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SAM - Non-Retirement - New Portfolio

Performance Portfolio Details

M E L

SAM - Non-Retirement

Individual Investor

Ranked #159,165 out of 767,315 TipRanks' Investors

Success Rate

101 out of 164
profitable transactions

Average Return

9.52%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

30.34% TLTW

19.01% OZ

4.96% ETV

4.30% AGNC

4.28% ETY

37.11% Others

By Assets

50.52% Stocks

36.11% ETFs

13.36% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

49.47% General

25.92% Real Estate

7.43% Technology

4.30% Healthcare

3.51% Energy

9.36% Other

Portfolio Holdings

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To view investors' portfolios

CHPT

ChargePoint Holdings

$1.13

$0.03

(2.73%)

premium

4 Buy

5 Hold

2 Sell

Hold

premium

$487.69M

-58.91%

PLUG

Plug Power

$1.89

$0.085

(4.31%)

premium

3 Buy

8 Hold

4 Sell

Hold

premium

$1.68B

-54.85%

MORT < ETF >

VanEck Mortgage REIT Income ETF

$11.19

$0.07

(0.63%)

premium

62 Buy

35 Hold

7 Sell

Hold

premium

$299.90M

0.27%

MFA

MFA Financial

$11.13

$0.055

(0.5%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.14B

9.00%

WBA

Walgreens Boots Alliance

$8.94

$0.09

(1%)

premium

2 Buy

6 Hold

3 Sell

Hold

premium

$7.79B

-57.18%

VOC

VOC Energy

$5.00

$0.035

(0.69%)

premium

―

premium

$83.98M

-39.93%

TLTW < ETF >

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

$24.91

$0.25

(1.01%)

premium

―

premium

$1.11B

-11.33%

AGNC

AGNC Investment

$9.60

$0.075

(0.79%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$8.39B

9.80%

ETY < FUND >

Eaton Vance Tax-Managed Diversified Equity Income Fund

$14.93

$0.095

(0.63%)

premium

―

premium

$2.36B

29.41%

GSBD

Goldman Sachs BDC

$12.85

$0.005

(0.04%)

premium

0 Buy

1 Hold

1 Sell

Moderate Sell

premium

$1.49B

-14.11%

ETJ < FUND >

Eaton Vance Risk-Managed Diversified Equity Income Fund

$9.25

$0.03

(0.32%)

premium

―

premium

$624.56M

18.44%

ETV < FUND >

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

$14.19

$0.015

(0.11%)

premium

―

premium

$1.55B

16.71%

Belpointe PREP

$69.50

(0%)

premium

―

premium

$260.80M

1.37%

AMD

Advanced Micro Devices

$139.60

$0.3

(0.22%)

premium

26 Buy

7 Hold

0 Sell

Strong Buy

premium

$233.08B

16.20%

MRVL

Marvell

$90.86

$0.79

(0.88%)

premium

22 Buy

2 Hold

0 Sell

Strong Buy

premium

$80.37B

57.93%

Permian Resources

$15.10

$0.12

(0.8%)

premium

14 Buy

1 Hold

0 Sell

Strong Buy

premium

$12.20B

13.70%

AMLP < ETF >

Alerian MLP ETF

$47.22

$0.23

(0.49%)

premium

34 Buy

27 Hold

10 Sell

Hold

premium

$9.36B

13.41%

UNH

UnitedHealth

$599.00

$6.87

(1.13%)

premium

18 Buy

1 Hold

0 Sell

Strong Buy

premium

$565.67B

12.10%

CSCO

Cisco Systems

$58.07

$1.11

(1.88%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$234.02B

11.30%

ACN

Accenture

$368.51

$1.71

(0.46%)

premium

12 Buy

8 Hold

0 Sell

Moderate Buy

premium

$225.33B

12.52%

Home Depot

$411.08

$0.89

(0.22%)

premium

22 Buy

4 Hold

0 Sell

Strong Buy

premium

$400.38B

35.09%

RIO

Rio Tinto

$60.39

$0.23

(0.38%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$104.25B

-10.60%

SPHR

Sphere Entertainment

$40.28

$1.45

(3.47%)

premium

5 Buy

3 Hold

1 Sell

Moderate Buy

premium

$1.47B

14.67%

SAP

SAP AG

$233.37

$3.37

(1.47%)

