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Working with TipRanks

New Portfolio Sep 2023 - New Portfolio

Performance Portfolio Details

jinv277@outlook.com

New Portfolio Sep 2023

Individual Investor

Ranked #8,824 out of 788,370 TipRanks' Investors

Success Rate

103 out of 115
profitable transactions

Average Return

19.74%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

9.62% VGT

9.35% AU:SPY

9.25% SPY

8.51% VOO

8.11% QQQ

55.16% Others

By Assets

86.06% ETFs

13.72% Stocks

0.22% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

86.28% General

9.30% Financial

3.27% Industrials

1.16% Technology

Portfolio Holdings

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To view investors' portfolios

AIQ < ETF >

Global X Artificial Intelligence & Technology ETF

$41.24

$0.99

(2.34%)

premium

969 Buy

409 Hold

60 Sell

Moderate Buy

premium

$3.34B

24.70%

SCHD < ETF >

Schwab US Dividend Equity ETF

$28.21

$0.11

(0.39%)

premium

425 Buy

426 Hold

67 Sell

Moderate Buy

premium

$69.12B

9.20%

SPHD < ETF >

Invesco S&P 500 High Dividend Low Volatility ETF

$50.20

$0.18

(0.36%)

premium

317 Buy

308 Hold

22 Sell

Moderate Buy

premium

$3.40B

18.22%

TECL < ETF >

Direxion Daily Technology Bull 3x Shares

$89.50

$8.05

(8.25%)

premium

―

premium

$3.37B

13.93%

TQQQ < ETF >

ProShares UltraPro QQQ

$83.71

$5.59

(6.26%)

premium

―

premium

$25.67B

48.41%

VDE < ETF >

Vanguard Energy ETF

$127.00

$2.85

(2.19%)

premium

551 Buy

298 Hold

50 Sell

Moderate Buy

premium

$7.92B

7.63%

VGT < ETF >

Vanguard Information Technology ETF

$624.14

$17.37

(2.71%)

premium

2K Buy

987 Hold

132 Sell

Moderate Buy

premium

$89.31B

24.58%

VIG < ETF >

Vanguard Dividend Appreciation ETF

$201.98

$2.19

(1.07%)

premium

2K Buy

1K Hold

137 Sell

Moderate Buy

premium

$90.91B

14.53%

VTV < ETF >

Vanguard Value ETF

$176.34

$2.06

(1.15%)

premium

3K Buy

2K Hold

177 Sell

Moderate Buy

premium

$138.14B

14.70%

VUG < ETF >

Vanguard Growth ETF

$416.02

$9.41

(2.21%)

premium

2K Buy

908 Hold

96 Sell

Moderate Buy

premium

$163.55B

25.33%

QQQM < ETF >

Invesco NASDAQ 100 ETF

$216.61

$4.57

(2.07%)

premium

1K Buy

621 Hold

63 Sell

Moderate Buy

premium

$45.19B

20.10%

QQQ < ETF >

Invesco QQQ Trust

$526.08

$11.15

(2.08%)

premium

1K Buy

621 Hold

63 Sell

Moderate Buy

premium

$343.15B

22.63%

BRK.B

Berkshire Hathaway B

$478.74

$3.06

(0.64%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.04T

15.31%

DGRO < ETF >

iShares Core Dividend Growth ETF

$63.76

$0.5

(0.78%)

premium

2K Buy

2K Hold

179 Sell

Moderate Buy

premium

$31.80B

14.42%

EPI < ETF >

WisdomTree India Earnings Fund

$41.88

$0.64

(1.51%)

premium

―

premium

$2.98B

-4.47%

FDIS < ETF >

Fidelity MSCI Consumer Discretionary Index ETF

$94.93

$2.64

(2.71%)

premium

1K Buy

937 Hold

144 Sell

Moderate Buy

premium

$2.09B

20.81%

FMAG < ETF >

Fidelity Magellan ETF

$31.49

$0.77

(2.39%)

premium

698 Buy

197 Hold

14 Sell

Moderate Buy

premium

$212.05M

16.24%

FFLC < ETF >

Fidelity Fundamental Large Cap Core ETF

$46.78

$0.96

(2.01%)

premium

1K Buy

498 Hold

56 Sell

Moderate Buy

premium

$805.09M

18.10%

FMSDX < FUND >

Fidelity Advisor Multi-Asset Income Fund - Fidelity Multi-Asset Income Fund

$14.33

$0.15

(1.04%)

