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Sep 2024 - New Portfolio

Bo

Sep 2024
Individual Investor
Ranked #139,231 out of 783,334 TipRanks' Investors
Success Rate
70%
51 out of 73
profitable transactions
Average Return
5.22%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.94% MO
8.25% NVDA
7.47% DBL
6.57% SPYI
5.40% MHF
60.37% Others
By Assets
52.31% Stocks
26.59% Funds
21.11% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
47.69% General
15.93% Energy
11.94% Consumer Defensive
9.39% Technology
4.70% Basic Materials
10.35% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
1diaxd6c46
premium
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1diaxd6c46
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premium
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premium
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3qa7d17wtl5
3qa7d17wtl5
premium
3qa7d17wtl5
premium
3qa7d17wtl5
3qa7d17wtl5
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premium
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premium
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premium
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premium
qfuu4zlks5
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9br33s
9br33s
9br33s
premium
9br33s
premium
9br33s
9br33s
9br33s
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premium
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premium
z56kak2f0uo
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8o2nnk5w0fd
8o2nnk5w0fd
8o2nnk5w0fd
premium
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premium
8o2nnk5w0fd
8o2nnk5w0fd
8o2nnk5w0fd
f13logog2ip
f13logog2ip
f13logog2ip
premium
f13logog2ip
premium
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f13logog2ip
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2rmyfk0xzz7
2rmyfk0xzz7
premium
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premium
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SYM
Symbotic
$29.82
$0.56
(1.91%)
premium
10 Buy
3 Hold
1 Sell
Moderate Buy
premium
$17.37B
-33.65%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.67
$0.16
(0.31%)
premium
4K Buy
3K Hold
291 Sell
Moderate Buy
premium
$2.82B
5.27%
QCOM
Qualcomm
$171.93
$0.22
(0.13%)
premium
11 Buy
10 Hold
1 Sell
Moderate Buy
premium
$189.63B
17.63%
PFE
Pfizer
$26.91
$0.29
(1.09%)
premium
7 Buy
10 Hold
1 Sell
Moderate Buy
premium
$151.59B
-1.48%
NVDA
Nvidia
$124.65
$0.95
(0.77%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.16T
97.06%
MPLX
MPLX
$53.36
$1.66
(3.21%)
premium
9 Buy
3 Hold
1 Sell
Moderate Buy
premium
$52.53B
34.25%
MO
Altria Group
$51.54
$1.12
(2.13%)
premium
4 Buy
3 Hold
2 Sell
Hold
premium
$89.15B
30.15%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.13
$0.19
(0.32%)
premium
1K Buy
547 Hold
48 Sell
Moderate Buy
premium
$38.73B
4.74%
ET
Energy Transfer
$21.08
$0.55
(2.68%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$69.68B
41.00%
EPD
Enterprise Products Partners
$34.04
$0.39
(1.16%)
premium
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
$73.07B
24.49%
DSL
DSL
< FUND >
DoubleLine Income Solutions Fund
$12.68
$0.12
(0.96%)
premium
premium
$1.28B
-0.47%
DBL
DBL
< FUND >
Doubleline Opportunistic Credit Fund
$15.67
$0.06
(0.38%)
premium
premium
$248.89M
1.36%
CVX
Chevron
$156.32
$0.63
(0.4%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$280.72B
3.71%
VZ
Verizon
$39.47
$0.81
(2.01%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$170.07B
-5.16%
IEP
Icahn Enterprises
$9.74
$0.115
(1.17%)
premium
premium
$4.96B
-45.73%
HUM
Humana
$296.91
$2.68
(0.91%)
premium
4 Buy
11 Hold
0 Sell
Moderate Buy
premium
$36.50B
-21.92%
DOW
Dow Inc
$38.55
$2.5
(6.09%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
$29.00B
-24.64%
HTZ
Hertz Global
$4.23
$0
(0%)
premium
0 Buy
1 Hold
2 Sell
Moderate Sell
premium
$1.31B
-50.98%
DLY
DLY
< FUND >
DoubleLine Yield Opportunities Fund
$16.01
$0.06
(0.38%)
premium
premium
$764.74M
7.12%
EVV
EVV
< FUND >
Eaton Vance Limited Duration Income Fund
$10.17
$0.04
(0.39%)
premium
premium
$1.18B
3.90%
MMT
MMT
< FUND >
MFS Multimarket Income Trust
$4.67
$0.037
(0.79%)
premium
premium
$275.91M
0.50%
EIM
EIM
< FUND >
Eaton Vance Municipal Bond Fund
$10.22
$0.08
(0.79%)
premium
premium
$721.52M
0.69%
MHF
MHF
< FUND >
Western Asset Municipal High Income Fund
$7.10
$0.01
(0.14%)
premium
premium
$153.94M
8.55%
HYD
HYD
< ETF >
VanEck High Yield Muni ETF
$51.81
$0.12
(0.23%)
premium
premium
$3.26B
0.14%
QDTE
QDTE
< ETF >
Roundhill N-100 0DTE Covered Call Strategy ETF
$39.88
$0.258
(0.65%)
premium
premium
$739.63M
-14.28%
TLTW
TLTW
< ETF >
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
$23.78
$0.05
(0.21%)
premium
premium
$986.48M
-11.95%
LYB
LyondellBasell
$76.12
$1.74
(2.23%)
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$25.43B
-18.60%
NUSI
NUSI
< ETF >
Nationwide Risk-Managed Income ETF
$26.39
$0.18
(0.69%)
premium
1K Buy
596 Hold
67 Sell
Moderate Buy
premium
$321.81M
13.61%