Individual - New Portfolio

Performance Portfolio Details

Individual

Individual Investor

Ranked #461,599 out of 858,971 TipRanks' Investors

Success Rate

349 out of 729
profitable transactions

Average Return

8.08%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

9.30% SCHD

7.52% BLK

5.26% BX

4.64% QQQI

4.54% IWMI

68.74% Others

By Assets

57.10% ETFs

37.73% Stocks

4.09% Funds

1.08% Cash

0.00% Cryptocurrency

0.00% Options

0.00% Other

By Sector

61.86% General

16.10% Financial

5.16% Industrials

3.79% Technology

3.68% Real Estate

2.64% Consumer Cyclical

6.77% Other

Portfolio Holdings

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premium

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premium

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To view investors' portfolios

EVGO

$2.05

+6.22%

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

▼ 77.47%

$45.48

+0.13%

7 Buy

10 Hold

0 Sell

Moderate Buy

premium

▲ 14.28%

WULF

$20.95

+7.71%

9 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 200.01%

VICI

$28.36

+0.11%

6 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 1.24%

BLK

$1054.56

+3.02%

10 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 9.51%

$63.81

+0.77%

5 Buy

9 Hold

0 Sell

Moderate Buy

premium

▲ 23.01%

BRK.B

$477.54

-0.55%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▲ 5.03%

QDVO

$28.52

+1.28%

710 Buy

188 Hold

22 Sell

Moderate Buy

premium

▲ 10.56%

AMLP

$51.55

-0.98%

32 Buy

32 Hold

10 Sell

Moderate Buy

premium

▲ 8.92%

STK

$45.00

+4.99%

―

premium

▲ 44.06%

CVX

$187.02

-2.48%

16 Buy

5 Hold

0 Sell

Strong Buy

premium

▲ 22.8%

DIVO

$45.84

+0.33%

321 Buy

141 Hold

9 Sell

Moderate Buy

premium

▲ 6.42%

BDJ

$9.21

+0.77%

―

premium

▲ 9.24%

PLD

$138.36

+0.88%

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 33.85%

ADC

$77.80

+0.35%

9 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 11.6%

AIPI

$34.79

+0.81%

530 Buy

151 Hold

19 Sell

Moderate Buy

premium

▼ 5.21%

QQQI

$52.90

+1.09%

1K Buy

556 Hold

70 Sell

Moderate Buy

premium

▲ 13.84%

XYZ

$66.15

+3.01%

26 Buy

2 Hold

1 Sell

Strong Buy

premium

▼ 64.7%

JEPQ

$58.38

+0.69%

1K Buy

508 Hold

52 Sell

Moderate Buy

premium

▲ 10.79%

PBDC

$27.79

+2.36%

55 Buy

43 Hold

5 Sell

Hold

premium

▼ 17.24%

SCHD

$30.71

-0.1%

448 Buy

484 Hold

67 Sell

Moderate Buy

premium

▲ 11.59%

SPYI

$51.86

+0.76%

5K Buy

3K Hold

298 Sell

Moderate Buy

premium

▲ 12.57%

IWMI

$50.47

+0.95%

―

premium

▲ 15.04%

ADBE

$235.72

-1.83%

9 Buy

14 Hold

3 Sell

Hold

premium

▼ 21.84%

BTCI

$35.57

+1.17%

―

premium

▼ 34.95%

GEV

$987.50

-0.37%

19 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 217.08%

NKE

$44.20

+3.01%

14 Buy

11 Hold

0 Sell

Moderate Buy

premium

▼ 32.7%

UPS

$103.22

+1.18%

9 Buy

8 Hold

2 Sell

Moderate Buy

premium

▼ 7.51%

UNH

$314.19

+0.38%

18 Buy

5 Hold

0 Sell

Strong Buy

premium

▼ 8.28%

NVDA

$196.51

+3.8%

41 Buy

1 Hold

1 Sell

Strong Buy

premium

▲ 53.46%

IDVO

$42.92

+0.52%

191 Buy

83 Hold

23 Sell

Hold

premium

▲ 17.02%

IYRI

$49.49

+1%

373 Buy

327 Hold

17 Sell

Moderate Buy

premium

▼ 0.4%

UTG

$41.84

+1.33%

―

premium

▲ 11.43%

DGRO

$72.35

+0.08%

3K Buy

2K Hold

128 Sell

Moderate Buy

premium

▲ 1.74%

IAUI

$58.92

+1.69%

―

premium

▲ 8.25%

CHPY

$62.95

+1.3%

351 Buy

123 Hold

16 Sell

Moderate Buy

premium

▲ 7.28%

SOXY

$72.81

+1.61%

373 Buy

129 Hold

16 Sell

Moderate Buy

premium

▲ 11.41%

NEHI

$36.02

+2.36%

―

premium

▼ 20.29%

CEFS

$23.93

+0.63%

―

premium

▲ 2.96%

PDI

$17.19

-0.12%

―

premium

▼ 5.99%

CSQ

$18.85

+1.52%

―

premium

▼ 2.15%

CSHI

$49.92

+0.04%

―

premium

▲ 0.41%

NIHI

$51.32

+0.35%

―

premium

▼ 0.68%

MLPI

$55.05

-0.86%

125 Buy

80 Hold

19 Sell

Moderate Buy

premium

▲ 1.14%

LULU

$160.60

-1.21%

1 Buy

19 Hold

0 Sell

Hold

premium

▼ 7.57%

FRDM

$61.87

+2.25%

―

premium

▲ 3.65%

$126.33

+3.7%

7 Buy

5 Hold

0 Sell

Moderate Buy

premium

▼ 1.83%

OWL

$9.17

+8.52%

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

▼ 12.04%