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Working with TipRanks

HSBC - New Portfolio

Performance Portfolio Details

jon

HSBC

Individual Investor

Ranked #20,074 out of 783,619 TipRanks' Investors

Success Rate

98 out of 117
profitable transactions

Average Return

16.01%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

11.88% VOO

10.19% UTES

7.77% CONY

5.64% IWY

5.42% JEPQ

59.10% Others

By Assets

81.40% ETFs

17.05% Stocks

1.55% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

84.74% General

4.64% Consumer Cyclical

2.77% Financial

1.84% Technology

1.68% Consumer Defensive

4.34% Other

Portfolio Holdings

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To view investors' portfolios

BST < FUND >

BlackRock Science & Technology Trust

$38.35

$0.55

(1.46%)

premium

―

premium

$837.57M

6.24%

CONY < ETF >

YieldMax COIN Option Income Strategy ETF

$14.19

$0.18

(1.28%)

premium

―

premium

$1.12B

-33.50%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$58.04

$0.52

(0.9%)

premium

1K Buy

523 Hold

66 Sell

Moderate Buy

premium

$22.58B

11.84%

QYLD < ETF >

Global X NASDAQ 100 Covered Call ETF

$18.58

$0.11

(0.6%)

premium

1K Buy

585 Hold

68 Sell

Moderate Buy

premium

$8.70B

4.82%

SCHD < ETF >

Schwab US Dividend Equity ETF

$28.00

$0.02

(0.07%)

premium

412 Buy

411 Hold

70 Sell

Moderate Buy

premium

$67.96B

10.10%

TSLY < ETF >

YieldMax TSLA Option Income Strategy ETF

$13.68

$0.41

(3.09%)

premium

―

premium

$1.25B

-25.62%

VOO < ETF >

Vanguard S&P 500 ETF

$560.41

$4.11

(0.74%)

premium

4K Buy

3K Hold

292 Sell

Moderate Buy

premium

$620.41B

24.69%

VGT < ETF >

Vanguard Information Technology ETF

$630.00

$10.1

(1.63%)

premium

2K Buy

962 Hold

138 Sell

Moderate Buy

premium

$87.36B

25.51%

TQQQ < ETF >

ProShares UltraPro QQQ

$86.78

$3.61

(4.34%)

premium

―

premium

$25.42B

46.86%

SQY < ETF >

YieldMax SQ Option Income Strategy ETF

$18.35

$0.08

(0.43%)

premium

―

premium

$88.49M

-15.10%

BIZD < ETF >

VanEck BDC Income ETF

$17.45

$0.07

(0.4%)

premium

45 Buy

47 Hold

9 Sell

Moderate Buy

premium

$1.48B

6.76%

IWY < ETF >

iShares Russell Top 200 Growth ETF

$242.41

$3.56

(1.49%)

premium

1K Buy

582 Hold

64 Sell

Moderate Buy

premium

$14.18B

32.48%

PEP

PepsiCo

$151.07

$0.825

(0.54%)

premium

4 Buy

6 Hold

0 Sell

Moderate Buy

premium

$208.41B

-9.87%

TWLO

Twilio

$149.90

$1.55

(1.04%)

premium

16 Buy

6 Hold

2 Sell

Moderate Buy

premium

$22.75B

99.64%

OKTA

Okta

$94.79

$1.03

(1.1%)

premium

13 Buy

15 Hold

1 Sell

Moderate Buy

premium

$16.07B

13.73%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$49.60

$0.62

(1.27%)

premium

347 Buy

106 Hold

29 Sell

Moderate Buy

premium

$473.01M

-13.01%

RCL

Royal Caribbean

$272.49

$2.3

(0.84%)

premium

13 Buy

3 Hold

0 Sell

Strong Buy

premium

$73.88B

115.52%

EAT

Brinker International

$185.17

$2.67

(1.46%)

premium

4 Buy

12 Hold

0 Sell

Hold

premium

$8.10B

326.50%

General Motors

$50.09

$0.59

(1.19%)

premium

8 Buy

5 Hold

2 Sell

Moderate Buy

premium

$49.25B

27.58%

BLBD

Blue Bird

$35.49

$0.68

(1.88%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.16B

24.17%

MLPX < ETF >

Global X MLP & Energy Infrastructure ETF

$63.73

$0.77

(1.19%)

premium

128 Buy

68 Hold

15 Sell

Moderate Buy

premium

$2.80B

44.33%

AIRR < ETF >

First Trust RBA American Industrial Renaissance ETF

$80.13

$0.15

(0.19%)

premium

169 Buy

106 Hold

15 Sell

Moderate Buy

premium

$3.45B

42.74%

SKYW

SkyWest

$123.27

$6.51

(5.58%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$4.71B

119.23%

SFM

Sprouts Farmers

$158.02

$1.77

(1.13%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$15.62B

210.20%

BRK.B

Berkshire Hathaway B

$470.09

$2.26

(0.48%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.02T

23.09%

ULTY < ETF >

YieldMax Ultra Option Income Strategy ETF

$8.81

$0.095

(1.09%)

