Positions - New Portfolio

Joe Reich

Positions
Individual Investor
Ranked #197,626 out of 794,370 TipRanks' Investors
Success Rate
62%
41 out of 66
profitable transactions
Average Return
4.37%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.00% JEPQ
10.00% ARCC
10.00% SCHD
10.00% MSTY
10.00% AU:360
50.00% Others
By Assets
66.67% Cash
16.67% Stocks
16.67% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
50.00% General
30.00% Financial
10.00% Technology
10.00% Real Estate

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
jxn0cu62uz
jxn0cu62uz
jxn0cu62uz
premium
jxn0cu62uz
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jxn0cu62uz
jxn0cu62uz
jxn0cu62uz
48o1qds3wdz
48o1qds3wdz
48o1qds3wdz
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48o1qds3wdz
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48o1qds3wdz
48o1qds3wdz
48o1qds3wdz
or1xk97albs
or1xk97albs
or1xk97albs
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or1xk97albs
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or1xk97albs
or1xk97albs
or1xk97albs
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ithz9xr05r
ithz9xr05r
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ithz9xr05r
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ithz9xr05r
ithz9xr05r
ithz9xr05r
09wwyqeu
09wwyqeu
09wwyqeu
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09wwyqeu
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09wwyqeu
09wwyqeu
09wwyqeu
57yud60r
57yud60r
57yud60r
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57yud60r
premium
57yud60r
57yud60r
57yud60r
km6v70
km6v70
km6v70
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km6v70
premium
km6v70
km6v70
km6v70
qihtu6bn
qihtu6bn
qihtu6bn
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qihtu6bn
premium
qihtu6bn
qihtu6bn
qihtu6bn
yynbaksor2s
yynbaksor2s
yynbaksor2s
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yynbaksor2s
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yynbaksor2s
yynbaksor2s
yynbaksor2s
9bl0hgcgun
9bl0hgcgun
9bl0hgcgun
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9bl0hgcgun
premium
9bl0hgcgun
9bl0hgcgun
9bl0hgcgun
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JEPQ
JEPQ
< ETF >
$49.35
$2.54
(4.89%)
premium
1K Buy
574 Hold
61 Sell
Moderate Buy
premium
$22.77B
-3.33%
$21.52
$0.89
(3.97%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.26B
9.42%
SCHD
SCHD
< ETF >
$26.73
$1.14
(4.09%)
premium
447 Buy
465 Hold
70 Sell
Moderate Buy
premium
$70.93B
5.13%
MSTY
MSTY
< ETF >
$20.02
$1.86
(8.5%)
premium
premium
$2.23B
-48.08%
AU$18.61
AU$1.355
(6.79%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
AU$4.62B
57.21%
$55.93
$1.54
(2.68%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$5.11B
21.96%
YMAX
YMAX
< ETF >
$12.75
$0.832
(6.13%)
premium
premium
$704.34M
-35.91%
SPLG
SPLG
< ETF >
$63.24
$3.15
(4.74%)
premium
4K Buy
3K Hold
287 Sell
Moderate Buy
premium
$58.43B
8.67%
$18.43
$0.63
(3.31%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.31B
3.98%
$57.06
$0.06
(0.11%)
premium
2 Buy
9 Hold
0 Sell
Hold
premium
$50.96B
8.24%