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Positions
- New Portfolio
Performance
Portfolio Details
Joe Reich
Positions
Individual Investor
Ranked #199,035 out of 769,603 TipRanks' Investors
Success Rate
65%
43 out of 66
profitable transactions
Average Return
4.69%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
10.00%
JEPQ
10.00%
ARCC
10.00%
SCHD
10.00%
MSTY
10.00%
AU:360
50.00%
Others
By Assets
66.67%
Cash
16.67%
Stocks
16.67%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
By Sector
50.00%
General
30.00%
Financial
10.00%
Technology
10.00%
Real Estate
Portfolio Holdings
Select Columns
10
Results | Showing
1
out of
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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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%
ARCC
Ares Capital
$22.02
$0.24
(
1.1%
)
premium
7
Buy
3
Hold
0
Sell
Moderate Buy
premium
$14.23B
10.99%
SCHD
< ETF >
Schwab US Dividend Equity ETF
$29.35
$0.37
(
1.28%
)
premium
424
Buy
434
Hold
68
Sell
Moderate Buy
premium
$65.66B
20.41%
MSTY
< ETF >
YieldMax MSTR Option Income Strategy ETF
$35.85
$2.11
(
6.25%
)
premium
―
premium
$1.57B
59.21%
360
Life360 Shs Chess Depository Interests Repr 3 Sh
AU$20.97
AU$0.72
(
3.32%
)
premium
4
Buy
1
Hold
0
Sell
Strong Buy
premium
―
185.04%
MAIN
Main Street Capital
$53.97
$0.79
(
1.49%
)
premium
0
Buy
4
Hold
0
Sell
Hold
premium
$4.76B
29.17%
YMAX
< ETF >
YieldMax Universe Fund of Option Income ETFs
$18.35
$0.22
(
1.21%
)
premium
―
premium
$407.26M
-8.89%
SPLG
< ETF >
SPDR Portfolio S&P 500 ETF
$70.05
$0.22
(
0.32%
)
premium
4K
Buy
3K
Hold
326
Sell
Moderate Buy
premium
$52.26B
30.50%
HTGC
Hercules Capital
$18.76
$0.23
(
1.24%
)
premium
3
Buy
2
Hold
0
Sell
Moderate Buy
premium
$3.05B
19.16%
O
Realty Income
$57.45
$0.06
(
0.1%
)
premium
3
Buy
8
Hold
0
Sell
Moderate Buy
premium
$50.28B
7.65%
10
Results | Showing
1
out of
1
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