My Team - New Portfolio

Karl

My Team
Individual Investor
Ranked #123,244 out of 757,492 TipRanks' Investors
Success Rate
62%
125 out of 203
profitable transactions
Average Return
10.87%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
21.72% LLY
8.72% IESC
8.49% XLK
7.96% META
6.25% MSFT
46.86% Others
By Assets
73.00% Stocks
13.66% Cash
13.34% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
25.50% Healthcare
15.45% General
15.28% Industrials
13.00% Real Estate
11.83% Technology
18.93% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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KRP
Kimbell Royalty Partners
$15.94
$0.05
(0.31%)
premium
1 Buy
0 Hold
1 Sell
Hold
premium
$1.75B
3.18%
NVDA
Nvidia
$117.87
$4.5
(3.97%)
Pre
0.82%
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.89T
160.50%
AMZN
Amazon
$189.87
$3.44
(1.85%)
Pre
0.36%
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.99T
35.46%
MSFT
Microsoft
$438.69
$7.88
(1.83%)
Pre
0.2%
premium
29 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.26T
31.08%
AAPL
Apple
$228.87
$8.18
(3.71%)
Pre
0.6%
premium
24 Buy
8 Hold
1 Sell
Moderate Buy
premium
$3.48T
23.24%
PBR
Petroleo Brasileiro SA- Petrobras
$14.64
$0.06
(0.41%)
Pre
0%
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$91.00B
-4.58%
QLD
QLD
< ETF >
ProShares Ultra QQQ
$98.77
$4.8
(5.11%)
Pre
0.61%
premium
premium
$6.66B
60.34%
XLK
XLK
< ETF >
Technology Select Sector SPDR Fund
$223.62
$6.45
(2.97%)
Pre
0.35%
premium
765 Buy
369 Hold
38 Sell
Moderate Buy
premium
$68.04B
30.35%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$54.42
$0.85
(1.59%)
Pre
0.15%
premium
1K Buy
521 Hold
59 Sell
Moderate Buy
premium
$16.13B
11.05%
HASI
HASI
$35.11
$0.09
(0.26%)
Pre
0%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$4.10B
46.60%
GOOGL
Alphabet Class A
$162.14
$2.33
(1.46%)
Pre
0.14%
premium
27 Buy
9 Hold
0 Sell
Strong Buy
premium
$2.00T
15.77%
LLY
Eli Lilly & Co
$915.04
$10.07
(1.11%)
Pre
0.43%
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$869.68B
57.40%
META
Meta Platforms
$559.10
$21.15
(3.93%)
Pre
0.38%
premium
41 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.41T
76.34%
JSPR
Jasper Therapeutics
$23.91
$1.17
(5.15%)
Pre
2.68%
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$361.17M
190.42%
HWM
Howmet Aerospace
$97.43
$2.75
(2.9%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$39.77B
100.93%
GE
GE Aerospace
$186.16
$2.61
(1.42%)
Pre
0.16%
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$201.86B
57.95%
IGM
IGM
< ETF >
iShares Expanded Tech Sector ETF
$94.63
$2.69
(2.93%)
premium
2K Buy
1K Hold
124 Sell
Moderate Buy
premium
$5.03B
46.67%
AGNC
AGNC Investment
$10.56
$0.1
(0.94%)
Pre
0.95%
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$8.26B
5.33%
IESC
IES Holdings
$183.65
$18.1
(10.93%)
Pre
0.62%
premium
premium
$3.67B
172.72%
SBLK
Star Bulk Carriers
$21.84
$0.8
(3.8%)
Pre
0.55%
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$2.60B
16.11%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$483.36
$11.92
(2.53%)
Pre
0.27%
premium
1K Buy
615 Hold
62 Sell
Moderate Buy
premium
$284.92B
29.32%
SMCI
Super Micro Computer
$437.20
$0.32
(0.07%)
Pre
0.97%
premium
2 Buy
10 Hold
1 Sell
Hold
premium
$25.60B
76.35%
FEPI
FEPI
< ETF >
REX FANG & Innovation Equity Premium Income ETF
$51.24
$1.11
(2.21%)
Pre
0.31%
premium
364 Buy
105 Hold
22 Sell
Moderate Buy
premium
$379.86M
-3.02%
SHEL
Shell
$69.17
$1
(1.47%)
Pre
0.51%
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$214.07B
4.60%
XLF
XLF
< ETF >
Financial Select Sector SPDR Fund
$45.69
$0.5
(1.11%)
Pre
0.04%
premium
534 Buy
433 Hold
47 Sell
Moderate Buy
premium
$43.06B
31.02%
IRM
Iron Mountain
$114.13
$2.32
(1.99%)
Pre
0.04%
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$33.48B
79.87%
LPG
Dorian LPG
$35.39
$0.17
(0.48%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.51B
28.49%
AIPI
AIPI
< ETF >
REX AI Equity Premium Income ETF
$50.19
$0.94
(1.91%)
premium
517 Buy
138 Hold
26 Sell
Moderate Buy
premium
$39.43M
-2.80%
MITT
AG Mortgage
$7.91
$0.12
(1.54%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$233.29M
33.39%
CG
Carlyle Group
$44.51
$2.19
(5.17%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$15.86B
30.34%
MPLX
MPLX
$44.13
$0.08
(0.18%)
Pre
0.29%
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$45.04B
25.80%
CSL
Carlisle Companies
$438.55
$13.26
(3.12%)
Pre
0.19%
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$20.28B
59.75%