Calculators

401k Retirement Calculator Mortgage Calculator

New

Student Loan Calculator Auto Loan Calculator

Education

How To Use TipRanks TipRanks Labs Webinar Center Glossary FAQs

About Us

About TipRanks Contact Us Careers Reviews Mobile APP

Working with TipRanks

Enterprise Solutions Top Online Brokers Become an Affiliate

News Trending Portfolio

TOOLS

Top Smart Score Stocks

STOCKS

Best High Yield Dividend Stocks

Dividend Aristocrats

Dividend Stock Comparison

New

Dividend Calculator

Dividend Returns Comparison

Dividend Calendar

Top Analysts

Top Financial Bloggers

Top-Performing Corporate Insiders

Top Hedge Fund Managers

Top Research Firms

Top Individual Investors

News

Portfolio

Personal Finance Center

Mortgages

Loans

Investing & Retirement

Spending & Savings

Calculators

Compound Interest Calculator

Student Loan Calculator

401k Retirement Calculator

Education

About Us

Working with TipRanks

Enterprise Solutions

Top Online Brokers

Become an Affiliate

11-1-2022 - New Portfolio

Performance Portfolio Details

sat mohinder

11-1-2022

Individual Investor

Ranked #54,540 out of 747,498 TipRanks' Investors

Success Rate

215 out of 311
profitable transactions

Average Return

12.64%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

8.69% ARCC

7.34% MSFT

6.82% NVDA

6.32% JEPI

5.63% AAPL

65.20% Others

By Assets

51.49% Stocks

40.27% ETFs

8.23% Cash

0.00% Funds

0.00% Cryptocurrency

By Sector

43.88% General

29.23% Technology

16.24% Financial

7.65% Consumer Cyclical

1.52% Industrials

1.47% Other

Portfolio Holdings

i9whmn1b2q

premium

i9whmn1b2q

premium

i9whmn1b2q

dv8fckm8bt

premium

dv8fckm8bt

premium

dv8fckm8bt

sfte3drpwc

premium

sfte3drpwc

premium

sfte3drpwc

nettbaxw

premium

nettbaxw

premium

nettbaxw

wq5vfulvkad

premium

wq5vfulvkad

premium

wq5vfulvkad

blpsursbz3v

premium

blpsursbz3v

premium

blpsursbz3v

f9qgq8t8uaw

premium

f9qgq8t8uaw

premium

f9qgq8t8uaw

ysdvfp87a2e

premium

ysdvfp87a2e

premium

ysdvfp87a2e

ckx7n7yshtm

premium

ckx7n7yshtm

premium

ckx7n7yshtm

xgy2902vkya

premium

xgy2902vkya

premium

xgy2902vkya

To view investors' portfolios

AAPL

Apple

$223.96

$0.35

(0.16%)

After

0.03%

premium

25 Buy

9 Hold

1 Sell

Moderate Buy

premium

$3.44T

16.99%

XLI < ETF >

Industrial Select Sector SPDR Fund

$126.14

$1.27

(1.02%)

After

premium

513 Buy

355 Hold

48 Sell

Moderate Buy

premium

$19.82B

13.72%

XLF < ETF >

Financial Select Sector SPDR Fund

$43.09

$0.24

(0.56%)

After

0.02%

premium

478 Buy

369 Hold

45 Sell

Moderate Buy

premium

$42.72B

20.36%

VYM < ETF >

Vanguard High Dividend Yield Index ETF

$122.93

$0.5

(0.41%)

After

premium

2K Buy

2K Hold

276 Sell

Moderate Buy

premium

$56.13B

11.12%

VTV < ETF >

Vanguard Value ETF

$165.87

$0.8

(0.48%)

After

0.22%

premium

2K Buy

2K Hold

180 Sell

Moderate Buy

premium

$120.54B

12.16%

VOOV < ETF >

Vanguard S&P 500 Value ETF

$181.78

$0.86

(0.48%)

After

4.28%

premium

3K Buy

2K Hold

260 Sell

Moderate Buy

premium

$4.91B

12.82%

VIG < ETF >

Vanguard Dividend Appreciation ETF

$188.61

$1.23

(0.66%)

After

0.02%

premium

2K Buy

1K Hold

135 Sell

Moderate Buy

premium

$81.56B

12.52%

VGT < ETF >

Vanguard Information Technology ETF

$584.23

$11.41

(1.99%)

After

0.21%

premium

2K Buy

1K Hold

119 Sell

Moderate Buy

premium

$75.69B

27.74%

VB < ETF >

Vanguard Small-Cap ETF

$229.94

$2.74

(1.21%)

After

0.03%

premium

5K Buy

4K Hold

563 Sell

Moderate Buy

premium

$57.21B

10.41%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$57.20

$0.43

(0.76%)

