Mono - New Portfolio

Taras K.

Mono
Individual Investor
Ranked #66,949 out of 753,381 TipRanks' Investors
Success Rate
92%
23 out of 25
profitable transactions
Average Return
13.17%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
23.68% BLK
13.01% JEPQ
10.47% ALX
9.24% VOO
6.06% QYLD
37.54% Others
By Assets
50.26% Stocks
49.59% ETFs
0.15% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
49.67% General
28.98% Financial
15.84% Real Estate
5.51% Energy

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
ns17ttk
ns17ttk
ns17ttk
premium
ns17ttk
premium
ns17ttk
ns17ttk
ns17ttk
mpmkrgsgizn
mpmkrgsgizn
mpmkrgsgizn
premium
mpmkrgsgizn
premium
mpmkrgsgizn
mpmkrgsgizn
mpmkrgsgizn
5bllotggjd
5bllotggjd
5bllotggjd
premium
5bllotggjd
premium
5bllotggjd
5bllotggjd
5bllotggjd
gxijrddeiy
gxijrddeiy
gxijrddeiy
premium
gxijrddeiy
premium
gxijrddeiy
gxijrddeiy
gxijrddeiy
1zann8s
1zann8s
1zann8s
premium
1zann8s
premium
1zann8s
1zann8s
1zann8s
vrhfgbee8dn
vrhfgbee8dn
vrhfgbee8dn
premium
vrhfgbee8dn
premium
vrhfgbee8dn
vrhfgbee8dn
vrhfgbee8dn
l0l7mul
l0l7mul
l0l7mul
premium
l0l7mul
premium
l0l7mul
l0l7mul
l0l7mul
fhwea98txbb
fhwea98txbb
fhwea98txbb
premium
fhwea98txbb
premium
fhwea98txbb
fhwea98txbb
fhwea98txbb
mwhtx1k8hl
mwhtx1k8hl
mwhtx1k8hl
premium
mwhtx1k8hl
premium
mwhtx1k8hl
mwhtx1k8hl
mwhtx1k8hl
jctxk3j6iq
jctxk3j6iq
jctxk3j6iq
premium
jctxk3j6iq
premium
jctxk3j6iq
jctxk3j6iq
jctxk3j6iq
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AGNC
AGNC Investment
$10.19
$0.09
(0.89%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$7.97B
4.94%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$17.85
$0.12
(0.68%)
premium
1K Buy
593 Hold
56 Sell
Moderate Buy
premium
$8.20B
3.60%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$83.52
$1.18
(1.43%)
premium
397 Buy
451 Hold
69 Sell
Moderate Buy
premium
$58.99B
14.39%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$516.66
$5.53
(1.08%)
premium
4K Buy
3K Hold
282 Sell
Moderate Buy
premium
$504.99B
28.67%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.11
$0.24
(0.41%)
premium
1K Buy
556 Hold
51 Sell
Moderate Buy
premium
$34.56B
6.64%
REIT
REIT
< ETF >
ALPS Active REIT ETF
$28.39
$0.48
(1.72%)
premium
188 Buy
127 Hold
11 Sell
Moderate Buy
premium
$33.28M
17.70%
ALX
Alexander's
$234.16
$7.1
(3.13%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$1.20B
25.91%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$53.90
$0.39
(0.73%)
premium
1K Buy
502 Hold
53 Sell
Moderate Buy
premium
$15.81B
13.98%
BLK
BlackRock
$882.84
$17.6
(2.03%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$130.77B
31.15%
OKE
Oneok
$88.07
$0.57
(0.65%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$51.44B
36.80%
SCHH
SCHH
< ETF >
Schwab U.S. REIT ETF
$22.48
$0.43
(1.95%)
premium
460 Buy
417 Hold
46 Sell
Moderate Buy
premium
$7.11B
19.07%
SAMG
SilverCrest Asset Management
$16.02
$0.58
(3.76%)
premium
premium
$224.13M
-17.04%