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Investing - New Portfolio

Performance Portfolio Details

David Douthwaite

Investing

Individual Investor

Ranked #186,043 out of 767,017 TipRanks' Investors

Success Rate

160 out of 262
profitable transactions

Average Return

6.94%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

38.83% SGOV

4.68% FTEC

3.73% QQQ

3.70% FIDU

2.78% FNCL

46.28% Others

By Assets

59.75% ETFs

39.98% Stocks

0.27% Cash

0.00% Funds

0.00% Cryptocurrency

By Sector

59.91% General

8.72% Technology

8.47% Consumer Cyclical

6.57% Financial

5.65% Healthcare

10.68% Other

Portfolio Holdings

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To view investors' portfolios

SPY < ETF >

SPDR S&P 500 ETF Trust

$597.19

$0.29

(0.05%)

premium

4K Buy

3K Hold

323 Sell

Moderate Buy

premium

$632.01B

36.02%

SPHD < ETF >

Invesco S&P 500 High Dividend Low Volatility ETF

$50.13

$0.06

(0.12%)

premium

287 Buy

300 Hold

33 Sell

Hold

premium

$3.49B

31.84%

SPLV < ETF >

Invesco S&P 500 Low Volatility ETF

$73.37

$0.12

(0.16%)

premium

807 Buy

500 Hold

45 Sell

Moderate Buy

premium

$7.58B

22.96%

LLY

Eli Lilly & Co

$811.81

$7.05

(0.86%)

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$777.36B

33.65%

XOM

Exxon Mobil

$121.47

$1.12

(0.93%)

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$528.95B

14.79%

TSLA

Tesla

$330.24

$1.75

(0.53%)

premium

11 Buy

14 Hold

9 Sell

Hold

premium

$1.05T

46.84%

JPM

JPMorgan Chase & Co.

$241.16

$1.6

(0.67%)

premium

12 Buy

5 Hold

1 Sell

Moderate Buy

premium

$674.44B

64.33%

AVGO

Broadcom

$173.58

$2.64

(1.5%)

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$823.05B

86.10%

Visa

$309.48

$0.37

(0.12%)

premium

22 Buy

4 Hold

0 Sell

Strong Buy

premium

$591.47B

26.64%

BRK.B

Berkshire Hathaway B

$468.10

$1.81

(0.39%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.01T

33.22%

GOOG

Alphabet Class C

$180.49

$2.83

(1.54%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.23T

37.17%

GOOGL

Alphabet Class A

$178.88

$2.74

(1.51%)

premium

27 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.23T

37.50%

UNH

UnitedHealth

$605.87

$8.8

(1.43%)

premium

18 Buy

1 Hold

0 Sell

Strong Buy

premium

$565.67B

13.29%

MSFT

Microsoft

$425.20

$2.17

(0.51%)

premium

26 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.15T

15.37%

NVDA

Nvidia

$146.27

$2.02

(1.36%)

premium

39 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.64T

205.00%

META

Meta Platforms

$580.00

$4.82

(0.82%)

premium

41 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.48T

77.65%

AAPL

Apple

$225.12

$0.89

(0.4%)

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.39T

21.34%

AMZY < ETF >

YieldMax AMZN Option Income Strategy ETF

$20.97

$0.42

(2.04%)

premium

―

premium

$192.68M

-0.29%

AMZN

Amazon

$214.10

$5.19

(2.48%)

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.20T

46.51%

QQQY < ETF >

Defiance Nasdaq 100 Enhanced Options Income ETF

$34.05

$0.01

(0.03%)

premium

―

premium

$190.84M

-36.75%

Ford Motor

$11.10

(0%)

premium

5 Buy

10 Hold

1 Sell

Hold

premium

$44.11B

13.03%

FNCL < ETF >

Fidelity MSCI Financials Index ETF

$70.94

$0.11

(0.15%)

premium

1K Buy

1K Hold

130 Sell

Moderate Buy

premium

$2.02B

50.53%

FENY < ETF >

Fidelity MSCI Energy Index ETF

$26.00

$0.12

(0.46%)

