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Henry Schwab One - New Portfolio

Henry Whitfield

Henry Schwab One
Individual Investor
Ranked #429,528 out of 784,132 TipRanks' Investors
Success Rate
47%
233 out of 499
profitable transactions
Average Return
0.90%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.78% URNM
9.94% ET
5.75% QYLD
5.40% AWF
5.39% GUG
62.74% Others
By Assets
37.59% Cash
30.43% Stocks
23.52% ETFs
8.47% Funds
0.00% Cryptocurrency
By Sector
51.25% General
27.94% Energy
6.33% Consumer Cyclical
4.26% Financial
2.84% Healthcare
7.40% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AGNC
AGNC Investment
$10.07
$0.12
(1.21%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$8.81B
4.19%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.54
$0.14
(0.76%)
premium
1K Buy
578 Hold
67 Sell
Moderate Buy
premium
$8.75B
3.31%
ET
Energy Transfer
$20.77
$0.01
(0.05%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$71.08B
44.87%
XYLD
XYLD
< ETF >
Global X S&P 500 Covered Call ETF
$42.43
$0.26
(0.62%)
premium
4K Buy
3K Hold
292 Sell
Moderate Buy
premium
$3.19B
5.24%
ARCC
Ares Capital
$23.81
$0.01
(0.04%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.38B
18.00%
KRP
Kimbell Royalty Partners
$15.49
$0.06
(0.39%)
premium
5 Buy
0 Hold
1 Sell
Moderate Buy
premium
$3.03B
3.77%
POWA
POWA
< ETF >
Invesco Bloomberg Pricing Power ETF
$84.03
$0.027
(0.03%)
premium
461 Buy
241 Hold
25 Sell
Moderate Buy
premium
$192.87M
14.82%
AMZN
Amazon
$242.06
$4.64
(1.95%)
premium
40 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.50T
38.19%
DLY
DLY
< FUND >
DoubleLine Yield Opportunities Fund
$16.17
$0.02
(0.12%)
premium
premium
$774.32M
4.87%
PCEF
PCEF
< ETF >
Invesco CEF Income Composite ETF
$19.71
$0.11
(0.56%)
premium
premium
$837.91M
7.28%
AWF
AWF
< FUND >
AllianceBernstein Global High Income Fund Inc
$11.01
$0.04
(0.36%)
premium
premium
$945.94M
6.50%
ARKQ
ARKQ
< ETF >
ARK Autonomous Technology & Robotics ETF
$82.80
$2.41
(3%)
premium
264 Buy
117 Hold
28 Sell
Moderate Buy
premium
$1.01B
57.00%
BIZD
BIZD
< ETF >
VanEck BDC Income ETF
$17.49
$0.01
(0.06%)
premium
40 Buy
44 Hold
9 Sell
Hold
premium
$1.53B
9.23%
GUG
GUG
< FUND >
Guggenheim Active Allocation Fund
$15.68
$0.08
(0.51%)
premium
premium
$514.49M
8.48%
URNM
URNM
< ETF >
NorthShore Global Uranium Mining ETF
$41.45
$1.51
(3.78%)
premium
premium
$1.49B
-28.75%
HPE
Hewlett Packard Enterprise
$20.83
$0.37
(1.81%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$26.91B
32.77%
AMGN
Amgen
$289.02
$0.15
(0.05%)
premium
10 Buy
8 Hold
1 Sell
Moderate Buy
premium
$155.28B
-10.62%
CAPL
Crossamerica Partners
$22.75
$0.3
(1.34%)
premium
premium
$854.15M
5.20%
PALL
PALL
< ETF >
Aberdeen Standard Physical Palladium Shares ETF
$91.15
$1.37
(1.48%)
premium
premium
$352.92M
5.81%
USAC
USA Compression
$28.03
$0.47
(1.71%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$3.23B
12.03%
VNOM
Viper Energy
$48.70
$0.85
(1.78%)
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$9.02B
53.12%
QUS
QUS
< ETF >
SPDR MSCI USA StrategicFactors ETF
$161.17
$0.419
(0.26%)
premium
5K Buy
3K Hold
320 Sell
Moderate Buy
premium
$1.46B
17.52%
GLD
GLD
< ETF >
SPDR Gold Shares
$262.50
$2.56
(0.98%)
premium
premium
$78.24B
37.85%
CB
Chubb
$272.23
$1.7
(0.62%)
premium
7 Buy
7 Hold
1 Sell
Moderate Buy
premium
$110.42B
9.90%
GO
Grocery Outlet Holding
$17.08
$0.56
(3.39%)
premium
2 Buy
7 Hold
1 Sell
Hold
premium
$1.60B
-33.09%
ROST
Ross Stores
$146.95
$0.12
(0.08%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$48.52B
2.36%
CVX
Chevron
$153.22
$3.88
(2.6%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$268.38B
-1.90%
UVXY
UVXY
< ETF >
ProShares Ultra VIX Short-Term Futures ETF
$19.10
$0.84
(4.21%)
premium
premium
$374.75M
-48.07%
VAL
Valaris
$48.22
$1.97
(4.26%)
premium
1 Buy
5 Hold
1 Sell
Hold
premium
$3.29B
-24.23%
AMWD
American Woodmark
$74.98
$0.67
(0.89%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.14B
-17.37%
MBLY
Mobileye Global, Inc. Class A
$15.92
$0.11
(0.69%)
premium
9 Buy
4 Hold
2 Sell
Moderate Buy
premium
$13.00B
-39.67%
CTAS
Cintas
$200.61
$1.6
(0.79%)
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$81.60B
30.61%