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Jim's Portfolio - New Portfolio

James Roan

Jim's Portfolio
Individual Investor
Ranked #50,855 out of 781,056 TipRanks' Investors
Success Rate
72%
186 out of 257
profitable transactions
Average Return
16.38%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
24.51% VOO
24.39% QQQM
17.63% SCHD
10.91% BTC-USD
8.52% ET
14.04% Others
By Assets
73.65% ETFs
16.38% Cryptocurrency
8.38% Stocks
1.58% Cash
0.00% Funds
By Sector
74.84% General
16.64% Crypto
8.52% Energy

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ET
Energy Transfer
$20.29
$0.04
(0.2%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$69.33B
47.89%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.99
$0.16
(0.57%)
premium
852 Buy
838 Hold
138 Sell
Strong Buy
premium
$67.47B
10.29%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$549.46
$5.22
(0.96%)
premium
8K Buy
5K Hold
600 Sell
Strong Buy
premium
$603.12B
24.27%
BTC-USD
Bitcoin
$104492.78
$64.44
(0.06%)
premium
premium
$2.04T
149.75%
VGT
VGT
< ETF >
Vanguard Information Technology ETF
$627.47
$9.31
(1.51%)
premium
4K Buy
2K Hold
274 Sell
Strong Buy
premium
$85.12B
26.39%
QQQM
QQQM
< ETF >
Invesco NASDAQ 100 ETF
$214.78
$3.56
(1.69%)
premium
3K Buy
1K Hold
142 Sell
Strong Buy
premium
$41.26B
26.27%
XRP-USD
Ripple
$3.12
$0.152
(4.64%)
premium
premium
$313.24B
492.82%
SOL-USD
Solana
$265.61
$3.826
(1.46%)
premium
premium
$137.83B
166.72%
HBAR-USD
Hedera
$0.35
$0.01
(2.78%)
premium
premium
$17.74B
372.00%