Current Holdings - New Portfolio

Performance Portfolio Details

Current Holdings

Individual Investor

Ranked #159,363 out of 862,067 TipRanks' Investors

Success Rate

84 out of 127
profitable transactions

Average Return

20.73%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

7.56% JEPQ

7.01% SCHD

6.66% QQQ

6.32% JEPI

5.88% URA

66.57% Others

By Assets

54.18% ETFs

45.82% Stocks

0.00% Funds

0.00% Cryptocurrency

0.00% Cash

0.00% Options

0.00% Other

By Sector

54.18% General

13.47% Technology

7.34% Consumer Cyclical

6.76% Healthcare

5.03% Basic Materials

4.47% Financial

8.75% Other

Portfolio Holdings

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To view investors' portfolios

KGC

$31.81

+0.95%

Pre:

-2.04%

8 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 501.32%

BITO

$11.20

+2.19%

Pre:

-1.43%

―

premium

▼ 45.21%

AMD

$458.79

+0.79%

Pre:

-3.22%

27 Buy

8 Hold

0 Sell

Strong Buy

premium

▲ 135.54%

BABA

$137.30

-1.97%

Pre:

-0.47%

14 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 19.46%

$238.21

+0.36%

Pre:

+0.67%

15 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 15.86%

MSFT

$412.66

-0.59%

Pre:

+0.34%

33 Buy

2 Hold

0 Sell

Strong Buy

premium

▼ 3.76%

JETS

$26.61

-3.17%

Pre:

+0.21%

241 Buy

140 Hold

25 Sell

Moderate Buy

premium

▲ 36.81%

$323.86

+1.59%

Pre:

+0.16%

21 Buy

2 Hold

0 Sell

Strong Buy

premium

▼ 4.47%

NVDA

$219.44

+1.97%

Pre:

-0.5%

40 Buy

1 Hold

1 Sell

Strong Buy

premium

▲ 57.71%

TSLA

$445.00

+3.89%

Pre:

-1.13%

12 Buy

12 Hold

5 Sell

Hold

premium

▲ 134.09%

$47.23

+0.02%

Pre:

+0.55%

7 Buy

10 Hold

0 Sell

Moderate Buy

premium

▲ 30.19%

XOM

$149.68

+3.53%

Pre:

+1.05%

13 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 47.43%

CVX

$184.74

+1.72%

Pre:

+0.65%

18 Buy

4 Hold

0 Sell

Strong Buy

premium

▲ 16.1%

JEPI

$55.85

-0.2%

Pre:

+0.04%

1K Buy

489 Hold

27 Sell

Moderate Buy

premium

▲ 2.33%

SCHD

$31.75

+0.41%

Pre:

+0.03%

443 Buy

461 Hold

65 Sell

Moderate Buy

premium

▲ 35.97%

SPHD

$49.61

+0.04%

Pre:

+0.28%

282 Buy

352 Hold

55 Sell

Hold

premium

▲ 22.1%

SPYD

$46.66

-0.06%

Pre:

+0.28%

433 Buy

556 Hold

83 Sell

Hold

premium

▲ 28.72%

$12.05

-2.19%

Pre:

-0.75%

3 Buy

9 Hold

1 Sell

Hold

premium

▼ 4.81%

QQQ

$713.29

+0.29%

Pre:

-0.76%

1K Buy

550 Hold

59 Sell

Moderate Buy

premium

▲ 86.02%

CVS

$92.22

+1.84%

Pre:

-0.25%

16 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 22.7%

JEPQ

$59.72

+0.18%

Pre:

-0.2%

1K Buy

497 Hold

44 Sell

Moderate Buy

premium

▲ 23.96%

LLY

$966.99

+1.95%

Pre:

-0.12%

19 Buy

2 Hold

1 Sell

Strong Buy

premium

▲ 32.21%

NICE

$91.39

-1.45%

Pre:

-2.29%

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

▼ 35.34%

URA

$57.23

+3.72%

Pre:

-2.5%

115 Buy

60 Hold

5 Sell

Moderate Buy

premium

▲ 81.36%

CSGP

$32.92

+0.46%

Pre:

+0.06%

12 Buy

3 Hold

1 Sell

Moderate Buy

premium

▼ 58.88%

TSM

$404.54

-1.73%

Pre:

-1.96%

5 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 140.4%

BRK.B

$479.55

+0.76%

Pre:

+0.35%

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

▼ 10.55%

TEVA

$35.84

+0.31%

Pre:

-0.98%

8 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 103.98%

ILIT

$22.84

+0.12%

Pre:

+0.41%

―

premium

▲ 136.89%

CONY

$29.03

+6.77%

Pre:

-1.69%

―

premium

▼ 70.1%

DLTR

$90.02

-4.48%

Pre:

+0.37%

8 Buy

5 Hold

4 Sell

Hold

premium

▼ 21.76%

QTUM

$147.82

+2.01%

Pre:

-1.22%

885 Buy

297 Hold

23 Sell

Moderate Buy

premium

▲ 29.18%

ORCL

$193.84

-1.08%

Pre:

-0.18%

28 Buy

5 Hold

0 Sell

Strong Buy

premium

▲ 0.79%

MNDY

$76.91

+6.72%

Pre:

+0.06%

12 Buy

4 Hold

0 Sell

Strong Buy

premium

▼ 47.23%

BXSL

$23.62

-2.32%

Pre:

+0.11%

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

▼ 2.52%