Portfolio - New Portfolio

Dividend / Secondary Growth

Portfolio
Individual Investor
Ranked #154,745 out of 766,394 TipRanks' Investors
Success Rate
68%
25 out of 37
profitable transactions
Average Return
20.95%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.15% JEPQ
9.29% NVDY
8.90% TLTW
8.54% COWZ
7.83% SVOL
53.29% Others
By Assets
70.49% ETFs
29.51% Stocks
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
70.49% General
10.23% Energy
7.44% Technology
4.39% Financial
4.27% Industrials
3.17% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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b135kjtsen
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b135kjtsen
premium
b135kjtsen
premium
b135kjtsen
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b135kjtsen
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rq150pwpco
premium
rq150pwpco
premium
rq150pwpco
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4733guz4f7c
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premium
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premium
4733guz4f7c
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7qthippe377
7qthippe377
7qthippe377
premium
7qthippe377
premium
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7qthippe377
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bauniuku8z
premium
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premium
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iwr6a9knrv
premium
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premium
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ET
Energy Transfer
$17.05
$0.19
(1.1%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$59.03B
31.20%
SBLK
Star Bulk Carriers
$19.90
$0.43
(2.12%)
premium
1 Buy
1 Hold
1 Sell
Hold
premium
$2.42B
10.49%
PBR
Petroleo Brasileiro SA- Petrobras
$13.72
$0.1
(0.73%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$85.02B
-10.57%
DHT
DHT Holdings
$10.15
$0.16
(1.55%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.66B
1.98%
NVDY
NVDY
< ETF >
YieldMax NVDA Option Income Strategy ETF
$25.99
$0.35
(1.37%)
premium
premium
$1.32B
18.32%
AMZY
AMZY
< ETF >
YieldMax AMZN Option Income Strategy ETF
$20.55
$0.23
(1.13%)
premium
premium
$193.71M
-1.41%
GOOY
GOOY
< ETF >
YieldMax GOOGL Option Income Strategy ETF
$15.53
$0.05
(0.32%)
premium
premium
$73.49M
-17.96%
FBY
FBY
< ETF >
YieldMax META Option Income Strategy ETF
$19.25
$0.04
(0.21%)
premium
premium
$131.00M
-6.57%
OXSQ
Oxford Square Capital
$2.85
$0.02
(0.7%)
premium
premium
$194.85M
-2.71%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.64
$0.08
(0.14%)
premium
1K Buy
532 Hold
62 Sell
Moderate Buy
premium
$18.51B
16.57%
WDTE
WDTE
< ETF >
Defiance S&P 500 Enhanced Options & 0DTE Income ETF
$41.87
$0.02
(0.05%)
premium
premium
$89.91M
-22.77%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$21.90
$0.01
(0.05%)
premium
premium
$1.24B
-3.52%
TLTW
TLTW
< ETF >
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
$24.88
$0.35
(1.39%)
premium
premium
$1.11B
-9.03%
MU
Micron
$104.10
$4.55
(4.19%)
premium
23 Buy
1 Hold
1 Sell
Strong Buy
premium
$120.46B
44.17%
COWZ
COWZ
< ETF >
Pacer US Cash Cows 100 ETF
$59.70
$0.56
(0.93%)
premium
515 Buy
490 Hold
71 Sell
Hold
premium
$26.16B
24.53%
TRTX
Tpg Re Finance
$8.87
$0.2
(2.21%)
premium
4 Buy
0 Hold
1 Sell
Moderate Buy
premium
$734.01M
64.31%
TCPC
BlackRock TCP Capital
$8.59
$0.14
(1.6%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$747.21M
-22.95%