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Luis - New Portfolio

Luie

Luis
Individual Investor
Ranked #26,642 out of 770,014 TipRanks' Investors
Success Rate
81%
161 out of 200
profitable transactions
Average Return
16.53%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.99% WLKP
8.34% EPD
7.24% CLM
6.39% CRF
6.20% SVOL
62.84% Others
By Assets
40.72% Stocks
23.84% ETFs
20.83% Cash
14.61% Funds
0.00% Cryptocurrency
By Sector
48.56% General
11.30% Financial
10.89% Energy
10.06% Healthcare
8.99% Basic Materials
10.20% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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TUGN
TUGN
< ETF >
STF Tactical Growth & Income ETF
$23.95
$0.07
(0.29%)
After
0%
premium
1K Buy
628 Hold
73 Sell
Moderate Buy
premium
$39.47M
9.19%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$21.67
$0.05
(0.23%)
After
0%
premium
premium
$1.23B
-4.55%
NLCP
NewLake Capital Partners
$18.99
$0.106
(0.55%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$391.69M
45.21%
EPD
Enterprise Products Partners
$32.86
$0.52
(1.61%)
After
0.06%
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$70.10B
20.94%
CRF
CRF
< FUND >
Cornerstone Total Return Fund Inc
$9.16
$0.01
(0.11%)
After
0%
premium
premium
$953.42M
25.49%
CLM
CLM
< FUND >
Cornerstone Strategic Value Fund Inc
$8.91
$0.05
(0.56%)
After
>0.01%
premium
premium
$1.95B
21.58%
BTO
BTO
< FUND >
John Hancock Financial Opportunities Fund
$39.27
$0.18
(0.46%)
premium
premium
$776.64M
45.34%
ARCC
Ares Capital
$22.00
$0
(0%)
After
0.09%
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.21B
10.61%
WLKP
Westlake Chemical PRN
$23.55
$0.15
(0.64%)
After
0%
premium
premium
$824.58M
5.41%
SPOK
Spok Holdings
$16.37
$0.01
(0.06%)
After
0.12%
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$332.06M
-6.88%
SACH
Sachem Capital
$1.61
$0.02
(1.26%)
After
0.62%
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$74.67M
-57.03%
DAPP
DAPP
< ETF >
VanEck Digital Transformation ETF
$16.98
$1.345
(7.34%)
premium
125 Buy
20 Hold
3 Sell
Moderate Buy
premium
$196.38M
183.67%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$52.21
$0.17
(0.33%)
After
0.02%
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
$2.35B
9.67%
SOFI
SoFi Technologies
$15.49
$0.21
(1.34%)
After
0.13%
premium
5 Buy
7 Hold
2 Sell
Hold
premium
$17.04B
128.86%
IEP
Icahn Enterprises
$11.12
$0.06
(0.54%)
After
0%
premium
premium
$5.63B
-35.23%
REFI
Chicago Atlantic Real Estate ate Finance Inc
$16.04
$0.05
(0.31%)
After
0%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$315.92M
5.16%
PFE
Pfizer
$25.77
$0.4
(1.53%)
After
0.08%
premium
7 Buy
11 Hold
1 Sell
Moderate Buy
premium
$148.31B
-14.20%
ELTP
Elite Pharmaceuticals
$0.59
$0.019
(3.07%)
premium
premium
$647.48M
285.99%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$29.45
$0.06
(0.2%)
After
0.1%
premium
428 Buy
434 Hold
68 Sell
Moderate Buy
premium
$65.66B
23.25%
SCHH
SCHH
< ETF >
Schwab U.S. REIT ETF
$23.11
$0.09
(0.39%)
After
0%
premium
434 Buy
450 Hold
46 Sell
Moderate Buy
premium
$7.88B
20.76%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$27.74
$0.22
(0.8%)
After
0.07%
premium
3K Buy
1K Hold
135 Sell
Moderate Buy
premium
$35.54B
38.06%
ULTY
ULTY
< ETF >
YieldMax Ultra Option Income Strategy ETF
$10.00
$0.07
(0.7%)
After
0.4%
premium
278 Buy
103 Hold
28 Sell
Hold
premium
$257.93M
-47.96%
SOUN
SoundHound AI, Inc Class A
$7.61
$0.42
(5.23%)
After
1.31%
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.97B
271.76%
HUMA
Humacyte
$4.43
$0.15
(3.5%)
After
0.23%
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$550.70M
65.25%
EMBVF
Arca Continental SAB de C V
$8.38
$0.48
(5.42%)
premium
premium
$14.72B
-12.02%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.97
$0.28
(0.49%)
After
0.02%
premium
1K Buy
532 Hold
63 Sell
Moderate Buy
premium
$18.90B
15.06%
TQQQ
TQQQ
< ETF >
ProShares UltraPro QQQ
$79.83
$1.22
(1.55%)
After
0.05%
premium
premium
$24.75B
77.64%
TCNNF
Trulieve Cannabis
$5.92
$0.15
(2.47%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.13B
8.78%
GCT
GigaCloud Technology, Inc. Class A
$24.73
$0.76
(2.98%)
After
0.73%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.04B
153.13%
MJ
MJ
< ETF >
ETFMG Alternative Harvest ETF
$2.60
$0.01
(0.38%)
After
0%
premium
premium
$178.21M
-18.18%