New Portfolio - New Portfolio

John Velez

New Portfolio
Individual Investor
Ranked #16,107 out of 766,001 TipRanks' Investors
Success Rate
78%
110 out of 141
profitable transactions
Average Return
39.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.13%
6-Month Return▲ 17.25%
12-Month Return▲ 33.98%
YTD Return▲ 23.70%
Total Return▲ 140.97%

Best Trade

Opened at
Closed at
Gain▲ 531.08%

Bio

This is my portfolio...

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.97%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.82%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.95%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.66%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.21%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.55%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.77%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 0.34%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.97%
▲ 11.46%▲ 5.06%▲ 5.82%
▼ 2.25%▲ 3.53%▲ 2.95%
▲ 25.72%▲ 1.21%▲ 2.66%
▼ 4.22%▲ 2.34%▲ 3.21%
▲ 7.82%▲ 2.10%▲ 5.55%
▲ 6.02%▼ 0.89%▼ 0.77%
▲ 5.59%▲ 5.20%▲ 0.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
▼ 0.30%
2
Close
Sep 27, 2024
Main Street Capital
1.21%
▲ 6.94%
1
Open
Sep 05, 2024
JPMorgan Equity Premium Income ETF
1.27%
▲ 4.52%
1
Open
Sep 04, 2024
Limbach Holdings
2.05%
▲ 51.54%
1
Open
Sep 04, 2024
Vanguard Real Estate ETF
2.43%
▲ 4.10%
8
Open
Jun 21, 2024
SPDR Portfolio S&P 500 High Dividend ETF
▲ 38.52%
4
Close
Jun 20, 2024
AT&T
5.99%
▲ 31.66%
15
Buy
May 28, 2024
Realty Income
4.25%
▲ 13.41%
12
Buy
May 28, 2024
Medical Properties
▼ 53.07%
3
Close
May 28, 2024
Amazon
25.92%
▲ 46.36%
7
Buy
May 24, 2024
CVR Partners
8.89%
▼ 12.94%
2
Buy
May 21, 2024
Invesco S&P 500 High Dividend Low Volatility ETF
▲ 16.29%
6
Close
Apr 30, 2024
Applied Digital Corporation
4.07%
▲ 179.48%
1
Open
Apr 30, 2024
Prospect Capital
1.07%
▲ 2.43%
7
Buy
Apr 16, 2024
Ashford Hospitality
▲ 85.10%
8
Close
Feb 14, 2024
Coca-Cola
2.74%
▲ 31.90%
9
Buy
Feb 05, 2024
Apple
16.18%
▲ 61.87%
2
Buy
Feb 05, 2024
Walmart
10.9%
▲ 89.60%
8
Buy
Feb 05, 2024
SuRo Capital
▼ 44.74%
3
Close
Feb 05, 2024
9 Meters Biopharma
▼ 99.89%
2
Close
Oct 24, 2023