tiprankstipranks

11-1-2022 - New Portfolio

sat mohinder

11-1-2022
Individual Investor
Ranked #65,196 out of 783,839 TipRanks' Investors
Success Rate
70%
251 out of 358
profitable transactions
Average Return
15.84%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.61% ARCC
6.01% JEPI
5.46% AVGO
5.11% MSFT
4.72% NVDA
66.09% Others
By Assets
55.56% Stocks
40.14% ETFs
4.30% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
41.94% General
24.68% Financial
19.28% Technology
8.77% Consumer Cyclical
3.71% Communication Services
1.62% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$236.00
$1.59
(0.67%)
premium
19 Buy
9 Hold
4 Sell
Moderate Buy
premium
$3.55T
26.98%
XLI
XLI
< ETF >
Industrial Select Sector SPDR Fund
$138.35
$0.98
(0.7%)
premium
523 Buy
359 Hold
46 Sell
Moderate Buy
premium
$22.08B
21.36%
XLF
XLF
< ETF >
Financial Select Sector SPDR Fund
$51.47
$0.3
(0.58%)
premium
536 Buy
380 Hold
45 Sell
Moderate Buy
premium
$53.89B
32.04%
WM
Waste Management
$220.26
$2.17
(0.98%)
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$88.40B
17.03%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$132.36
$0.65
(0.49%)
premium
2K Buy
2K Hold
285 Sell
Moderate Buy
premium
$61.88B
17.00%
VTV
VTV
< ETF >
Vanguard Value ETF
$176.70
$1.07
(0.6%)
premium
3K Buy
2K Hold
178 Sell
Moderate Buy
premium
$135.95B
16.08%
VOOV
VOOV
< ETF >
Vanguard S&P 500 Value ETF
$189.81
$1.08
(0.57%)
premium
3K Buy
2K Hold
237 Sell
Moderate Buy
premium
$5.41B
11.88%
VGT
VGT
< ETF >
Vanguard Information Technology ETF
$616.61
$3.29
(0.53%)
premium
2K Buy
926 Hold
137 Sell
Moderate Buy
premium
$87.36B
22.06%
VB
VB
< ETF >
Vanguard Small-Cap ETF
$249.64
$2.42
(0.96%)
premium
5K Buy
4K Hold
548 Sell
Moderate Buy
premium
$66.60B
18.77%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.97
$0.16
(0.27%)
premium
1K Buy
550 Hold
49 Sell
Moderate Buy
premium
$38.82B
4.95%
XLV
XLV
< ETF >
Health Care Select Sector SPDR Fund
$146.87
$0.47
(0.32%)
premium
508 Buy
300 Hold
27 Sell
Moderate Buy
premium
$38.84B
3.44%
TJX
TJX Companies
$124.79
$1.3
(1.03%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$140.28B
27.98%
AVGO
Broadcom
$221.27
$5.61
(2.6%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.04T
84.39%
NVDA
Nvidia
$120.07
$4.58
(3.67%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.94T
81.49%
AMZN
Amazon
$237.68
$3.04
(1.3%)
premium
40 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.50T
38.34%
ARCC
Ares Capital
$23.67
$0.25
(1.07%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.29B
17.35%
GLD
GLD
< ETF >
SPDR Gold Shares
$258.56
$0.51
(0.2%)
premium
premium
$77.47B
37.09%
XLK
XLK
< ETF >
Technology Select Sector SPDR Fund
$230.81
$1.36
(0.59%)
premium
744 Buy
334 Hold
51 Sell
Moderate Buy
premium
$73.39B
14.13%
MSFT
Microsoft
$415.06
$0.07
(0.02%)
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
0.93%
T
AT&T
$23.73
$0.29
(1.21%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$170.27B
33.09%
HD
Home Depot
$411.98
$2.52
(0.61%)
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$409.25B
15.33%
JAAA
JAAA
< ETF >
Janus Detroit Street Trust Janus Henderson AAA CLO ETF
$51.04
$0.02
(0.04%)
premium
premium
$19.88B
1.25%
MAIN
Main Street Capital
$61.96
$0.51
(0.83%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$5.46B
36.66%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$243.62
$1.55
(0.63%)
premium
290 Buy
135 Hold
21 Sell
Moderate Buy
premium
$23.12B
27.40%
NFLX
Netflix
$976.76
$3.52
(0.36%)
premium
28 Buy
10 Hold
1 Sell
Moderate Buy
premium
$417.82B
72.99%
JPM
JPMorgan Chase & Co.
$267.30
$0.93
(0.35%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$752.54B
52.98%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$553.33
$2.97
(0.53%)
premium
4K Buy
3K Hold
291 Sell
Moderate Buy
premium
$624.59B
21.80%
VZ
Verizon
$39.39
$0.08
(0.2%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$165.82B
-7.29%
IBKR
Interactive Brokers
$217.44
$1.73
(0.79%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$91.87B
126.19%
USB
US Bancorp
$47.78
$0.22
(0.46%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$74.54B
16.99%
VBK
VBK
< ETF >
Vanguard Small-Cap Growth ETF
$291.81
$2.9
(0.98%)
premium
3K Buy
2K Hold
230 Sell
Moderate Buy
premium
$20.53B
23.45%
DELL
Dell Technologies
$103.60
$1.75
(1.66%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$72.70B
20.02%