Education

Personal Finance How To Use TipRanks TipRanks Labs Webinar Center Glossary FAQs

About Us

About TipRanks Contact Us Careers Reviews Mobile APP

Working with TipRanks

Enterprise Solutions Advertise with Us Top Online Brokers Become an Affiliate TipRanks News Wire Arrived EquityMultiple

TOOLS

Technical Analysis Screener

Top Analyst Stocks

Popular

Top Smart Score Stocks

Daily Analyst Ratings

Daily Insiders Trades

Dividend Stocks

ETF Center

Top Gainers/losers/active ETFs

Dividend Calculator

Options Profit Calculator

Dollar Cost Averaging

Best High Yield Dividend Stocks

Dividend Aristocrats

Dividend Stock Comparison

New

Dividend Calculator

Dividend Returns Comparison

Dividend Calendar

Top Analysts

Top Financial Bloggers

Top-Performing Corporate Insiders

Top Hedge Fund Managers

Top Research Firms

Top Individual Investors

Personal Finance Center

Mortgages

Loans

Investing & Retirement

Spending & Savings

Real Estate

Top Online Brokers

Compound Interest Calculator

Mortgage Calculator

Auto Loan Calculator

Student Loan Calculator

401k Retirement Calculator

Education

About Us

Working with TipRanks

STOCKS

HSBC - New Portfolio

Performance Portfolio Details

jon

HSBC

Individual Investor

Ranked #106,066 out of 789,901 TipRanks' Investors

Success Rate

82 out of 124
profitable transactions

Average Return

8.20%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

12.51% VOO

10.67% UTES

5.77% CONY

5.75% IWY

5.57% JEPQ

59.73% Others

By Assets

81.73% ETFs

16.68% Stocks

1.59% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

85.69% General

4.44% Consumer Cyclical

2.77% Financial

2.44% Technology

1.44% Real Estate

3.21% Other

Portfolio Holdings

c3wiuk90vco

premium

c3wiuk90vco

premium

c3wiuk90vco

7p8f1jm

premium

7p8f1jm

premium

7p8f1jm

b90sq6lw8bh

premium

b90sq6lw8bh

premium

b90sq6lw8bh

mof06q

premium

mof06q

premium

mof06q

fr5jebx72gm

premium

fr5jebx72gm

premium

fr5jebx72gm

4p5b607e2hr

premium

4p5b607e2hr

premium

4p5b607e2hr

97clge

premium

97clge

premium

97clge

a8segywaw4

premium

a8segywaw4

premium

a8segywaw4

khtad3oww

premium

khtad3oww

premium

khtad3oww

j44zwe3ime

premium

j44zwe3ime

premium

j44zwe3ime

To view investors' portfolios

BST < FUND >

BlackRock Science & Technology Trust

$35.20

$0.1

(0.28%)

premium

―

premium

$782.17M

-2.25%

CONY < ETF >

YieldMax COIN Option Income Strategy ETF

$9.83

$0.31

(3.26%)

premium

―

premium

$1.02B

-62.92%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$54.42

$0.04

(0.07%)

premium

1K Buy

549 Hold

59 Sell

Moderate Buy

premium

$23.06B

2.18%

QYLD < ETF >

Global X NASDAQ 100 Covered Call ETF

$17.59

$0.02

(0.11%)

premium

1K Buy

602 Hold

64 Sell

Moderate Buy

premium

$8.66B

-1.95%

SCHD < ETF >

Schwab US Dividend Equity ETF

$28.12

$0.28

(0.99%)

premium

433 Buy

418 Hold

69 Sell

Moderate Buy

premium

$69.44B

8.69%

TSLY < ETF >

YieldMax TSLA Option Income Strategy ETF

$9.21

$0.26

(2.75%)

premium

―

premium

$981.26M

-45.89%

VOO < ETF >

Vanguard S&P 500 ETF

$533.66

$3.26

(0.61%)

