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Dividend Pie Aggressive - New Portfolio

Performance Portfolio Details

Passive Inc.

Dividend Pie Aggressive

Individual Investor

Ranked #46,879 out of 769,291 TipRanks' Investors

Success Rate

46 out of 60
profitable transactions

Average Return

29.29%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

2.22% BST

2.22% DIVO

2.22% JEPI

2.22% JEPQ

2.22% MAIN

88.90% Others

By Assets

51.11% ETFs

40.00% Stocks

8.89% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

60.00% General

13.33% Financial

11.11% Technology

4.44% Consumer Cyclical

2.22% Healthcare

8.89% Other

Portfolio Holdings

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To view investors' portfolios

BST < FUND >

BlackRock Science & Technology Trust

$36.45

$0.07

(0.19%)

premium

―

premium

$809.20M

8.00%

DIVO < ETF >

Amplify CWP Enhanced Dividend Income ETF

$42.36

$0.39

(0.93%)

premium

344 Buy

131 Hold

15 Sell

Moderate Buy

premium

$3.75B

17.87%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$60.16

$0.25

(0.42%)

premium

1K Buy

608 Hold

49 Sell

Moderate Buy

premium

$36.93B

9.77%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$56.57

$0.1

(0.18%)

premium

1K Buy

526 Hold

62 Sell

Moderate Buy

premium

$18.90B

14.66%

MAIN

Main Street Capital

$53.97

$0.79

(1.49%)

premium

0 Buy

4 Hold

0 Sell

Hold

premium

$4.69B

29.17%

PP < ETF >

Meet Kevin Pricing Power ETF

$26.69

$0.705

(2.71%)

premium

―

premium

$35.61M

10.24%

SOFI

SoFi Technologies

$15.60

$0.59

(3.93%)

premium

5 Buy

7 Hold

2 Sell

Hold

premium

$16.29B

117.54%

STAG

Stag Industrial

$36.48

$0.36

(1%)

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$6.72B

0.84%

SVOL < ETF >

Simplify Volatility Premium ETF

$21.83

$0.07

(0.32%)

premium

―

premium

$1.23B

-5.14%

PLTR

Palantir Technologies

$64.35

$2.99

(4.87%)

premium

3 Buy

7 Hold

6 Sell

Hold

premium

$139.78B

211.63%

VYMI < ETF >

Vanguard International High Dividend Yield ETF

$70.12

$0.05

(0.07%)

premium

2K Buy

1K Hold

315 Sell

Hold

premium

$7.82B

9.90%

ECAT < FUND >

BlackRock ESG Capital Allocation Trust

$17.06

$0.03

(0.18%)

premium

―

premium

$1.84B

10.44%

LMND

Lemonade

$49.28

$1.08

(2.14%)

premium

1 Buy

4 Hold

3 Sell

Hold

premium

$3.60B

202.10%

OXLC

Oxford Lane Capital

$5.22

$0.01

(0.19%)

premium

―

premium

―

6.11%

PDI

PIMCO Dynamic

$19.27

$0.08

(0.42%)

premium

―

premium

―

9.03%

Waste Management

$224.41

$2.88

(1.3%)

premium

9 Buy

9 Hold

0 Sell

Moderate Buy

premium

$88.91B

28.97%

FSTA < ETF >

FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF

$51.48

$0.54

(1.06%)

premium

425 Buy

404 Hold

55 Sell

Moderate Buy

premium

$1.20B

16.17%

SHE < ETF >

SPDR SSGA Gender Diversity Index ETF

$119.89

$0.42

(0.35%)

premium

2K Buy

1K Hold

175 Sell

Moderate Buy

premium

$260.12M

30.65%

ARKF < ETF >

ARK Fintech Innovation ETF

$38.83

$0.48

(1.25%)

premium

456 Buy

166 Hold

24 Sell

Moderate Buy

premium

$1.10B

71.14%

UIVM < ETF >

VictoryShares USAA MSCI International Value Momentum ETF

$47.21

$0.009

(0.02%)

premium

590 Buy

328 Hold

65 Sell

Hold

premium

$222.96M

7.54%

CLOV

Clover Health Investments

$3.37

$0.01

(0.3%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.68B

237.69%

AAPL

Apple

$229.87

$1.35

(0.59%)

