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Dividend Pie Aggressive - New Portfolio

Performance Portfolio Details

Passive Inc.

Dividend Pie Aggressive

Individual Investor

Ranked #46,100 out of 770,014 TipRanks' Investors

Success Rate

46 out of 60
profitable transactions

Average Return

31.52%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

2.22% BST

2.22% DIVO

2.22% JEPI

2.22% JEPQ

2.22% MAIN

88.90% Others

By Assets

51.11% ETFs

40.00% Stocks

8.89% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

60.00% General

13.33% Financial

11.11% Technology

4.44% Consumer Cyclical

2.22% Healthcare

8.89% Other

Portfolio Holdings

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To view investors' portfolios

BST < FUND >

BlackRock Science & Technology Trust

$36.94

$0.26

(0.71%)

premium

―

premium

$812.75M

7.71%

DIVO < ETF >

Amplify CWP Enhanced Dividend Income ETF

$42.88

$0.18

(0.42%)

premium

347 Buy

132 Hold

15 Sell

Moderate Buy

premium

$3.80B

19.97%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$60.68

$0.18

(0.3%)

premium

1K Buy

609 Hold

49 Sell

Moderate Buy

premium

$36.93B

10.87%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$56.97

$0.28

(0.49%)

premium

1K Buy

532 Hold

63 Sell

Moderate Buy

premium

$18.90B

15.06%

MAIN

Main Street Capital

$54.62

$0.11

(0.2%)

premium

0 Buy

4 Hold

0 Sell

Hold

premium

$4.81B

32.05%

PP < ETF >

Meet Kevin Pricing Power ETF

$27.54

$0.522

(1.86%)

premium

60 Buy

76 Hold

26 Sell

Hold

premium

$36.41M

19.15%

SOFI

SoFi Technologies

$15.49

$0.21

(1.34%)

premium

5 Buy

7 Hold

2 Sell

Hold

premium

$17.04B

128.86%

STAG

Stag Industrial

$37.01

$0.15

(0.4%)

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$6.91B

3.36%

SVOL < ETF >

Simplify Volatility Premium ETF

$21.67

$0.05

(0.23%)

premium

―

premium

$1.23B

-4.55%

PLTR

Palantir Technologies

$65.76

$1.11

(1.72%)

premium

3 Buy

7 Hold

6 Sell

Hold

premium

$147.27B

236.72%

VYMI < ETF >

Vanguard International High Dividend Yield ETF

$69.64

$0.49

(0.7%)

premium

2K Buy

1K Hold

319 Sell

Hold

premium

$7.86B

9.58%

ECAT < FUND >

BlackRock ESG Capital Allocation Trust

$17.24

$0.01

(0.06%)

premium

―

premium

$1.87B

11.43%

LMND

Lemonade

$49.93

$1.09

(2.14%)

premium

1 Buy

4 Hold

3 Sell

Hold

premium

$3.64B

201.89%

OXLC

Oxford Lane Capital

$5.22

(0%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

―

6.53%

PDI

PIMCO Dynamic

$19.05

$0.13

(0.68%)

premium

―

premium

―

8.98%

Waste Management

$227.45

$1.8

(0.8%)

premium

9 Buy

9 Hold

0 Sell

Moderate Buy

premium

$90.57B

31.18%

FSTA < ETF >

FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF

$52.01

$0.28

(0.54%)

premium

428 Buy

404 Hold

55 Sell

Moderate Buy

premium

$1.20B

18.84%

SHE < ETF >

SPDR SSGA Gender Diversity Index ETF

$121.14

$0.74

(0.61%)

premium

2K Buy

1K Hold

173 Sell

Moderate Buy

premium

$262.94M

32.66%

ARKF < ETF >

ARK Fintech Innovation ETF

$38.75

$0.46

(1.17%)

premium

456 Buy

165 Hold

24 Sell

Moderate Buy

premium

$1.10B

68.83%

UIVM < ETF >

VictoryShares USAA MSCI International Value Momentum ETF

$46.99

$0.34

(0.72%)

premium

584 Buy

321 Hold

65 Sell

Hold

premium

$221.99M

6.78%

CLOV

Clover Health Investments

$3.40

$0.09

(2.58%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.75B

235.58%

AAPL

Apple

$235.06

$2.19

(0.94%)

