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Working with TipRanks

7/6/24 ETF portfolio - New Portfolio

Performance Portfolio Details

Jon B

7/6/24 ETF portfolio

Individual Investor

Ranked #320,195 out of 788,370 TipRanks' Investors

Success Rate

77 out of 137
profitable transactions

Average Return

2.26%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

2.58% WCBR

2.50% CIBR

2.49% SHLD

2.49% MPLX

2.49% AIQ

87.45% Others

By Assets

78.52% ETFs

21.48% Stocks

0.00% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

78.52% General

9.00% Energy

8.36% Real Estate

4.11% Financial

Portfolio Holdings

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To view investors' portfolios

AIQ < ETF >

Global X Artificial Intelligence & Technology ETF

$41.24

$0.99

(2.34%)

premium

969 Buy

409 Hold

60 Sell

Moderate Buy

premium

$3.34B

24.70%

SCHD < ETF >

Schwab US Dividend Equity ETF

$28.21

$0.11

(0.39%)

premium

425 Buy

426 Hold

67 Sell

Moderate Buy

premium

$69.12B

9.20%

SCHG < ETF >

Schwab U.S. Large-Cap Growth ETF

$28.01

$0.72

(2.51%)

premium

3K Buy

1K Hold

116 Sell

Moderate Buy

premium

$39.87B

26.36%

SOXQ < ETF >

Invesco PHLX Semiconductor ETF

$40.43

$1.38

(3.3%)

premium

358 Buy

164 Hold

22 Sell

Moderate Buy

premium

$479.15M

9.89%

SPGP < ETF >

Invesco S&P 500 GARP ETF

$105.84

$2.78

(2.56%)

premium

711 Buy

401 Hold

37 Sell

Moderate Buy

premium

$3.73B

8.20%

VIG < ETF >

Vanguard Dividend Appreciation ETF

$201.98

$2.19

(1.07%)

premium

2K Buy

1K Hold

137 Sell

Moderate Buy

premium

$90.91B

14.53%

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%

QTUM < ETF >

Defiance Quantum ETF

$83.70

(2.33%)

premium

628 Buy

279 Hold

33 Sell

Moderate Buy

premium

$1.16B

42.78%

CIBR < ETF >

First Trust NASDAQ Cybersecurity ETF

$67.69

$2.53

(3.6%)

premium

284 Buy

201 Hold

12 Sell

Moderate Buy

premium

$8.69B

26.09%

DGRO < ETF >

iShares Core Dividend Growth ETF

$63.76

$0.5

(0.78%)

premium

2K Buy

2K Hold

179 Sell

Moderate Buy

premium

$31.80B

14.42%

DGRW < ETF >

WisdomTree US Quality Dividend Growth Fund

$83.16

$1.14

(1.35%)

premium

2K Buy

1K Hold

109 Sell

Moderate Buy

premium

$15.47B

13.79%

DIVO < ETF >

Amplify CWP Enhanced Dividend Income ETF

$41.70

$0.59

(1.4%)

premium

348 Buy

143 Hold

14 Sell

Moderate Buy

premium

$4.11B

9.85%

GPIQ < ETF >

Goldman Sachs Nasdaq 100 Core Premium Income ETF

$49.81

$0.81

(1.6%)

premium

1K Buy

621 Hold

63 Sell

Moderate Buy

premium

$460.12M

12.29%

GPIX < ETF >

Goldman Sachs S&P 500 Core Premium Income ETF

$49.90

$0.74

(1.46%)

premium

4K Buy

3K Hold

285 Sell

Moderate Buy

premium

$502.23M

11.75%

ISPY < ETF >

ProShares S&P 500 High Income ETF

$44.88

$0.77

(1.69%)

premium

4K Buy

3K Hold

284 Sell

Moderate Buy

premium

$693.73M

7.83%

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%

QQQM < ETF >

Invesco NASDAQ 100 ETF

$216.61

$4.57

(2.07%)

premium

1K Buy

621 Hold

63 Sell

Moderate Buy

premium

$45.19B

20.10%

WCBR < ETF >

WisdomTree Cybersecurity Fund

$30.18

$1.23

(3.92%)

premium

256 Buy

172 Hold

9 Sell

Moderate Buy

premium

$145.70M

16.66%

DRUP < ETF >

GraniteShares Nasdaq Select Disruptors ETF

$58.47

$1.402

(2.34%)

premium

818 Buy

310 Hold

25 Sell

Moderate Buy

premium

$60.35M

18.03%

AMLP < ETF >

Alerian MLP ETF

$51.71

$0.53

(1.01%)

premium

42 Buy

22 Hold

12 Sell

Moderate Buy

premium

$10.71B

13.54%

IWM < ETF >

iShares Russell 2000 ETF

$217.80

$6.46

(2.88%)

