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HSBC - New Portfolio

Performance Portfolio Details

jon

HSBC

Individual Investor

Ranked #19,783 out of 775,923 TipRanks' Investors

Success Rate

93 out of 111
profitable transactions

Average Return

12.77%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

11.98% VOO

9.81% UTES

8.20% CONY

5.76% IWY

5.53% JEPQ

58.72% Others

By Assets

84.11% ETFs

14.37% Stocks

1.52% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

86.55% General

4.08% Consumer Cyclical

1.96% Financial

1.69% Technology

1.60% Consumer Defensive

4.11% Other

Portfolio Holdings

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To view investors' portfolios

BST < FUND >

BlackRock Science & Technology Trust

$36.46

$0.31

(0.86%)

premium

―

premium

$807.87M

6.39%

CONY < ETF >

YieldMax COIN Option Income Strategy ETF

$14.35

$0.26

(1.85%)

premium

―

premium

$1.10B

-47.78%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$57.20

$0.4

(0.7%)

premium

1K Buy

526 Hold

64 Sell

Moderate Buy

premium

$20.92B

14.04%

QYLD < ETF >

Global X NASDAQ 100 Covered Call ETF

$18.55

$0.28

(1.53%)

premium

1K Buy

633 Hold

76 Sell

Moderate Buy

premium

$8.48B

6.42%

SCHD < ETF >

Schwab US Dividend Equity ETF

$27.29

$0.36

(1.34%)

premium

435 Buy

438 Hold

76 Sell

Moderate Buy

premium

$64.08B

7.94%

TSLY < ETF >

YieldMax TSLA Option Income Strategy ETF

$15.94

$0.53

(3.22%)

premium

―

premium

$1.16B

-33.86%

VOO < ETF >

Vanguard S&P 500 ETF

$545.04

$6.1

(1.13%)

premium

4K Buy

3K Hold

332 Sell

Moderate Buy

premium

$574.46B

25.21%

VGT < ETF >

Vanguard Information Technology ETF

$631.61

$9.82

(1.58%)

premium

2K Buy

1K Hold

138 Sell

Moderate Buy

premium

$84.24B

30.60%

TQQQ < ETF >

ProShares UltraPro QQQ

$83.03

$2.1

(2.59%)

premium

―

premium

$25.52B

64.91%

SQY < ETF >

YieldMax SQ Option Income Strategy ETF

$18.75

$0.31

(1.68%)

premium

―

premium

$86.47M

-27.04%

BIZD < ETF >

VanEck BDC Income ETF

$16.72

$0.14

(0.84%)

premium

46 Buy

53 Hold

9 Sell

Hold

premium

$1.34B

1.64%

IWY < ETF >

iShares Russell Top 200 Growth ETF

$238.20

$2.5

(1.06%)

premium

2K Buy

631 Hold

71 Sell

Moderate Buy

premium

$14.10B

36.11%

PEP

PepsiCo

$152.79

$1.32

(0.87%)

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$209.63B

-8.49%

TWLO

Twilio

$107.93

$1.9

(1.79%)

premium

13 Buy

9 Hold

2 Sell

Moderate Buy

premium

$16.55B

41.62%

OKTA

Okta

$83.28

$1.59

(1.95%)

premium

13 Buy

15 Hold

1 Sell

Moderate Buy

premium

$14.27B

-6.80%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$50.97

$0.79

(1.57%)

premium

354 Buy

104 Hold

27 Sell

Moderate Buy

premium

$428.24M

-9.21%

RCL

Royal Caribbean

$238.43

$7.67

(3.32%)

premium

12 Buy

3 Hold

0 Sell

Strong Buy

premium

$64.11B

85.97%

EAT

Brinker International

$134.26

$2.93

(2.23%)

premium

3 Buy

14 Hold

0 Sell

Hold

premium

$5.96B

213.40%

General Motors

$51.81

$1.47

(2.92%)

premium

10 Buy

6 Hold

2 Sell

Moderate Buy

premium

$56.97B

43.84%

BLBD

Blue Bird

$39.37

$1.36

(3.34%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.27B

51.89%

MLPX < ETF >

Global X MLP & Energy Infrastructure ETF

$59.60

$1.13

(1.93%)

premium

128 Buy

69 Hold

19 Sell

Moderate Buy

premium

$2.19B

33.72%

AIRR < ETF >

First Trust RBA American Industrial Renaissance ETF

$77.97

$0.47

(0.61%)

premium

162 Buy

93 Hold

15 Sell

Moderate Buy

premium

$2.86B

34.71%

SKYW

SkyWest

$101.80

$0.58

(0.57%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$4.11B

96.91%

SFM

Sprouts Farmers

$131.70

$2.99

(2.22%)

