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John's Investments - New Portfolio

John Wilsterman

John's Investments
Individual Investor
Ranked #246,862 out of 824,797 TipRanks' Investors
Success Rate
56%
74 out of 131
profitable transactions
Average Return
17.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.21%
6-Month Return▲ 22.38%
12-Month Return▲ 16.30%
YTD Return▲ 16.70%
Total Return▲ 202.64%

Best Trade

Opened at
Closed at-
Gain▲ 257.44%

Bio

Wife and I are retired. We're trying to protect what we've earned, live life to the fullest and leave some for our children. Simple, right?

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.14%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 1.12%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.39%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.58%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.32%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.91%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.67%
Sep 2025
▲ 5.61%
▲ 0.24%
▲ 1.29%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 2.14%
▲ 0.80%▼ 0.87%▼ 1.12%
▲ 11.63%▲ 6.28%▲ 3.39%
▲ 9.25%▲ 5.14%▲ 5.58%
▲ 7.60%▲ 2.30%▼ 0.32%
▲ 2.76%▲ 2.05%▲ 7.91%
▲ 12.88%▲ 3.56%▲ 0.67%
▲ 5.61%▲ 0.24%▲ 1.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Unilever
▼ 5.06%
2
Close
Sep 30, 2025
Micron
2.39%
▲ 18.69%
1
Open
Sep 30, 2025
Arista Networks
4.42%
▲ 19.24%
4
Sell
Aug 29, 2025
Kyndryl Holdings Incorporation
▼ 5.67%
2
Close
Aug 26, 2025
On Holding AG
2.55%
▼ 6.44%
1
Open
Aug 26, 2025
Bank of America
0.00%
2
Close
Jul 17, 2025
Bank of America
3.08%
▲ 18.22%
3
Buy
Jul 16, 2025
Netflix
1.35%
▼ 3.18%
6
Buy
May 13, 2025
Chevron
8.44%
▲ 125.43%
3
Buy
May 05, 2025
Coca-Cola
2.13%
▲ 14.98%
3
Open
May 05, 2025
Apple
1.56%
▼ 0.71%
7
Open
May 05, 2025
CVS Health
2.47%
▲ 10.65%
3
Open
May 05, 2025
Conocophillips
2.63%
▼ 10.83%
3
Open
May 05, 2025
Whitestone REIT
1.46%
▼ 1.65%
1
Open
May 05, 2025
American Express
2.12%
▲ 27.25%
1
Open
May 05, 2025
Coeur Mining
1.14%
▲ 257.44%
1
Open
May 02, 2025
AT&T
1.54%
▲ 3.29%
5
Open
Apr 22, 2025
Dynex Capital
0.81%
▲ 23.14%
1
Open
Apr 22, 2025
Bunge Global
▲ 86.34%
4
Close
Apr 14, 2025
Block
2.29%
▲ 38.90%
1
Open
Apr 14, 2025