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Positions - New Portfolio

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

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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JEPQ
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
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
MSTY
< ETF >
YieldMax MSTR Option Income Strategy ETF
$35.85
$2.11
(6.25%)
premium
premium
$1.57B
59.21%
AU: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
YMAX
< ETF >
YieldMax Universe Fund of Option Income ETFs
$18.35
$0.22
(1.21%)
premium
premium
$407.26M
-8.89%
SPLG
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%