premium

4K Buy

2K Hold

324 Sell

Hold

premium

$73.16B

12.44%

HTGC

Hercules Capital

$21.47

$0.24

(1.11%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$3.76B

14.69%

HESM

Hess Midstream Partners

$40.64

$0.62

(1.5%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$9.34B

16.95%

SHLD < ETF >

Global X Defense Tech ETF

$41.34

$0.56

(1.34%)

premium

125 Buy

86 Hold

12 Sell

Hold

premium

$850.26M

35.45%

IGM < ETF >

iShares Expanded Tech Sector ETF

$104.41

$2.99

(2.78%)

premium

2K Buy

1K Hold

140 Sell

Moderate Buy

premium

$6.26B

28.31%

ADC

Agree Realty

$72.83

$1.48

(2.07%)

premium

13 Buy

2 Hold

1 Sell

Strong Buy

premium

$7.65B

25.09%

Realty Income

$57.09

$0.57

(1.01%)

premium

3 Buy

7 Hold

0 Sell

Moderate Buy

premium

$49.47B

8.08%

VICI

VICI Properties

$31.28

$0.52

(1.69%)

premium

9 Buy

3 Hold

0 Sell

Strong Buy

premium

$32.43B

5.32%

AVUV < ETF >

Avantis U.S. Small Cap Value ETF

$93.91

$2.56

(2.65%)

premium

1K Buy

1K Hold

166 Sell

Hold

premium

$16.21B

6.95%

PSA

Public Storage

$304.19

$0.13

(0.04%)

premium

6 Buy

4 Hold

0 Sell

Moderate Buy

premium

$53.27B

6.59%

XMHQ < ETF >

Invesco S&P MidCap Quality ETF

$96.29

$2.73

(2.76%)

premium

323 Buy

264 Hold

34 Sell

Hold

premium

$6.11B

-1.89%

COWZ < ETF >

Pacer US Cash Cows 100 ETF

$57.88

$0.94

(1.6%)

premium

527 Buy

492 Hold

52 Sell

Moderate Buy

premium

$25.72B

8.21%

VIOG < ETF >

Vanguard S&P Small-Cap 600 Growth ETF

$114.63

$3.83

(3.23%)

premium

818 Buy

615 Hold

106 Sell

Hold

premium

$1.02B

9.74%

CVX

Chevron

$156.92

$1.87

(1.18%)

premium

13 Buy

3 Hold

0 Sell

Strong Buy

premium

$285.36B

0.96%

WES

Western Midstream Partners

$41.13

$0.5

(1.2%)

premium

1 Buy

1 Hold

2 Sell

Hold

premium

$15.84B

22.41%

VGT < ETF >

Vanguard Information Technology ETF

$624.14

$17.37

(2.71%)

premium

2K Buy

987 Hold

132 Sell

Moderate Buy

premium

$89.31B

24.58%

SMH < ETF >

VanEck Semiconductor ETF

$249.99

$7.81

(3.03%)

premium

316 Buy

156 Hold

21 Sell

Moderate Buy

premium

$23.89B

22.80%

MPLX

$53.38

$0.46

(0.85%)

premium

8 Buy

3 Hold

1 Sell

Moderate Buy

premium

$54.85B

34.29%

TEKX < ETF >

SPDR Galaxy Transformative Tech Accelerators ETF

$31.50

$0.02

(0.06%)

premium

280 Buy

85 Hold

2 Sell

Moderate Buy

premium

$7.50M

16.44%

VYM < ETF >

Vanguard High Dividend Yield Index ETF

$133.32

$1.28

(0.95%)

premium

2K Buy

2K Hold

283 Sell

Moderate Buy

premium

$62.08B

16.74%

GRNY < ETF >

Fundstrat Granny Shots US Large Cap ETF

$20.08

$0.64

(3.09%)

premium

579 Buy

199 Hold

35 Sell

Moderate Buy

premium

$956.04M

2.67%

IJR < ETF >

iShares Core S&P Small Cap ETF

$112.96

$3.08

(2.65%)

premium

1K Buy

1K Hold

202 Sell

Hold

premium

$88.65B

9.20%

SMLF < ETF >

iShares MSCI USA Small-Cap Multifactor ETF

$67.62

$2.03

(2.91%)

premium

3K Buy

2K Hold

277 Sell

Moderate Buy

premium

$1.75B

15.95%

XSMO < ETF >

Invesco S&P SmallCap Momentum ETF

$65.20

$1.97

(2.93%)

premium

227 Buy

155 Hold

13 Sell

Hold

premium

$1.52B

16.23%

VB < ETF >

Vanguard Small-Cap ETF

$239.61

$6.46

(2.63%)

premium

5K Buy

4K Hold

507 Sell

Moderate Buy

premium

$65.93B

13.92%

VIRT

Virtu Financial

$35.39

$1.66

(4.48%)

premium

4 Buy

5 Hold

0 Sell

Moderate Buy

premium

$5.73B

110.15%