New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #47,367 out of 757,311 TipRanks' Investors
Success Rate
73%
1000 out of 1375
profitable transactions
Average Return
9.55%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
4.99% IRM
4.67% FDVV
4.48% SCHD
4.43% SPYI
4.34% ABR
77.09% Others
By Assets
64.08% Stocks
35.92% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
38.74% General
17.50% Real Estate
14.06% Financial
9.88% Consumer Defensive
5.89% Energy
13.93% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
emrfxwhcj8v
emrfxwhcj8v
emrfxwhcj8v
premium
emrfxwhcj8v
premium
emrfxwhcj8v
emrfxwhcj8v
emrfxwhcj8v
2q1f3froau
2q1f3froau
2q1f3froau
premium
2q1f3froau
premium
2q1f3froau
2q1f3froau
2q1f3froau
l8isa9l5y
l8isa9l5y
l8isa9l5y
premium
l8isa9l5y
premium
l8isa9l5y
l8isa9l5y
l8isa9l5y
841a6tiiogb
841a6tiiogb
841a6tiiogb
premium
841a6tiiogb
premium
841a6tiiogb
841a6tiiogb
841a6tiiogb
9u0pglxusod
9u0pglxusod
9u0pglxusod
premium
9u0pglxusod
premium
9u0pglxusod
9u0pglxusod
9u0pglxusod
b35b8qvq7uf
b35b8qvq7uf
b35b8qvq7uf
premium
b35b8qvq7uf
premium
b35b8qvq7uf
b35b8qvq7uf
b35b8qvq7uf
0r9nyng9vm
0r9nyng9vm
0r9nyng9vm
premium
0r9nyng9vm
premium
0r9nyng9vm
0r9nyng9vm
0r9nyng9vm
nj4z2ntm5v
nj4z2ntm5v
nj4z2ntm5v
premium
nj4z2ntm5v
premium
nj4z2ntm5v
nj4z2ntm5v
nj4z2ntm5v
73asl9ez9v
73asl9ez9v
73asl9ez9v
premium
73asl9ez9v
premium
73asl9ez9v
73asl9ez9v
73asl9ez9v
ih3fs62gmx
ih3fs62gmx
ih3fs62gmx
premium
ih3fs62gmx
premium
ih3fs62gmx
ih3fs62gmx
ih3fs62gmx
To view investors' portfolios
Sign Up For Free
ABBV
AbbVie
$193.62
$0.68
(0.35%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$340.80B
25.70%
SUN
Sunoco
$53.51
$0.45
(0.83%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.22B
13.81%
DGRO
DGRO
< ETF >
iShares Core Dividend Growth ETF
$62.57
$0.54
(0.87%)
premium
2K Buy
2K Hold
197 Sell
Moderate Buy
premium
$29.93B
20.28%
JPM
JPMorgan Chase & Co.
$210.48
$2.95
(1.42%)
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$590.46B
39.35%
MO
Altria Group
$50.23
$0.4
(0.79%)
premium
3 Buy
2 Hold
3 Sell
Hold
premium
$86.39B
17.58%
CPA
Copa Holdings
$91.74
$1.44
(1.59%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.76B
-3.46%
SYY
Sysco
$74.14
$0.4
(0.54%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$36.64B
5.71%
FDVV
FDVV
< ETF >
Fidelity High Dividend ETF
$50.49
$0.56
(1.12%)
premium
877 Buy
588 Hold
56 Sell
Moderate Buy
premium
$3.54B
24.73%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$84.87
$0.73
(0.87%)
premium
403 Buy
456 Hold
67 Sell
Moderate Buy
premium
$60.72B
14.59%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.21
$0.36
(0.61%)
premium
1K Buy
563 Hold
54 Sell
Moderate Buy
premium
$35.41B
6.67%
ABR
Arbor Realty
$15.16
$0.13
(0.86%)
premium
2 Buy
1 Hold
2 Sell
Hold
premium
$2.83B
-4.69%
VYMI
VYMI
< ETF >
Vanguard International High Dividend Yield ETF
$73.27
$1.16
(1.61%)
premium
2K Buy
1K Hold
322 Sell
Hold
premium
$7.87B
13.04%
ARCC
Ares Capital
$20.75
$0.41
(2.02%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$12.82B
5.12%
DRI
Darden Restaurants
$172.27
$13.13
(8.25%)
premium
14 Buy
7 Hold
1 Sell
Moderate Buy
premium
$18.85B
6.30%
IRM
Iron Mountain
$114.13
$2.32
(1.99%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$34.16B
84.69%
MAIN
Main Street Capital
$50.40
$0.23
(0.46%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.37B
23.06%
KO
Coca-Cola
$70.62
$1.13
(1.57%)
premium
12 Buy
7 Hold
0 Sell
Moderate Buy
premium
$309.23B
23.32%
VICI
VICI Properties
$32.81
$0.25
(0.76%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$34.62B
6.68%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$22.37
$0.14
(0.63%)
premium
premium
$1.22B
-3.77%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$54.42
$0.85
(1.59%)
premium
1K Buy
521 Hold
59 Sell
Moderate Buy
premium
$16.11B
11.05%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.37
$0.57
(1.12%)
premium
4K Buy
3K Hold
296 Sell
Moderate Buy
premium
$1.92B
3.59%
PBR
Petroleo Brasileiro SA- Petrobras
$14.64
$0.06
(0.41%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$90.43B
-4.58%
SCHB
SCHB
< ETF >
Schwab U.S. Broad Market ETF
$66.24
$1.12
(1.72%)
premium
11K Buy
7K Hold
908 Sell
Moderate Buy
premium
$30.63B
25.88%
FAST
Fastenal Company
$71.38
$0.91
(1.29%)
premium
1 Buy
6 Hold
0 Sell
Hold
premium
$40.35B
28.59%
VZ
Verizon
$43.94
$0.06
(0.14%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$184.71B
31.38%
ADC
Agree Realty
$74.13
$1.51
(2%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$7.61B
28.77%
BXSL
Blackstone Secured Lending Fund
$30.52
$0.37
(1.23%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.06B
6.61%
QDTE
QDTE
< ETF >
Roundhill N-100 0DTE Covered Call Strategy ETF
$42.16
$1.075
(2.62%)
premium
premium
$411.49M
-10.87%