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JDM PORTFOLIO - New Portfolio

JD Martin

JDM PORTFOLIO
Individual Investor
Ranked #13,022 out of 788,370 TipRanks' Investors
Success Rate
89%
157 out of 176
profitable transactions
Average Return
10.23%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
34.68% AVGO
12.29% MSFT
9.90% JEPQ
9.44% BLK
6.13% ABBV
27.56% Others
By Assets
81.22% Stocks
18.79% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
47.25% Technology
18.78% General
15.98% Financial
7.30% Healthcare
4.93% Industrials
5.75% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ABBV
AbbVie
$202.08
$1.2
(0.6%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$354.62B
14.33%
VOO
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%
PSA
Public Storage
$304.19
$0.13
(0.04%)
premium
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
$53.27B
6.59%
PH
Parker Hannifin
$666.97
$28.49
(4.1%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$89.55B
25.84%
MSFT
Microsoft
$408.21
$7.92
(1.9%)
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
-0.83%
LMT
Lockheed Martin
$440.72
$4.43
(1.02%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$102.70B
2.76%
LIN
Linde
$458.00
$3.9
(0.84%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$219.94B
2.45%
JPM
JPMorgan Chase & Co.
$264.24
$2.56
(0.96%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$746.00B
44.34%
JNJ
Johnson & Johnson
$162.30
$2.62
(1.64%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$384.45B
1.15%
JEPQ
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%
JEPI
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%
HON
Honeywell International
$211.94
$0.59
(0.28%)
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
$137.36B
5.54%
HD
Home Depot
$385.30
$9.34
(2.37%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$392.02B
3.76%
GS
Goldman Sachs Group
$625.60
$16.66
(2.59%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$200.41B
60.22%
FIS
Fidelity National Info
$69.85
$0
(0%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$37.00B
8.97%
CVX
Chevron
$156.92
$1.87
(1.18%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$285.36B
0.96%
COST
Costco
$1035.03
$0.2
(0.02%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$459.36B
40.94%
BLK
BlackRock
$974.22
$15.16
(1.53%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$153.23B
19.77%
AVGO
Broadcom
$218.66
$8.08
(3.56%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.06T
67.57%
VTV
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%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.65
$0.68
(1.3%)
premium
4K Buy
3K Hold
284 Sell
Moderate Buy
premium
$3.09B
4.22%
GPIX
GPIX
< ETF >
Goldman Sachs S&P 500 Core Premium Income ETF
$49.90
$0.74
(1.46%)
premium
4K Buy
3K Hold
284 Sell
Moderate Buy
premium
$502.23M
8.38%
QQQI
QQQI
< ETF >
NEOS Nasdaq 100 High Income ETF
$53.44
$0.82
(1.51%)
premium
1K Buy
615 Hold
61 Sell
Moderate Buy
premium
$999.79M
5.72%