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John's Investments - New Portfolio

John Wilsterman

John's Investments
Individual Investor
Ranked #160,786 out of 800,570 TipRanks' Investors
Success Rate
58%
73 out of 125
profitable transactions
Average Return
13.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.85%
6-Month Return▼ 7.63%
12-Month Return▼ 10.79%
YTD Return▼ 1.43%
Total Return▲ 155.62%

Best Trade

Opened at
Closed at
Gain▲ 239.66%

Bio

Wife and I are retired. We're trying to protect what we've earned, live life to the fullest and leave some for our children. Simple, right?

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.59%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 7.11%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 7.13%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 2.27%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.50%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.14%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 1.85%
Apr 2025
▲ 10.94%
▲ 4.43%
▲ 1.88%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 0.59%
▲ 25.97%▲ 5.96%▲ 7.11%
▲ 5.42%▼ 2.41%▼ 7.13%
▲ 6.01%▲ 2.69%▲ 2.27%
▼ 12.86%▼ 1.27%▼ 1.50%
▼ 1.80%▼ 5.57%▼ 2.14%
▲ 1.76%▼ 0.87%▼ 1.85%
▲ 10.94%▲ 4.43%▲ 1.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Netflix
1.52%
▼ 0.06%
6
Buy
May 13, 2025
Chevron
7.88%
▲ 93.89%
3
Buy
May 05, 2025
Coca-Cola
2.3%
▲ 14.48%
3
Open
May 05, 2025
Apple
1.25%
▼ 7.94%
7
Open
May 05, 2025
CVS Health
1.95%
▼ 6.25%
3
Open
May 05, 2025
Conocophillips
2.73%
▼ 11.99%
3
Open
May 05, 2025
Whitestone REIT
1.55%
▼ 3.66%
1
Open
May 05, 2025
American Express
1.83%
▲ 3.29%
1
Open
May 05, 2025
Bank of America
1.38%
▲ 5.33%
1
Open
May 05, 2025
Arista Networks
4.38%
▼ 10.45%
3
Open
May 02, 2025
Kyndryl Holdings Incorporation
3.74%
▲ 18.70%
1
Open
May 02, 2025
Unilever
2.04%
▲ 0.54%
1
Open
May 02, 2025
Coeur Mining
0.5%
▲ 45.39%
1
Open
May 02, 2025
AT&T
1.76%
▲ 4.70%
5
Open
Apr 22, 2025
Dynex Capital
0.76%
▲ 3.01%
1
Open
Apr 22, 2025
Bunge Global
▲ 86.34%
4
Close
Apr 14, 2025
Block
1.88%
▲ 6.75%
1
Open
Apr 14, 2025
Deutsche Bank AG
1.75%
▲ 23.20%
1
Open
Apr 14, 2025
McDonald's
▲ 57.99%
2
Close
Apr 09, 2025
Vanguard High Dividend Yield Index ETF
▲ 21.73%
2
Close
Apr 04, 2025