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John's Investments - New Portfolio

John Wilsterman

John's Investments
Individual Investor
Ranked #203,794 out of 859,217 TipRanks' Investors
Success Rate
59%
77 out of 131
profitable transactions
Average Return
21.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.43%
6-Month Return▲ 13.28%
12-Month Return▲ 42.64%
YTD Return▲ 10.38%
Total Return▲ 242.26%

Best Trade

Opened at
Closed at-
Gain▲ 298.68%

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%
▲ 12.88%
▲ 3.56%
▲ 0.67%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.74%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.96%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.94%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.17%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 4.87%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.20%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 5.48%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.67%
▲ 10.96%▲ 2.38%▲ 0.74%
▼ 3.68%▲ 0.19%▲ 1.96%
▼ 0.10%▲ 0.08%▲ 0.94%
▲ 4.06%▲ 1.47%▲ 4.17%
▼ 1.12%▼ 0.86%▲ 4.87%
▲ 0.60%▼ 4.94%▼ 4.20%
▲ 10.48%▲ 6.78%▲ 5.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Unilever
▼ 5.07%
2
Close
Sep 30, 2025
Micron
5.46%
▲ 178.71%
1
Open
Sep 30, 2025
Arista Networks
4.52%
▲ 23.51%
4
Sell
Aug 29, 2025
Kyndryl Holdings Incorporation
▼ 5.67%
2
Close
Aug 26, 2025
On Holding AG
2.09%
▼ 21.25%
1
Open
Aug 26, 2025
Bank of America
▲ 24.57%
2
Close
Jul 17, 2025
Bank of America
3.13%
▲ 24.76%
3
Buy
Jul 16, 2025
Netflix
1.25%
▼ 5.51%
6
Buy
May 13, 2025
Chevron
9.87%
▲ 176.71%
3
Buy
May 05, 2025
Coca-Cola
2.22%
▲ 19.33%
3
Open
May 05, 2025
Apple
1.52%
▼ 0.60%
7
Open
May 05, 2025
CVS Health
2.27%
▲ 8.31%
3
Open
May 05, 2025
Conocophillips
3.48%
▲ 8.56%
3
Open
May 05, 2025
Whitestone REIT
2.22%
▲ 55.58%
1
Open
May 05, 2025
American Express
1.92%
▲ 18.83%
1
Open
May 05, 2025
Coeur Mining
1.24%
▲ 298.68%
1
Open
May 02, 2025
AT&T
1.5%
▲ 4.09%
5
Open
Apr 22, 2025
Dynex Capital
0.78%
▲ 31.59%
1
Open
Apr 22, 2025
Bunge Global
▲ 86.34%
4
Close
Apr 14, 2025
Block
1.94%
▲ 21.02%
1
Open
Apr 14, 2025