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Dividend Pie Aggressive - New Portfolio

Performance Portfolio Details

Passive Inc.

Dividend Pie Aggressive

Individual Investor

Ranked #137,702 out of 757,311 TipRanks' Investors

Success Rate

37 out of 59
profitable transactions

Average Return

13.03%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

2.27% BST

2.27% DIVO

2.27% JEPI

2.27% JEPQ

2.27% MAIN

88.65% Others

By Assets

50.00% ETFs

40.91% Stocks

9.09% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

59.09% General

13.64% Financial

11.36% Technology

4.55% Consumer Cyclical

2.27% Healthcare

9.09% Other

Portfolio Holdings

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To view investors' portfolios

BST < FUND >

BlackRock Science & Technology Trust

$34.96

$0.63

(1.84%)

premium

―

premium

$760.68M

8.36%

DIVO < ETF >

Amplify CWP Enhanced Dividend Income ETF

$41.01

$0.48

(1.18%)

premium

316 Buy

119 Hold

10 Sell

Moderate Buy

premium

$3.50B

13.56%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$59.21

$0.36

(0.61%)

premium

1K Buy

563 Hold

54 Sell

Moderate Buy

premium

$35.41B

6.67%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$54.42

$0.85

(1.59%)

premium

1K Buy

521 Hold

59 Sell

Moderate Buy

premium

$16.11B

11.05%

MAIN

Main Street Capital

$50.40

$0.23

(0.46%)

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$4.37B

23.06%

PP < ETF >

Meet Kevin Pricing Power ETF

$28.70

$0.5

(1.71%)

premium

―

premium

$40.73M

19.28%

SOFI

SoFi Technologies

$8.19

$0.08

(0.99%)

premium

5 Buy

6 Hold

3 Sell

Hold

premium

$8.64B

-5.92%

STAG

Stag Industrial

$39.97

$0.35

(0.88%)

premium

4 Buy

4 Hold

0 Sell

Moderate Buy

premium

$7.37B

9.21%

SVOL < ETF >

Simplify Volatility Premium ETF

$22.37

$0.14

(0.63%)

premium

―

premium

$1.22B

-3.77%

PLTR

Palantir Technologies

$36.83

$0.45

(1.24%)

premium

4 Buy

5 Hold

6 Sell

Hold

premium

$81.47B

140.13%

VYMI < ETF >

Vanguard International High Dividend Yield ETF

$73.27

$1.16

(1.61%)

premium

2K Buy

1K Hold

322 Sell

Hold

premium

$7.87B

13.04%

ECAT < FUND >

BlackRock ESG Capital Allocation Trust

$17.47

(0%)

premium

―

premium

$1.89B

15.76%

LMND

Lemonade

$18.42

$0.2

(1.1%)

premium

1 Buy

3 Hold

1 Sell

Hold

premium

$1.29B

44.15%

OXLC

Oxford Lane Capital

$5.20

$0.01

(0.19%)

premium

―

premium

―

5.25%

PDI

PIMCO Dynamic

$19.62

$0.12

(0.62%)

premium

―

premium

―

10.79%

Waste Management

$204.64

$2.76

(1.37%)

premium

7 Buy

6 Hold

0 Sell

Moderate Buy

premium

$81.02B

26.43%

FSTA < ETF >

FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF

$50.94

$0.21

(0.41%)

premium

438 Buy

396 Hold

53 Sell

Moderate Buy

premium

$1.20B

15.86%

SHE < ETF >

SPDR SSGA Gender Diversity Index ETF

$114.16

$2.35

(2.1%)

premium

2K Buy

1K Hold

156 Sell

Moderate Buy

premium

$248.54M

27.07%

ARKF < ETF >

ARK Fintech Innovation ETF

$29.51

$0.64

(2.22%)

premium

459 Buy

158 Hold

20 Sell

Moderate Buy

premium

$856.98M

44.64%

UIVM < ETF >

VictoryShares USAA MSCI International Value Momentum ETF

$50.24

$0.846

(1.71%)

premium

574 Buy

316 Hold

59 Sell

Hold

premium

$231.36M

12.46%

CLOV

Clover Health Investments

$3.03

$0.03

(1%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.49B

180.37%

AAPL

Apple

$228.87

$8.18

(3.71%)

