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Individual - New Portfolio

John Lumpkin

Individual
Individual Investor
Ranked #45,904 out of 809,087 TipRanks' Investors
Success Rate
71%
152 out of 214
profitable transactions
Average Return
30.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.57%
6-Month Return▲ 14.38%
12-Month Return▲ 48.53%
YTD Return▲ 22.33%
Total Return▲ 172.57%

Best Trade

Opened at
Closed at
Gain▲ 881.77%

Bio

Individual

Performance

21.44%0-21.44%
▲ 5.10%
▼ 2.41%
▲ 1.01%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.78%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.54%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.03%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.48%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 12.80%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.03%
Jun 2025
▲ 21.44%
▲ 1.57%
▲ 4.07%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▲ 1.01%
▲ 6.03%▲ 2.69%▲ 5.78%
▼ 12.86%▼ 1.27%▼ 3.54%
▼ 1.80%▼ 5.57%▼ 4.03%
▲ 1.84%▼ 0.87%▼ 1.48%
▲ 12.20%▲ 6.28%▲ 12.80%
▲ 6.24%▲ 5.14%▲ 8.03%
▲ 21.44%▲ 1.57%▲ 4.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lantheus
▼ 16.88%
4
Close
Jul 18, 2025
Nvidia
8.29%
▲ 43.75%
10
Buy
Jul 03, 2025
Pinterest
0.71%
▲ 3.95%
1
Buy
Jul 03, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
1.34%
▼ 5.04%
3
Buy
Jul 02, 2025
Schwab U.S. Large-Cap Growth ETF
1.43%
▼ 7.20%
3
Buy
Jul 01, 2025
Coca-Cola
1.7%
▲ 13.61%
3
Buy
Jul 01, 2025
Schwab U.S. Large-Cap Value ETF
5.83%
▼ 0.80%
4
Buy
Jul 01, 2025
Vanguard Growth ETF
7.34%
▲ 43.93%
3
Buy
Jul 01, 2025
Kratos Defense
1.78%
▲ 28.47%
5
Buy
Jul 01, 2025
First Trust NASDAQ Cybersecurity ETF
0.54%
▲ 8.81%
4
Buy
Jun 27, 2025
Defiance Quantum ETF
2.29%
▲ 1.95%
3
Buy
Jun 26, 2025
Shell
2.46%
▲ 21.73%
5
Buy
Jun 24, 2025
Waste Management
1.66%
▲ 132.46%
4
Buy
Jun 20, 2025
iShares ESG Advanced MSCI USA ETF
2.4%
▲ 8.77%
6
Buy
Jun 20, 2025
Alphabet Class A
6.25%
▲ 10.44%
11
Buy
Jun 20, 2025
iShares U.S. Technology ETF
4.3%
▲ 24.46%
8
Buy
Jun 20, 2025
Microsoft
2.46%
▲ 40.10%
5
Buy
Jun 12, 2025
International Business Machines
1.43%
▲ 20.11%
6
Buy
Jun 10, 2025
Gitlab
▼ 16.12%
3
Close
Jun 10, 2025
Chevron
1.11%
▼ 2.29%
3
Buy
Jun 10, 2025