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Positions - New Portfolio

Joe Reich

Positions
Individual Investor
Ranked #213,777 out of 769,291 TipRanks' Investors
Success Rate
64%
42 out of 66
profitable transactions
Average Return
4.53%
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
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JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.47
$0.26
(0.46%)
Pre
0.05%
premium
1K Buy
534 Hold
62 Sell
Moderate Buy
premium
$18.90B
14.48%
ARCC
Ares Capital
$21.78
$0.01
(0.05%)
Pre
0.14%
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.07B
9.78%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.98
$0.27
(0.94%)
Pre
0.21%
premium
424 Buy
434 Hold
68 Sell
Moderate Buy
premium
$65.66B
20.41%
MSTY
MSTY
< ETF >
YieldMax MSTR Option Income Strategy ETF
$33.74
$6.239
(15.61%)
Pre
2.25%
premium
premium
$1.57B
109.51%
AU:360
Life360 Shs Chess Depository Interests Repr 3 Sh
AU$20.97
AU$0.72
(3.32%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
185.04%
MAIN
Main Street Capital
$53.18
$0.1
(0.19%)
Pre
0.56%
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.69B
29.59%
YMAX
YMAX
< ETF >
YieldMax Universe Fund of Option Income ETFs
$18.13
$0.184
(1.03%)
Pre
0.77%
premium
premium
$407.26M
-8.59%
SPLG
SPLG
< ETF >
SPDR Portfolio S&P 500 ETF
$69.83
$0.36
(0.52%)
Pre
0.01%
premium
4K Buy
3K Hold
326 Sell
Moderate Buy
premium
$51.94B
29.83%
HTGC
Hercules Capital
$18.53
$0.29
(1.54%)
Pre
0.38%
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.01B
21.03%
O
Realty Income
$57.39
$0.51
(0.9%)
Pre
0.44%
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.23B
7.65%