premium

517 Buy

286 Hold

54 Sell

Moderate Buy

premium

$1.63B

12.44%

SGOV < ETF >

iShares 0-3 Month Treasury Bond ETF

$100.47

$0.03

(0.03%)

premium

―

premium

$27.31B

0.00%

QQQ < ETF >

Invesco QQQ Trust

$512.25

$0.66

(0.13%)

premium

1K Buy

626 Hold

73 Sell

Moderate Buy

premium

$314.10B

36.22%

FIDU < ETF >

Fidelity MSCI Industrial Index ETF

$76.15

$0.07

(0.09%)

premium

1K Buy

925 Hold

131 Sell

Moderate Buy

premium

$1.29B

41.13%

AMD

Advanced Micro Devices

$139.30

$4.33

(3.01%)

premium

26 Buy

7 Hold

0 Sell

Strong Buy

premium

$233.08B

22.98%

FTEC < ETF >

Fidelity MSCI Information Technology Index ETF

$184.47

$0.77

(0.42%)

premium

2K Buy

965 Hold

123 Sell

Moderate Buy

premium

$12.91B

40.32%

QCOM

Qualcomm

$160.42

$2.99

(1.83%)

premium

11 Buy

8 Hold

1 Sell

Moderate Buy

premium

$181.55B

31.94%

CVX

Chevron

$158.72

$3.43

(2.21%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$279.07B

7.84%

COST

Costco

$933.73

$1.35

(0.14%)

premium

17 Buy

8 Hold

0 Sell

Moderate Buy

premium

$413.11B

61.25%

NFLX

Netflix

$830.47

$10.97

(1.34%)

premium

24 Buy

10 Hold

2 Sell

Moderate Buy

premium

$350.30B

84.31%

Home Depot

$410.19

$7.11

(1.76%)

premium

22 Buy

4 Hold

0 Sell

Strong Buy

premium

$400.38B

39.92%

PEP

PepsiCo

$164.74

$0.4

(0.24%)

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$225.47B

-2.04%

Procter & Gamble

$166.58

$0.74

(0.45%)

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$390.56B

8.78%

Mastercard

$521.88

$7.29

(1.38%)

premium

21 Buy

4 Hold

0 Sell

Strong Buy

premium

$485.69B

34.19%

ABBV

AbbVie

$170.35

$0.74

(0.43%)

premium

12 Buy

7 Hold

0 Sell

Moderate Buy

premium

$302.34B

23.41%

JNJ

Johnson & Johnson

$153.24

$0.6

(0.39%)

premium

5 Buy

8 Hold

0 Sell

Moderate Buy

premium

$367.50B

3.39%

BAC

Bank of America

$45.87

$0.01

(0.02%)

premium

14 Buy

2 Hold

0 Sell

Strong Buy

premium

$351.88B

65.56%

WMT

Walmart

$85.50

$0.51

(0.6%)

premium

28 Buy

1 Hold

0 Sell

Strong Buy

premium

$683.17B

52.06%

Coca-Cola

$63.00

$0.2

(0.32%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$272.25B

11.01%

MRK

Merck & Company

$98.50

$0.08

(0.08%)

premium

16 Buy

4 Hold

0 Sell

Strong Buy

premium

$249.37B

-3.80%

CRM

Salesforce

$341.72

$0.57

(0.17%)

premium

32 Buy

9 Hold

1 Sell

Moderate Buy

premium

$326.14B

58.47%

ADBE

Adobe

$532.50

$6.08

(1.15%)

premium

23 Buy

5 Hold

2 Sell

Moderate Buy

premium

$231.73B

-10.83%

TMO

Thermo Fisher

$541.90

$1.15

(0.21%)

premium

15 Buy

3 Hold

0 Sell

Strong Buy

premium

$206.84B

21.48%

ORCL

Oracle

$189.63

$0.05

(0.03%)

premium

19 Buy

13 Hold

0 Sell

Moderate Buy

premium

$525.34B

66.08%