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Active Management Strategy Portfolio - New Portfolio

Adam Gonzalez

Active Management Strategy Portfolio
Individual Investor
Ranked #36,628 out of 788,370 TipRanks' Investors
Success Rate
68%
46 out of 68
profitable transactions
Average Return
54.72%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.61% PLTR
13.19% AAPL
10.89% TSLA
8.81% AVGO
5.42% NVDA
48.08% Others
By Assets
88.69% Stocks
9.94% ETFs
0.90% Funds
0.48% Cash
0.00% Cryptocurrency
By Sector
58.17% Technology
13.79% General
12.11% Consumer Cyclical
8.59% Energy
2.72% Healthcare
4.61% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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0987ujis
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premium
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premium
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premium
547tokymnsi
premium
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premium
yof8v81mm
premium
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yof8v81mm
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11f7nobn22d
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premium
11f7nobn22d
premium
11f7nobn22d
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11f7nobn22d
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premium
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premium
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premium
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premium
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m1qwgo
m1qwgo
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premium
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premium
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PARA
Paramount Global Class B
$11.49
$0.02
(0.17%)
premium
2 Buy
1 Hold
3 Sell
Hold
premium
$8.11B
-2.05%
UAL
United Airlines Holdings
$95.89
$6.6
(6.44%)
premium
16 Buy
0 Hold
0 Sell
Strong Buy
premium
$33.71B
111.86%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.53
$0.32
(1.7%)
premium
1K Buy
621 Hold
63 Sell
Moderate Buy
premium
$9.03B
4.22%
XLF
XLF
< ETF >
Financial Select Sector SPDR Fund
$50.75
$0.64
(1.25%)
premium
589 Buy
389 Hold
44 Sell
Moderate Buy
premium
$54.82B
28.15%
XOM
Exxon Mobil
$110.69
$1.31
(1.17%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$485.98B
5.66%
JPM
JPMorgan Chase & Co.
$264.24
$2.56
(0.96%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$746.00B
44.34%
MSFT
Microsoft
$408.21
$7.92
(1.9%)
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
-0.83%
EXG
EXG
< FUND >
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
$8.41
$0.09
(1.06%)
premium
premium
$2.58B
6.78%
PLTR
Palantir Technologies
$101.35
$4.92
(4.63%)
premium
3 Buy
10 Hold
5 Sell
Hold
premium
$249.24B
367.33%
DKNG
DraftKings
$45.57
$3.87
(7.83%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$43.65B
11.58%
MPC
Marathon Petroleum
$153.74
$4.53
(2.86%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$50.01B
-8.35%
XYLD
XYLD
< ETF >
Global X S&P 500 Covered Call ETF
$42.32
$0.57
(1.33%)
premium
4K Buy
3K Hold
284 Sell
Moderate Buy
premium
$3.32B
7.17%
SDGR
Schrodinger
$22.64
$1.36
(5.67%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.75B
-27.32%
USO
USO
< ETF >
United States Oil Fund LP
$75.35
$2.41
(3.1%)
premium
premium
$1.02B
5.65%
AAPL
Apple
$245.55
$0.28
(0.11%)
premium
18 Buy
11 Hold
4 Sell
Moderate Buy
premium
$3.69T
33.18%
TSLA
Tesla
$337.80
$16.6
(4.68%)
premium
13 Buy
12 Hold
10 Sell
Hold
premium
$1.14T
81.96%
MU
Micron
$98.84
$4.34
(4.21%)
premium
21 Buy
2 Hold
0 Sell
Strong Buy
premium
$114.96B
20.10%
NVDA
Nvidia
$134.43
$5.68
(4.05%)
premium
30 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.43T
71.17%
AI
C3ai
$28.50
$1.4
(4.68%)
premium
2 Buy
4 Hold
4 Sell
Hold
premium
$3.86B
7.02%
TSM
TSMC
$198.24
$1.86
(0.93%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$855.96B
55.03%
AVGO
Broadcom
$218.66
$8.08
(3.56%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.06T
73.76%
WBA
Walgreens Boots Alliance
$10.16
$0.35
(3.33%)
premium
1 Buy
7 Hold
2 Sell
Hold
premium
$9.08B
-52.90%
DELL
Dell Technologies
$117.60
$2.29
(1.91%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$84.13B
33.96%
CORZ
Core Scientific Inc
$10.80
$1.04
(8.78%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.31B
265.43%