Portfolio #1 - New Portfolio

Dwave Investing

Portfolio #1
Individual Investor
Ranked #25,422 out of 757,311 TipRanks' Investors
Success Rate
55%
82 out of 150
profitable transactions
Average Return
71.62%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
18.36% MSTR
9.52% OKE
9.32% MAIN
7.42% EPR
7.28% MSTY
48.10% Others
By Assets
80.41% Stocks
19.59% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
33.08% Real Estate
20.18% General
18.97% Technology
18.26% Financial
9.52% Energy

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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EPR
EPR Properties
$48.73
$0.06
(0.12%)
premium
4 Buy
3 Hold
1 Sell
Moderate Buy
premium
$3.69B
14.27%
MAIN
Main Street Capital
$50.40
$0.23
(0.46%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.37B
23.06%
O
Realty Income
$60.70
$1.49
(2.4%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$54.16B
15.17%
OKE
Oneok
$93.77
$0.13
(0.14%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$54.84B
38.54%
OMF
OneMain Holdings
$50.15
$1.89
(3.92%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$5.78B
18.87%
RIOT
Riot Platforms
$7.22
$0.05
(0.7%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.18B
-31.32%
SLG
SL Green Realty
$72.21
$0.17
(0.24%)
premium
2 Buy
8 Hold
2 Sell
Hold
premium
$4.90B
75.96%
SPG
Simon Property
$167.06
$2.71
(1.65%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$61.61B
43.84%
MSTR
Microstrategy
$144.66
$11.99
(9.04%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$24.54B
291.06%
CLSK
Cleanspark
$9.03
$0.19
(2.15%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.24B
102.29%
ADC
Agree Realty
$74.13
$1.51
(2%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$7.61B
28.77%
IREN
Iris Energy
$7.79
$0.07
(0.91%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.45B
69.67%
ARE
Alexandria Equities
$122.22
$1.64
(1.32%)
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$21.67B
10.80%
EPRT
Essential Properties Realty
$33.88
$0.23
(0.68%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$5.92B
43.74%
BTDR
Bitdeer Technologies
$6.80
$0.32
(4.49%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$990.34M
-47.57%
WULF
TeraWulf Inc
$4.46
$0.4
(9.85%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.55B
153.75%
CONY
CONY
< ETF >
YieldMax COIN Option Income Strategy ETF
$12.86
$0.36
(2.88%)
premium
premium
$574.19M
-38.93%
MSTY
MSTY
< ETF >
YieldMax MSTR Option Income Strategy ETF
$22.52
$1.65
(7.91%)
premium
premium
$485.52M
-1.52%
ULTY
ULTY
< ETF >
YieldMax Ultra Option Income Strategy ETF
$10.48
$0.173
(1.67%)
premium
116 Buy
75 Hold
27 Sell
Hold
premium
$193.73M
-41.65%
NVDY
NVDY
< ETF >
YieldMax NVDA Option Income Strategy ETF
$23.21
$0.21
(0.91%)
premium
premium
$949.93M
5.46%
QDTE
QDTE
< ETF >
Roundhill N-100 0DTE Covered Call Strategy ETF
$42.16
$1.075
(2.62%)
premium
premium
$411.49M
-10.87%
CORZ
Core Scientific Inc
$11.61
$0.42
(3.49%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$345.55M
YMAX
YMAX
< ETF >
YieldMax Universe Fund of Option Income ETFs
$17.72
$0.347
(2%)
premium
premium
$252.36M
-11.56%
BITO
BITO
< ETF >
ProShares Bitcoin Strategy ETF
$19.17
$0.98
(5.39%)
premium
premium
$1.83B
30.02%
BETH
BETH
< ETF >
ProShares Bitcoin & Ether Market Cap Weight Strategy ETF
$61.93
$3.208
(5.46%)
premium
premium
$8.26M
43.51%