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:

Allocation

Top Stocks
4.58% FDVV
4.46% IRM
4.44% SCHD
4.33% SPYI
4.04% ADC
78.15% Others
By Assets
65.74% Stocks
34.26% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
36.78% General
15.92% Real Estate
13.63% Financial
9.24% Consumer Defensive
6.86% Technology
17.57% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
omn6981
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ABBV
AbbVie
$185.16
$2.99
(1.64%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$321.69B
33.34%
SUN
Sunoco
$54.83
$0.32
(0.59%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.26B
28.44%
DGRO
DGRO
< ETF >
iShares Core Dividend Growth ETF
$59.93
$0.68
(1.15%)
premium
2K Buy
2K Hold
177 Sell
Moderate Buy
premium
$28.40B
11.20%
JPM
JPMorgan Chase & Co.
$212.24
$3.57
(1.71%)
premium
15 Buy
6 Hold
0 Sell
Moderate Buy
premium
$599.23B
35.60%
ORCL
Oracle
$139.01
$1.19
(0.86%)
premium
14 Buy
13 Hold
0 Sell
Moderate Buy
premium
$379.81B
20.96%
MO
Altria Group
$50.43
$0.63
(1.27%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$85.54B
19.51%
CPA
Copa Holdings
$91.34
$0.39
(0.43%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.82B
-19.18%
SYY
Sysco
$72.85
$0.73
(1.01%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$35.91B
-1.70%
FDVV
FDVV
< ETF >
Fidelity High Dividend ETF
$48.22
$0.55
(1.15%)
premium
848 Buy
556 Hold
57 Sell
Moderate Buy
premium
$3.12B
14.76%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$82.47
$1.29
(1.59%)
premium
399 Buy
427 Hold
61 Sell
Moderate Buy
premium
$57.02B
7.56%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$56.96
$0.64
(1.14%)
premium
1K Buy
516 Hold
53 Sell
Moderate Buy
premium
$33.96B
0.73%
ABR
Arbor Realty
$13.62
$0.59
(4.53%)
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$2.46B
-11.18%
DELL
Dell Technologies
$113.56
$2.13
(1.91%)
premium
10 Buy
1 Hold
1 Sell
Strong Buy
premium
$78.82B
110.28%
VYMI
VYMI
< ETF >
Vanguard International High Dividend Yield ETF
$70.20
$0.7
(1.01%)
premium
premium
$7.68B
5.54%
ARCC
Ares Capital
$20.95
$0.18
(0.87%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.69B
15.26%
DRI
Darden Restaurants
$142.27
$0.37
(0.26%)
premium
14 Buy
7 Hold
1 Sell
Moderate Buy
premium
$16.87B
-12.99%
IRM
Iron Mountain
$98.50
$1.6
(1.65%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$28.40B
60.83%
MAIN
Main Street Capital
$50.99
$0.39
(0.77%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.34B
31.43%
KO
Coca-Cola
$67.05
$0.98
(1.48%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$284.63B
8.15%
VICI
VICI Properties
$30.88
$0.4
(1.31%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$31.80B
-1.58%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$22.21
$0.22
(1%)
premium
premium
$1.08B
-2.79%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$52.96
$0.48
(0.91%)
premium
1K Buy
494 Hold
50 Sell
Moderate Buy
premium
$15.38B
7.21%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$49.78
$0.48
(0.97%)
premium
4K Buy
3K Hold
291 Sell
Moderate Buy
premium
$1.74B
-1.42%
PBR
Petroleo Brasileiro SA- Petrobras
$14.47
$0.01
(0.07%)
premium
2 Buy
3 Hold
1 Sell
Hold
premium
$91.09B
13.95%
SCHB
SCHB
< ETF >
Schwab U.S. Broad Market ETF
$63.36
$0.75
(1.2%)
premium
10K Buy
7K Hold
872 Sell
Moderate Buy
premium
$30.08B
17.53%
FAST
Fastenal Company
$70.37
$1.7
(2.48%)
premium
1 Buy
5 Hold
0 Sell
Hold
premium
$39.55B
20.84%
VZ
Verizon
$40.09
$0.14
(0.35%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$168.16B
24.80%
ADC
Agree Realty
$68.73
$0.83
(1.22%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$6.83B
3.36%
BXSL
Blackstone Secured Lending Fund
$30.75
$0.44
(1.45%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.02B
18.07%