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HSBC - New Portfolio

Performance Portfolio Details

jon

HSBC

Individual Investor

Ranked #11,057 out of 769,291 TipRanks' Investors

Success Rate

94 out of 105
profitable transactions

Average Return

15.10%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

12.61% VOO

11.27% UTES

5.81% IWY

5.74% JEPQ

3.91% XMMO

60.66% Others

By Assets

83.83% ETFs

14.57% Stocks

1.60% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

86.38% General

4.21% Consumer Cyclical

1.86% Consumer Defensive

1.81% Industrials

1.68% Financial

4.07% Other

Portfolio Holdings

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To view investors' portfolios

BST < FUND >

BlackRock Science & Technology Trust

$36.52

$0.23

(0.63%)

premium

―

premium

$809.20M

6.61%

CONY < ETF >

YieldMax COIN Option Income Strategy ETF

$15.99

$0.89

(5.27%)

Pre

0.56%

premium

―

premium

$1.04B

-29.19%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$56.47

$0.26

(0.46%)

Pre

0.28%

premium

1K Buy

534 Hold

62 Sell

Moderate Buy

premium

$18.90B

14.48%

Realty Income

$57.39

$0.51

(0.9%)

Pre

0.02%

premium

3 Buy

8 Hold

0 Sell

Moderate Buy

premium

$50.23B

6.22%

QYLD < ETF >

Global X NASDAQ 100 Covered Call ETF

$18.07

$0.06

(0.33%)

Pre

0.11%

premium

1K Buy

633 Hold

72 Sell

Moderate Buy

premium

$8.28B

6.13%

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%

TSLY < ETF >

YieldMax TSLA Option Income Strategy ETF

$15.28

$0.04

(0.26%)

Pre

0.07%

premium

―

premium

$982.98M

-34.08%

VOO < ETF >

Vanguard S&P 500 ETF

$545.64

$2.74

(0.5%)

Pre

0.31%

premium

4K Buy

3K Hold

328 Sell

Moderate Buy

premium

$573.83B

30.35%

VGT < ETF >

Vanguard Information Technology ETF

$619.28

$6.46

(1.05%)

Pre

0.26%

premium

2K Buy

1K Hold

135 Sell

Moderate Buy

premium

$81.76B

33.63%

TQQQ < ETF >

ProShares UltraPro QQQ

$77.96

$0.76

(0.98%)

Pre

1.28%

premium

―

premium

$24.63B

75.89%

SQY < ETF >

YieldMax SQ Option Income Strategy ETF

$20.09

$0.43

(2.19%)

Pre

2.94%

premium

―

premium

$59.66M

-9.50%

BIZD < ETF >

VanEck BDC Income ETF

$16.48

(0%)

premium

41 Buy

46 Hold

6 Sell

Hold

premium

$1.26B

3.84%

IWY < ETF >

iShares Russell Top 200 Growth ETF

$228.67

$0.24

(0.11%)

premium

2K Buy

634 Hold

70 Sell

Moderate Buy

premium

$12.57B

34.78%

PEP

PepsiCo

$160.34

$1.6

(1.01%)

Pre

0.25%

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$219.98B

-5.40%

TWLO

Twilio

$102.07

$3.63

(3.69%)

Pre

0.22%

premium

12 Buy

10 Hold

2 Sell

Moderate Buy

premium

$15.66B

57.10%

OKTA

Okta

$75.45

$1.76

(2.39%)

Pre

0.73%

premium

9 Buy

18 Hold

1 Sell

Moderate Buy

premium

$12.82B

3.76%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$51.96

$0.16

(0.31%)

Pre

0.12%

premium

374 Buy

105 Hold

26 Sell

Moderate Buy

premium

$427.09M

-5.54%

RCL

Royal Caribbean

$237.57

$1.7

(0.72%)

Pre

0.08%

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$63.88B

125.00%

EAT

Brinker International

$123.71

$1.03

(0.83%)

Pre

0.23%

premium

2 Buy

12 Hold

2 Sell

Hold

premium

$5.50B

251.58%

General Motors

$55.68

$0.81

(1.48%)

Pre

0.29%

premium

10 Buy

6 Hold

2 Sell

Moderate Buy

premium

$61.23B

96.67%

BLBD

Blue Bird

$40.08

$0.78

(1.98%)

Pre

1.17%

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.30B

118.09%

MLPX < ETF >

Global X MLP & Energy Infrastructure ETF

$64.01

$1.36

(2.17%)

Pre

1.25%

premium

113 Buy

65 Hold

17 Sell

Moderate Buy

premium

$2.29B

42.61%

AIRR < ETF >

First Trust RBA American Industrial Renaissance ETF

$84.16

$1.47

(1.78%)

