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New Portfolio - New Portfolio

PerformancePortfolio Details

John Velez

New Portfolio
Individual Investor
Ranked #15,295 out of 781,066 TipRanks' Investors
Success Rate
78%
110 out of 141
profitable transactions
Average Return
41.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.45%
6-Month Return▲ 9.51%
12-Month Return▲ 26.38%
YTD Return▲ 1.76%
Total Return▲ 143.05%

Best Trade

AssetMarathon Oil (MRO)
Opened at
Closed at
Gain▲ 530.98%

Bio

This is my portfolio...

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.95%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.66%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.22%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.55%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.05%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.12%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.21%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 1.76%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.95%
▲ 8.13%▲ 1.21%▲ 2.66%
▼ 13.14%▲ 2.34%▲ 3.22%
▲ 2.93%▲ 2.10%▲ 5.55%
▲ 10.00%▼ 0.89%▼ 1.05%
▲ 26.04%▲ 5.96%▲ 4.12%
▲ 5.93%▼ 2.41%▼ 4.21%
▲ 11.17%▲ 1.96%▲ 1.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
0%
▲ 64.03%
3
Sell
Nov 14, 2024
NVDA
Nvidia
―
▼ 0.30%
2
Close
Sep 27, 2024
MAIN
Main Street Capital
1.56%
▲ 25.54%
1
Open
Sep 05, 2024
JEPI
JPMorgan Equity Premium Income ETF
1.38%
▲ 3.23%
1
Open
Sep 04, 2024
LMB
Limbach Holdings
2.2%
▲ 45.68%
1
Open
Sep 04, 2024
VNQ
Vanguard Real Estate ETF
2.53%
▲ 3.17%
8
Open
Jun 21, 2024
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
―
▲ 38.52%
4
Close
Jun 20, 2024
T
AT&T
6.67%
▲ 34.74%
15
Buy
May 28, 2024
O
Realty Income
4.5%
▲ 8.74%
12
Buy
May 28, 2024
MPW
Medical Properties
―
▼ 53.07%
3
Close
May 28, 2024
AMZN
Amazon
31.41%
▲ 58.85%
7
Buy
May 24, 2024
UAN
CVR Partners
12.07%
▲ 5.85%
2
Buy
May 21, 2024
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
―
▲ 16.29%
6
Close
Apr 30, 2024
APLD
Applied Digital Corporation
5.35%
▲ 229.02%
1
Open
Apr 30, 2024
PSEC
Prospect Capital
1.15%
▲ 0.17%
7
Buy
Apr 16, 2024
AHT
Ashford Hospitality
―
▲ 85.10%
8
Close
Feb 14, 2024
KO
Coca-Cola
3%
▲ 29.41%
9
Buy
Feb 05, 2024
WMT
Walmart
13.19%
▲ 105.95%
8
Buy
Feb 05, 2024
SSSS
SuRo Capital
―
▼ 44.74%
3
Close
Feb 05, 2024
NMTRQ
9 Meters Biopharma
―
▼ 99.89%
2
Close
Oct 24, 2023