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11-1-2022
- New Portfolio
Performance
Portfolio Details
sat mohinder
11-1-2022
Individual Investor
Ranked #76,771 out of 769,002 TipRanks' Investors
Success Rate
68%
245 out of 358
profitable transactions
Average Return
13.85%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
11.71%
ARCC
6.16%
JEPI
5.81%
NVDA
5.13%
MSFT
4.63%
VGT
66.56%
Others
By Assets
54.99%
Stocks
40.67%
ETFs
4.34%
Cash
0.00%
Funds
0.00%
Cryptocurrency
By Sector
42.51%
General
23.10%
Financial
19.00%
Technology
8.20%
Consumer Cyclical
3.67%
Communication Services
3.50%
Other
Portfolio Holdings
Select Columns
33
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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migr8t
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AAPL
Apple
$228.52
$0.48
(
0.21%
)
premium
24
Buy
8
Hold
2
Sell
Moderate Buy
premium
$3.45T
20.12%
XLI
< ETF >
Industrial Select Sector SPDR Fund
$140.69
$1.74
(
1.25%
)
premium
532
Buy
391
Hold
52
Sell
Moderate Buy
premium
$21.95B
31.13%
XLF
< ETF >
Financial Select Sector SPDR Fund
$50.17
$0.63
(
1.27%
)
premium
508
Buy
403
Hold
50
Sell
Moderate Buy
premium
$50.48B
41.45%
WM
Waste Management
$221.53
$2.75
(
1.26%
)
premium
9
Buy
9
Hold
0
Sell
Moderate Buy
premium
$87.92B
27.43%
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$132.50
$1.64
(
1.25%
)
premium
2K
Buy
2K
Hold
311
Sell
Moderate Buy
premium
$60.22B
24.29%
VTV
< ETF >
Vanguard Value ETF
$178.77
$2.15
(
1.22%
)
premium
2K
Buy
2K
Hold
198
Sell
Moderate Buy
premium
$131.12B
24.98%
VOOV
< ETF >
Vanguard S&P 500 Value ETF
$195.58
$2.18
(
1.13%
)
premium
3K
Buy
2K
Hold
280
Sell
Moderate Buy
premium
$5.34B
22.68%
VGT
< ETF >
Vanguard Information Technology ETF
$619.28
$6.46
(
1.05%
)
premium
2K
Buy
1K
Hold
135
Sell
Moderate Buy
premium
$80.39B
33.63%
VB
< ETF >
Vanguard Small-Cap ETF
$253.78
$4
(
1.6%
)
premium
5K
Buy
4K
Hold
565
Sell
Moderate Buy
premium
$63.35B
30.67%
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.91
$0.43
(
0.72%
)
premium
1K
Buy
604
Hold
49
Sell
Moderate Buy
premium
$36.72B
9.28%
XLV
< ETF >
Health Care Select Sector SPDR Fund
$144.03
$1.15
(
0.8%
)
premium
541
Buy
322
Hold
34
Sell
Moderate Buy
premium
$38.41B
8.78%
TJX
TJX Companies
$119.77
$0.03
(
0.03%
)
premium
16
Buy
2
Hold
0
Sell
Strong Buy
premium
$134.85B
34.43%
AVGO
Broadcom
$163.94
$0.69
(
0.42%
)
premium
23
Buy
3
Hold
0
Sell
Strong Buy
premium
$772.28B
66.38%
NVDA
Nvidia
$146.67
$0.78
(
0.53%
)
premium
40
Buy
4
Hold
0
Sell
Strong Buy
premium
$3.61T
192.11%
AMZN
Amazon
$198.38
$4.5
(
2.22%
)
premium
44
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.15T
40.99%
ARCC
Ares Capital
$21.78
$0.01
(
0.05%
)
premium
7
Buy
3
Hold
0
Sell
Moderate Buy
premium
$14.10B
10.38%
GLD
< ETF >
SPDR Gold Shares
$246.66
$2.04
(
0.83%
)
premium
―
premium
$73.09B
31.24%
XLK
< ETF >
Technology Select Sector SPDR Fund
$233.48
$2.35
(
1.02%
)
premium
753
Buy
380
Hold
49
Sell
Moderate Buy
premium
$71.43B
25.76%
MSFT
Microsoft
$412.87
$1.79
(
0.43%
)
premium
27
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.11T
11.37%
T
AT&T
$22.98
$0.15
(
0.66%
)
premium
9
Buy
4
Hold
0
Sell
Moderate Buy
premium
$163.09B
41.01%
HD
Home Depot
$410.45
$10.45
(
2.61%
)
premium
22
Buy
4
Hold
0
Sell
Strong Buy
premium
$404.07B
31.00%
LLY
Eli Lilly & Co
$749.92
$3.49
(
0.46%
)
premium
17
Buy
1
Hold
0
Sell
Strong Buy
premium
$692.74B
27.14%
JAAA
< ETF >
Janus Detroit Street Trust Janus Henderson AAA CLO ETF
$50.94
$0.07
(
0.14%
)
premium
―
premium
$14.83B
1.13%
MAIN
Main Street Capital
$53.18
$0.1
(
0.19%
)
premium
0
Buy
4
Hold
0
Sell
Hold
premium
$4.69B
29.59%
SMH
< ETF >
VanEck Semiconductor ETF
$246.10
$3.56
(
1.47%
)
premium
292
Buy
136
Hold
19
Sell
Moderate Buy
premium
$23.66B
49.60%
NFLX
Netflix
$897.48
$13.63
(
1.54%
)
premium
24
Buy
10
Hold
2
Sell
Moderate Buy
premium
$372.45B
86.09%
JPM
JPMorgan Chase & Co.
$244.76
$3.98
(
1.65%
)
premium
10
Buy
6
Hold
1
Sell
Moderate Buy
premium
$684.38B
57.40%
VOO
< ETF >
Vanguard S&P 500 ETF
$545.64
$2.74
(
0.5%
)
premium
4K
Buy
3K
Hold
328
Sell
Moderate Buy
premium
$566.51B
30.35%
VZ
Verizon
$42.50
$0.28
(
0.66%
)
premium
8
Buy
9
Hold
0
Sell
Moderate Buy
premium
$176.51B
13.34%
IBKR
Interactive Brokers
$191.71
$3.85
(
2.05%
)
premium
6
Buy
0
Hold
0
Sell
Strong Buy
premium
$78.38B
134.77%
USB
US Bancorp
$51.39
$0.65
(
1.28%
)
premium
8
Buy
11
Hold
0
Sell
Moderate Buy
premium
$78.63B
37.10%
VBK
< ETF >
Vanguard Small-Cap Growth ETF
$292.61
$4.21
(
1.46%
)
premium
3K
Buy
2K
Hold
243
Sell
Moderate Buy
premium
$19.18B
33.19%
DELL
Dell Technologies
$138.92
$4.96
(
3.7%
)
premium
14
Buy
3
Hold
0
Sell
Strong Buy
premium
$99.00B
81.96%
33
Results | Showing
1
out of
1
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