premium

3 Buy

8 Hold

0 Sell

Moderate Buy

premium

$13.17B

169.71%

BRK.B

Berkshire Hathaway B

$453.20

$3.86

(0.86%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$978.78B

27.13%

ULTY < ETF >

YieldMax Ultra Option Income Strategy ETF

$9.14

$0.06

(0.66%)

premium

347 Buy

157 Hold

33 Sell

Hold

premium

$292.07M

-52.76%

ATGE

Adtalem Global Education

$87.28

$1.13

(1.28%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.27B

46.47%

XSMO < ETF >

Invesco S&P SmallCap Momentum ETF

$66.56

$0.36

(0.54%)

premium

259 Buy

168 Hold

17 Sell

Hold

premium

$1.39B

17.04%

XMMO < ETF >

Invesco S&P MidCap Momentum ETF

$124.66

$1.03

(0.83%)

premium

370 Buy

189 Hold

28 Sell

Moderate Buy

premium

$4.06B

38.46%

RGA

Reinsurance Group

$207.54

$2.83

(1.38%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$13.67B

29.03%

NVDL < ETF >

GraniteShares 1.5x Long NVDA Daily ETF

$67.48

$4.11

(6.49%)

premium

―

premium

$4.91B

312.07%

ZETA

Zeta Global Holdings Corp

$19.40

$0.33

(1.73%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$4.61B

122.48%

NVDY < ETF >

YieldMax NVDA Option Income Strategy ETF

$23.35

$0.61

(2.68%)

premium

―

premium

$1.37B

5.37%

SMH < ETF >

VanEck Semiconductor ETF

$242.71

$3.84

(1.61%)

premium

304 Buy

139 Hold

18 Sell

Moderate Buy

premium

$24.00B

40.07%

SYF

Synchrony Financial

$65.45

$1.18

(1.84%)

premium

14 Buy

4 Hold

0 Sell

Strong Buy

premium

$25.48B

72.51%

PPC

Pilgrim's Pride

$46.16

$1.37

(2.88%)

premium

0 Buy

4 Hold

0 Sell

Hold

premium

$10.95B

72.05%

PPA < ETF >

Invesco Aerospace & Defense ETF

$116.21

$1.61

(1.4%)

premium

282 Buy

168 Hold

30 Sell

Moderate Buy

premium

$4.46B

26.96%

POWL

Powell Industries

$245.80

$2.34

(0.96%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$2.95B

177.65%

AGX

Argan

$139.33

$0.15

(0.11%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$1.89B

189.01%

GPIX < ETF >

Goldman Sachs S&P 500 Core Premium Income ETF

$49.72

$0.53

(1.08%)

premium

4K Buy

3K Hold

332 Sell

Moderate Buy

premium

$365.45M

12.76%

MSDL

Morgan Stanley Direct Lending Fund

$20.84

$0.2

(0.97%)

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$1.85B

―

IAUM < ETF >

iShares Gold Trust Micro ETF of Benef Interest

$26.17

$0.27

(1.04%)

premium

―

premium

$1.33B

27.66%

SLV < ETF >

iShares Silver Trust

$26.92

$0.4

(1.51%)

premium

―

premium

$13.67B

21.70%

URA < ETF >

Global X Uranium ETF

$27.97

$0.08

(0.29%)

premium

80 Buy

17 Hold

2 Sell

Moderate Buy

premium

$3.39B

-4.47%

Permian Resources

$13.60

$0.08

(0.59%)

premium

13 Buy

0 Hold

0 Sell

Strong Buy

premium

$10.93B

0.97%

CCL

Carnival

$26.80

$1.62

(6.43%)

premium

16 Buy

3 Hold

1 Sell

Strong Buy

premium

$33.51B

41.57%

UTES < ETF >

Virtus Reaves Utilities ETF

$63.78

$0.81

(1.29%)

premium

115 Buy

53 Hold

1 Sell

Moderate Buy

premium

$274.76M

44.59%

CLS

Celestica

$95.45

$2.4

(2.58%)

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

$11.11B

220.09%

QMOM < ETF >

Alpha Architect U.S. Quantitative Momentum ETF

$65.64

$0.88

(1.36%)

premium

398 Buy

174 Hold

21 Sell

Moderate Buy

premium

$294.54M

31.41%

KIM

Kimco Realty

$23.42

$0.41

(1.78%)

premium

7 Buy

11 Hold

0 Sell

Moderate Buy

premium

$15.79B

7.63%

QTWO

Q2 Holdings

$104.69

$1.63

(1.58%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$6.32B

141.11%

LendingClub

$16.46

$0.16

(0.98%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.85B

90.07%