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Individual - New Portfolio

John Lumpkin

Individual
Individual Investor
Ranked #39,964 out of 805,660 TipRanks' Investors
Success Rate
72%
147 out of 205
profitable transactions
Average Return
28.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.85%
6-Month Return▲ 14.97%
12-Month Return▲ 41.46%
YTD Return▲ 16.95%
Total Return▲ 160.57%

Best Trade

Opened at
Closed at
Gain▲ 881.77%

Bio

Individual

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 11.89%
Nov 2024
▲ 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
▲ 1.83%
▼ 0.87%
▼ 1.57%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 12.80%
May 2025
▲ 3.20%
▲ 4.12%
▲ 7.58%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 11.89%
▲ 5.10%▼ 2.41%▲ 1.01%
▲ 6.03%▲ 2.69%▲ 5.78%
▼ 12.86%▼ 1.27%▼ 3.54%
▼ 1.80%▼ 5.57%▼ 4.03%
▲ 1.83%▼ 0.87%▼ 1.57%
▲ 12.21%▲ 6.28%▲ 12.80%
▲ 3.20%▲ 4.12%▲ 7.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Defiance Quantum ETF
2.29%
▼ 2.36%
3
Buy
Jun 26, 2025
Shell
2.59%
▲ 22.94%
5
Buy
Jun 24, 2025
Waste Management
1.73%
▲ 133.42%
4
Buy
Jun 20, 2025
iShares ESG Advanced MSCI USA ETF
2.44%
▲ 5.91%
6
Buy
Jun 20, 2025
Alphabet Class A
6.28%
▲ 6.54%
11
Buy
Jun 20, 2025
iShares U.S. Technology ETF
4.31%
▲ 20.11%
8
Buy
Jun 20, 2025
Lantheus
1.22%
▼ 7.97%
3
Buy
Jun 20, 2025
Microsoft
2.49%
▲ 36.23%
5
Buy
Jun 12, 2025
International Business Machines
1.51%
▲ 21.50%
6
Buy
Jun 10, 2025
Gitlab
▼ 16.12%
3
Close
Jun 10, 2025
Chevron
1.1%
▼ 6.36%
3
Buy
Jun 10, 2025
IonQ
1.01%
▼ 0.62%
1
Buy
Jun 10, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
1.37%
▲ 1.35%
2
Buy
Jun 04, 2025
Archer Aviation
0.52%
▼ 5.46%
2
Buy
May 28, 2025
Howmet Aerospace
2.32%
▲ 45.75%
3
Buy
May 27, 2025
Nvidia
7.9%
▲ 35.19%
9
Buy
May 27, 2025
Vanguard Small-Cap Growth ETF
▲ 14.97%
3
Close
May 24, 2025
Vanguard Small Cap Value ETF
▲ 10.78%
3
Close
May 24, 2025
Micron
▼ 4.44%
8
Close
May 24, 2025
Kratos Defense
1.15%
▲ 13.00%
4
Buy
May 23, 2025