Henry Schwab One - New Portfolio

Henry Whitfield

Henry Schwab One
Individual Investor
Ranked #391,884 out of 759,673 TipRanks' Investors
Success Rate
48%
237 out of 499
profitable transactions
Average Return
0.75%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.84% URNM
7.94% ET
5.74% GUG
5.71% QYLD
5.59% AWF
62.18% Others
By Assets
38.02% Cash
28.91% Stocks
24.25% ETFs
8.81% Funds
0.00% Cryptocurrency
By Sector
53.36% General
25.92% Energy
5.86% Consumer Cyclical
4.08% Financial
3.20% Healthcare
7.58% 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
$10.32
$0.01
(0.1%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$8.08B
14.67%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.08
$0.12
(0.67%)
premium
1K Buy
634 Hold
65 Sell
Moderate Buy
premium
$8.06B
6.17%
ET
Energy Transfer
$16.30
$0.01
(0.06%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$55.78B
22.00%
XYLD
XYLD
< ETF >
Global X S&P 500 Covered Call ETF
$41.55
$0.24
(0.58%)
premium
4K Buy
3K Hold
313 Sell
Moderate Buy
premium
$2.87B
6.29%
ARCC
Ares Capital
$21.05
$0.17
(0.81%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$13.27B
11.43%
KRP
Kimbell Royalty Partners
$16.30
$0.09
(0.56%)
premium
1 Buy
0 Hold
1 Sell
Hold
premium
$1.79B
6.54%
POWA
POWA
< ETF >
Invesco Bloomberg Pricing Power ETF
$83.92
$0.31
(0.37%)
premium
438 Buy
225 Hold
22 Sell
Moderate Buy
premium
$203.84M
28.17%
AMZN
Amazon
$186.51
$4.55
(2.5%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.96T
48.07%
DLY
DLY
< FUND >
DoubleLine Yield Opportunities Fund
$16.51
$0.07
(0.43%)
premium
premium
$791.58M
14.02%
PCEF
PCEF
< ETF >
Invesco CEF Income Composite ETF
$19.57
$0.06
(0.31%)
premium
premium
$815.76M
16.84%
AWF
AWF
< FUND >
AllianceBernstein Global High Income Fund Inc
$11.19
$0.04
(0.36%)
premium
premium
$964.91M
18.16%
ARKQ
ARKQ
< ETF >
ARK Autonomous Technology & Robotics ETF
$61.64
$1.07
(1.77%)
premium
264 Buy
119 Hold
21 Sell
Moderate Buy
premium
$772.88M
19.90%
BIZD
BIZD
< ETF >
VanEck BDC Income ETF
$16.23
$0.11
(0.68%)
premium
49 Buy
49 Hold
6 Sell
Moderate Buy
premium
$1.17B
7.27%
GUG
GUG
< FUND >
Guggenheim Active Allocation Fund
$16.40
$0.04
(0.24%)
premium
premium
$540.87M
24.15%
URNM
URNM
< ETF >
NorthShore Global Uranium Mining ETF
$48.47
$1.11
(2.34%)
premium
67 Buy
4 Hold
1 Sell
Moderate Buy
premium
$1.65B
6.97%
HPE
Hewlett Packard Enterprise
$20.62
$0.27
(1.33%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$26.78B
22.52%
AMGN
Amgen
$319.66
$2.18
(0.69%)
premium
12 Buy
9 Hold
1 Sell
Moderate Buy
premium
$171.76B
20.59%
CAPL
Crossamerica Partners
$21.18
$0.02
(0.09%)
premium
premium
$805.83M
2.52%
PALL
PALL
< ETF >
Aberdeen Standard Physical Palladium Shares ETF
$93.00
$0.81
(0.88%)
premium
premium
$285.07M
-12.29%
USAC
USA Compression
$23.01
$0.03
(0.13%)
premium
0 Buy
3 Hold
1 Sell
Hold
premium
$2.69B
-9.27%
VNOM
Viper Energy
$50.22
$1.71
(3.53%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$9.39B
83.15%
QUS
QUS
< ETF >
SPDR MSCI USA StrategicFactors ETF
$157.46
$0.92
(0.59%)
premium
5K Buy
3K Hold
342 Sell
Moderate Buy
premium
$1.41B
30.13%
GLD
GLD
< ETF >
SPDR Gold Shares
$245.00
$0.49
(0.2%)
premium
premium
$74.56B
44.37%
CB
Chubb
$290.59
$2.05
(0.71%)
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
$117.44B
38.67%
GO
Grocery Outlet Holding
$16.58
$0.39
(2.41%)
premium
5 Buy
5 Hold
2 Sell
Hold
premium
$1.62B
-41.29%
ROST
Ross Stores
$145.58
$1.2
(0.82%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$48.30B
29.54%
CVX
Chevron
$150.74
$0.51
(0.34%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$275.69B
-8.03%
UVXY
UVXY
< ETF >
ProShares Ultra VIX Short-Term Futures ETF
$27.46
$1.62
(5.57%)
premium
premium
$299.50M
-66.63%
VAL
Valaris
$56.10
$0.19
(0.34%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$4.08B
-20.53%
AMWD
American Woodmark
$92.09
$0.18
(0.2%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.43B
23.48%
MBLY
Mobileye Global, Inc. Class A
$12.93
$0.54
(4.36%)
premium
11 Buy
8 Hold
2 Sell
Moderate Buy
premium
$10.49B
-68.14%
CTAS
Cintas
$204.91
$0.36
(0.18%)
premium
7 Buy
8 Hold
2 Sell
Moderate Buy
premium
$82.63B
66.17%