JDM PORTFOLIO - New Portfolio

JD Martin

JDM PORTFOLIO
Individual Investor
Ranked #21,609 out of 757,492 TipRanks' Investors
Success Rate
85%
137 out of 162
profitable transactions
Average Return
4.22%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
29.69% AVGO
14.34% MSFT
9.85% BLK
9.48% JEPQ
6.43% ABBV
30.21% Others
By Assets
82.11% Stocks
17.89% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
44.40% Technology
17.89% General
16.25% Financial
7.72% Healthcare
5.77% Industrials
7.98% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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ABBV
AbbVie
$193.47
$0.15
(0.08%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$342.00B
26.05%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$523.88
$1.03
(0.2%)
premium
4K Buy
3K Hold
296 Sell
Moderate Buy
premium
$515.98B
27.53%
PSA
Public Storage
$361.72
$3.1
(0.86%)
premium
7 Buy
6 Hold
0 Sell
Moderate Buy
premium
$62.77B
32.44%
PH
Parker Hannifin
$623.77
$2.28
(0.36%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$80.51B
60.34%
MSFT
Microsoft
$435.27
$3.42
(0.78%)
premium
29 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.26T
36.76%
LMT
Lockheed Martin
$571.92
$6.74
(1.19%)
premium
9 Buy
6 Hold
1 Sell
Moderate Buy
premium
$134.72B
32.38%
LIN
Linde
$471.91
$2.74
(0.58%)
premium
12 Buy
5 Hold
1 Sell
Moderate Buy
premium
$224.03B
23.85%
JPM
JPMorgan Chase & Co.
$211.09
$0.61
(0.29%)
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$598.85B
41.93%
JNJ
Johnson & Johnson
$164.16
$0.66
(0.4%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$396.76B
1.17%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$54.41
$0.01
(0.02%)
premium
1K Buy
526 Hold
57 Sell
Moderate Buy
premium
$16.13B
14.09%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.15
$0.06
(0.1%)
premium
1K Buy
563 Hold
53 Sell
Moderate Buy
premium
$35.41B
7.69%
HON
Honeywell International
$203.35
$0.35
(0.17%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$132.34B
4.76%
HD
Home Depot
$389.86
$0.48
(0.12%)
premium
19 Buy
4 Hold
0 Sell
Strong Buy
premium
$387.72B
25.57%
GS
Goldman Sachs Group
$498.43
$5.4
(1.07%)
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$159.11B
49.64%
FIS
Fidelity National Info
$84.06
$0.35
(0.41%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$46.05B
45.18%
CVX
Chevron
$145.68
$0.69
(0.48%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$265.17B
-13.02%
COST
Costco
$906.98
$6.24
(0.69%)
premium
17 Buy
5 Hold
0 Sell
Strong Buy
premium
$399.33B
59.75%
BX
Blackstone Group
$158.12
$1.54
(0.96%)
premium
8 Buy
11 Hold
1 Sell
Moderate Buy
premium
$195.01B
39.78%
BLK
BlackRock
$928.79
$6.08
(0.65%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$138.48B
36.78%
AVGO
Broadcom
$171.10
$3.68
(2.2%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$781.95B
101.57%
VTV
VTV
< ETF >
Vanguard Value ETF
$173.69
$0.16
(0.09%)
premium
2K Buy
2K Hold
192 Sell
Moderate Buy
premium
$129.81B
21.70%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.36
$0.01
(0.02%)
premium
4K Buy
3K Hold
297 Sell
Moderate Buy
premium
$1.92B
6.86%