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Luis - New Portfolio

Luie

Luis
Individual Investor
Ranked #44,759 out of 775,923 TipRanks' Investors
Success Rate
74%
160 out of 216
profitable transactions
Average Return
13.94%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.48% WLKP
7.62% EPD
6.98% CLM
6.62% CRF
6.04% SCHD
64.26% Others
By Assets
40.31% Stocks
25.23% ETFs
20.30% Cash
14.16% Funds
0.00% Cryptocurrency
By Sector
49.42% General
10.85% Energy
10.73% Financial
8.48% Basic Materials
6.80% Technology
13.71% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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31wk5pbdp
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premium
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premium
31wk5pbdp
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31wk5pbdp
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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9wgla4o5yn
premium
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premium
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TUGN
TUGN
< ETF >
STF Tactical Growth & Income ETF
$24.41
$0.2
(0.83%)
premium
1K Buy
633 Hold
76 Sell
Moderate Buy
premium
$41.30M
7.20%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$21.08
$0.68
(3.33%)
premium
premium
$1.15B
-8.07%
NLCP
NewLake Capital Partners
$17.96
$0.87
(4.62%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$368.40M
12.60%
EPD
Enterprise Products Partners
$30.99
$0.46
(1.51%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$67.17B
18.83%
CRF
CRF
< FUND >
Cornerstone Total Return Fund Inc
$8.54
$0.07
(0.83%)
premium
premium
$889.86M
18.78%
CLM
CLM
< FUND >
Cornerstone Strategic Value Fund Inc
$8.41
$0.12
(1.45%)
premium
premium
$1.85B
16.48%
BTO
BTO
< FUND >
John Hancock Financial Opportunities Fund
$34.92
$0.79
(2.31%)
premium
premium
$687.46M
16.98%
ARCC
Ares Capital
$21.38
$0.25
(1.18%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$13.81B
8.20%
WLKP
Westlake Chemical PRN
$22.95
$0.18
(0.78%)
premium
premium
$808.72M
5.32%
SPOK
Spok Holdings
$15.96
$0.5
(3.04%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$323.55M
4.79%
SACH
Sachem Capital
$1.21
$0.04
(3.42%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$56.83M
-67.65%
DAPP
DAPP
< ETF >
VanEck Digital Transformation ETF
$16.55
$0.3
(1.85%)
premium
142 Buy
26 Hold
2 Sell
Moderate Buy
premium
$208.06M
51.56%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.68
$0.53
(1.04%)
premium
4K Buy
3K Hold
332 Sell
Moderate Buy
premium
$2.53B
7.49%
SOFI
SoFi Technologies
$15.35
$0.32
(2.13%)
premium
5 Buy
5 Hold
3 Sell
Hold
premium
$16.66B
59.23%
IEP
Icahn Enterprises
$9.53
$0.24
(2.58%)
premium
premium
$4.80B
-46.13%
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
-4.31%
ELTP
Elite Pharmaceuticals
$0.55
$0.02
(3.57%)
premium
premium
$587.18M
292.14%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.29
$0.36
(1.34%)
premium
435 Buy
438 Hold
76 Sell
Moderate Buy
premium
$64.08B
7.94%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$28.30
$0.31
(1.11%)
premium
3K Buy
1K Hold
136 Sell
Moderate Buy
premium
$37.45B
36.41%
ULTY
ULTY
< ETF >
YieldMax Ultra Option Income Strategy ETF
$9.14
$0.06
(0.66%)
premium
347 Buy
157 Hold
33 Sell
Hold
premium
$292.07M
-52.76%
SOUN
SoundHound AI, Inc Class A
$21.75
$2.9
(15.38%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$8.04B
950.97%
HUMA
Humacyte
$4.64
$1.18
(34.1%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$597.02M
65.12%
EMBVF
Arca Continental SAB de C V
$8.79
$0.03
(0.34%)
premium
premium
$15.02B
-19.47%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.20
$0.4
(0.7%)
premium
1K Buy
526 Hold
64 Sell
Moderate Buy
premium
$20.92B
14.04%
TQQQ
TQQQ
< ETF >
ProShares UltraPro QQQ
$83.03
$2.1
(2.59%)
premium
premium
$25.52B
64.91%
GCT
GigaCloud Technology, Inc. Class A
$17.93
$0.21
(1.19%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$734.62M
20.34%
MJ
MJ
< ETF >
ETFMG Alternative Harvest ETF
$2.27
$0.03
(1.34%)
premium
premium
$158.08M
-27.94%
BWLP
BW LPG Ltd
$10.17
$0.07
(0.69%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.52B
-27.06%