New Portfolio Sep 2023 - New Portfolio

Performance Portfolio Details

jinv277@outlook.com

New Portfolio Sep 2023

Individual Investor

Ranked #13,744 out of 859,217 TipRanks' Investors

Success Rate

103 out of 115
profitable transactions

Average Return

30.69%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

10.58% VGT

9.54% SPY

9.45% AU:SPY

8.77% VOO

8.63% QQQ

53.03% Others

By Assets

87.72% ETFs

12.06% Stocks

0.22% Funds

0.00% Cryptocurrency

0.00% Cash

0.00% Options

0.00% Other

By Sector

88.73% General

8.06% Financial

3.20% Industrials

Portfolio Holdings

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To view investors' portfolios

AIQ

$52.72

+1.72%

1K Buy

372 Hold

45 Sell

Moderate Buy

premium

▲ 55.01%

SCHD

$30.65

-0.2%

446 Buy

483 Hold

68 Sell

Moderate Buy

premium

▲ 15.84%

SPHD

$49.33

-0.26%

282 Buy

344 Hold

57 Sell

Hold

premium

▲ 13.3%

TECL

$123.60

+4.8%

―

premium

▲ 50.31%

TQQQ

$55.65

+4.19%

―

premium

▲ 77.68%

VDE

$158.45

-0.15%

581 Buy

334 Hold

50 Sell

Moderate Buy

premium

▲ 22.92%

VGT

$784.02

+1.82%

2K Buy

958 Hold

108 Sell

Moderate Buy

premium

▲ 48.41%

VIG

$224.37

+0.22%

2K Buy

1K Hold

112 Sell

Moderate Buy

premium

▲ 23.78%

VTV

$202.04

-0.45%

3K Buy

2K Hold

186 Sell

Moderate Buy

premium

▲ 25.92%

VUG

$485.66

+1.88%

2K Buy

726 Hold

59 Sell

Moderate Buy

premium

▲ 40.25%

QQQM

$262.48

+1.43%

1K Buy

555 Hold

70 Sell

Moderate Buy

premium

▲ 42.97%

QQQ

$637.40

+1.4%

1K Buy

556 Hold

70 Sell

Moderate Buy

premium

▲ 42.79%

BRK.B

$474.09

-0.72%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▲ 15.18%

DGRO

$72.36

+0.01%

3K Buy

2K Hold

130 Sell

Moderate Buy

premium

▲ 26.24%

EPI

$43.48

+0.32%

―

premium

▲ 1.92%

FDIS

$101.30

+1.23%

1K Buy

927 Hold

119 Sell

Moderate Buy

premium

▲ 23.94%

FMAG

$34.94

+0.4%

741 Buy

180 Hold

10 Sell

Moderate Buy

premium

▲ 23.83%

FFLC

$55.68

+0.43%

1K Buy

408 Hold

45 Sell

Moderate Buy

premium

▲ 33.69%

FMSDX

$16.30

+0.8%

―

premium

▲ 18.72%

GBTC

$58.37

+0.97%

―

premium

▼ 21.86%

HON

$232.19

-0.45%

10 Buy

4 Hold

1 Sell

Moderate Buy

premium

▲ 15.67%

JEPQ

$58.48

+0.17%

1K Buy

508 Hold

51 Sell

Moderate Buy

premium

▲ 7.78%

LVHD

$42.71

-0.52%

537 Buy

492 Hold

46 Sell

Moderate Buy

premium

▲ 18.5%

MARA

$10.47

-0.19%

4 Buy

4 Hold

1 Sell

Moderate Buy

premium

▼ 49.83%

PRU

$99.42

+0.67%

0 Buy

11 Hold

2 Sell

Hold

premium

▼ 13.25%

SPY

$699.94

+0.79%

5K Buy

3K Hold

298 Sell

Moderate Buy

premium

▲ 34.29%

SPXL

$229.00

+2.38%

―

premium

▲ 72.26%

SSO

$59.90

+1.54%

―

premium

▲ 55.38%

LVHI

$40.87

-0.73%

654 Buy

574 Hold

135 Sell

Hold

premium

▲ 38.54%

JEPI

$57.61

-0.4%

1K Buy

522 Hold

34 Sell

Moderate Buy

premium

▲ 0.26%

SPY

AU$974.85

+0.28%

5K Buy

3K Hold

300 Sell

Moderate Buy

premium

▲ 22.11%

VOO

$643.45

+0.8%

5K Buy

3K Hold

300 Sell

Moderate Buy

premium

▲ 34.28%

YMAX

$8.27

+2.63%

―

premium

▼ 50.46%

YMAG

$12.84

+2.01%

―

premium

▼ 31.92%

QTUM

$123.39

+1.09%

887 Buy

309 Hold

25 Sell

Moderate Buy

premium

▲ 54.72%

WTPI

$32.88

+0.03%

―

premium

▼ 0.91%

MSTY

$23.13

+3.21%

―

premium

▼ 83.7%

BETE

$37.51

+1.9%

―

premium

▼ 53.21%

BETH

$42.66

+1.32%

―

premium

▼ 50.82%

AMZA

$44.37

-0.58%

―

premium

▲ 0.27%

FTHI

$23.63

-0.08%

2K Buy

786 Hold

81 Sell

Moderate Buy

premium

▲ 1.11%

SPYI

$52.10

+0.46%

5K Buy

3K Hold

301 Sell

Moderate Buy

premium

▲ 2.22%