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.45T

19.45%

NFLX

Netflix

$897.79

$0.31

(0.03%)

premium

24 Buy

10 Hold

2 Sell

Moderate Buy

premium

$383.64B

87.76%

TSLA

Tesla

$352.56

$12.92

(3.8%)

premium

11 Buy

14 Hold

9 Sell

Hold

premium

$1.09T

45.02%

NANC < ETF >

Unusual Whales Subversive Democratic Trading ETF

$39.61

$0.07

(0.18%)

premium

2K Buy

905 Hold

100 Sell

Moderate Buy

premium

$195.84M

35.88%

KRUZ < ETF >

Unusual Whales Subversive Republican Trading ETF

$33.18

$0.168

(0.51%)

premium

2K Buy

763 Hold

87 Sell

Moderate Buy

premium

$41.53M

27.48%

TSLY < ETF >

YieldMax TSLA Option Income Strategy ETF

$15.67

$0.39

(2.55%)

premium

―

premium

$982.98M

-32.63%

MARA

Marathon Digital Holdings

$26.03

$1.85

(7.65%)

premium

3 Buy

4 Hold

1 Sell

Hold

premium

$7.78B

121.43%

CHPT

ChargePoint Holdings

$1.15

$0.02

(1.77%)

premium

3 Buy

7 Hold

2 Sell

Hold

premium

$487.69M

-42.64%

JAAA < ETF >

Janus Detroit Street Trust Janus Henderson AAA CLO ETF

$50.97

$0.03

(0.06%)

premium

―

premium

$15.05B

1.25%

SOUN

SoundHound AI, Inc Class A

$8.25

$1.27

(18.19%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$2.58B

221.66%

EFR < FUND >

Eaton Vance Senior Floating Rate Fund

$12.93

$0.03

(0.23%)

premium

―

premium

$376.36M

6.52%

BRLN < ETF >

BlackRock Floating Rate Loan ETF

$52.75

$0.07

(0.13%)

premium

―

premium

$57.71M

0.86%

ICLO < ETF >

Invesco AAA CLO Floating Rate Note ETF

$25.61

$0.01

(0.04%)

premium

―

premium

$231.44M

0.36%

CRPT < ETF >

First Trust SkyBridge Crypto Industry and Digital Economy ETF

$19.90

$0.292

(1.49%)

premium

389 Buy

96 Hold

10 Sell

Moderate Buy

premium

$97.94M

205.18%

KIE < ETF >

SPDR S&P Insurance ETF

$61.01

$0.65

(1.08%)

premium

194 Buy

184 Hold

21 Sell

Hold

premium

$999.76M

32.79%

THTA < ETF >

SoFi Enhanced Yield ETF

$19.00

(0%)

premium

―

premium

$32.23M

-5.16%

DES < ETF >

WisdomTree U.S. SmallCap Dividend Fund

$37.26

$0.64

(1.75%)

premium

816 Buy

760 Hold

139 Sell

Hold

premium

$2.13B

24.08%

TPZ < FUND >

Tortoise Power and Energy Infrastructure Fund Inc

$20.90

$0.235

(1.14%)

premium

―

premium

$128.78M

55.68%

Energy Transfer

$19.07

$0.1

(0.53%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$64.95B

38.06%

SPYI < ETF >

NEOS S&P 500 High Income ETF

$51.96

$0.19

(0.37%)

premium

4K Buy

3K Hold

326 Sell

Moderate Buy

premium

$2.35B

9.06%

NVDA

Nvidia

$141.95

$4.72

(3.22%)

premium

40 Buy

4 Hold

0 Sell

Strong Buy

premium

$3.59T

201.07%

INTC

Intel

$24.50

$0.06

(0.25%)

premium

1 Buy

22 Hold

7 Sell

Hold

premium

$105.41B

-44.03%

TMF < ETF >

Direxion Daily 20+ Year Treasury Bull 3X Shares

$44.71

$0.1

(0.22%)

premium

―

premium

$6.19B

-11.56%

GOOY < ETF >

YieldMax GOOGL Option Income Strategy ETF

$14.32

$0.15

(1.04%)

premium

27 Buy

7 Hold

0 Sell

Moderate Buy

premium

$80.73M

-24.48%