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Mine -4807 - New Portfolio

Mine -4807
Individual Investor
Ranked #45,415 out of 775,923 TipRanks' Investors
Success Rate
75%
112 out of 150
profitable transactions
Average Return
12.28%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
29.81% JEPI
14.68% RBRK
7.71% MRVL
7.29% NUE
6.20% GRMN
34.31% Others
By Assets
63.91% Stocks
36.09% ETFs
<0.01% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
50.77% General
17.17% Technology
9.92% Basic Materials
9.05% Industrials
4.59% Communication Services
8.50% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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GFS
GlobalFoundries Inc
$41.72
$0.42
(1.02%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$23.18B
-30.25%
HBAN
Huntington Bancshares
$16.32
$0.41
(2.58%)
premium
9 Buy
2 Hold
1 Sell
Moderate Buy
premium
$23.71B
28.91%
GRMN
Garmin
$208.99
$3.57
(1.74%)
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$40.13B
63.20%
CSX
CSX
$31.85
$0.27
(0.85%)
premium
12 Buy
7 Hold
0 Sell
Moderate Buy
premium
$61.42B
-8.03%
DOW
Dow Inc
$39.94
$0.84
(2.15%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$27.96B
-27.54%
ATMU
Atmus Filtration Technologies, Inc.
$39.25
$0.47
(1.21%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.26B
68.82%
DIS
Walt Disney
$112.03
$0.66
(0.59%)
premium
16 Buy
6 Hold
0 Sell
Moderate Buy
premium
$202.88B
23.08%
REFI
Chicago Atlantic Real Estate ate Finance Inc
$15.98
$0.19
(1.2%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$313.76M
-4.54%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.20
$0.56
(0.97%)
premium
1K Buy
607 Hold
59 Sell
Moderate Buy
premium
$36.75B
5.59%
MRVL
Marvell
$111.90
$2.79
(2.56%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$96.83B
85.73%
URA
URA
< ETF >
Global X Uranium ETF
$27.97
$0.08
(0.29%)
premium
80 Buy
17 Hold
2 Sell
Moderate Buy
premium
$3.39B
-5.25%
RBRK
Rubrik, Inc. Class A
$66.12
$0.86
(1.28%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$12.25B
NUE
Nucor
$116.58
$0.8
(0.69%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$27.37B
-34.53%
VFMO
VFMO
< ETF >
Vanguard U.S. Momentum Factor ETF
$166.90
$2.52
(1.53%)
premium
4K Buy
2K Hold
226 Sell
Moderate Buy
premium
$874.42M
27.07%