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Joseph Pena Apr 2024
- New Portfolio
Performance
Portfolio Details
A42BCF82
Joseph Pena Apr 2024
Individual Investor
Ranked #213,727 out of 770,014 TipRanks' Investors
Success Rate
79%
11 out of 14
profitable transactions
Average Return
15.67%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
100.00%
DJIA
By Assets
69.18%
Cash
30.82%
ETFs
0.00%
Stocks
0.00%
Funds
0.00%
Cryptocurrency
By Sector
100.00%
General
0.00%
Technology
0.00%
Financial
0.00%
Energy
0.00%
Consumer Defensive
0.00%
Other
Portfolio Holdings
Select Columns
14
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100 Rows
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10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AXP
American Express
$305.57
$0.36
(
0.12%
)
After
0.24%
premium
6
Buy
9
Hold
1
Sell
Moderate Buy
premium
$215.00B
85.63%
BAC
Bank of America
$47.75
$0.25
(
0.53%
)
After
0.04%
premium
15
Buy
2
Hold
0
Sell
Strong Buy
premium
$364.46B
59.77%
CVX
Chevron
$162.53
$2.17
(
1.35%
)
After
0.16%
premium
12
Buy
4
Hold
0
Sell
Strong Buy
premium
$288.18B
10.67%
KHC
Kraft Heinz
$31.97
$0.05
(
0.16%
)
After
0%
premium
4
Buy
8
Hold
1
Sell
Hold
premium
$38.72B
-8.36%
KO
Coca-Cola
$64.55
$0.17
(
0.26%
)
After
0.09%
premium
11
Buy
4
Hold
0
Sell
Moderate Buy
premium
$277.34B
9.92%
MCO
Moody's
$499.66
$5.63
(
1.14%
)
After
0.19%
premium
8
Buy
4
Hold
1
Sell
Moderate Buy
premium
$89.52B
36.33%
OXY
Occidental Petroleum
$49.85
$0.59
(
1.17%
)
After
0%
premium
6
Buy
14
Hold
1
Sell
Hold
premium
$47.33B
-16.16%
USB
US Bancorp
$53.66
$0.03
(
0.06%
)
After
0%
premium
9
Buy
11
Hold
0
Sell
Moderate Buy
premium
$83.66B
44.17%
FKWL
Franklin Wireless
$4.29
$0.01
(
0.23%
)
premium
―
premium
$50.67M
50.88%
BEN
Franklin Resources
$22.21
$0.51
(
2.24%
)
After
0%
premium
0
Buy
6
Hold
5
Sell
Moderate Sell
premium
$11.90B
-4.62%
DJIA
< ETF >
Global X Dow 30 Covered Call ETF
$23.53
$0.03
(
0.13%
)
After
1.91%
premium
468
Buy
180
Hold
18
Sell
Moderate Buy
premium
$98.84M
9.33%
MSDL
Morgan Stanley Direct Lending Fund
$20.74
$0.06
(
0.29%
)
After
1.21%
premium
1
Buy
2
Hold
0
Sell
Moderate Buy
premium
$1.85B
―
AAPL
Apple
$235.06
$2.19
(
0.94%
)
After
0.23%
premium
24
Buy
8
Hold
2
Sell
Moderate Buy
premium
$3.52T
22.58%
BTC-USD
Bitcoin
$91740.15
$1.279K
(
1.38%
)
premium
―
premium
$1.86T
150.36%
14
Results | Showing
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1
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