New Portfolio - New Portfolio

Performance Portfolio Details

JJJDKR

New Portfolio

Individual Investor

Ranked #2,780 out of 859,402 TipRanks' Investors

Success Rate

1014 out of 1110
profitable transactions

Average Return

89.88%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

22.02% AVGO

9.08% JEPQ

8.63% VFFSX

7.97% SPYI

7.53% BLK

44.77% Others

By Assets

53.12% Stocks

35.43% ETFs

11.44% Funds

0.00% Cryptocurrency

0.00% Cash

0.00% Options

0.00% Other

By Sector

46.87% General

28.31% Technology

11.34% Financial

5.91% Healthcare

3.13% Industrials

1.42% Consumer Cyclical

3.01% Other

Portfolio Holdings

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To view investors' portfolios

$988.80

+3.32%

After:

+0.17%

10 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 232.69%

AVGO

$406.54

+2.03%

After:

-0.11%

27 Buy

4 Hold

0 Sell

Strong Buy

premium

▲ 511.69%

BLK

$1052.14

+2.65%

After:

+0.27%

8 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 38.03%

$925.95

+2.88%

After:

<+0.01%

6 Buy

5 Hold

1 Sell

Moderate Buy

premium

▲ 108.34%

COST

$999.89

+1.28%

After:

-0.01%

16 Buy

6 Hold

1 Sell

Moderate Buy

premium

▲ 160.62%

LIN

$492.23

-1.4%

After:

+0.02%

14 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 54.97%

HON

$233.55

+1.82%

After:

+0.04%

10 Buy

4 Hold

1 Sell

Moderate Buy

premium

▲ 49.45%

JPM

$310.29

+0.11%

After:

+0.02%

9 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 241.96%

MSFT

$422.79

+0.6%

After:

-0.07%

35 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 82.7%

$349.40

+3.63%

After:

+0.03%

17 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 19.39%

ABBV

$208.38

-0.29%

After:

+0.3%

14 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 63.68%

JNJ

$234.18

-0.15%

After:

-0.1%

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 37.02%

CVX

$183.99

-2.21%

After:

-0.16%

18 Buy

4 Hold

0 Sell

Strong Buy

premium

▲ 12.16%

JEPI

$57.79

+0.35%

After:

+0.03%

1K Buy

518 Hold

34 Sell

Moderate Buy

premium

▼ 1.36%

JEPQ

$58.66

+0.22%

After:

1K Buy

507 Hold

51 Sell

Moderate Buy

premium

▲ 9.03%

VOO

$652.78

+1.23%

After:

+0.07%

5K Buy

3K Hold

299 Sell

Moderate Buy

premium

▲ 33.09%

VFFSX

$344.69

+0.26%

404 Buy

90 Hold

9 Sell

Moderate Buy

premium

▲ 42.53%

VTV

$204.24

+0.82%

After:

+0.03%

3K Buy

2K Hold

189 Sell

Moderate Buy

premium

▲ 28.56%

GPIX

$53.59

+1.02%

After:

+0.11%

5K Buy

3K Hold

286 Sell

Moderate Buy

premium

▲ 3.88%

QQQI

$53.89

+0.75%

After:

+0.15%

1K Buy

552 Hold

71 Sell

Moderate Buy

premium

▲ 1.96%

SPYI

$52.55

+0.67%

After:

+0.02%

5K Buy

3K Hold

299 Sell

Moderate Buy

premium

▲ 2.31%

IWMI

$51.25

+1.2%

After:

+0.06%

―

premium

▼ 3.4%

GPIQ

$53.99

+0.97%

After:

+0.2%

1K Buy

552 Hold

71 Sell

Moderate Buy

premium

▲ 3.61%

QQQH

$54.01

+0.52%

After:

-0.41%

1K Buy

555 Hold

71 Sell

Moderate Buy

premium

▲ 1.62%

IYRI

$50.00

+0.64%

After:

+0.24%

373 Buy

326 Hold

17 Sell

Moderate Buy

premium

▼ 0.81%

JPIE

$46.26

+0.19%

After:

>-0.01%

―

premium

▼ 0.09%

SPYH

$55.03

+0.45%

After:

-1.51%

5K Buy

3K Hold

288 Sell

Moderate Buy

premium

▲ 23.2%

CSHI

$49.76

+0.04%

After:

+0.13%

―

premium

▼ 0.07%

BTI

$56.68

+0.96%

After:

+0.04%

―

premium

▲ 17.43%

BTCI

$36.56

+2.04%

After:

+0.6%

―

premium

▼ 43.13%

IAUI

$59.16

+1.3%

After:

―

premium

▲ 9.34%

UTG

$42.25

+0.48%

After:

-0.26%

―

premium

▲ 7.78%

NIHI

$51.66

+0.94%

After:

+0.52%

―

premium

▲ 3.05%

ADX

$23.98

+0.8%

After:

+0.03%

―

premium

▲ 6.08%

BINC

$52.51

+0.19%

After:

+0.67%

―

premium

▼ 1.25%

BUI

$26.90

-0.07%

After:

―

premium

▼ 0.94%

BNDI

$47.49

+0.48%

After:

―

premium

▼ 0.44%

HYBI

$49.76

+0.34%

After:

―

premium

▼ 1.12%

NEHI

$37.31

+2.3%

After:

+1.85%

―

premium

▼ 22.88%

NLSI

$46.50

+0.18%

After:

+0.39%

422 Buy

161 Hold

25 Sell

Strong Buy

premium

▼ 9.76%

TLTI

$45.92

+0.78%

After:

―

premium

▼ 1.27%

EVT

$25.96

+1.72%

After:

―

premium

▲ 1.22%

HTD

$25.45

+0.24%

After:

-2.48%

―

premium

▲ 6.89%

MLPI

$54.72

-0.4%

After:

+0.09%

128 Buy

80 Hold

19 Sell

Moderate Buy

premium

▲ 4.56%

DIVO

$46.29

+1%

After:

323 Buy

143 Hold

9 Sell

Moderate Buy

premium

▼ 1.3%

NDIV

$34.05

-3.58%

After:

+0.13%

161 Buy

126 Hold

26 Sell

Hold

premium

▼ 5.11%

IDVO

$42.97

+0.82%

After:

-0.08%

188 Buy

81 Hold

22 Sell

Hold

premium

▲ 1.25%