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.52T

22.58%

NFLX

Netflix

$872.60

$7.01

(0.81%)

premium

24 Buy

10 Hold

2 Sell

Moderate Buy

premium

$370.00B

80.50%

TSLA

Tesla

$338.23

$0.36

(0.11%)

premium

11 Buy

14 Hold

9 Sell

Hold

premium

$1.09T

43.80%

NANC < ETF >

Unusual Whales Subversive Democratic Trading ETF

$39.92

$0.235

(0.59%)

premium

2K Buy

905 Hold

100 Sell

Moderate Buy

premium

$195.84M

36.43%

KRUZ < ETF >

Unusual Whales Subversive Republican Trading ETF

$33.40

$0.03

(0.09%)

premium

1K Buy

760 Hold

89 Sell

Moderate Buy

premium

$41.53M

28.74%

TSLY < ETF >

YieldMax TSLA Option Income Strategy ETF

$15.36

$0.03

(0.2%)

premium

―

premium

$982.98M

-33.06%

MARA

Marathon Digital Holdings

$24.97

$1.45

(5.49%)

premium

3 Buy

5 Hold

1 Sell

Hold

premium

$8.50B

131.55%

CHPT

ChargePoint Holdings

$1.15

$0.1

(8%)

premium

3 Buy

7 Hold

2 Sell

Hold

premium

$539.48M

-38.73%

JAAA < ETF >

Janus Detroit Street Trust Janus Henderson AAA CLO ETF

$50.94

(0%)

premium

―

premium

$15.15B

1.17%

SOUN

SoundHound AI, Inc Class A

$7.61

$0.42

(5.23%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$2.97B

271.76%

EFR < FUND >

Eaton Vance Senior Floating Rate Fund

$12.84

$0.09

(0.7%)

premium

―

premium

$377.23M

6.77%

BRLN < ETF >

BlackRock Floating Rate Loan ETF

$52.83

$0.025

(0.05%)

premium

―

premium

$57.74M

0.71%

ICLO < ETF >

Invesco AAA CLO Floating Rate Note ETF

$25.63

$0.015

(0.06%)

premium

―

premium

$231.52M

0.18%

CRPT < ETF >

First Trust SkyBridge Crypto Industry and Digital Economy ETF

$18.88

$1.28

(6.35%)

premium

388 Buy

97 Hold

10 Sell

Moderate Buy

premium

$96.70M

204.07%

KIE < ETF >

SPDR S&P Insurance ETF

$61.86

$0.31

(0.5%)

premium

195 Buy

184 Hold

21 Sell

Hold

premium

$1.01B

34.68%

THTA < ETF >

SoFi Enhanced Yield ETF

$19.08

$0.025

(0.13%)

premium

―

premium

$32.23M

-5.01%

DES < ETF >

WisdomTree U.S. SmallCap Dividend Fund

$37.27

$0.42

(1.11%)

premium

817 Buy

773 Hold

139 Sell

Hold

premium

$2.17B

28.22%

TPZ < FUND >

Tortoise Power and Energy Infrastructure Fund Inc

$20.44

$0.1

(0.49%)

premium

―

premium

$127.35M

56.32%

Energy Transfer

$19.20

$0.23

(1.21%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$64.95B

38.27%

SPYI < ETF >

NEOS S&P 500 High Income ETF

$52.21

$0.17

(0.33%)

premium

4K Buy

3K Hold

328 Sell

Moderate Buy

premium

$2.35B

9.67%

NVDA

Nvidia

$136.92

$0.9

(0.66%)

premium

40 Buy

4 Hold

0 Sell

Strong Buy

premium

$3.33T

184.70%

INTC

Intel

$24.05

$0.82

(3.3%)

premium

1 Buy

22 Hold

7 Sell

Hold

premium

$107.26B

-43.43%

TMF < ETF >

Direxion Daily 20+ Year Treasury Bull 3X Shares

$47.64

$0.46

(0.96%)

premium

―

premium

$6.19B

-12.67%

GOOY < ETF >

YieldMax GOOGL Option Income Strategy ETF

$14.56

$0.055

(0.38%)

premium

―

premium

$80.73M

-23.67%