tiprankstipranks

Retire Acct 9-15-24 - New Portfolio

Chuck W.

Retire Acct 9-15-24
Individual Investor
Ranked #81,457 out of 770,014 TipRanks' Investors
Success Rate
74%
78 out of 106
profitable transactions
Average Return
3.34%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
22.74% BXSL
12.27% PBR
8.64% T
7.51% AGNC
6.12% META
42.72% Others
By Assets
84.40% Stocks
13.93% ETFs
1.67% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
25.48% Financial
18.94% Communication Services
15.60% General
15.14% Energy
7.51% Real Estate
17.33% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.16
$0.02
(0.11%)
premium
1K Buy
628 Hold
73 Sell
Moderate Buy
premium
$8.29B
6.16%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$508.53
$1.94
(0.38%)
premium
1K Buy
628 Hold
73 Sell
Moderate Buy
premium
$310.27B
29.97%
PICK
PICK
< ETF >
iShares MSCI Global Metals & Mining Producers ETF
$38.95
$0.48
(1.22%)
premium
320 Buy
204 Hold
50 Sell
Hold
premium
$877.79M
-2.82%
PBR
Petroleo Brasileiro SA- Petrobras
$14.67
$0.12
(0.81%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$91.90B
-2.80%
PAX
Patria Investments
$12.31
$0.265
(2.11%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$1.92B
-10.33%
IHF
IHF
< ETF >
iShares U.S. Healthcare Providers ETF
$53.99
$0.435
(0.8%)
premium
360 Buy
194 Hold
17 Sell
Moderate Buy
premium
$715.50M
4.24%
GOOG
Alphabet Class C
$170.55
$1.12
(0.66%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.06T
22.58%
FOCPX
FOCPX
< FUND >
Fidelity OTC Pt
$21.32
$0.05
(0.24%)
premium
111 Buy
25 Hold
0 Sell
Moderate Buy
premium
21.55%
ENIC
Enel Chile SA
$2.66
$0.055
(2.03%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$3.65B
-15.84%
BXSL
Blackstone Secured Lending Fund
$31.88
$0.06
(0.19%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$6.92B
10.97%
AWAY
AWAY
< ETF >
ETFMG Travel Tech ETF
$21.80
$0.09
(0.41%)
premium
148 Buy
105 Hold
12 Sell
Moderate Buy
premium
$62.77M
23.30%
META
Meta Platforms
$573.93
$8.82
(1.56%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.43T
67.08%
KO
Coca-Cola
$64.36
$0.02
(0.03%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$277.34B
9.13%
GOLD
Barrick Gold
$17.57
$0.105
(0.59%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$30.57B
8.93%
CSCO
Cisco Systems
$59.08
$0.34
(0.58%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$233.95B
21.46%
ABT
Abbott Laboratories
$117.47
$0.66
(0.56%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$204.89B
14.83%
FANG
Diamondback
$176.23
$3.32
(1.85%)
premium
19 Buy
3 Hold
0 Sell
Strong Buy
premium
$52.43B
19.83%
BIRK
Birkenstock Holding plc
$50.09
$0.73
(1.44%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$9.55B
20.60%
NVDA
Nvidia
$136.97
$0.945
(0.69%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.33T
184.70%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$599.53
$2
(0.33%)
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
$620.26B
31.03%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$298.66
$0.7
(0.23%)
premium
13K Buy
8K Hold
963 Sell
Moderate Buy
premium
$460.11B
31.73%
SDIV
SDIV
< ETF >
Global X Superdividend ETF
$21.50
$0.24
(1.1%)
premium
154 Buy
116 Hold
38 Sell
Hold
premium
$787.76M
0.28%
T
AT&T
$23.02
$0.085
(0.37%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$165.75B
42.50%
TRML
Tourmaline Bio
$23.35
$0.4
(1.68%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$609.01M
18.00%
VZ
Verizon
$44.19
$0.21
(0.48%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$185.14B
17.56%
MSFU
MSFU
< ETF >
Direxion Daily MSFT Bull 1.5X Shares ETF
$42.42
$1.32
(3.21%)
premium
premium
$140.13M
1.21%
AMZN
Amazon
$206.10
$4.65
(2.31%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.12T
37.28%
AGNC
AGNC Investment
$9.61
$0.145
(1.49%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$8.63B
11.94%
CLS
Celestica
$86.69
$1.09
(1.27%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$9.85B
228.76%
FTK
Flotek
$8.28
$0.17
(2.1%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$241.64M
102.75%
OPFI
OppFi
$8.02
$0.17
(2.17%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$676.78M
110.80%