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Luis - New Portfolio

Luie

Luis
Individual Investor
Ranked #27,285 out of 769,291 TipRanks' Investors
Success Rate
80%
159 out of 199
profitable transactions
Average Return
15.64%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.76% WLKP
8.16% EPD
7.02% CLM
6.19% SVOL
6.17% CRF
63.70% Others
By Assets
39.94% Stocks
25.16% ETFs
20.73% Cash
14.17% Funds
0.00% Cryptocurrency
By Sector
49.61% General
11.01% Financial
10.67% Energy
8.76% Basic Materials
8.70% Healthcare
11.25% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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3bpazebuv
3bpazebuv
premium
3bpazebuv
premium
3bpazebuv
3bpazebuv
3bpazebuv
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8r2rkplowhl
8r2rkplowhl
premium
8r2rkplowhl
premium
8r2rkplowhl
8r2rkplowhl
8r2rkplowhl
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j5ypb7bceh
j5ypb7bceh
premium
j5ypb7bceh
premium
j5ypb7bceh
j5ypb7bceh
j5ypb7bceh
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n1iascahbj
n1iascahbj
premium
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premium
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8wdiwgqhd5
8wdiwgqhd5
premium
8wdiwgqhd5
premium
8wdiwgqhd5
8wdiwgqhd5
8wdiwgqhd5
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premium
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premium
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premium
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premium
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loimpp1an
premium
loimpp1an
premium
loimpp1an
loimpp1an
loimpp1an
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premium
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premium
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qkn9h4vv
qkn9h4vv
qkn9h4vv
premium
qkn9h4vv
premium
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TUGN
TUGN
< ETF >
STF Tactical Growth & Income ETF
$23.75
$0.039
(0.17%)
premium
1K Buy
620 Hold
72 Sell
Moderate Buy
premium
$39.47M
8.79%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$21.76
$0.05
(0.23%)
Pre
0.09%
premium
premium
$1.23B
-5.40%
NLCP
NewLake Capital Partners
$18.78
$0.14
(0.74%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$385.22M
43.01%
EPD
Enterprise Products Partners
$32.35
$0.56
(1.76%)
Pre
0.53%
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$70.12B
19.74%
CRF
CRF
< FUND >
Cornerstone Total Return Fund Inc
$8.91
$0.12
(1.37%)
premium
premium
$928.41M
22.94%
CLM
CLM
< FUND >
Cornerstone Strategic Value Fund Inc
$8.70
$0.1
(1.16%)
Pre
0%
premium
premium
$1.92B
18.62%
BTO
BTO
< FUND >
John Hancock Financial Opportunities Fund
$38.23
$0.51
(1.35%)
premium
premium
$752.62M
40.12%
ARCC
Ares Capital
$21.78
$0.01
(0.05%)
Pre
0.09%
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.07B
10.38%
WLKP
Westlake Chemical PRN
$23.07
$0.36
(1.59%)
premium
premium
$812.95M
3.75%
SPOK
Spok Holdings
$16.05
$0.09
(0.56%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$325.37M
-8.13%
SACH
Sachem Capital
$1.59
$0.07
(4.22%)
Pre
2.52%
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$74.67M
-53.89%
DAPP
DAPP
< ETF >
VanEck Digital Transformation ETF
$17.45
$0.72
(3.96%)
Pre
0%
premium
125 Buy
20 Hold
3 Sell
Moderate Buy
premium
$196.38M
201.33%
BIZD
BIZD
< ETF >
VanEck BDC Income ETF
$16.48
$0
(0%)
premium
41 Buy
46 Hold
6 Sell
Hold
premium
$1.26B
3.84%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.77
$0.12
(0.23%)
Pre
0.27%
premium
4K Buy
3K Hold
325 Sell
Moderate Buy
premium
$2.35B
7.92%
SOFI
SoFi Technologies
$15.01
$0.34
(2.32%)
Pre
1.47%
premium
5 Buy
7 Hold
2 Sell
Hold
premium
$16.29B
118.30%
IEP
Icahn Enterprises
$11.02
$0.005
(0.05%)
premium
premium
$5.55B
-32.89%
REFI
Chicago Atlantic Real Estate ate Finance Inc
$15.97
$0.07
(0.44%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$313.56M
4.67%
PFE
Pfizer
$25.13
$0.19
(0.76%)
Pre
0.2%
premium
7 Buy
12 Hold
1 Sell
Moderate Buy
premium
$142.41B
-17.69%
ELTP
Elite Pharmaceuticals
$0.62
$0.046
(6.9%)
premium
premium
$659.87M
333.33%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.98
$0.27
(0.94%)
Pre
0.03%
premium
423 Buy
433 Hold
69 Sell
Moderate Buy
premium
$65.66B
20.80%
SCHH
SCHH
< ETF >
Schwab U.S. REIT ETF
$22.59
$0.14
(0.62%)
premium
437 Buy
450 Hold
48 Sell
Moderate Buy
premium
$7.88B
20.12%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$27.45
$0.05
(0.18%)
Pre
0.04%
premium
3K Buy
1K Hold
132 Sell
Moderate Buy
premium
$35.54B
37.92%
ULTY
ULTY
< ETF >
YieldMax Ultra Option Income Strategy ETF
$9.94
$0.11
(1.12%)
Pre
0%
premium
282 Buy
108 Hold
27 Sell
Hold
premium
$256.37M
-49.20%
SOUN
SoundHound AI, Inc Class A
$6.98
$0.54
(8.39%)
Pre
1%
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.58B
203.77%
HUMA
Humacyte
$4.38
$0.03
(0.68%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$563.57M
80.74%
EMBVF
Arca Continental SAB de C V
$8.20
$0.205
(2.44%)
premium
premium
$14.45B
-14.55%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.47
$0.26
(0.46%)
Pre
0%
premium
1K Buy
534 Hold
62 Sell
Moderate Buy
premium
$18.90B
14.48%
TQQQ
TQQQ
< ETF >
ProShares UltraPro QQQ
$77.96
$0.76
(0.98%)
Pre
1.14%
premium
premium
$24.63B
75.89%
TCNNF
Trulieve Cannabis
$6.12
$0.19
(3.01%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.16B
9.74%
GCT
GigaCloud Technology, Inc. Class A
$24.12
$0.86
(3.7%)
Pre
0.75%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$988.24M
138.81%