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Active Management Strategy Portfolio - New Portfolio

Adam Gonzalez

Active Management Strategy Portfolio
Individual Investor
Ranked #27,142 out of 781,066 TipRanks' Investors
Success Rate
69%
47 out of 68
profitable transactions
Average Return
64.28%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.54% TSLA
12.17% AAPL
9.49% PLTR
9.42% AVGO
5.60% TSM
49.78% Others
By Assets
88.68% Stocks
9.96% ETFs
0.89% Funds
0.47% Cash
0.00% Cryptocurrency
By Sector
54.47% Technology
14.87% General
14.58% Consumer Cyclical
8.50% Energy
2.84% Industrials
4.74% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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nzt1zrv26p
premium
nzt1zrv26p
premium
nzt1zrv26p
nzt1zrv26p
nzt1zrv26p
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0hnh2ekn
0hnh2ekn
premium
0hnh2ekn
premium
0hnh2ekn
0hnh2ekn
0hnh2ekn
a4srqcj7m5k
a4srqcj7m5k
a4srqcj7m5k
premium
a4srqcj7m5k
premium
a4srqcj7m5k
a4srqcj7m5k
a4srqcj7m5k
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88mvymwey1
88mvymwey1
premium
88mvymwey1
premium
88mvymwey1
88mvymwey1
88mvymwey1
l8bxf7
l8bxf7
l8bxf7
premium
l8bxf7
premium
l8bxf7
l8bxf7
l8bxf7
2158uczw049
2158uczw049
2158uczw049
premium
2158uczw049
premium
2158uczw049
2158uczw049
2158uczw049
64er8l
64er8l
64er8l
premium
64er8l
premium
64er8l
64er8l
64er8l
atusyefa9ti
atusyefa9ti
atusyefa9ti
premium
atusyefa9ti
premium
atusyefa9ti
atusyefa9ti
atusyefa9ti
5h5rxodvu2
5h5rxodvu2
5h5rxodvu2
premium
5h5rxodvu2
premium
5h5rxodvu2
5h5rxodvu2
5h5rxodvu2
vfen5c48bze
vfen5c48bze
vfen5c48bze
premium
vfen5c48bze
premium
vfen5c48bze
vfen5c48bze
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PARA
Paramount Global Class B
$10.27
$0.11
(1.08%)
premium
3 Buy
7 Hold
5 Sell
Hold
premium
$7.28B
-22.50%
UAL
United Airlines Holdings
$107.38
$1.27
(1.2%)
premium
17 Buy
0 Hold
0 Sell
Strong Buy
premium
$34.90B
170.00%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.58
$0.1
(0.54%)
premium
3K Buy
1K Hold
142 Sell
Strong Buy
premium
$8.60B
5.30%
XLF
XLF
< ETF >
Financial Select Sector SPDR Fund
$50.23
$0.42
(0.84%)
premium
1K Buy
746 Hold
84 Sell
Strong Buy
premium
$50.16B
33.43%
XOM
Exxon Mobil
$112.32
$1
(0.9%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$489.26B
16.03%
JPM
JPMorgan Chase & Co.
$259.16
$4.89
(1.92%)
premium
11 Buy
8 Hold
1 Sell
Moderate Buy
premium
$715.86B
51.88%
MSFT
Microsoft
$429.03
$4.45
(1.05%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.16T
8.93%
EXG
EXG
< FUND >
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
$8.43
$0.09
(1.08%)
premium
premium
$2.58B
8.17%
PLTR
Palantir Technologies
$71.77
$2.53
(3.65%)
premium
2 Buy
10 Hold
7 Sell
Moderate Sell
premium
$157.73B
337.62%
DKNG
DraftKings
$39.29
$0.39
(0.98%)
premium
24 Buy
2 Hold
0 Sell
Strong Buy
premium
$34.94B
4.66%
MPC
Marathon Petroleum
$152.70
$1
(0.66%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$48.75B
0.59%
XYLD
XYLD
< ETF >
Global X S&P 500 Covered Call ETF
$42.48
$0
(0%)
premium
8K Buy
5K Hold
598 Sell
Strong Buy
premium
$3.12B
6.79%
SDGR
Schrodinger
$19.00
$0.31
(1.66%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.36B
-26.87%
USO
USO
< ETF >
United States Oil Fund LP
$82.52
$0.42
(0.51%)
premium
premium
$1.06B
20.10%
AAPL
Apple
$229.98
$1.72
(0.75%)
premium
19 Buy
7 Hold
3 Sell
Moderate Buy
premium
$3.43T
21.92%
TSLA
Tesla
$426.50
$12.68
(3.06%)
premium
13 Buy
12 Hold
9 Sell
Hold
premium
$1.33T
101.29%
MU
Micron
$105.75
$3.15
(3.07%)
premium
20 Buy
2 Hold
0 Sell
Strong Buy
premium
$114.31B
24.68%
NVDA
Nvidia
$137.71
$4.14
(3.1%)
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.27T
141.14%
AI
C3ai
$32.01
$0.3
(0.93%)
premium
2 Buy
4 Hold
4 Sell
Hold
premium
$4.17B
33.04%
TSM
TSMC
$211.50
$3.29
(1.53%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$870.45B
87.12%
AVGO
Broadcom
$237.44
$8.03
(3.5%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.08T
107.57%
WBA
Walgreens Boots Alliance
$12.52
$0.41
(3.17%)
premium
2 Buy
7 Hold
2 Sell
Hold
premium
$11.17B
-43.48%
DELL
Dell Technologies
$109.64
$0.47
(0.43%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$77.26B
39.83%
CORZ
Core Scientific Inc
$15.00
$0.37
(2.53%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$4.09B