premium

341 Buy

133 Hold

36 Sell

Moderate Buy

premium

$274.13M

-55.50%

ATGE

Adtalem Global Education

$107.69

$5.27

(5.15%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.84B

102.89%

XSMO < ETF >

Invesco S&P SmallCap Momentum ETF

$70.01

$0.09

(0.13%)

premium

241 Buy

158 Hold

16 Sell

Hold

premium

$1.47B

25.80%

XMMO < ETF >

Invesco S&P MidCap Momentum ETF

$131.72

$0.05

(0.04%)

premium

357 Buy

174 Hold

23 Sell

Moderate Buy

premium

$4.56B

41.23%

RGA

Reinsurance Group

$231.82

$0.72

(0.31%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$15.22B

32.90%

NVDL < ETF >

GraniteShares 1.5x Long NVDA Daily ETF

$54.80

$1.98

(3.75%)

premium

―

premium

$5.31B

142.02%

ZETA

Zeta Global Holdings Corp

$18.57

$0.25

(1.36%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$4.35B

81.19%

NVDY < ETF >

YieldMax NVDA Option Income Strategy ETF

$19.66

$0.3

(1.55%)

premium

―

premium

$1.48B

-20.26%

SMH < ETF >

VanEck Semiconductor ETF

$250.49

$5.32

(2.17%)

premium

285 Buy

129 Hold

20 Sell

Moderate Buy

premium

$22.69B

31.90%

SYF

Synchrony Financial

$69.60

$0.13

(0.19%)

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$27.05B

78.72%

PPC

Pilgrim's Pride

$46.99

$0.31

(0.66%)

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$11.22B

74.09%

PPA < ETF >

Invesco Aerospace & Defense ETF

$120.95

$0.08

(0.07%)

premium

281 Buy

165 Hold

26 Sell

Moderate Buy

premium

$4.81B

32.78%

POWL

Powell Industries

$238.58

$2.21

(0.93%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$2.85B

99.42%

AGX

Argan

$134.47

$2.415

(1.76%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$1.86B

208.80%

GPIX < ETF >

Goldman Sachs S&P 500 Core Premium Income ETF

$50.76

$0.26

(0.51%)

premium

4K Buy

3K Hold

292 Sell

Moderate Buy

premium

$444.54M

11.32%

MSDL

Morgan Stanley Direct Lending Fund

$21.13

$0.08

(0.38%)

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$1.86B

1.85%

IAUM < ETF >

iShares Gold Trust Micro ETF of Benef Interest

$28.03

$0.14

(0.5%)

premium

―

premium

$1.45B

37.39%

SLV < ETF >

iShares Silver Trust

$28.66

$0.06

(0.21%)

premium

―

premium

$13.66B

33.91%

URA < ETF >

Global X Uranium ETF

$29.13

$0.21

(0.73%)

premium

76 Buy

19 Hold

2 Sell

Moderate Buy

premium

$3.44B

-4.62%

Permian Resources

$14.86

$0.18

(1.2%)

premium

16 Buy

0 Hold

0 Sell

Strong Buy

premium

$12.08B

8.39%

CCL

Carnival

$28.25

$0.24

(0.84%)

premium

12 Buy

3 Hold

1 Sell

Moderate Buy

premium

$35.69B

68.34%

UTES < ETF >

Virtus Reaves Utilities ETF

$69.00

$0.08

(0.12%)

premium

135 Buy

69 Hold

1 Sell

Moderate Buy

premium

$375.76M

58.89%

CLS

Celestica

$131.69

$17.54

(15.37%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$13.32B

232.22%

QMOM < ETF >

Alpha Architect U.S. Quantitative Momentum ETF

$69.16

$0.06

(0.09%)

premium

400 Buy

157 Hold

17 Sell

Moderate Buy

premium

$326.93M

34.17%

KIM

Kimco Realty

$22.63

$0.055

(0.24%)

premium

5 Buy

11 Hold

0 Sell

Moderate Buy

premium

$15.29B

12.28%

QTWO

Q2 Holdings

$97.85

$0.15

(0.15%)

premium

7 Buy

6 Hold

0 Sell

Moderate Buy

premium

$5.90B

129.61%

LendingClub

$14.13

$0.15

(1.05%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.61B

58.31%

ALL

Allstate

$193.76

$0.07

(0.04%)

premium

9 Buy

1 Hold

1 Sell

Moderate Buy

premium

$51.33B

24.85%

PYPL

PayPal Holdings

$90.22

$0.65

(0.73%)

premium

12 Buy

10 Hold

0 Sell

Moderate Buy

premium

$89.80B

39.38%