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Positions
- New Portfolio
Performance
Portfolio Details
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
Select Columns
10
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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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
< 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
< ETF >
YieldMax MSTR Option Income Strategy ETF
$33.74
$6.239
(
15.61%
)
Pre
2.25%
premium
―
premium
$1.57B
109.51%
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
< ETF >
YieldMax Universe Fund of Option Income ETFs
$18.13
$0.184
(
1.03%
)
Pre
0.77%
premium
―
premium
$407.26M
-8.59%
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%
10
Results | Showing
1
out of
1
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