2026
SHLD
Global X Defense Tech ETF
0.11%
▼ 8.86%
1
Open
Apr 12, 2026
MLPX
Global X MLP & Energy Infrastructure ETF
0.84%
▲ 4.30%
1
Open
Apr 12, 2026