New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #108,805 out of 748,626 TipRanks' Investors
Success Rate
64%
754 out of 1175
profitable transactions
Average Return
5.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.68%
6-Month Return▲ 5.64%
12-Month Return-
YTD Return▲ 6.39%
Total Return▲ 13.66%

Best Trade

Opened at
Closed at-
Gain▲ 72.04%

Bio

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

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 4.66%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.30%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.78%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.91%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.90%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.18%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 0.55%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.66%
▼ 1.87%▲ 1.59%▼ 1.30%
▲ 14.08%▲ 5.22%▲ 1.78%
▲ 5.05%▲ 3.27%▲ 3.91%
▼ 12.40%▼ 4.03%▼ 2.65%
▲ 11.46%▲ 5.06%▲ 1.90%
▼ 2.25%▲ 3.53%▲ 2.18%
▲ 24.77%▼ 1.07%▲ 0.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
3.31%
▲ 14.62%
39
Buy
Jul 21, 2024
Sunoco
3.23%
▼ 0.98%
39
Buy
Jul 21, 2024
iShares Core Dividend Growth ETF
3.06%
▲ 8.71%
39
Buy
Jul 21, 2024
JPMorgan Chase & Co.
3.45%
▲ 18.38%
39
Buy
Jul 21, 2024
Oracle
3.04%
▲ 18.08%
39
Buy
Jul 21, 2024
Altria Group
3.06%
▲ 20.75%
39
Buy
Jul 21, 2024
Copa Holdings
2.52%
▼ 3.17%
39
Buy
Jul 21, 2024
Sysco
2.51%
▼ 1.50%
39
Buy
Jul 21, 2024
Fidelity High Dividend ETF
4.58%
▲ 9.48%
30
Buy
Jul 21, 2024
Schwab US Dividend Equity ETF
4.44%
▲ 8.18%
36
Buy
Jul 21, 2024
JPMorgan Equity Premium Income ETF
3.96%
▲ 3.58%
36
Buy
Jul 21, 2024
Arbor Realty
3.78%
▲ 0.73%
37
Buy
Jul 21, 2024
Dell Technologies
3.82%
▲ 17.08%
35
Buy
Jul 21, 2024
Vanguard International High Dividend Yield ETF
3.49%
▲ 5.91%
35
Buy
Jul 21, 2024
Ares Capital
3.56%
▲ 6.04%
36
Buy
Jul 21, 2024
Darden Restaurants
3.05%
▼ 7.27%
36
Buy
Jul 21, 2024
Iron Mountain
4.46%
▲ 32.18%
36
Buy
Jul 21, 2024
Main Street Capital
4.02%
▲ 14.37%
36
Buy
Jul 21, 2024
Coca-Cola
3.68%
▲ 11.27%
36
Buy
Jul 21, 2024
VICI Properties
3.64%
▲ 6.47%
36
Buy
Jul 21, 2024