After

premium

1K Buy

503 Hold

53 Sell

Moderate Buy

premium

$34.09B

1.52%

DIA < ETF >

SPDR Dow Jones Industrial Average ETF Trust

$404.15

$1.2

(0.3%)

After

<0.01%

premium

433 Buy

193 Hold

18 Sell

Moderate Buy

premium

$34.91B

13.80%

XLV < ETF >

Health Care Select Sector SPDR Fund

$148.72

$0.85

(0.57%)

After

0.09%

premium

513 Buy

261 Hold

29 Sell

Moderate Buy

premium

$40.04B

8.77%

TJX

TJX Companies

$113.21

$1.46

(1.31%)

After

premium

17 Buy

2 Hold

0 Sell

Strong Buy

premium

$126.29B

30.98%

CRWD

CrowdStrike Holdings

$263.91

$41.05

(13.46%)

After

0.03%

premium

29 Buy

5 Hold

1 Sell

Strong Buy

premium

$74.22B

103.66%

AVGO

Broadcom

$161.06

$3.71

(2.36%)

After

0.35%

premium

23 Buy

1 Hold

0 Sell

Strong Buy

premium

$732.45B

77.59%

NVDA

Nvidia

$123.54

$5.61

(4.76%)

After

0.14%

premium

37 Buy

4 Hold

0 Sell

Strong Buy

premium

$2.90T

164.42%

AMZN

Amazon

$182.55

$0.58

(0.32%)

After

0.19%

premium

44 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.91T

42.18%

ARCC

Ares Capital

$20.98

$0.27

(1.3%)

After

0.05%

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$12.73B

16.09%

GLD < ETF >

SPDR Gold Shares

$221.80

$0.07

(0.03%)

After

0.07%

premium

―

premium

$66.53B

22.23%

XLK < ETF >

Technology Select Sector SPDR Fund

$226.10

$5.23

(2.37%)

After

0.25%

premium

771 Buy

372 Hold

38 Sell

Moderate Buy

premium

$69.83B

25.18%

MSFT

Microsoft

$442.94

$5.83

(1.33%)

After

0.14%

premium

34 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.25T

27.65%

NVO

Novo Nordisk

$133.18

$1.64

(1.25%)

After

0.07%

premium

7 Buy

1 Hold

1 Sell

Moderate Buy

premium

$586.26B

63.71%

TXT

Textron

$91.82

$1.49

(1.65%)

After

1.29%

premium

10 Buy

1 Hold

1 Sell

Strong Buy

premium

$17.23B

33.01%

JAAA < ETF >

Janus Detroit Street Trust Janus Henderson AAA CLO ETF

$50.81

(0%)

After

0.04%

premium

―

premium

$11.45B

1.50%

BAC

Bank of America

$42.30

$0.6

(1.4%)

After

0.24%

premium

10 Buy

5 Hold

1 Sell

Moderate Buy

premium

$335.49B

35.29%

MAIN

Main Street Capital

$50.96

$0.81

(1.62%)

After

1.35%

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$4.30B

31.21%

AMD

Advanced Micro Devices

$155.87

$4.29

(2.83%)

After

1.1%

premium

29 Buy

7 Hold

0 Sell

Strong Buy

premium

$245.00B

37.04%

SMH < ETF >

VanEck Semiconductor ETF

$257.72

$9.58

(3.86%)

After

0.67%

premium

323 Buy

133 Hold

16 Sell

Moderate Buy

premium

$22.32B

61.21%

CMG

Chipotle

$53.56

$0.02

(0.04%)

After

0.11%

premium

18 Buy

7 Hold

0 Sell

Moderate Buy

premium

$73.53B

28.52%

XHB < ETF >

SPDR S&P Homebuilders ETF

$114.11

$2.03

(1.81%)

After

>0.01%

premium

161 Buy

142 Hold

21 Sell

Hold

premium

$2.06B

35.36%

JPM

JPMorgan Chase & Co.

$210.28

$0.5

(0.24%)

After

0.04%

premium

16 Buy

6 Hold

0 Sell

Moderate Buy

premium

$602.42B

36.11%

VOO < ETF >

Vanguard S&P 500 ETF

$509.79

$5.24

(1.04%)

After

0.07%

premium

4K Buy

2K Hold

296 Sell

Moderate Buy

premium

$487.20B

20.90%

Visa

$267.71

$2.25

(0.85%)

After

0.22%

premium

18 Buy

4 Hold

0 Sell

Strong Buy

premium

$531.18B

11.12%

TTD

Trade Desk

$100.44

$4.43

(4.61%)

After

0.96%

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$46.96B

16.98%

MELI

Mercadolibre

$1687.38

$37.39

(2.27%)

After

0.1%

premium

12 Buy

2 Hold

0 Sell

Strong Buy

premium

$83.65B

37.68%