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HSBC - New Portfolio

Performance Portfolio Details

jon

HSBC

Individual Investor

Ranked #11,057 out of 769,291 TipRanks' Investors

Success Rate

94 out of 105
profitable transactions

Average Return

15.10%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

12.62% VOO

11.15% UTES

5.80% IWY

5.74% JEPQ

3.97% XMMO

60.72% Others

By Assets

83.72% ETFs

14.69% Stocks

1.59% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

86.25% General

4.26% Consumer Cyclical

1.86% Consumer Defensive

1.84% Industrials

1.69% Financial

4.09% Other

Portfolio Holdings

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To view investors' portfolios

BST < FUND >

BlackRock Science & Technology Trust

$36.45

$0.07

(0.19%)

premium

―

premium

$809.20M

8.00%

CONY < ETF >

YieldMax COIN Option Income Strategy ETF

$16.56

$0.57

(3.56%)

premium

―

premium

$1.04B

-33.43%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$56.57

$0.1

(0.18%)

premium

1K Buy

526 Hold

62 Sell

Moderate Buy

premium

$18.90B

14.66%

Realty Income

$57.45

$0.06

(0.1%)

premium

3 Buy

8 Hold

0 Sell

Moderate Buy

premium

$50.23B

7.65%

QYLD < ETF >

Global X NASDAQ 100 Covered Call ETF

$18.10

$0.03

(0.17%)

premium

1K Buy

624 Hold

72 Sell

Moderate Buy

premium

$8.28B

5.94%

SCHD < ETF >

Schwab US Dividend Equity ETF

$29.35

$0.37

(1.28%)

premium

424 Buy

434 Hold

68 Sell

Moderate Buy

premium

$65.66B

20.41%

TSLY < ETF >

YieldMax TSLA Option Income Strategy ETF

$15.67

$0.39

(2.55%)

premium

―

premium

$982.98M

-32.63%

VOO < ETF >

Vanguard S&P 500 ETF

$547.47

$1.83

(0.34%)

premium

4K Buy

3K Hold

326 Sell

Moderate Buy

premium

$573.83B

29.84%

VGT < ETF >

Vanguard Information Technology ETF

$621.58

$2.3

(0.37%)

premium

2K Buy

1K Hold

134 Sell

Moderate Buy

premium

$81.76B

33.15%

TQQQ < ETF >

ProShares UltraPro QQQ

$78.25

$0.29

(0.37%)

premium

―

premium

$24.63B

73.87%

SQY < ETF >

YieldMax SQ Option Income Strategy ETF

$20.17

$0.08

(0.4%)

premium

―

premium

$59.66M

-15.58%

BIZD < ETF >

VanEck BDC Income ETF

$16.67

$0.19

(1.15%)

premium

41 Buy

46 Hold

6 Sell

Hold

premium

$1.26B

3.84%

IWY < ETF >

iShares Russell Top 200 Growth ETF

$228.53

$0.14

(0.06%)

premium

2K Buy

634 Hold

70 Sell

Moderate Buy

premium

$12.57B

34.78%

PEP

PepsiCo

$162.00

$1.66

(1.04%)

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$219.98B

-5.25%

TWLO

Twilio

$104.35

$2.28

(2.23%)

premium

12 Buy

10 Hold

2 Sell

Moderate Buy

premium

$15.66B

62.89%

OKTA

Okta

$76.57

$1.12

(1.48%)

premium

9 Buy

18 Hold

1 Sell

Moderate Buy

premium

$12.82B

4.89%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$52.05

$0.09

(0.17%)

premium

375 Buy

105 Hold

26 Sell

Moderate Buy

premium

$427.09M

-5.75%

RCL

Royal Caribbean

$241.49

$3.92

(1.65%)

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$63.88B

126.34%

EAT

Brinker International

$125.62

$1.91

(1.54%)

premium

2 Buy

12 Hold

2 Sell

Hold

premium

$5.50B

246.33%

General Motors

$58.53

$2.85

(5.12%)

premium

10 Buy

6 Hold

2 Sell

Moderate Buy

premium

$61.23B

98.15%

BLBD

Blue Bird

$41.18

$1.1

(2.74%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.30B

122.42%

MLPX < ETF >

Global X MLP & Energy Infrastructure ETF

$64.20

$0.19

(0.3%)

premium

114 Buy

64 Hold

17 Sell

Moderate Buy

premium

$2.29B

42.09%

AIRR < ETF >

First Trust RBA American Industrial Renaissance ETF

$85.17

$1.01

(1.2%)

