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IBKR - New Portfolio

Performance Portfolio Details

IBKR

Individual Investor

Ranked #49,510 out of 784,572 TipRanks' Investors

Success Rate

39 out of 48
profitable transactions

Average Return

28.54%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

8.43% AVGO

7.80% MAIN

7.40% JEPI

6.93% OMF

5.62% IIPR

63.82% Others

By Assets

88.39% Stocks

11.61% ETFs

0.00% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

21.07% Financial

19.02% Real Estate

16.91% Technology

12.44% Consumer Cyclical

11.61% General

18.95% Other

Portfolio Holdings

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premium

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To view investors' portfolios

AAPL

Apple

$232.80

$4.79

(2.1%)

Pre

2.19%

premium

18 Buy

10 Hold

4 Sell

Moderate Buy

premium

$3.43T

24.04%

ADM

Archer Daniels Midland

$47.49

$2.53

(5.06%)

Pre

0.06%

premium

0 Buy

6 Hold

2 Sell

Hold

premium

$23.94B

-5.55%

MSFT

Microsoft

$412.37

$1.45

(0.35%)

Pre

0.51%

premium

28 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.05T

1.66%

VICI

VICI Properties

$29.80

$0.01

(0.03%)

Pre

0.77%

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$31.40B

0.57%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$58.62

$0.06

(0.1%)

Pre

0.09%

premium

3K Buy

1K Hold

96 Sell

Strong Buy

premium

$38.78B

4.81%

MAIN

Main Street Capital

$61.77

$0.01

(0.02%)

Pre

0.15%

premium

0 Buy

4 Hold

0 Sell

Hold

premium

$5.45B

37.18%

IIPR

Innovative Industrial Properties

$74.19

$2.13

(2.96%)

Pre

1.09%

premium

0 Buy

5 Hold

1 Sell

Hold

premium

$2.04B

-23.62%

ACN

Accenture

$391.62

$6.41

(1.66%)

Pre

0.29%

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$240.94B

4.01%

SCHD < ETF >

Schwab US Dividend Equity ETF

$27.76

$0.04

(0.14%)

Pre

0.18%

premium

411 Buy

418 Hold

69 Sell

Moderate Buy

premium

$67.71B

8.88%

SQM

Sociedad Quimica Y Minera SA

$40.00

$1.14

(2.93%)

Pre

0.15%

premium

2 Buy

2 Hold

1 Sell

Hold

premium

$11.06B

-4.38%

STAG

Stag Industrial

$34.36

$0.54

(1.6%)

Pre

0.67%

premium

3 Buy

5 Hold

0 Sell

Moderate Buy

premium

$6.29B

-6.96%

VXUS < ETF >

Vanguard Total International Stock ETF

$61.08

$0.77

(1.28%)

Pre

0.28%

premium

―

premium

$77.72B

6.09%

UNH

UnitedHealth

$545.45

$2.73

(0.5%)

Pre

2.61%

premium

20 Buy

0 Hold

0 Sell

Strong Buy

premium

$504.48B

8.45%

Visa

$345.15

$0.67

(0.19%)

Pre

0.33%

premium

22 Buy

3 Hold

0 Sell

Strong Buy

premium

$675.16B

25.49%

Procter & Gamble

$168.13

$0.63

(0.37%)

Pre

0.14%

premium

12 Buy

8 Hold

0 Sell

Moderate Buy

premium

$395.72B

6.27%

TMO

Thermo Fisher

$580.57

$13.18

(2.22%)

Pre

0.76%

premium

15 Buy

3 Hold

0 Sell

Strong Buy

premium

$227.11B

7.64%

OMF

OneMain Holdings

$54.91

$0.36

(0.66%)

Pre

0.56%

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$6.51B

16.19%

POOL

Pool

$339.35

$1.85

(0.55%)

Pre

premium

0 Buy

1 Hold

1 Sell

Moderate Sell

premium

$12.84B

-7.96%

NXST

Nexstar Media Group

$153.89

$1.66

(1.09%)

Pre

0.03%

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$4.72B

-11.27%

ALLY

Ally Financial

$38.18

$0.07

(0.18%)

Pre

1.49%

premium

9 Buy

7 Hold

1 Sell

Moderate Buy

premium

$11.61B

6.77%

AMR

Alpha Metallurgical Resources

$185.42

$5.14

(2.85%)

Pre

0.04%

premium

―

premium

$2.35B

-51.24%

AMZN

Amazon

$242.06

$4.64

(1.95%)

Pre

1.48%

premium

39 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.50T

42.13%

AVGO

Broadcom

$222.43

$4.7

(2.16%)

Pre

4.34%

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$1.02T

77.83%

COST

Costco

$1021.86

$16.03

(1.59%)

Pre

0.23%

premium

16 Buy

8 Hold

0 Sell

Moderate Buy

premium

$446.49B

41.44%

Realty Income

$54.03

$0.46

(0.84%)

Pre

0.5%

premium

4 Buy

9 Hold

0 Sell

Moderate Buy

premium

$47.69B

2.62%

DRI

Darden Restaurants

$199.56

$0.89

(0.45%)

Pre

premium

14 Buy

6 Hold

1 Sell

Moderate Buy

premium

$23.27B

21.30%

GOOGL

Alphabet Class A

$206.38

$5.15

(2.56%)

Pre

7.85%

premium

21 Buy

8 Hold

0 Sell

Moderate Buy

premium

$2.47T

41.33%

CVX

Chevron

$153.22

$3.88

(2.6%)

Pre

0.23%

premium

14 Buy

2 Hold

0 Sell

Strong Buy

premium

$268.38B

0.58%

$41.16

$1.13

(2.82%)

Pre

1.87%

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$62.02B

83.83%

JNJ

Johnson & Johnson

$153.49

$1.62

(1.07%)

Pre

0.28%

premium

6 Buy

8 Hold

0 Sell

Moderate Buy

premium

$365.65B

-1.48%

Mastercard

$559.11

$4.84

(0.86%)

Pre

0.35%

premium

25 Buy

2 Hold

0 Sell

Strong Buy

premium

$517.58B

22.44%

MPW

Medical Properties

$4.77

$0.03

(0.63%)

Pre

0.63%

premium

1 Buy

2 Hold

3 Sell

Moderate Sell

premium

$2.88B

50.47%

NEP

Nextera Energy Partners

$10.54

$0.1

(0.96%)

premium

2 Buy

9 Hold

2 Sell

Hold

premium

$1.84B

-65.59%

NTLA

Intellia Therapeutics

$9.62

$0.08

(0.84%)

Pre

0.21%

premium

16 Buy

6 Hold

0 Sell

Moderate Buy

premium

$971.64M

-61.27%

GSL

Global Ship Lease

$21.65

$0.46

(2.17%)

Pre

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$747.16M

6.23%

ASML

ASML Holding

$731.41

$0.355

(0.05%)

Pre

0.03%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$285.75B

-18.60%

INTU

Intuit

$591.72

$9.04

(1.5%)

Pre

<0.01%

premium

15 Buy

3 Hold

1 Sell

Moderate Buy

premium

$168.16B

-7.63%