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Mono - New Portfolio

Taras K.

Mono
Individual Investor
Ranked #55,330 out of 788,374 TipRanks' Investors
Success Rate
92%
33 out of 36
profitable transactions
Average Return
16.23%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
16.23% BLK
9.57% QYLD
9.01% ALX
8.63% JEPQ
8.60% AGNC
47.96% Others
By Assets
52.69% ETFs
47.13% Stocks
0.18% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
52.78% General
23.07% Financial
17.61% Real Estate
6.54% Energy

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AGNC
AGNC Investment
$10.54
$0.01
(0.09%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$9.46B
10.83%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.53
$0.32
(1.7%)
premium
1K Buy
621 Hold
63 Sell
Moderate Buy
premium
$9.05B
4.22%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.21
$0.11
(0.39%)
premium
425 Buy
426 Hold
67 Sell
Moderate Buy
premium
$69.54B
9.20%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$551.75
$9.55
(1.7%)
premium
4K Buy
3K Hold
286 Sell
Moderate Buy
premium
$634.02B
20.30%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.13
$0.58
(0.97%)
premium
1K Buy
568 Hold
50 Sell
Moderate Buy
premium
$39.83B
4.17%
REIT
REIT
< ETF >
ALPS Active REIT ETF
$27.88
$0.21
(0.75%)
premium
191 Buy
122 Hold
10 Sell
Moderate Buy
premium
$45.27M
9.33%
ALX
Alexander's
$202.78
$2.05
(1%)
premium
premium
$1.04B
-6.12%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.57
$0.83
(1.42%)
premium
1K Buy
549 Hold
60 Sell
Moderate Buy
premium
$23.88B
8.66%
BLK
BlackRock
$974.22
$15.16
(1.53%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$150.89B
19.74%
OKE
Oneok
$98.10
$0.53
(0.54%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$61.21B
34.44%
SCHH
SCHH
< ETF >
Schwab U.S. REIT ETF
$21.58
$0.14
(0.64%)
premium
427 Buy
399 Hold
40 Sell
Moderate Buy
premium
$7.58B
9.04%
SAMG
SilverCrest Asset Management
$18.41
$0.37
(1.97%)
premium
premium
$255.25M
13.01%