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Dividend Pie Aggressive - New Portfolio

Performance Portfolio Details

Passive Inc.

Dividend Pie Aggressive

Individual Investor

Ranked #107,112 out of 758,358 TipRanks' Investors

Success Rate

40 out of 59
profitable transactions

Average Return

14.13%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

2.27% BST

2.27% DIVO

2.27% JEPI

2.27% JEPQ

2.27% MAIN

88.65% Others

By Assets

50.00% ETFs

40.91% Stocks

9.09% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

59.09% General

13.64% Financial

11.36% Technology

4.55% Consumer Cyclical

2.27% Healthcare

9.09% Other

Portfolio Holdings

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To view investors' portfolios

BST < FUND >

BlackRock Science & Technology Trust

$35.00

$0.47

(1.36%)

premium

―

premium

$765.11M

12.81%

DIVO < ETF >

Amplify CWP Enhanced Dividend Income ETF

$41.19

$0.28

(0.68%)

After

0.1%

premium

361 Buy

130 Hold

11 Sell

Moderate Buy

premium

$3.59B

17.09%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$59.32

$0.19

(0.32%)

After

0.25%

premium

1K Buy

559 Hold

50 Sell

Moderate Buy

premium

$35.74B

10.32%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$54.89

$0.16

(0.29%)

After

0.13%

premium

3K Buy

1K Hold

114 Sell

Strong Buy

premium

$16.53B

17.77%

MAIN

Main Street Capital

$50.26

$0.56

(1.13%)

After

0.02%

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$4.33B

23.82%

PP < ETF >

Meet Kevin Pricing Power ETF

$28.47

$0.18

(0.63%)

After

1.65%

premium

66 Buy

56 Hold

14 Sell

Hold

premium

$40.36M

23.65%

SOFI

SoFi Technologies

$7.76

$0.03

(0.39%)

After

0.06%

premium

5 Buy

6 Hold

3 Sell

Hold

premium

$8.24B

4.46%

STAG

Stag Industrial

$39.03

$0.14

(0.36%)

After

0.69%

premium

4 Buy

4 Hold

0 Sell

Moderate Buy

premium

$7.28B

14.94%

SVOL < ETF >

Simplify Volatility Premium ETF

$22.09

$0.02

(0.09%)

After

0.04%

premium

―

premium

$1.26B

-0.88%

PLTR

Palantir Technologies

$37.10

$0.02

(0.05%)

After

0.22%

premium

4 Buy

6 Hold

6 Sell

Hold

premium

$83.13B

165.90%

VYMI < ETF >

Vanguard International High Dividend Yield ETF

$74.08

$1.37

(1.88%)

After

0.28%

premium

2K Buy

1K Hold

330 Sell

Hold

premium

$8.05B

17.50%

ECAT < FUND >

BlackRock ESG Capital Allocation Trust

$17.40

$0.06

(0.35%)

premium

―

premium

$1.88B

20.47%

LMND

Lemonade

$17.05

$0.12

(0.7%)

After

0.29%

premium

1 Buy

3 Hold

1 Sell

Hold

premium

$1.22B

50.88%

OXLC

Oxford Lane Capital

$5.22

$0.01

(0.19%)

After

0.38%

premium

―

premium

―

6.52%

PDI

PIMCO Dynamic

$20.22

$0.01

(0.05%)

After

0.3%

premium

―

premium

―

18.79%

Waste Management

$205.34

$2.35

(1.13%)

After

0.25%

premium

7 Buy

6 Hold

0 Sell

Moderate Buy

premium

$83.35B

33.41%

FSTA < ETF >

FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF

$50.98

$0.07

(0.14%)

After

1.02%

premium

438 Buy

400 Hold

52 Sell

Moderate Buy

premium

$1.19B

18.67%

SHE < ETF >

SPDR SSGA Gender Diversity Index ETF

$114.21

$0.61

(0.54%)

After

1.94%

premium

2K Buy

1K Hold

161 Sell

Moderate Buy

premium

$253.07M

33.99%

ARKF < ETF >

ARK Fintech Innovation ETF

$29.90

$0.29

(0.98%)

After

1.61%

premium

463 Buy

158 Hold

20 Sell

Moderate Buy

premium

$891.98M

59.19%

UIVM < ETF >

VictoryShares USAA MSCI International Value Momentum ETF

$50.22

(0%)

After

0.74%

premium

593 Buy

315 Hold

61 Sell

Hold

premium

$236.66M

17.52%

CLOV

Clover Health Investments

$2.87

$0.02

(0.69%)

