tiprankstipranks

11-1-2022 - New Portfolio

sat mohinder

11-1-2022
Individual Investor
Ranked #60,133 out of 770,014 TipRanks' Investors
Success Rate
72%
257 out of 358
profitable transactions
Average Return
14.33%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.88% ARCC
6.27% JEPI
5.45% NVDA
5.34% MSFT
4.70% VGT
66.36% Others
By Assets
54.27% Stocks
41.36% ETFs
4.37% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
43.25% General
23.65% Financial
19.06% Technology
8.61% Consumer Cyclical
3.72% Communication Services
1.70% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$235.19
$2.32
(1%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.52T
22.58%
XLI
XLI
< ETF >
Industrial Select Sector SPDR Fund
$143.57
$0.03
(0.02%)
premium
536 Buy
398 Hold
53 Sell
Moderate Buy
premium
$21.78B
34.91%
XLF
XLF
< ETF >
Financial Select Sector SPDR Fund
$51.01
$0.05
(0.1%)
premium
512 Buy
409 Hold
50 Sell
Moderate Buy
premium
$51.50B
43.87%
WM
Waste Management
$227.88
$2.23
(0.99%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$90.57B
31.18%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$133.97
$0.45
(0.33%)
premium
2K Buy
2K Hold
311 Sell
Moderate Buy
premium
$61.08B
26.46%
VTV
VTV
< ETF >
Vanguard Value ETF
$180.64
$0.57
(0.31%)
premium
2K Buy
2K Hold
199 Sell
Moderate Buy
premium
$133.31B
26.99%
VOOV
VOOV
< ETF >
Vanguard S&P 500 Value ETF
$197.64
$0.74
(0.37%)
premium
3K Buy
2K Hold
280 Sell
Moderate Buy
premium
$5.41B
24.18%
VGT
VGT
< ETF >
Vanguard Information Technology ETF
$623.70
$2.41
(0.39%)
premium
2K Buy
1K Hold
135 Sell
Moderate Buy
premium
$83.58B
35.27%
VB
VB
< ETF >
Vanguard Small-Cap ETF
$260.01
$1.57
(0.6%)
premium
5K Buy
4K Hold
564 Sell
Moderate Buy
premium
$65.45B
33.62%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$60.51
$0.005
(<0.01%)
premium
1K Buy
609 Hold
49 Sell
Moderate Buy
premium
$36.93B
10.87%
XLV
XLV
< ETF >
Health Care Select Sector SPDR Fund
$145.31
$0.08
(0.06%)
premium
539 Buy
318 Hold
33 Sell
Moderate Buy
premium
$38.75B
10.63%
TJX
TJX Companies
$125.42
$0.63
(0.5%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$140.75B
38.70%
AVGO
Broadcom
$165.27
$0.45
(0.27%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$769.80B
68.38%
NVDA
Nvidia
$136.78
$0.76
(0.56%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.33T
184.70%
AMZN
Amazon
$206.18
$4.73
(2.35%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.12T
37.28%
ARCC
Ares Capital
$21.92
$0.08
(0.36%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.21B
10.61%
GLD
GLD
< ETF >
SPDR Gold Shares
$242.67
$0.19
(0.08%)
premium
premium
$75.22B
33.77%
XLK
XLK
< ETF >
Technology Select Sector SPDR Fund
$234.39
$0.8
(0.34%)
premium
747 Buy
382 Hold
49 Sell
Moderate Buy
premium
$73.03B
26.68%
MSFT
Microsoft
$425.75
$6.96
(1.66%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
10.96%
T
AT&T
$23.02
$0.08
(0.35%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$165.75B
42.50%
HD
Home Depot
$425.83
$2.84
(0.66%)
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$425.82B
37.97%
JAAA
JAAA
< ETF >
Janus Detroit Street Trust Janus Henderson AAA CLO ETF
$50.94
$0.005
(>0.01%)
premium
premium
$15.15B
1.17%
MAIN
Main Street Capital
$54.65
$0.14
(0.26%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.81B
32.05%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$241.73
$1.93
(0.79%)
premium
289 Buy
135 Hold
19 Sell
Moderate Buy
premium
$23.60B
51.32%
NFLX
Netflix
$879.25
$13.66
(1.58%)
premium
24 Buy
10 Hold
2 Sell
Moderate Buy
premium
$370.00B
80.50%
JPM
JPMorgan Chase & Co.
$249.38
$0.91
(0.36%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$704.65B
61.88%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$551.05
$1.82
(0.33%)
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
$579.35B
31.09%
VZ
Verizon
$44.19
$0.21
(0.48%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$185.14B
17.56%
IBKR
Interactive Brokers
$192.32
$1.34
(0.7%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$80.69B
134.25%
USB
US Bancorp
$53.65
$0.02
(0.04%)
premium
9 Buy
11 Hold
0 Sell
Moderate Buy
premium
$83.66B
41.10%
VBK
VBK
< ETF >
Vanguard Small-Cap Growth ETF
$299.62
$2.03
(0.67%)
premium
3K Buy
2K Hold
244 Sell
Moderate Buy
premium
$20.06B
37.27%
DELL
Dell Technologies
$143.66
$0.5
(0.35%)
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$105.02B
93.80%