premium

4K Buy

3K Hold

299 Sell

Moderate Buy

premium

$610.81B

16.02%

VGT < ETF >

Vanguard Information Technology ETF

$580.80

$2.44

(0.42%)

premium

2K Buy

1K Hold

133 Sell

Moderate Buy

premium

$82.09B

13.27%

BIZD < ETF >

VanEck BDC Income ETF

$17.23

$0.24

(1.37%)

premium

38 Buy

37 Hold

8 Sell

Hold

premium

$1.56B

7.80%

IWY < ETF >

iShares Russell Top 200 Growth ETF

$224.31

$0.14

(0.06%)

premium

2K Buy

600 Hold

67 Sell

Moderate Buy

premium

$13.55B

16.04%

TWLO

Twilio

$114.85

$1.56

(1.34%)

premium

16 Buy

5 Hold

2 Sell

Moderate Buy

premium

$18.31B

93.27%

OKTA

Okta

$102.74

$15.58

(17.88%)

premium

10 Buy

10 Hold

0 Sell

Moderate Buy

premium

$15.51B

-20.23%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$44.35

$0.02

(0.05%)

premium

369 Buy

119 Hold

30 Sell

Moderate Buy

premium

$448.85M

-19.84%

RCL

Royal Caribbean

$227.43

$13.69

(5.68%)

premium

14 Buy

4 Hold

0 Sell

Strong Buy

premium

$66.23B

92.43%

EAT

Brinker International

$155.02

$2.99

(1.89%)

premium

4 Buy

11 Hold

0 Sell

Moderate Buy

premium

$7.32B

237.77%

General Motors

$46.05

$1.33

(2.81%)

premium

9 Buy

5 Hold

2 Sell

Moderate Buy

premium

$48.88B

15.76%

BLBD

Blue Bird

$32.43

$0.19

(0.58%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.13B

-3.26%

MLPX < ETF >

Global X MLP & Energy Infrastructure ETF

$61.26

$1.02

(1.64%)

premium

126 Buy

61 Hold

14 Sell

Moderate Buy

premium

$2.76B

36.73%

AIRR < ETF >

First Trust RBA American Industrial Renaissance ETF

$69.86

$0.895

(1.26%)

premium

175 Buy

107 Hold

16 Sell

Moderate Buy

premium

$3.34B

13.38%

SKYW

SkyWest

$92.11

$4.34

(4.5%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.99B

47.63%

SFM

Sprouts Farmers

$146.89

$0.08

(0.05%)

premium

4 Buy

7 Hold

0 Sell

Moderate Buy

premium

$14.63B

131.16%

BRK.B

Berkshire Hathaway B

$498.18

$11.9

(2.33%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.11T

26.45%

ULTY < ETF >

YieldMax Ultra Option Income Strategy ETF

$7.41

$0.03

(0.41%)

premium

288 Buy

121 Hold

25 Sell

Moderate Buy

premium

$251.51M

-62.08%

ATGE

Adtalem Global Education

$98.76

$1.09

(1.09%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.81B

104.36%

XSMO < ETF >

Invesco S&P SmallCap Momentum ETF

$63.00

$1.05

(1.64%)

premium

258 Buy

166 Hold

14 Sell

Hold

premium

$1.46B

11.56%

XMMO < ETF >

Invesco S&P MidCap Momentum ETF

$117.46

$1.49

(1.25%)

premium

375 Buy

177 Hold

19 Sell

Moderate Buy

premium

$3.77B

10.23%

RGA

Reinsurance Group

$194.67

$4.24

(2.13%)

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$13.38B

12.12%

NVDL < ETF >

GraniteShares 1.5x Long NVDA Daily ETF

$44.81

$2.27

(5.34%)

premium

―

premium

$4.17B

35.29%

ZETA

Zeta Global Holdings Corp

$17.18

$0.61

(3.68%)

