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Stocks - New Portfolio

AvISaint

Stocks
Individual Investor
Ranked #429,111 out of 769,603 TipRanks' Investors
Success Rate
45%
355 out of 798
profitable transactions
Average Return
1.00%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.96% JEPQ
11.08% PDI
9.91% MPLX
8.20% WF
7.52% EPD
50.33% Others
By Assets
59.67% Stocks
26.64% Funds
12.86% ETFs
0.84% Cash
0.00% Cryptocurrency
By Sector
43.80% General
27.93% Energy
19.29% Financial
5.25% Industrials
3.73% Real Estate

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
o8ytud
o8ytud
o8ytud
premium
o8ytud
premium
o8ytud
o8ytud
o8ytud
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pst4a6cnyq
pst4a6cnyq
premium
pst4a6cnyq
premium
pst4a6cnyq
pst4a6cnyq
pst4a6cnyq
owkj47s
owkj47s
owkj47s
premium
owkj47s
premium
owkj47s
owkj47s
owkj47s
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0chulepk
0chulepk
premium
0chulepk
premium
0chulepk
0chulepk
0chulepk
cxtp7c5y
cxtp7c5y
cxtp7c5y
premium
cxtp7c5y
premium
cxtp7c5y
cxtp7c5y
cxtp7c5y
i5noo3dc6k
i5noo3dc6k
i5noo3dc6k
premium
i5noo3dc6k
premium
i5noo3dc6k
i5noo3dc6k
i5noo3dc6k
e7mzmps9
e7mzmps9
e7mzmps9
premium
e7mzmps9
premium
e7mzmps9
e7mzmps9
e7mzmps9
5zdb35l5pdd
5zdb35l5pdd
5zdb35l5pdd
premium
5zdb35l5pdd
premium
5zdb35l5pdd
5zdb35l5pdd
5zdb35l5pdd
3vvafvrx6
3vvafvrx6
3vvafvrx6
premium
3vvafvrx6
premium
3vvafvrx6
3vvafvrx6
3vvafvrx6
m2fbz1ugj
m2fbz1ugj
m2fbz1ugj
premium
m2fbz1ugj
premium
m2fbz1ugj
m2fbz1ugj
m2fbz1ugj
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MPLX
MPLX
$49.50
$1.23
(2.55%)
premium
7 Buy
2 Hold
1 Sell
Moderate Buy
premium
$50.43B
38.34%
ET
Energy Transfer
$19.07
$0.1
(0.53%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$65.29B
38.79%
O
Realty Income
$57.45
$0.06
(0.1%)
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.28B
7.76%
EPD
Enterprise Products Partners
$32.82
$0.47
(1.45%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$71.14B
21.16%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.57
$0.1
(0.18%)
premium
1K Buy
529 Hold
64 Sell
Moderate Buy
premium
$18.90B
14.86%
PSIX
Power Solutions
$32.75
$1.46
(4.67%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$753.24M
1135.85%
ECO
Okeanis Eco Tankers Corp.
$23.58
$0.25
(1.07%)
premium
premium
$747.01M
-6.67%
OBDE
Blue Owl Capital Corporation III
$14.85
$0.1
(0.68%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.83B
XFLT
XFLT
< FUND >
XAI Octagon Floating Rate & Alternative Income Term Trust
$6.96
$0.06
(0.87%)
premium
premium
$246.86M
1.47%
BST
BST
< FUND >
BlackRock Science & Technology Trust
$36.45
$0.07
(0.19%)
premium
premium
$807.65M
8.69%
HTD
HTD
< FUND >
John Hancock Tax-Advantaged Dividend Income Fund
$23.50
$0.14
(0.6%)
premium
premium
$832.65M
30.14%
PDI
PIMCO Dynamic
$19.27
$0.08
(0.42%)
premium
premium
9.03%
RVT
RVT
< FUND >
Royce Value Trust Inc
$16.48
$0.25
(1.54%)
premium
premium
$1.78B
21.94%
SPE
SPE
< FUND >
Special Opportunities Fund Inc
$14.93
$0.14
(0.95%)
premium
premium
$166.95M
31.47%
WF
Woori Finance Holdings Co
$35.79
$0.16
(0.45%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$8.86B
21.32%
USOI
USOI
< FUND >
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
$65.29
$0.77
(1.19%)
premium
premium
$349.30M
-13.46%