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11-1-2022
- New Portfolio
Performance
Portfolio Details
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
Select Columns
32
Results | Showing
1
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1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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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
< 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
< 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
< 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
< 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
< 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
< 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
< 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
< 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
< 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
< ETF >
SPDR Gold Shares
$242.67
$0.19
(
0.08%
)
premium
―
premium
$75.22B
33.77%
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
< 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
< 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
< 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
< 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%
32
Results | Showing
1
out of
1
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