tiprankstipranks
Trending News
More News >

New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #134,586 out of 827,189 TipRanks' Investors
Success Rate
69%
1832 out of 2657
profitable transactions
Average Return
11.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.87%
6-Month Return▲ 7.56%
12-Month Return▲ 7.15%
YTD Return▲ 9.53%
Total Return▲ 34.14%

Best Trade

Opened at
Closed at-
Gain▲ 132.81%

Bio

Playing catch up with a combination of dividend yield stocks and ETFs with some growth mixed in.

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 3.16%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.37%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.72%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.37%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.60%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.05%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.53%
Oct 2025
▼ 3.50%
▼ 1.72%
▼ 0.46%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 3.16%
▲ 11.63%▲ 6.28%▲ 3.37%
▲ 9.25%▲ 5.14%▲ 2.72%
▲ 7.60%▲ 2.30%▲ 2.37%
▲ 2.76%▲ 2.05%▲ 3.60%
▲ 12.88%▲ 3.56%▼ 0.05%
▲ 10.96%▲ 2.38%▼ 3.53%
▼ 3.50%▼ 1.72%▼ 0.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
5.11%
▲ 27.12%
99
Buy
Nov 02, 2025
iShares Core Dividend Growth ETF
4.77%
▲ 16.00%
99
Buy
Nov 02, 2025
JPMorgan Chase
5.78%
▲ 50.10%
96
Buy
Nov 02, 2025
Altria Group
4.77%
▲ 24.45%
99
Buy
Nov 02, 2025
Copa Holdings
5.57%
▲ 37.01%
99
Buy
Nov 02, 2025
Fidelity High Dividend ETF
5.43%
▲ 17.99%
88
Buy
Nov 02, 2025
Schwab US Dividend Equity ETF
4.8%
▲ 3.73%
96
Buy
Nov 02, 2025
Ares Capital
4.37%
▲ 4.11%
96
Buy
Nov 02, 2025
Darden Restaurants
4.4%
▲ 6.57%
96
Buy
Nov 02, 2025
Main Street Capital
5.02%
▲ 20.24%
94
Buy
Nov 02, 2025
VICI Properties
4.33%
▲ 2.41%
96
Buy
Nov 02, 2025
NEOS S&P 500 High Income ETF
7.24%
▲ 18.94%
96
Buy
Nov 02, 2025
Fastenal Company
4.59%
▲ 10.26%
85
Buy
Nov 02, 2025
Verizon
4.02%
▲ 1.50%
80
Buy
Nov 02, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
6.28%
▲ 15.60%
55
Buy
Nov 02, 2025
AGNC Investment
4.36%
▲ 10.69%
19
Buy
Nov 02, 2025
NEOS Nasdaq 100 High Income ETF
5.48%
▲ 1.45%
9
Buy
Nov 02, 2025
NEOS Russell 2000 High Income ETF
3.94%
▼ 1.12%
6
Buy
Nov 02, 2025
YieldMax Gold Miners Option Income Strategy ETF
0.4%
▼ 4.32%
4
Buy
Nov 02, 2025
Amplify International Enhanced Dividend Income ETF
5.26%
▼ 0.59%
2
Buy
Nov 02, 2025