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Mine -4807 - New Portfolio

Mine -4807
Individual Investor
Ranked #47,623 out of 781,107 TipRanks' Investors
Success Rate
74%
111 out of 150
profitable transactions
Average Return
14.52%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
28.96% JEPI
15.20% RBRK
8.17% MRVL
7.50% NUE
6.20% GRMN
33.97% Others
By Assets
64.76% Stocks
35.24% ETFs
<0.01% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
50.43% General
17.58% Technology
10.13% Basic Materials
9.31% Industrials
4.34% Financial
8.21% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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GFS
GlobalFoundries Inc
$42.68
$0.42
(0.97%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$23.94B
-27.16%
HBAN
Huntington Bancshares
$17.10
$0.09
(0.53%)
premium
10 Buy
3 Hold
1 Sell
Moderate Buy
premium
$24.71B
32.25%
GRMN
Garmin
$217.82
$2.12
(0.98%)
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$41.42B
70.23%
CSX
CSX
$33.27
$0.54
(1.65%)
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$63.12B
-4.26%
DOW
Dow Inc
$41.58
$0.54
(1.32%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$28.73B
-22.29%
ATMU
Atmus Filtration Technologies, Inc.
$42.75
$0.54
(1.28%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.51B
91.08%
DIS
Walt Disney
$108.70
$1.68
(1.57%)
premium
17 Buy
5 Hold
0 Sell
Strong Buy
premium
$193.81B
15.00%
REFI
Chicago Atlantic Real Estate ate Finance Inc
$15.68
$0.02
(0.13%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$307.48M
-0.63%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.95
$0.45
(0.77%)
premium
1K Buy
547 Hold
52 Sell
Moderate Buy
premium
$37.92B
5.10%
MRVL
Marvell
$123.78
$0.98
(0.79%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$107.95B
75.52%
URA
URA
< ETF >
Global X Uranium ETF
$29.18
$1.15
(4.1%)
premium
78 Buy
17 Hold
2 Sell
Moderate Buy
premium
$3.37B
-5.05%
RBRK
Rubrik, Inc. Class A
$71.36
$3.46
(5.1%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$12.58B
NUE
Nucor
$125.07
$0.54
(0.43%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$29.24B
-25.34%
VFMO
VFMO
< ETF >
Vanguard U.S. Momentum Factor ETF
$173.95
$3.72
(2.19%)
premium
7K Buy
3K Hold
428 Sell
Strong Buy
premium
$926.88M
29.50%