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

$273.35B

58.79%

Morgan Stanley

$133.67

$0.91

(0.69%)

premium

6 Buy

8 Hold

1 Sell

Moderate Buy

premium

$213.16B

69.53%

XOM

Exxon Mobil

$121.31

$0.83

(0.69%)

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$528.95B

15.40%

CWEN

Clearway Energy

$27.20

$0.25

(0.93%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$5.34B

16.82%

META

Meta Platforms

$579.09

$0.91

(0.16%)

premium

41 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.48T

72.46%

ALTG

Alta Equipment Group

$7.28

$0.69

(8.66%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$264.41M

-29.22%

TRML

Tourmaline Bio

$27.17

$0.91

(3.47%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$670.81M

60.49%

TSM

Taiwan Semiconductor Manufacturing

$189.48

$2.82

(1.51%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$839.47B

88.72%

AMGN

Amgen

$296.83

$4.61

(1.53%)

premium

12 Buy

10 Hold

1 Sell

Moderate Buy

premium

$160.64B

11.64%

SOXX < ETF >

iShares Semiconductor ETF

$219.74

$1.37

(0.63%)

premium

335 Buy

148 Hold

22 Sell

Moderate Buy

premium

$14.46B

31.74%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$56.68

$0.03

(0.05%)

premium

1K Buy

535 Hold

64 Sell

Moderate Buy

premium

$18.51B

15.92%

ORCL

Oracle

$188.73

$0.9

(0.47%)

premium

19 Buy

13 Hold

0 Sell

Moderate Buy

premium

$525.34B

63.29%

Toronto Dominion Bank

$56.65

$0.57

(1.02%)

premium

5 Buy

6 Hold

0 Sell

Moderate Buy

premium

$98.17B

-8.14%

DELL

Dell Technologies

$135.00

$0.47

(0.35%)

premium

15 Buy

3 Hold

0 Sell

Strong Buy

premium

$99.42B

84.99%

SYY

Sysco

$76.17

$0.49

(0.64%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$37.97B

12.06%

SYK

Stryker

$392.15

$3.81

(0.98%)

premium

18 Buy

4 Hold

0 Sell

Strong Buy

premium

$147.57B

37.21%

PENG

Penguin Solutions

$17.64

$0.52

(3.04%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$921.38M

6.20%

BYRN

Byrna Technologies

$19.10

$0.05

(0.26%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$413.16M

272.07%

QCOM

Qualcomm

$163.53

$3.11

(1.94%)

premium

11 Buy

8 Hold

1 Sell

Moderate Buy

premium

$181.55B

25.96%

CNI

Canadian National Railway

$110.31

$1.08

(0.97%)

premium

11 Buy

13 Hold

1 Sell

Moderate Buy

premium

$70.12B

-2.68%

LMT

Lockheed Martin

$541.00

$16.73

(3%)

premium

9 Buy

7 Hold

0 Sell

Moderate Buy

premium

$134.15B

27.41%

SWK

Stanley Black & Decker

$85.73

$0.41

(0.48%)

premium

0 Buy

6 Hold

1 Sell

Hold

premium

$13.49B

-1.76%

IBM

International Business Machines

$207.20

$3.72

(1.76%)

premium

5 Buy

7 Hold

2 Sell

Hold

premium

$194.97B

40.19%

GTLS

Chart Industries

$170.97

$1.33

(0.77%)

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$7.30B

38.34%

GE Aerospace

$181.10

$2.46

(1.34%)

premium

11 Buy

0 Hold

0 Sell

Strong Buy

premium

$197.67B

55.77%

SMCI

Super Micro Computer

$18.54

$1.79

(8.8%)

premium

3 Buy

6 Hold

2 Sell

Hold

premium

$12.71B

-15.17%

VST

Vistra Energy

$142.72

$0.6

(0.42%)

premium

9 Buy

0 Hold

0 Sell

Strong Buy

premium

$48.37B

313.25%

INFY

Infosys

$21.93

$0.115

(0.52%)

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$91.92B

30.26%

ASML

ASML Holding

$711.32

$37.91

(5.63%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$263.51B

2.23%

AMT

American Tower

$195.48

$0.32

(0.16%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$90.52B

0.49%