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$4.09B

60.72%

NVDY < ETF >

YieldMax NVDA Option Income Strategy ETF

$17.14

$0.47

(2.82%)

premium

―

premium

$1.32B

-41.52%

SMH < ETF >

VanEck Semiconductor ETF

$226.83

$3.82

(1.71%)

premium

321 Buy

151 Hold

21 Sell

Moderate Buy

premium

$20.91B

-0.48%

SYF

Synchrony Financial

$56.57

$1.45

(2.5%)

premium

12 Buy

5 Hold

0 Sell

Moderate Buy

premium

$23.59B

42.80%

PPC

Pilgrim's Pride

$53.82

$0.94

(1.72%)

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$12.90B

71.93%

PPA < ETF >

Invesco Aerospace & Defense ETF

$114.68

$0.83

(0.72%)

premium

300 Buy

173 Hold

25 Sell

Moderate Buy

premium

$4.57B

17.87%

POWL

Powell Industries

$157.56

$1.46

(0.94%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$2.05B

-15.54%

AGX

Argan

$119.99

$1.62

(1.33%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$1.77B

162.60%

GPIX < ETF >

Goldman Sachs S&P 500 Core Premium Income ETF

$47.96

$0.43

(0.89%)

premium

4K Buy

3K Hold

299 Sell

Moderate Buy

premium

$516.33M

7.42%

MSDL

Morgan Stanley Direct Lending Fund

$20.13

$0.28

(1.37%)

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$1.79B

2.27%

IAUM < ETF >

iShares Gold Trust Micro ETF of Benef Interest

$29.05

$0.21

(0.73%)

premium

―

premium

$1.73B

36.49%

SLV < ETF >

iShares Silver Trust

$28.98

$0.23

(0.8%)

premium

―

premium

$13.91B

29.50%

URA < ETF >

Global X Uranium ETF

$24.23

$0.74

(3.15%)

premium

―

premium

$3.00B

-15.20%

CCL

Carnival

$21.82

$1.44

(6.19%)

premium

12 Buy

4 Hold

1 Sell

Moderate Buy

premium

$30.97B

44.74%

UTES < ETF >

Virtus Reaves Utilities ETF

$64.83

$0.59

(0.9%)

premium

131 Buy

83 Hold

2 Sell

Moderate Buy

premium

$408.66M

43.11%

CLS

Celestica

$91.83

$0.97

(1.05%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$12.40B

96.82%

QMOM < ETF >

Alpha Architect U.S. Quantitative Momentum ETF

$59.63

$1.08

(1.78%)

premium

404 Buy

167 Hold

18 Sell

Moderate Buy

premium

$313.50M

4.44%

KIM

Kimco Realty

$21.68

$0.37

(1.68%)

premium

5 Buy

10 Hold

0 Sell

Moderate Buy

premium

$15.02B

12.38%

QTWO

Q2 Holdings

$81.31

$2.79

(3.32%)

premium

6 Buy

6 Hold

0 Sell

Moderate Buy

premium

$5.31B

78.37%

LendingClub

$11.89

$0.31

(2.54%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.45B

51.74%

ALL

Allstate

$200.14

$1.92

(0.95%)

premium

12 Buy

2 Hold

1 Sell

Moderate Buy

premium

$52.78B

29.21%

PYPL

PayPal Holdings

$68.32

$1.43

(2.05%)

premium

17 Buy

14 Hold

0 Sell

Moderate Buy

premium

$70.29B

16.29%

CRDO

Credo Technology Group Holding Ltd

$54.38

$3.96

(7.85%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$9.23B

134.08%

ITRN

Ituran Location And Control

$39.20

$0.6

(1.51%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$842.14M

50.81%

QQQI < ETF >

NEOS Nasdaq 100 High Income ETF

$50.48

$0.06

(0.12%)

premium

1K Buy

605 Hold

64 Sell

Moderate Buy

premium

$1.00B

-1.45%

QTUM < ETF >

Defiance Quantum ETF

$77.77

$0.45

(0.58%)

premium

645 Buy

270 Hold

31 Sell

Moderate Buy

premium

$1.11B

25.89%