John D - New Portfolio
Portfolio Gain
1-Month Returnâ–²4.08%
6-Month Returnâ–²12.46%
12-Month Returnâ–²20.55%
YTD Returnâ–²18.13%
Total Returnâ–²62.46%
Best Trade
Bio
Playing catch up with a combination of dividend yield stocks and ETFs with some growth mixed in.
Performance
TipRanks Averageâ–¼ 0.82%â–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 8.57%
S&P 500â–¼ 4.94%â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%
Investor Portfolioâ–¼ 5.76%â–² 5.72%â–² 2.95%â–² 3.84%â–² 0.35%â–² 1.89%â–¼ 2.12%â–² 4.96%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
ABBVAbbVie | 6.56% | â–²69.67% | 115 | Buy | Oct 05, 2026 | |
JPMJPMorgan Chase | 5.85% | â–²56.23% | 112 | Buy | Oct 05, 2026 | |
MOAltria Group | 6.29% | â–²72.99% | 116 | Buy | Oct 05, 2026 | |
CPACopa Holdings | 5.75% | â–²41.02% | 117 | Buy | Oct 05, 2026 | |
SCHDSchwab US Dividend Equity ETF | 9.64% | â–²40.87% | 114 | Buy | Oct 05, 2026 | |
SPYINEOS S&P 500 High Income ETF | 9.48% | â–²30.20% | 116 | Buy | Oct 05, 2026 | |
QQQINEOS Nasdaq 100 High Income ETF | — | ▲15.40% | 30 | Close | Oct 05, 2026 | |
CHPYYieldMax Semiconductor Portfolio Option Income ETF | 3.5% | â–²9.47% | 13 | Buy | Oct 05, 2026 | |
MCDMcDonald's | 0.62% | â–²0.60% | 5 | Buy | Oct 05, 2026 | |
USOYDefiance Oil Enhanced Options Income ETF | 4.49% | â–²17.63% | 4 | Buy | Oct 05, 2026 | |
SPCXSpaceX | 0.16% | â–¼10.14% | 3 | Buy | Oct 05, 2026 | |
FDVVFidelity High Dividend ETF | 8.54% | â–²31.61% | 105 | Buy | Sep 06, 2026 | |
DRIDarden Restaurants | 7.58% | â–²33.12% | 112 | Buy | Sep 06, 2026 | |
MAINMain Street Capital | 7% | â–²22.18% | 109 | Buy | Sep 06, 2026 | |
QDTERoundhill N-100 0DTE Covered Call Strategy ETF | 7.63% | â–²25.37% | 74 | Buy | Sep 06, 2026 | |
IDVOAmplify International Enhanced Dividend Income ETF | 7.87% | â–²2.05% | 19 | Buy | Sep 06, 2026 | |
MLPXGlobal X MLP & Energy Infrastructure ETF | 2.06% | â–²4.13% | 7 | Buy | Sep 06, 2026 | |
OVLOverlay Shares Large Cap Equity ETF | 6.73% | â–¼0.38% | 6 | Buy | Sep 06, 2026 | |
IGLDFT Cboe Vest Gold Strategy Target Income ETF | 0.23% | â–¼10.71% | 4 | Buy | Sep 06, 2026 | |
GPTYYieldMax AI & Tech Portfolio Option Income ETF | — | ▲2.35% | 3 | Close | Aug 16, 2026 |