SAM - Non-Retirement - New Portfolio

M E L

SAM - Non-Retirement
Individual Investor
Ranked #226,183 out of 794,476 TipRanks' Investors
Success Rate
51%
184 out of 364
profitable transactions
Average Return
12.07%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.58% TLTW
7.52% JEPQ
7.23% OZ
4.65% AGNC
4.39% ETY
64.63% Others
By Assets
65.12% Stocks
22.65% ETFs
11.76% Funds
0.46% Cash
0.00% Cryptocurrency
By Sector
34.57% General
30.08% Technology
14.88% Real Estate
4.88% Energy
3.67% Healthcare
11.93% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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lyrg9m
lyrg9m
premium
lyrg9m
premium
lyrg9m
lyrg9m
lyrg9m
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tfvrijwny
tfvrijwny
premium
tfvrijwny
premium
tfvrijwny
tfvrijwny
tfvrijwny
gsxi0u7h1y
gsxi0u7h1y
gsxi0u7h1y
premium
gsxi0u7h1y
premium
gsxi0u7h1y
gsxi0u7h1y
gsxi0u7h1y
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p5dsqpfr
premium
p5dsqpfr
premium
p5dsqpfr
p5dsqpfr
p5dsqpfr
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uzggkizm9tc
premium
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premium
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uzggkizm9tc
k2vrn1hrh6e
k2vrn1hrh6e
k2vrn1hrh6e
premium
k2vrn1hrh6e
premium
k2vrn1hrh6e
k2vrn1hrh6e
k2vrn1hrh6e
f2qhj5w237f
f2qhj5w237f
f2qhj5w237f
premium
f2qhj5w237f
premium
f2qhj5w237f
f2qhj5w237f
f2qhj5w237f
tasi17xyafl
tasi17xyafl
tasi17xyafl
premium
tasi17xyafl
premium
tasi17xyafl
tasi17xyafl
tasi17xyafl
qlthtq171
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qlthtq171
premium
qlthtq171
premium
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qlthtq171
qlthtq171
j8ibvdg4jlq
j8ibvdg4jlq
j8ibvdg4jlq
premium
j8ibvdg4jlq
premium
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MORT
MORT
< ETF >
$9.94
$0.56
(5.33%)
premium
66 Buy
58 Hold
8 Sell
Moderate Buy
premium
$299.16M
-4.72%
$9.58
$0.55
(5.43%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.04B
-8.24%
$10.68
$0.38
(3.44%)
premium
1 Buy
8 Hold
2 Sell
Hold
premium
$9.56B
-41.73%
$2.88
$0.2
(6.49%)
premium
premium
$52.36M
-52.32%
TLTW
TLTW
< ETF >
$24.11
$0.1
(0.42%)
premium
premium
$1.16B
-7.97%
$94.31
$7.49
(7.36%)
premium
38 Buy
4 Hold
0 Sell
Strong Buy
premium
$2.48T
18.50%
$8.98
$0.36
(3.85%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$8.55B
-3.21%
ETY
ETY
< FUND >
$12.68
$1.11
(8.05%)
premium
premium
$2.24B
4.63%
$10.59
$0.81
(7.11%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$1.34B
-23.18%
ETJ
ETJ
< FUND >
$7.81
$0.53
(6.35%)
premium
premium
$570.72M
0.72%
ETV
ETV
< FUND >
$11.78
$1.06
(8.26%)
premium
premium
$1.45B
-0.08%
$63.81
$2.19
(3.32%)
premium
premium
$247.31M
5.60%
$87.71
$10.01
(10.24%)
premium
17 Buy
4 Hold
1 Sell
Moderate Buy
premium
$103.00B
-19.91%
$85.76
$8.04
(8.57%)
premium
24 Buy
12 Hold
1 Sell
Moderate Buy
premium
$152.00B
-43.44%
$49.43
$6.21
(11.16%)
premium
29 Buy
2 Hold
0 Sell
Strong Buy
premium
$48.19B
-21.50%
$146.29
$7.72
(5.01%)
premium
23 Buy
2 Hold
0 Sell
Strong Buy
premium
$724.15B
16.89%
$10.75
$1.51
(12.32%)
premium
18 Buy
0 Hold
0 Sell
Strong Buy
premium
$9.85B
-30.81%
AMLP
AMLP
< ETF >
$47.02
$3.6
(7.11%)
premium
48 Buy
25 Hold
12 Sell
Moderate Buy
premium
$10.89B
5.61%
$285.06
$16.4
(5.44%)
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$188.72B
-8.78%
$54.67
$3.76
(6.44%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$100.08B
-7.69%
$26.72
$2.12
(7.35%)
premium
4 Buy
2 Hold
1 Sell
Moderate Buy
premium
$1.03B
-38.15%
$504.73
$26.89
(5.06%)
premium
44 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.35T
4.05%
$12.83
$0.29
(2.21%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$336.99M
-40.26%
JEPQ
JEPQ
< ETF >
$46.60
$2.75
(5.57%)
premium
1K Buy
574 Hold
62 Sell
Moderate Buy
premium
$22.77B
-6.92%
$71.63
$5.6
(7.25%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$53.89B
-39.27%
$127.46
$11.96
(8.58%)
premium
11 Buy
7 Hold
1 Sell
Moderate Buy
premium
$154.20B
-17.87%
$432.15
$22.63
(4.98%)
premium
6 Buy
12 Hold
0 Sell
Moderate Buy
premium
$107.05B
0.16%
$62.88
$1.78
(2.75%)
premium
4 Buy
4 Hold
1 Sell
Moderate Buy
premium
$9.99B
-31.89%
$29.82
$2.5
(7.74%)
premium
4 Buy
4 Hold
2 Sell
Hold
premium
$19.18B
-66.26%
$37.64
$3.92
(9.43%)
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$9.11B
8.40%
$47.29
$2.79
(5.57%)
premium
20 Buy
4 Hold
0 Sell
Strong Buy
premium
$67.88B
-12.32%
$71.44
$2.44
(3.3%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.45B
24.57%
$143.28
$12.84
(8.22%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$273.17B
-2.84%
$6.51
$1.06
(14%)
premium
premium
$1.04B
680.41%
$7.50
$0.65
(7.98%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.33B
486.33%
$20.68
$2.57
(11.05%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$5.18B
154.93%
$6.34
$0.82
(11.45%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.09B
258.00%
$27.01
$2.03
(6.99%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.15B
106.69%
$239.43
$27.85
(10.42%)
premium
16 Buy
11 Hold
12 Sell
Hold
premium
$859.71B
56.20%
$293.61
$11.33
(4.01%)
premium
12 Buy
0 Hold
1 Sell
Strong Buy
premium
$73.52B
74.74%
$47.82
$5.98
(11.12%)
premium
premium
$359.84
$13.27
(3.56%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.77T
-10.71%
$721.65
$52.42
(6.77%)
premium
28 Buy
4 Hold
1 Sell
Strong Buy
premium
$160.39B
2.18%
$21.45
$0.26
(1.2%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$2.53B
-36.35%