premium

24 Buy

8 Hold

1 Sell

Moderate Buy

premium

$3.36T

23.24%

NFLX

Netflix

$704.32

$13.85

(2.01%)

premium

24 Buy

12 Hold

1 Sell

Moderate Buy

premium

$296.33B

74.27%

TSLA

Tesla

$243.92

$16.72

(7.36%)

premium

12 Buy

16 Hold

8 Sell

Hold

premium

$725.82B

-14.75%

NANC < ETF >

Unusual Whales Subversive Democratic Trading ETF

$37.17

$0.86

(2.37%)

premium

2K Buy

920 Hold

96 Sell

Moderate Buy

premium

$162.34M

30.05%

KRUZ < ETF >

Unusual Whales Subversive Republican Trading ETF

$31.16

$0.439

(1.43%)

premium

2K Buy

741 Hold

85 Sell

Moderate Buy

premium

$32.76M

21.22%

TSLY < ETF >

YieldMax TSLA Option Income Strategy ETF

$13.56

$0.33

(2.49%)

premium

―

premium

$699.09M

-54.03%

MARA

Marathon Digital Holdings

$15.45

$0.11

(0.72%)

premium

2 Buy

4 Hold

1 Sell

Hold

premium

$4.52B

60.46%

CHPT

ChargePoint Holdings

$1.43

$0.02

(1.38%)

premium

6 Buy

5 Hold

1 Sell

Moderate Buy

premium

$625.79M

-73.00%

JAAA < ETF >

Janus Detroit Street Trust Janus Henderson AAA CLO ETF

$50.79

$0.01

(0.02%)

premium

―

premium

$12.23B

1.03%

SOUN

SoundHound AI, Inc Class A

$5.01

$0.16

(3.3%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.74B

127.70%

EFR < FUND >

Eaton Vance Senior Floating Rate Fund

$12.76

$0.04

(0.31%)

premium

―

premium

$371.10M

4.26%

BRLN < ETF >

BlackRock Floating Rate Loan ETF

$52.52

$0.1

(0.19%)

premium

―

premium

$52.25M

-0.42%

ICLO < ETF >

Invesco AAA CLO Floating Rate Note ETF

$25.75

$0.005

(0.02%)

premium

―

premium

$160.60M

0.82%

CRPT < ETF >

First Trust SkyBridge Crypto Industry and Digital Economy ETF

$11.54

$0.58

(5.29%)

premium

397 Buy

94 Hold

8 Sell

Moderate Buy

premium

$48.91M

107.58%

KIE < ETF >

SPDR S&P Insurance ETF

$56.69

$0.06

(0.11%)

premium

191 Buy

186 Hold

27 Sell

Hold

premium

$906.10M

29.20%

THTA < ETF >

SoFi Enhanced Yield ETF

$18.86

(0%)

premium

―

premium

$39.35M

-5.79%

DES < ETF >

WisdomTree U.S. SmallCap Dividend Fund

$34.80

$0.51

(1.49%)

premium

829 Buy

800 Hold

151 Sell

Hold

premium

$2.02B

19.23%

TPZ < FUND >

Tortoise Power and Energy Infrastructure Fund Inc

$18.28

$0.07

(0.38%)

premium

―

premium

$113.77M

34.04%

Energy Transfer

$16.17

$0.06

(0.37%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$55.13B

16.57%

SPYI < ETF >

NEOS S&P 500 High Income ETF

$51.37

$0.57

(1.12%)

premium

4K Buy

3K Hold

296 Sell

Moderate Buy

premium

$1.92B

3.59%

NVDA

Nvidia

$117.87

$4.5

(3.97%)

premium

39 Buy

3 Hold

0 Sell

Strong Buy

premium

$2.78T

160.50%

INTC

Intel

$21.14

$0.37

(1.78%)

premium

1 Buy

26 Hold

7 Sell

Hold

premium

$88.81B

-42.84%

TMF < ETF >

Direxion Daily 20+ Year Treasury Bull 3X Shares

$60.51

$0.64

(1.05%)

premium

―

premium

$7.23B

9.39%