Pre

premium

140 Buy

89 Hold

14 Sell

Hold

premium

$2.63B

62.65%

SKYW

SkyWest

$109.56

$0.58

(0.53%)

Pre

2.23%

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$4.42B

135.33%

SFM

Sprouts Farmers

$145.89

$3.14

(2.2%)

Pre

0.03%

premium

3 Buy

8 Hold

0 Sell

Moderate Buy

premium

$14.59B

242.82%

BRK.B

Berkshire Hathaway B

$472.06

$3.23

(0.69%)

Pre

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.02T

29.58%

ULTY < ETF >

YieldMax Ultra Option Income Strategy ETF

$9.94

$0.11

(1.12%)

Pre

0.2%

premium

282 Buy

108 Hold

27 Sell

Hold

premium

$256.37M

-49.20%

ATGE

Adtalem Global Education

$88.82

$1.53

(1.75%)

Pre

1.24%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.33B

53.03%

XSMO < ETF >

Invesco S&P SmallCap Momentum ETF

$71.83

$1.03

(1.45%)

Pre

0.22%

premium

244 Buy

159 Hold

15 Sell

Hold

premium

$1.32B

39.98%

XMMO < ETF >

Invesco S&P MidCap Momentum ETF

$132.25

$2.25

(1.73%)

Pre

0.3%

premium

355 Buy

175 Hold

26 Sell

Moderate Buy

premium

$3.09B

56.40%

RGA

Reinsurance Group

$229.17

$2.14

(0.94%)

Pre

1.03%

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$15.09B

41.90%

NVDL < ETF >

GraniteShares 1.5x Long NVDA Daily ETF

$81.42

$0.84

(1.04%)

Pre

1.94%

premium

―

premium

$6.63B

372.03%

ZETA

Zeta Global Holdings Corp

$21.72

$1.39

(6.01%)

Pre

1.1%

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$5.16B

170.93%

NVDY < ETF >

YieldMax NVDA Option Income Strategy ETF

$26.40

$0.64

(2.48%)

Pre

0.87%

premium

―

premium

$1.37B

15.93%

SMH < ETF >

VanEck Semiconductor ETF

$246.10

$3.56

(1.47%)

Pre

0.61%

premium

292 Buy

136 Hold

19 Sell

Moderate Buy

premium

$23.60B

49.60%

SYF

Synchrony Financial

$65.14

$0.74

(1.15%)

Pre

0.21%

premium

11 Buy

6 Hold

1 Sell

Moderate Buy

premium

$25.36B

118.53%

PPC

Pilgrim's Pride

$52.25

$0.04

(0.08%)

Pre

0.61%

premium

1 Buy

4 Hold

0 Sell

Hold

premium

$12.39B

100.88%

PPA < ETF >

Invesco Aerospace & Defense ETF

$119.55

$1.06

(0.89%)

premium

290 Buy

161 Hold

25 Sell

Moderate Buy

premium

$4.61B

35.91%

POWL

Powell Industries

$287.99

$26.17

(10%)

Pre

0.05%

premium

―

premium

$3.46B

275.34%

AGX

Argan

$154.08

$7.21

(4.91%)

Pre

0.25%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$2.08B

220.61%

GPIX < ETF >

Goldman Sachs S&P 500 Core Premium Income ETF

$50.04

$0.22

(0.44%)

Pre

1.32%

premium

4K Buy

3K Hold

325 Sell

Moderate Buy

premium

$300.93M

17.35%

MSDL

Morgan Stanley Direct Lending Fund

$20.63

$0.15

(0.73%)

Pre

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.83B

―

IAUM < ETF >

iShares Gold Trust Micro ETF of Benef Interest

$26.65

$0.23

(0.87%)

Pre

1.24%

premium

―

premium

$1.39B

34.05%

SLV < ETF >

iShares Silver Trust

$28.04

$0.06

(0.21%)

Pre

1.75%

premium

―

premium

$14.69B

29.67%

URA < ETF >

Global X Uranium ETF

$33.10

$1.13

(3.53%)

Pre

0.03%

premium

88 Buy

19 Hold

1 Sell

Moderate Buy

premium

$3.90B

11.35%

Permian Resources

$15.99

$0.53

(3.43%)

premium

14 Buy

1 Hold

0 Sell

Strong Buy

premium

$12.85B

16.86%

CCL

Carnival

$25.35

$0.27

(1.08%)

Pre

0.16%

premium

14 Buy

1 Hold

1 Sell

Strong Buy

premium

$31.76B

76.62%

UTES < ETF >

Virtus Reaves Utilities ETF

$69.69

$2.26

(3.35%)

premium

119 Buy

51 Hold

1 Sell

Moderate Buy

premium

$256.05M

52.93%

CLS

Celestica

$91.44

$4.46

(5.13%)

Pre

0.36%

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$10.65B

224.31%