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New Portfolio - New Portfolio

John Velez

New Portfolio
Individual Investor
Ranked #17,209 out of 858,889 TipRanks' Investors
Success Rate
78%
111 out of 142
profitable transactions
Average Return
62.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.61%
6-Month Return▲ 13.14%
12-Month Return▲ 23.53%
YTD Return▲ 8.89%
Total Return▲ 202.08%

Best Trade

Opened at
Closed at-
Gain▲ 870.79%

Bio

This is my portfolio...

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.21%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.97%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.86%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.82%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 6.85%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 3.43%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.71%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 1.28%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.21%
▲ 10.96%▲ 2.38%▼ 0.97%
▼ 3.68%▲ 0.19%▲ 2.86%
▼ 0.10%▲ 0.08%▼ 0.82%
▲ 4.06%▲ 1.47%▲ 6.85%
▼ 1.12%▼ 0.86%▲ 3.43%
▲ 0.60%▼ 4.94%▼ 2.71%
▲ 4.89%▲ 4.48%▲ 1.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
5.01%
▲ 68.03%
4
Buy
May 27, 2025
Nvidia
▼ 0.30%
2
Close
Sep 27, 2024
Main Street Capital
1.03%
▲ 21.52%
1
Open
Sep 05, 2024
JPMorgan Equity Premium Income ETF
1.01%
▲ 12.45%
1
Open
Sep 04, 2024
Limbach Holdings
1.44%
▲ 29.11%
1
Open
Sep 04, 2024
Vanguard Real Estate ETF
1.95%
▲ 4.57%
8
Open
Jun 21, 2024
SPDR Portfolio S&P 500 High Dividend ETF
▲ 38.52%
4
Close
Jun 20, 2024
AT&T
5.87%
▲ 68.68%
15
Buy
May 28, 2024
Realty Income
3.9%
▲ 36.01%
12
Buy
May 28, 2024
Medical Properties Trust
▼ 53.07%
3
Close
May 28, 2024
Amazon
24.57%
▲ 67.60%
7
Buy
May 24, 2024
CVR Partners
12.62%
▲ 71.17%
2
Buy
May 21, 2024
Invesco S&P 500 High Dividend Low Volatility ETF
▲ 16.29%
6
Close
Apr 30, 2024
Applied Digital Corporation
11.7%
▲ 870.79%
1
Open
Apr 30, 2024
Prospect Capital
0.52%
▼ 23.82%
7
Buy
Apr 16, 2024
Ashford Hospitality
▲ 85.10%
8
Close
Feb 14, 2024
Coca-Cola
2.75%
▲ 66.97%
9
Buy
Feb 05, 2024
Walmart
13.49%
▲ 187.27%
8
Buy
Feb 05, 2024
SuRo Capital
▼ 44.76%
3
Close
Feb 05, 2024
9 Meters Biopharma
▼ 99.89%
2
Close
Oct 24, 2023