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Stocks - New Portfolio

AvISaint

Stocks
Individual Investor
Ranked #445,963 out of 783,619 TipRanks' Investors
Success Rate
44%
351 out of 798
profitable transactions
Average Return
1.50%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.38% JEPQ
11.24% PDI
10.84% MPLX
7.92% EPD
7.61% WF
49.01% Others
By Assets
58.90% Stocks
26.97% Funds
13.27% ETFs
0.85% Cash
0.00% Cryptocurrency
By Sector
40.59% General
30.15% Energy
18.85% Financial
6.82% Industrials
3.58% Real Estate

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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2ca2y5bszf3
premium
2ca2y5bszf3
premium
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2ca2y5bszf3
2ca2y5bszf3
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premium
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premium
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premium
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premium
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hbdybu7cexr
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6vrc4awsr5
6vrc4awsr5
premium
6vrc4awsr5
premium
6vrc4awsr5
6vrc4awsr5
6vrc4awsr5
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setdf0
setdf0
premium
setdf0
premium
setdf0
setdf0
setdf0
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2wws4cwcpkc
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premium
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premium
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2wws4cwcpkc
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premium
5ajr8q
premium
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premium
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premium
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3k4vcqpaov3
3k4vcqpaov3
premium
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premium
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3k4vcqpaov3
3k4vcqpaov3
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premium
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premium
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MPLX
MPLX
$53.36
$1.66
(3.21%)
Pre
0%
premium
9 Buy
3 Hold
1 Sell
Moderate Buy
premium
$54.36B
38.42%
ET
Energy Transfer
$21.08
$0.55
(2.68%)
Pre
0.47%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$72.18B
47.41%
O
Realty Income
$54.32
$0.26
(0.48%)
Pre
0.24%
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$47.54B
-0.13%
EPD
Enterprise Products Partners
$34.04
$0.39
(1.16%)
Pre
1.59%
premium
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
$73.78B
27.20%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.52
$0.15
(0.26%)
Pre
0.71%
premium
1K Buy
526 Hold
65 Sell
Moderate Buy
premium
$22.58B
10.41%
PSIX
Power Solutions
$41.90
$1.16
(2.85%)
Pre
0.17%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$963.68M
1895.24%
ECO
Okeanis Eco Tankers Corp.
$24.35
$0.73
(3.09%)
Pre
1.23%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$771.41M
-12.99%
XFLT
XFLT
< FUND >
XAI Octagon Floating Rate & Alternative Income Term Trust
$6.51
$0.04
(0.62%)
Pre
0%
premium
premium
$230.90M
-12.09%
BST
BST
< FUND >
BlackRock Science & Technology Trust
$37.80
$0.48
(1.29%)
Pre
0%
premium
premium
$837.57M
6.24%
HTD
HTD
< FUND >
John Hancock Tax-Advantaged Dividend Income Fund
$22.76
$0.28
(1.25%)
premium
premium
$806.43M
18.91%
PDI
PIMCO Dynamic
$19.25
$0.12
(0.63%)
Pre
0%
premium
premium
0.00%
RVT
RVT
< FUND >
Royce Value Trust Inc
$16.43
$0.26
(1.61%)
premium
premium
$1.77B
14.41%
SPE
SPE
< FUND >
Special Opportunities Fund Inc
$15.45
$0.15
(0.98%)
Pre
2.2%
premium
premium
$172.76M
27.61%
WF
Woori Finance Holdings Co
$32.69
$0.35
(1.08%)
premium
premium
$8.04B
5.42%
USOI
USOI
< FUND >
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
$64.78
$0.08
(0.12%)
Pre
0%
premium
premium
$346.57M
-11.90%