John Henry - New Portfolio
Portfolio Gain
1-Month Returnâ–¼1.54%
6-Month Returnâ–²15.55%
12-Month Returnâ–¼12.02%
YTD Returnâ–¼2.31%
Total Returnâ–²398.40%
Best Trade
Bio
Favor leading technology stocks: AAPL, MSFT and TSLA. I mostly buy stocks of companies whose products I use and am familiar with. Believe in a strong cash position.
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 8.45%â–² 4.63%â–² 7.94%â–¼ 1.34%â–² 3.16%â–² 4.40%â–² 2.89%â–¼ 1.29%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
VGTVanguard Information Technology ETF | 0.05% | â–²3.08% | 6 | Buy | Oct 06, 2026 | |
VSTVistra Corp | 0.17% | â–¼18.13% | 39 | Sell | Oct 06, 2026 | |
SPCXSpaceX | 0.71% | â–¼10.30% | 6 | Buy | Oct 06, 2026 | |
FROFrontline | 0.78% | â–²227.38% | 51 | Buy | Oct 05, 2026 | |
JEPQJ.P. Morgan Nasdaq Equity Premium Income ETF | 3.44% | â–²1.46% | 18 | Buy | Oct 05, 2026 | |
SCHDSchwab US Dividend Equity ETF | 3.64% | â–²12.63% | 12 | Buy | Oct 05, 2026 | |
JEPIJPMorgan Equity Premium Income ETF | 1.11% | â–²4.00% | 8 | Sell | Oct 05, 2026 | |
VYMIVanguard International High Dividend Yield ETF | 0.93% | â–²0.32% | 9 | Buy | Oct 05, 2026 | |
SCHYSchwab International Dividend Equity ETF | 0.12% | â–²4.26% | 2 | Buy | Oct 05, 2026 | |
BTC-USDBitcoin | 0.06% | â–²20.60% | 11 | Sell | Sep 19, 2026 | |
HOODRobinhood | 2.75% | â–²281.54% | 109 | Sell | Sep 18, 2026 | |
XOMExxon Mobil | 0.61% | â–²121.75% | 84 | Sell | Sep 18, 2026 | |
NVDANvidia | 11.16% | â–²393.30% | 133 | Sell | Sep 18, 2026 | |
MSFTMicrosoft | 6.96% | â–²93.72% | 102 | Sell | Sep 18, 2026 | |
TSLATesla | 14.22% | â–²151.48% | 152 | Sell | Sep 18, 2026 | |
SLViShares Silver Trust | 0% | â–¼10.00% | 13 | Sell | Sep 18, 2026 | |
ETEnergy Transfer | 0.65% | â–²67.60% | 108 | Sell | Sep 18, 2026 | |
AVGOBroadcom | 4.8% | â–²43.80% | 58 | Buy | Sep 18, 2026 | |
LRMRLarimar Therapeutics | 0.02% | â–¼35.35% | 4 | Sell | Sep 18, 2026 | |
OLGCXJPMorgan Large Cap Growth Fund C | — | ▲3.08% | 3 | Close | Sep 18, 2026 |