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Henry Schwab One
- New Portfolio
Performance
Portfolio Details
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
Select Columns
32
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
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
< 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
< 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
< 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
< FUND >
DoubleLine Yield Opportunities Fund
$16.17
$0.02
(
0.12%
)
premium
―
premium
$774.32M
4.87%
PCEF
< ETF >
Invesco CEF Income Composite ETF
$19.71
$0.11
(
0.56%
)
premium
―
premium
$837.91M
7.28%
AWF
< FUND >
AllianceBernstein Global High Income Fund Inc
$11.01
$0.04
(
0.36%
)
premium
―
premium
$945.94M
6.50%
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
< 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
< FUND >
Guggenheim Active Allocation Fund
$15.68
$0.08
(
0.51%
)
premium
―
premium
$514.49M
8.48%
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
< 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
< 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
< 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
< 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%
32
Results | Showing
1
out of
1
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