Individual - New Portfolio

Performance Portfolio Details

Individual

Individual Investor

Ranked #468,646 out of 859,217 TipRanks' Investors

Success Rate

349 out of 729
profitable transactions

Average Return

8.17%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

9.19% SCHD

7.66% BLK

5.40% BX

4.64% QQQI

4.53% IWMI

68.58% Others

By Assets

56.91% ETFs

37.87% Stocks

4.15% Funds

1.07% Cash

0.00% Cryptocurrency

0.00% Options

0.00% Other

By Sector

61.71% General

16.43% Financial

5.10% Industrials

3.78% Technology

3.66% Real Estate

2.66% Consumer Cyclical

6.65% Other

Portfolio Holdings

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premium

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premium

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To view investors' portfolios

EVGO

$2.06

+0.49%

After:

+0.49%

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

▼ 77.36%

$45.03

-0.99%

After:

-0.07%

7 Buy

10 Hold

0 Sell

Moderate Buy

premium

▲ 13.15%

WULF

$19.67

-6.11%

After:

+0.31%

9 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 181.68%

VICI

$28.13

-0.81%

After:

+0.15%

6 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 0.42%

BLK

$1048.60

-0.57%

After:

+0.22%

10 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 8.89%

$63.96

+0.24%

After:

+0.06%

5 Buy

9 Hold

0 Sell

Moderate Buy

premium

▲ 23.3%

BRK.B

$474.09

-0.72%

After:

+0.13%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▲ 4.28%

QDVO

$28.88

+1.26%

After:

710 Buy

188 Hold

22 Sell

Moderate Buy

premium

▲ 11.95%

AMLP

$51.33

-0.43%

After:

+0.49%

32 Buy

32 Hold

10 Sell

Moderate Buy

premium

▲ 8.45%

STK

$45.15

+0.33%

After:

―

premium

▲ 44.54%

CVX

$184.91

-1.13%

After:

-0.22%

16 Buy

5 Hold

0 Sell

Strong Buy

premium

▲ 21.41%

DIVO

$45.74

-0.22%

After:

+0.04%

321 Buy

141 Hold

9 Sell

Moderate Buy

premium

▲ 6.19%

BDJ

$9.14

-0.09%

After:

+0.55%

―

premium

▲ 8.41%

PLD

$139.77

+1.02%

After:

-0.69%

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 35.21%

ADC

$78.01

+0.27%

After:

-0.46%

9 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 11.9%

AIPI

$35.31

+1.49%

After:

+0.34%

530 Buy

151 Hold

19 Sell

Moderate Buy

premium

▼ 3.79%

QQQI

$53.33

+0.81%

After:

+0.13%

1K Buy

556 Hold

70 Sell

Moderate Buy

premium

▲ 14.76%

XYZ

$67.97

+2.75%

After:

+0.12%

26 Buy

2 Hold

1 Sell

Strong Buy

premium

▼ 63.73%

JEPQ

$58.48

+0.17%

After:

+0.03%

1K Buy

508 Hold

51 Sell

Moderate Buy

premium

▲ 10.98%

PBDC

$28.55

+2.73%

After:

54 Buy

42 Hold

5 Sell

Hold

premium

▼ 14.97%

SCHD

$30.65

-0.2%

After:

+0.03%

446 Buy

483 Hold

68 Sell

Moderate Buy

premium

▲ 11.37%

SPYI

$52.10

+0.46%

After:

+0.12%

5K Buy

3K Hold

298 Sell

Moderate Buy

premium

▲ 13.09%

IWMI

$50.54

+0.14%

After:

-0.06%

―

premium

▲ 15.2%

ADBE

$244.66

+3.79%

After:

+0.55%

9 Buy

14 Hold

3 Sell

Hold

premium

▼ 18.88%

BTCI

$35.88

+0.87%

After:

-0.73%

―

premium

▼ 34.39%

GEV

$985.92

-0.16%

After:

+0.26%

19 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 216.57%

NKE

$45.44

+2.81%

After:

+0.57%

13 Buy

11 Hold

0 Sell

Moderate Buy

premium

▼ 30.82%

UPS

$103.57

+0.34%

After:

+0.07%

10 Buy

8 Hold

2 Sell

Moderate Buy

premium

▼ 7.2%

UNH

$314.05

-0.04%

After:

-0.11%

18 Buy

5 Hold

0 Sell

Strong Buy

premium

▼ 8.32%

NVDA

$198.87

+1.2%

After:

-0.19%

41 Buy

1 Hold

1 Sell

Strong Buy

premium

▲ 55.31%

IDVO

$42.72

-0.47%

After:

+0.02%

191 Buy

83 Hold

23 Sell

Hold

premium

▲ 16.48%

IYRI

$49.43

-0.12%

After:

+1.03%

372 Buy

327 Hold

17 Sell

Moderate Buy

premium

▼ 0.52%

UTG

$41.82

-0.05%

After:

+0.43%

―

premium

▲ 11.38%

DGRO

$72.36

+0.01%

After:

+0.17%

3K Buy

2K Hold

130 Sell

Moderate Buy

premium

▲ 1.75%

IAUI

$58.48

-0.75%

After:

-0.02%

―

premium

▲ 7.44%

CHPY

$62.40

-0.02%

After:

-0.37%

351 Buy

123 Hold

16 Sell

Moderate Buy

premium

▲ 6.35%

SOXY

$72.77

-0.05%

After:

+1.99%

373 Buy

129 Hold

16 Sell

Moderate Buy

premium

▲ 11.35%

NEHI

$36.60

+1.61%

After:

―

premium

▼ 19%

CEFS

$24.03

+0.42%

After:

-0.12%

―

premium

▲ 3.39%

PDI

$17.24

+0.29%

After:

+0.23%

―

premium

▼ 5.72%

CSQ

$19.06

+1.11%

After:

―

premium

▼ 1.06%

CSHI

$49.74

+0.03%

After:

+0.16%

―

premium

▲ 0.05%

NIHI

$51.33

+0.02%

After:

-0.64%

―

premium

▼ 0.66%

MLPI

$54.80

-0.45%

After:

-0.24%

125 Buy

80 Hold

19 Sell

Moderate Buy

premium

▲ 0.68%

LULU

$162.74

+1.33%

After:

+0.33%

1 Buy

19 Hold

0 Sell

Hold

premium

▼ 6.34%

FRDM

$61.64

-0.37%

After:

-1.36%

―

premium

▲ 3.26%

$130.19

+3.06%

After:

+0.28%

7 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 1.17%

OWL

$9.92

+8.18%

After:

+1.01%

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

▼ 4.84%