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New Portfolio Dec 2023 - New Portfolio

Performance Portfolio Details

jon

New Portfolio Dec 2023

Individual Investor

Ranked #35,731 out of 744,499 TipRanks' Investors

Success Rate

54 out of 66
profitable transactions

Average Return

10.88%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

16.15% VOO

15.46% VUG

5.67% CONY

4.92% SOXX

4.55% VGT

53.25% Others

By Assets

87.18% ETFs

10.57% Stocks

2.25% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

89.43% General

3.10% Consumer Cyclical

1.95% Real Estate

1.86% Consumer Defensive

1.21% Technology

2.44% Other

Portfolio Holdings

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To view investors' portfolios

BST < FUND >

BlackRock Science & Technology Trust

$38.53

$0.13

(0.34%)

After

premium

―

premium

$850.86M

22.04%

CONY < ETF >

YieldMax COIN Option Income Strategy ETF

$19.07

$0.11

(0.57%)

After

0.42%

premium

―

premium

$677.65M

114.88%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$56.24

$0.14

(0.25%)

After

0.04%

premium

1K Buy

507 Hold

58 Sell

Moderate Buy

premium

$33.55B

10.73%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$55.96

$0.08

(0.14%)

After

0.04%

premium

1K Buy

489 Hold

51 Sell

Moderate Buy

premium

$15.29B

28.75%

Realty Income

$53.16

$0.07

(0.13%)

After

0.04%

premium

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

$46.23B

-5.20%

QYLD < ETF >

Global X NASDAQ 100 Covered Call ETF

$17.93

$0.03

(0.17%)

After

>0.01%

premium

1K Buy

578 Hold

67 Sell

Moderate Buy

premium

$8.28B

13.56%

SCHD < ETF >

Schwab US Dividend Equity ETF

$77.09

$0.07

(0.09%)

After

0.01%

premium

404 Buy

421 Hold

73 Sell

Hold

premium

$54.46B

10.47%

SOXX < ETF >

iShares Semiconductor ETF

$259.59

$4.83

(1.9%)

After

0.14%

premium

345 Buy

150 Hold

19 Sell

Moderate Buy

premium

$15.57B

52.64%

TSLY < ETF >

YieldMax TSLA Option Income Strategy ETF

$17.05

$0.11

(0.65%)

After

0.29%

premium

―

premium

$793.59M

-11.20%

VHT < ETF >

Vanguard Health Care ETF

$263.64

$0.28

(0.11%)

After

1.47%

premium

2K Buy

844 Hold

89 Sell

Moderate Buy

premium

$17.38B

11.23%

VOO < ETF >

Vanguard S&P 500 ETF

$510.33

$0.49

(0.1%)

After

0.03%

premium

4K Buy

3K Hold

309 Sell

Moderate Buy

premium

$480.72B

28.07%

VUG < ETF >

Vanguard Growth ETF

$387.40

$0.04

(0.01%)

After

0.03%

premium

2K Buy

984 Hold

108 Sell

Moderate Buy

premium

$137.38B

39.08%

IWMY < ETF >

Defiance R2000 Enhanced Options Income ETF

$13.91

$0.08

(0.58%)

After

0.07%

premium

―

premium

$150.15M

13.39%

JEPY < ETF >

Defiance S&P 500 Enhanced Options Income ETF

$16.14

$0.02

(0.12%)

After

0.12%

premium

―

premium

$118.40M

16.45%

VGT < ETF >

Vanguard Information Technology ETF

$599.91

(0.67%)

After

0.74%

premium

2K Buy

1K Hold

116 Sell

Moderate Buy

premium

$76.83B

37.32%

TQQQ < ETF >

ProShares UltraPro QQQ

$82.17

$0.54

(0.66%)

After

0.24%

premium

―

premium

$25.29B

107.75%

SQY < ETF >

YieldMax SQ Option Income Strategy ETF

$18.98

$0.25

(1.3%)

After

0.16%

premium

―

premium

$38.69M

40.87%

BIZD < ETF >

VanEck BDC Income ETF

$16.98

$0.01

(0.06%)

After

0.06%

premium

45 Buy

51 Hold

6 Sell

Moderate Buy

premium

$1.17B

25.45%

IWY < ETF >

iShares Russell Top 200 Growth ETF

$223.33

$0.31

(0.14%)

After

0.08%

premium

2K Buy

570 Hold

66 Sell

Moderate Buy

premium

$12.39B

43.21%

DXJS < ETF >

WisdomTree Japan Hedged SmallCap Equity Fund

$34.50

$0.29

(0.83%)

After

premium

―

premium

$80.43M

34.02%

PEP

PepsiCo

$162.12

$2.27

(1.38%)

After

0.06%

premium

10 Buy

6 Hold

0 Sell

Moderate Buy

premium

$226.00B

-8.08%

TWLO

Twilio

$57.40

$0.04

(0.07%)

After

premium

8 Buy

9 Hold

2 Sell

Moderate Buy

premium

$9.82B

-9.77%

OKTA

Okta

$98.05

$1.7

(1.76%)

After

0.06%

premium

11 Buy

16 Hold

0 Sell

Moderate Buy

premium

$16.21B

38.16%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$56.09

$0.13

(0.23%)

After

0.02%

premium

400 Buy

107 Hold

18 Sell

Moderate Buy

premium

$316.13M

28.24%

CAH

Cardinal Health

$96.88

$0.99

(1.03%)

After

0.9%

premium

6 Buy

6 Hold

1 Sell

Moderate Buy

premium

$23.36B

4.46%

VBK < ETF >

Vanguard Small-Cap Growth ETF

$250.02

$0.48

(0.19%)

After

0.05%

premium

3K Buy

2K Hold

244 Sell

Moderate Buy

premium

$17.01B

8.84%

RCL

Royal Caribbean

$160.83

$4.05

(2.58%)

After

0.1%

premium

12 Buy

2 Hold

0 Sell

Strong Buy

premium

$40.35B

51.92%

EAT

Brinker International

$70.12

$0.65

(0.92%)

After

0.17%

premium

5 Buy

4 Hold

2 Sell

Moderate Buy

premium

$3.15B

86.88%

GCT

GigaCloud Technology, Inc. Class A

$31.35

$0.84

(2.61%)

After

0.8%

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.31B

337.36%

General Motors

$46.55

$0.03

(0.06%)

After

0.13%

premium

12 Buy

3 Hold

1 Sell

Moderate Buy

premium

$53.08B

18.67%

BLBD

Blue Bird

$47.78

$1.23

(2.64%)

After

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.50B

104.26%

MLPX < ETF >

Global X MLP & Energy Infrastructure ETF

$51.16

$0.17

(0.33%)

After

premium

121 Buy

71 Hold

14 Sell

Moderate Buy

premium

$1.63B

30.78%

AIRR < ETF >

First Trust RBA American Industrial Renaissance ETF

$67.08

$0.13

(0.19%)

premium

118 Buy

59 Hold

3 Sell

Hold

premium

$1.21B

24.99%

SKYW

SkyWest

$83.60

$1.65

(2.01%)

After

0.36%

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$3.30B

94.24%

SFM

Sprouts Farmers

$82.54

$0.03

(0.04%)

After

premium

2 Buy

6 Hold

2 Sell

Hold

premium

$8.29B

120.08%

BRK.B

Berkshire Hathaway B

$409.08

$2.09

(0.51%)

After

0.03%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$887.86B

20.53%