After

0.35%

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.44B

158.03%

AAPL

Apple

$227.52

$1.15

(0.51%)

After

0.21%

premium

23 Buy

10 Hold

1 Sell

Moderate Buy

premium

$3.44T

31.64%

NFLX

Netflix

$711.43

$10.13

(1.4%)

After

0.02%

premium

25 Buy

12 Hold

1 Sell

Moderate Buy

premium

$309.67B

90.26%

TSLA

Tesla

$254.22

$2.8

(1.09%)

After

0.05%

premium

12 Buy

16 Hold

8 Sell

Hold

premium

$821.09B

5.28%

NANC < ETF >

Unusual Whales Subversive Democratic Trading ETF

$37.48

$0.21

(0.56%)

After

0.32%

premium

4K Buy

2K Hold

194 Sell

Strong Buy

premium

$173.06M

39.45%

KRUZ < ETF >

Unusual Whales Subversive Republican Trading ETF

$31.31

$0.197

(0.63%)

After

0.57%

premium

3K Buy

2K Hold

172 Sell

Strong Buy

premium

$33.59M

26.70%

TSLY < ETF >

YieldMax TSLA Option Income Strategy ETF

$14.05

$0.1

(0.71%)

After

0.43%

premium

―

premium

$749.02M

-47.73%

MARA

Marathon Digital Holdings

$17.52

$1.38

(8.55%)

After

0.4%

premium

3 Buy

3 Hold

1 Sell

Moderate Buy

premium

$4.75B

95.64%

CHPT

ChargePoint Holdings

$1.36

$0.01

(0.74%)

After

premium

6 Buy

5 Hold

1 Sell

Moderate Buy

premium

$582.63M

-72.16%

JAAA < ETF >

Janus Detroit Street Trust Janus Henderson AAA CLO ETF

$50.87

$0.02

(0.04%)

After

premium

―

premium

$12.48B

1.01%

SOUN

SoundHound AI, Inc Class A

$4.91

$0.02

(0.41%)

After

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.75B

205.63%

EFR < FUND >

Eaton Vance Senior Floating Rate Fund

$12.63

$0.03

(0.24%)

After

premium

―

premium

$367.60M

4.74%

BRLN < ETF >

BlackRock Floating Rate Loan ETF

$52.65

$0.109

(0.21%)

premium

―

premium

$52.35M

0.29%

ICLO < ETF >

Invesco AAA CLO Floating Rate Note ETF

$25.64

$0.03

(0.12%)

After

0.07%

premium

―

premium

$159.94M

0.14%

CRPT < ETF >

First Trust SkyBridge Crypto Industry and Digital Economy ETF

$12.91

$0.79

(6.52%)

premium

798 Buy

190 Hold

16 Sell

Strong Buy

premium

$54.17M

156.24%

KIE < ETF >

SPDR S&P Insurance ETF

$56.42

$0.08

(0.14%)

After

1.84%

premium

200 Buy

191 Hold

28 Sell

Hold

premium

$958.73M

31.11%

THTA < ETF >

SoFi Enhanced Yield ETF

$18.94

$0.045

(0.24%)

After

1.64%

premium

―

premium

$37.32M

-5.62%

DES < ETF >

WisdomTree U.S. SmallCap Dividend Fund

$34.06

$0.08

(0.24%)

After

1.2%

premium

842 Buy

800 Hold

154 Sell

Hold

premium

$2.05B

23.93%

TPZ < FUND >

Tortoise Power and Energy Infrastructure Fund Inc

$18.15

$0.14

(0.77%)

After

0.28%

premium

―

premium

$113.40M

38.77%

Energy Transfer

$15.92

$0.28

(1.73%)

After

0.06%

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$55.44B

16.88%

SPYI < ETF >

NEOS S&P 500 High Income ETF

$51.10

$0.08

(0.16%)

After

0.29%

premium

4K Buy

3K Hold

298 Sell

Moderate Buy

premium

$2.00B

8.77%

NVDA

Nvidia

$124.04

$0.53

(0.43%)

After

0.31%

premium

39 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.03T

194.69%

INTC

Intel

$23.92

$0.38

(1.61%)

After

0.33%

premium

1 Buy

26 Hold

7 Sell

Hold

premium

$100.66B

-30.42%

TMF < ETF >

Direxion Daily 20+ Year Treasury Bull 3X Shares

$57.70

$0.34

(0.59%)

After

0.09%

premium

―

premium

$6.66B

17.78%