premium

―

premium

―

8.54%

GBTC

Grayscale Bitcoin

$75.06

$2.95

(3.78%)

premium

―

premium

―

61.63%

HON

Honeywell International

$211.94

$0.59

(0.28%)

premium

8 Buy

8 Hold

0 Sell

Moderate Buy

premium

$137.36B

5.54%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$57.57

$0.83

(1.42%)

premium

1K Buy

549 Hold

60 Sell

Moderate Buy

premium

$23.83B

8.66%

LVHD < ETF >

Legg Mason Low Volatility High Dividend ETF

$40.32

$0.18

(0.45%)

premium

525 Buy

418 Hold

42 Sell

Moderate Buy

premium

$519.45M

14.16%

MARA

Marathon Digital Holdings

$14.66

$1.29

(8.09%)

premium

3 Buy

7 Hold

0 Sell

Moderate Buy

premium

$5.41B

-40.31%

PRU

Prudential Financial

$109.50

$1.63

(1.47%)

premium

1 Buy

9 Hold

1 Sell

Hold

premium

$39.34B

1.09%

SPY < ETF >

SPDR S&P 500 ETF Trust

$599.94

$10.44

(1.71%)

premium

4K Buy

3K Hold

286 Sell

Moderate Buy

premium

$636.06B

20.27%

SPXL < ETF >

Direxion Daily S&P 500 Bull 3x Shares

$176.76

$9.56

(5.13%)

premium

―

premium

$5.63B

50.99%

SSO < ETF >

ProShares Ultra S&P 500

$95.92

$3.44

(3.46%)

premium

―

premium

$6.13B

35.66%

LVHI < ETF >

Legg Mason International Low Volatility High Dividend ETF

$31.79

$0.08

(0.25%)

premium

363 Buy

293 Hold

70 Sell

Hold

premium

$1.81B

11.19%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$59.13

$0.58

(0.97%)

premium

1K Buy

568 Hold

50 Sell

Moderate Buy

premium

$39.72B

4.17%

SPY < ETF >

SPDR S&P 500 ETF Trust CDI

AU$953.58

AU$7.11

(0.74%)

premium

4K Buy

3K Hold

284 Sell

Moderate Buy

premium

―

24.81%

VOO < ETF >

Vanguard S&P 500 ETF

$551.75

$9.55

(1.7%)

premium

4K Buy

3K Hold

286 Sell

Moderate Buy

premium

$635.52B

20.30%

YMAX < ETF >

YieldMax Universe Fund of Option Income ETFs

$16.06

$0.53

(3.19%)

premium

―

premium

$846.73M

-17.34%

YMAG < ETF >

YieldMax Magnificent 7 Fund of Option Income ETFs

$17.71

$0.39

(2.15%)

premium

―

premium

$364.26M

-8.54%

QTUM < ETF >

Defiance Quantum ETF

$83.70

(2.33%)

premium

628 Buy

279 Hold

33 Sell

Moderate Buy

premium

$1.16B

42.78%

PUTW < ETF >

WisdomTree PutWrite Strategy Fund

$33.38

$0.515

(1.52%)

premium

―

premium

$237.39M

1.31%

MSTY < ETF >

YieldMax MSTR Option Income Strategy ETF

$23.27

$1.59

(6.4%)

premium

―

premium

$2.29B

9.80%

BETE < ETF >

ProShares Bitcoin & Ether Equal Weight Strategy ETF

$68.63

$3.013

(4.2%)

premium

―

premium

$8.20M

-2.15%

BETH < ETF >

ProShares Bitcoin & Ether Market Cap Weight Strategy ETF

$80.15

$3.374

(4.04%)

premium

―

premium

$13.53M

12.85%

AMZA < ETF >

InfraCap MLP ETF

$47.45

$1.003

(2.07%)

premium

―

premium

$460.66M

23.98%

FTHI < ETF >

First Trust BuyWrite Income ETF

$23.24

$0.256

(1.09%)

premium

1K Buy

716 Hold

81 Sell

Moderate Buy

premium

$1.24B

7.30%

SPYI < ETF >

NEOS S&P 500 High Income ETF

$51.65

$0.68

(1.3%)

premium

4K Buy

3K Hold

285 Sell

Moderate Buy

premium

$3.09B

7.19%