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11-1-2022 - New Portfolio

Performance Portfolio Details

sat mohinder

11-1-2022

Individual Investor

Ranked #75,444 out of 775,923 TipRanks' Investors

Success Rate

242 out of 358
profitable transactions

Average Return

14.90%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

11.70% ARCC

6.09% JEPI

5.60% AVGO

5.52% MSFT

5.43% NVDA

65.66% Others

By Assets

55.19% Stocks

40.40% ETFs

4.41% Cash

0.00% Funds

0.00% Cryptocurrency

By Sector

42.26% General

22.95% Financial

20.97% Technology

8.59% Consumer Cyclical

3.67% Communication Services

1.56% Other

Portfolio Holdings

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To view investors' portfolios

AAPL

Apple

$254.49

$4.7

(1.88%)

premium

19 Buy

9 Hold

2 Sell

Moderate Buy

premium

$3.85T

31.45%

XLI < ETF >

Industrial Select Sector SPDR Fund

$133.82

$1.55

(1.17%)

premium

555 Buy

415 Hold

55 Sell

Moderate Buy

premium

$20.42B

18.29%

XLF < ETF >

Financial Select Sector SPDR Fund

$48.51

$0.71

(1.49%)

premium

538 Buy

402 Hold

50 Sell

Moderate Buy

premium

$47.47B

29.91%

Waste Management

$205.83

$0.3

(0.15%)

premium

9 Buy

9 Hold

0 Sell

Moderate Buy

premium

$82.61B

16.32%

VYM < ETF >

Vanguard High Dividend Yield Index ETF

$127.12

$1.404

(1.12%)

premium

2K Buy

2K Hold

325 Sell

Moderate Buy

premium

$58.93B

14.57%

VTV < ETF >

Vanguard Value ETF

$170.29

$1.97

(1.17%)

premium

3K Buy

2K Hold

207 Sell

Moderate Buy

premium

$126.83B

14.67%

VOOV < ETF >

Vanguard S&P 500 Value ETF

$186.32

$2.11

(1.15%)

premium

3K Buy

2K Hold

282 Sell

Moderate Buy

premium

$6.22B

11.58%

VGT < ETF >

Vanguard Information Technology ETF

$631.61

$9.82

(1.58%)

premium

2K Buy

1K Hold

138 Sell

Moderate Buy

premium

$84.24B

30.60%

VB < ETF >

Vanguard Small-Cap ETF

$242.75

$2.76

(1.15%)

premium

5K Buy

4K Hold

586 Sell

Moderate Buy

premium

$63.77B

13.54%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$58.20

$0.56

(0.97%)

premium

1K Buy

607 Hold

59 Sell

Moderate Buy

premium

$36.75B

5.59%

XLV < ETF >

Health Care Select Sector SPDR Fund

$138.00

$1.72

(1.26%)

premium

544 Buy

326 Hold

36 Sell

Moderate Buy

premium

$36.50B

2.21%

TJX

TJX Companies

$122.00

$0.8

(0.66%)

premium

15 Buy

2 Hold

0 Sell

Strong Buy

premium

$137.15B

32.82%

AVGO

Broadcom

$220.79

$2.47

(1.13%)

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$1.03T

96.79%

NVDA

Nvidia

$134.70

$4.02

(3.08%)

premium

37 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.30T

175.86%

AMZN

Amazon

$224.92

$1.63

(0.73%)

premium

46 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.37T

46.60%

ARCC

Ares Capital

$21.38

$0.25

(1.18%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$13.81B

8.20%

GLD < ETF >

SPDR Gold Shares

$242.10

$2.5

(1.04%)

premium

―

premium

$73.12B

27.24%

XLK < ETF >

Technology Select Sector SPDR Fund

$235.96

$3.47

(1.49%)

premium

751 Buy

374 Hold

48 Sell

Moderate Buy

premium

$72.68B

22.86%

MSFT

Microsoft

$436.60

$0.43

(0.1%)

premium

27 Buy

2 Hold

0 Sell

Strong Buy

premium

$3.25T

16.56%

AT&T

$22.75

$0.18

(0.8%)

premium

16 Buy

3 Hold

0 Sell

Strong Buy

premium

$163.24B

37.46%

Home Depot

$392.60

$7.58

(1.97%)

premium

21 Buy

4 Hold

0 Sell

Strong Buy

premium

$389.99B

12.63%

JAAA < ETF >

Janus Detroit Street Trust Janus Henderson AAA CLO ETF

$50.84

$0.04

(0.08%)

premium

―

premium

$16.52B

1.19%

MAIN

Main Street Capital

$56.40

$0.79

(1.42%)

premium

0 Buy

4 Hold

0 Sell

Hold

premium

$4.97B

31.38%

SMH < ETF >

VanEck Semiconductor ETF

$242.71

$3.84

(1.61%)

premium

304 Buy

139 Hold

18 Sell

Moderate Buy

premium

$24.00B

40.07%

NFLX

Netflix

$909.05

$7.01

(0.78%)

premium

22 Buy

11 Hold

2 Sell

Moderate Buy

premium

$388.58B

86.76%

JPM

JPMorgan Chase & Co.

$237.60

$4.64

(1.99%)

premium

9 Buy

5 Hold

1 Sell

Moderate Buy

premium

$668.92B

41.94%

VOO < ETF >

Vanguard S&P 500 ETF

$545.04

$6.1

(1.13%)

premium

4K Buy

3K Hold

332 Sell

Moderate Buy

premium

$574.46B

25.21%

Verizon

$39.93

$0.04

(0.1%)

premium

6 Buy

10 Hold

0 Sell

Moderate Buy

premium

$168.09B

6.51%

IBKR

Interactive Brokers

$175.92

$2.13

(1.23%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$74.33B

114.25%

USB

US Bancorp

$47.92

$0.51

(1.08%)

premium

10 Buy

9 Hold

0 Sell

Moderate Buy

premium

$74.76B

10.13%

VBK < ETF >

Vanguard Small-Cap Growth ETF

$283.79

$3.22

(1.15%)

premium

3K Buy

2K Hold

255 Sell

Moderate Buy

premium

$19.88B

17.10%

DELL

Dell Technologies

$115.77

$3.81

(3.4%)

premium

14 Buy

2 Hold

0 Sell

Strong Buy

premium

$81.09B

52.91%