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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:

Allocation

Top Stocks
4.82% IRM
4.56% FDVV
4.46% JPM
4.45% SPYI
4.41% SCHD
77.30% Others
By Assets
66.52% Stocks
33.48% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
36.70% General
16.62% Real Estate
15.45% Financial
10.60% Consumer Defensive
6.32% Energy
14.31% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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89wkezfv0ks
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hzbz41iwoyn
hzbz41iwoyn
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gsomoncqgd
gsomoncqgd
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9qyzd5seklf
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premium
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fo6afzriahc
fo6afzriahc
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premium
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ABBV
AbbVie
$176.95
$5.22
(3.04%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$303.47B
24.02%
SUN
Sunoco
$54.33
$0.31
(0.57%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.23B
1.64%
DGRO
DGRO
< ETF >
iShares Core Dividend Growth ETF
$64.26
$0.49
(0.77%)
premium
2K Buy
2K Hold
213 Sell
Moderate Buy
premium
$30.36B
23.15%
JPM
JPMorgan Chase & Co.
$248.55
$3.79
(1.55%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$689.08B
59.63%
MO
Altria Group
$56.73
$0.7
(1.25%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$94.96B
36.03%
CPA
Copa Holdings
$93.37
$0.61
(0.66%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.86B
-1.47%
SYY
Sysco
$75.79
$0.71
(0.95%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$36.88B
4.23%
FDVV
FDVV
< ETF >
Fidelity High Dividend ETF
$52.35
$0.22
(0.42%)
premium
873 Buy
591 Hold
60 Sell
Moderate Buy
premium
$4.14B
28.90%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$29.35
$0.37
(1.28%)
premium
424 Buy
434 Hold
68 Sell
Moderate Buy
premium
$65.66B
20.41%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$60.16
$0.25
(0.42%)
premium
1K Buy
608 Hold
49 Sell
Moderate Buy
premium
$36.93B
9.77%
ABR
Arbor Realty
$14.58
$0.08
(0.55%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$2.73B
19.14%
VYMI
VYMI
< ETF >
Vanguard International High Dividend Yield ETF
$70.12
$0.05
(0.07%)
premium
2K Buy
1K Hold
315 Sell
Hold
premium
$7.82B
9.90%
ARCC
Ares Capital
$22.02
$0.24
(1.1%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.07B
9.78%
DRI
Darden Restaurants
$167.69
$3.13
(1.9%)
premium
14 Buy
8 Hold
1 Sell
Moderate Buy
premium
$19.34B
5.17%
IRM
Iron Mountain
$119.10
$0.37
(0.31%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$34.84B
87.60%
MAIN
Main Street Capital
$53.97
$0.79
(1.49%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.69B
29.17%
KO
Coca-Cola
$63.92
$0.16
(0.25%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$274.67B
9.14%
VICI
VICI Properties
$32.23
$0.14
(0.43%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$34.12B
13.14%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$21.83
$0.07
(0.32%)
premium
premium
$1.23B
-5.14%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.57
$0.1
(0.18%)
premium
1K Buy
526 Hold
62 Sell
Moderate Buy
premium
$18.90B
14.66%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.96
$0.19
(0.37%)
premium
4K Buy
3K Hold
326 Sell
Moderate Buy
premium
$2.35B
9.06%
PBR
Petroleo Brasileiro SA- Petrobras
$14.90
$0.75
(5.3%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$88.22B
-7.52%
FAST
Fastenal Company
$83.08
$0.72
(0.87%)
premium
2 Buy
7 Hold
0 Sell
Hold
premium
$47.18B
35.30%
VZ
Verizon
$43.15
$0.65
(1.53%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$178.91B
13.79%
ADC
Agree Realty
$76.45
$0.67
(0.87%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$7.98B
34.19%
BXSL
Blackstone Secured Lending Fund
$31.77
$0.46
(1.47%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$6.78B
10.91%
QDTE
QDTE
< ETF >
Roundhill N-100 0DTE Covered Call Strategy ETF
$42.55
$0.07
(0.16%)
premium
premium
$553.55M
-8.53%