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New Portfolio - New Portfolio

Suzieq

New Portfolio
Individual Investor
Ranked #374,154 out of 770,014 TipRanks' Investors
Success Rate
50%
139 out of 278
profitable transactions
Average Return
4.95%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.65% SCHB
10.16% JEPI
8.46% XYLD
8.31% PGHY
7.97% SPHY
47.45% Others
By Assets
71.03% ETFs
27.58% Stocks
1.39% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
72.42% General
9.07% Technology
7.95% Real Estate
6.96% Consumer Cyclical
2.78% Financial
0.83% 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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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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AMZN
Amazon
$207.86
$6.41
(3.18%)
premium
45 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.12T
37.28%
AVGO
Broadcom
$164.74
$0.08
(0.05%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$769.80B
68.38%
NVDA
Nvidia
$136.92
$0.9
(0.66%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.33T
184.70%
PFLT
Pennantpark $
$11.06
$0.04
(0.36%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$809.10M
-0.54%
SPG
Simon Property
$183.46
$3.35
(1.86%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$67.63B
49.05%
EPRT
Essential Properties Realty
$33.96
$0.14
(0.41%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$5.95B
42.58%
SMCI
Super Micro Computer
$34.43
$3.98
(10.36%)
premium
2 Buy
6 Hold
2 Sell
Hold
premium
$22.49B
34.46%
CLOZ
CLOZ
< ETF >
Panagram BBB-B CLO ETF
$27.09
$0.01
(0.04%)
premium
premium
$449.73M
3.08%
IAK
IAK
< ETF >
iShares U.S. Insurance ETF
$137.59
$0.85
(0.62%)
premium
159 Buy
145 Hold
18 Sell
Moderate Buy
premium
$768.55M
36.84%
IXN
IXN
< ETF >
iShares Global Tech ETF
$83.86
$0.26
(0.31%)
premium
944 Buy
490 Hold
69 Sell
Moderate Buy
premium
$5.23B
27.73%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$60.68
$0.18
(0.3%)
premium
1K Buy
609 Hold
49 Sell
Moderate Buy
premium
$36.93B
10.87%
PGHY
PGHY
< ETF >
Invesco Global Short Term High Yield Bond ETF
$19.85
$0.1
(0.5%)
premium
premium
$141.17M
5.10%
PTY
PTY
< FUND >
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
$14.66
$0.01
(0.07%)
premium
premium
$2.24B
7.09%
SCHB
SCHB
< ETF >
Schwab U.S. Broad Market ETF
$23.42
$0.1
(0.43%)
premium
11K Buy
7K Hold
951 Sell
Moderate Buy
premium
$32.59B
32.00%
SPHY
SPHY
< ETF >
SPDR Portfolio High Yield Bond ETF
$23.81
$0.04
(0.17%)
premium
premium
$6.18B
4.39%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$52.21
$0.17
(0.33%)
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
$2.35B
9.67%
TSE:EDV
Endeavour Mining
C$27.91
C$0.28
(1.01%)
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
C$6.75B
-7.47%
XYLD
XYLD
< ETF >
Global X S&P 500 Covered Call ETF
$42.11
$0.13
(0.31%)
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
$2.91B
7.89%
YMAX
YMAX
< ETF >
YieldMax Universe Fund of Option Income ETFs
$18.24
$0.21
(1.14%)
premium
premium
$407.26M
-7.29%
JTEK
JTEK
< ETF >
JPMorgan U.S. Tech Leaders ETF
$76.86
$0.01
(0.01%)
premium
967 Buy
280 Hold
44 Sell
Moderate Buy
premium
$788.43M
40.86%