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Individual - New Portfolio

John Lumpkin

Individual
Individual Investor
Ranked #230,916 out of 797,087 TipRanks' Investors
Success Rate
48%
86 out of 178
profitable transactions
Average Return
16.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.32%
6-Month Return▲ 7.39%
12-Month Return▲ 27.88%
YTD Return▼ 3.10%
Total Return▲ 115.91%

Best Trade

Opened at
Closed at
Gain▲ 881.77%

Bio

Individual

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 5.15%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.27%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 11.89%
Nov 2024
▲ 5.39%
▼ 2.41%
▲ 1.01%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 5.78%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.54%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.03%
Mar 2025
▲ 1.97%
▼ 2.27%
▼ 1.04%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 5.15%
▲ 10.00%▼ 0.89%▲ 2.27%
▲ 25.97%▲ 5.96%▲ 11.89%
▲ 5.39%▼ 2.41%▲ 1.01%
▲ 6.04%▲ 2.69%▲ 5.78%
▼ 12.86%▼ 1.27%▼ 3.54%
▼ 1.80%▼ 5.57%▼ 4.03%
▲ 1.97%▼ 2.27%▼ 1.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cisco Systems
1.52%
▲ 7.32%
7
Buy
Apr 23, 2025
Micron
2.57%
▼ 18.35%
7
Buy
Apr 14, 2025
AbbVie
▲ 25.88%
4
Sell
Apr 12, 2025
JPMorgan Chase
▲ 63.00%
4
Close
Apr 12, 2025
Microsoft
2.3%
▲ 13.99%
4
Buy
Apr 02, 2025
Alphabet Class A
6.17%
▼ 2.55%
9
Buy
Apr 02, 2025
Amazon
9.12%
▼ 1.36%
10
Buy
Apr 02, 2025
Nvidia
5.35%
▼ 3.16%
8
Buy
Apr 02, 2025
Coca-Cola
2.12%
▲ 24.85%
2
Buy
Apr 01, 2025
Tesla
3.75%
▼ 0.19%
4
Buy
Apr 01, 2025
First Trust NASDAQ Cybersecurity ETF
0.57%
▼ 1.55%
3
Buy
Mar 31, 2025
Vanguard Small-Cap Growth ETF
1.16%
▲ 11.37%
2
Buy
Mar 31, 2025
Vanguard Small Cap Value ETF
1.26%
▲ 6.04%
2
Buy
Mar 31, 2025
Schwab U.S. Large-Cap Growth ETF
1.48%
▼ 3.81%
2
Buy
Mar 31, 2025
Schwab U.S. Large-Cap Value ETF
6.44%
▲ 4.87%
3
Buy
Mar 31, 2025
Vanguard Growth ETF
7.49%
▲ 37.59%
2
Buy
Mar 31, 2025
Nebius Group
0.72%
▼ 10.71%
3
Buy
Mar 31, 2025
Waste Management
2.02%
▲ 178.58%
3
Buy
Mar 28, 2025
Walmart
▲ 52.31%
4
Sell
Mar 27, 2025
Defiance Quantum ETF
2.2%
▼ 5.42%
2
Buy
Mar 27, 2025