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Joseph Pena Apr 2024 - New Portfolio

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

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
r4etlwhg4ri
r4etlwhg4ri
r4etlwhg4ri
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jvxm87ez2d
jvxm87ez2d
premium
jvxm87ez2d
premium
jvxm87ez2d
jvxm87ez2d
jvxm87ez2d
cf8me8ss1qh
cf8me8ss1qh
cf8me8ss1qh
premium
cf8me8ss1qh
premium
cf8me8ss1qh
cf8me8ss1qh
cf8me8ss1qh
07ait16o2hn
07ait16o2hn
07ait16o2hn
premium
07ait16o2hn
premium
07ait16o2hn
07ait16o2hn
07ait16o2hn
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dyvhwpkfj5s
dyvhwpkfj5s
premium
dyvhwpkfj5s
premium
dyvhwpkfj5s
dyvhwpkfj5s
dyvhwpkfj5s
979cbzksopb
979cbzksopb
979cbzksopb
premium
979cbzksopb
premium
979cbzksopb
979cbzksopb
979cbzksopb
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y3mmgnxy5y
y3mmgnxy5y
premium
y3mmgnxy5y
premium
y3mmgnxy5y
y3mmgnxy5y
y3mmgnxy5y
nukxd63xku
nukxd63xku
nukxd63xku
premium
nukxd63xku
premium
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nukxd63xku
nukxd63xku
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ge4l0vlzzrn
premium
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premium
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ge4l0vlzzrn
ge4l0vlzzrn
m2y8gdw6z4e
m2y8gdw6z4e
m2y8gdw6z4e
premium
m2y8gdw6z4e
premium
m2y8gdw6z4e
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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
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%