premium

140 Buy

90 Hold

15 Sell

Hold

premium

$2.63B

61.47%

SKYW

SkyWest

$111.90

$2.34

(2.14%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$4.42B

136.58%

SFM

Sprouts Farmers

$147.13

$1.24

(0.85%)

premium

3 Buy

8 Hold

0 Sell

Moderate Buy

premium

$14.59B

250.36%

BRK.B

Berkshire Hathaway B

$476.57

$4.51

(0.96%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.02T

30.48%

ULTY < ETF >

YieldMax Ultra Option Income Strategy ETF

$10.01

$0.07

(0.7%)

premium

282 Buy

106 Hold

28 Sell

Hold

premium

$256.37M

-48.63%

ATGE

Adtalem Global Education

$90.08

$1.26

(1.42%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.33B

55.72%

XSMO < ETF >

Invesco S&P SmallCap Momentum ETF

$72.84

$1.01

(1.41%)

premium

244 Buy

159 Hold

15 Sell

Hold

premium

$1.32B

39.98%

XMMO < ETF >

Invesco S&P MidCap Momentum ETF

$134.35

$2.1

(1.59%)

premium

357 Buy

173 Hold

25 Sell

Moderate Buy

premium

$3.09B

55.95%

RGA

Reinsurance Group

$230.70

$1.53

(0.67%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$15.09B

41.90%

NVDL < ETF >

GraniteShares 1.5x Long NVDA Daily ETF

$76.09

$5.33

(6.55%)

premium

―

premium

$6.63B

396.43%

ZETA

Zeta Global Holdings Corp

$22.38

$0.66

(3.04%)

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$5.16B

150.81%

NVDY < ETF >

YieldMax NVDA Option Income Strategy ETF

$25.68

$0.72

(2.73%)

premium

―

premium

$1.37B

18.55%

SMH < ETF >

VanEck Semiconductor ETF

$244.62

$1.48

(0.6%)

premium

292 Buy

136 Hold

19 Sell

Moderate Buy

premium

$23.60B

49.60%

SYF

Synchrony Financial

$65.99

$0.85

(1.3%)

premium

11 Buy

6 Hold

1 Sell

Moderate Buy

premium

$25.36B

119.47%

PPC

Pilgrim's Pride

$51.71

$0.54

(1.03%)

premium

1 Buy

4 Hold

0 Sell

Hold

premium

$12.39B

100.88%

PPA < ETF >

Invesco Aerospace & Defense ETF

$121.04

$1.49

(1.25%)

premium

290 Buy

161 Hold

25 Sell

Moderate Buy

premium

$4.61B

35.91%

POWL

Powell Industries

$289.88

$1.89

(0.66%)

premium

―

premium

$3.46B

244.81%

AGX

Argan

$158.63

$4.55

(2.95%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$2.08B

235.39%

GPIX < ETF >

Goldman Sachs S&P 500 Core Premium Income ETF

$50.18

$0.14

(0.28%)

premium

4K Buy

3K Hold

326 Sell

Moderate Buy

premium

$300.93M

17.46%

MSDL

Morgan Stanley Direct Lending Fund

$20.43

$0.2

(0.97%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.83B

―

IAUM < ETF >

iShares Gold Trust Micro ETF of Benef Interest

$27.00

$0.35

(1.31%)

premium

―

premium

$1.39B

34.05%

SLV < ETF >

iShares Silver Trust

$28.47

$0.43

(1.53%)

premium

―

premium

$14.69B

29.67%

URA < ETF >

Global X Uranium ETF

$33.12

$0.02

(0.06%)

premium

89 Buy

19 Hold

1 Sell

Moderate Buy

premium

$3.90B

10.97%

Permian Resources

$16.21

$0.22

(1.38%)

premium

14 Buy

1 Hold

0 Sell

Strong Buy

premium

$12.85B

22.25%

CCL

Carnival

$24.90

$0.45

(1.78%)

premium

14 Buy

1 Hold

1 Sell

Strong Buy

premium

$31.76B

75.19%

UTES < ETF >

Virtus Reaves Utilities ETF

$69.05

$0.64

(0.92%)

premium

119 Buy

51 Hold

1 Sell

Moderate Buy

premium

$256.05M

52.93%

CLS

Celestica

$89.16

$2.28

(2.49%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$10.65B

243.63%