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STOCKS

HSBC - New Portfolio

Performance Portfolio Details

jon

HSBC

Individual Investor

Ranked #106,066 out of 789,901 TipRanks' Investors

Success Rate

82 out of 124
profitable transactions

Average Return

8.20%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

12.51% VOO

10.67% UTES

5.77% CONY

5.75% IWY

5.57% JEPQ

59.73% Others

By Assets

81.73% ETFs

16.68% Stocks

1.59% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

85.69% General

4.44% Consumer Cyclical

2.77% Financial

2.44% Technology

1.44% Real Estate

3.21% Other

Portfolio Holdings

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To view investors' portfolios

BST < FUND >

BlackRock Science & Technology Trust

$35.30

$1.17

(3.21%)

Pre

1.02%

premium

―

premium

$782.17M

-2.25%

CONY < ETF >

YieldMax COIN Option Income Strategy ETF

$9.52

$0.41

(4.13%)

Pre

2.21%

premium

―

premium

$1.02B

-62.92%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$54.38

$1.118

(2.01%)

Pre

0.66%

premium

1K Buy

549 Hold

59 Sell

Moderate Buy

premium

$23.06B

2.18%

QYLD < ETF >

Global X NASDAQ 100 Covered Call ETF

$17.57

$0.37

(2.06%)

Pre

0.57%

premium

1K Buy

602 Hold

64 Sell

Moderate Buy

premium

$8.66B

-1.95%

SCHD < ETF >

Schwab US Dividend Equity ETF

$28.40

$0.14

(0.49%)

Pre

0.04%

premium

433 Buy

418 Hold

69 Sell

Moderate Buy

premium

$69.44B

8.69%

TSLY < ETF >

YieldMax TSLA Option Income Strategy ETF

$9.47

$0.2

(2.07%)

Pre

3.91%

premium

―

premium

$981.26M

-45.89%

VOO < ETF >

Vanguard S&P 500 ETF

$536.92

$9.41

(1.72%)

Pre

0.66%

premium

4K Buy

3K Hold

299 Sell

Moderate Buy

premium

$610.81B

16.02%

VGT < ETF >

Vanguard Information Technology ETF

$578.36

$20.12

(3.36%)

Pre

1.01%

premium

2K Buy

1K Hold

133 Sell

Moderate Buy

premium

$82.09B

13.27%

BIZD < ETF >

VanEck BDC Income ETF

$17.47

$0.08

(0.46%)

Pre

0.34%

premium

38 Buy

37 Hold

8 Sell

Hold

premium

$1.56B

7.80%

IWY < ETF >

iShares Russell Top 200 Growth ETF

$224.45

$5.95

(2.58%)

Pre

1.09%

premium

2K Buy

603 Hold

68 Sell

Moderate Buy

premium

$13.55B

19.12%

TWLO

Twilio

$116.41

$3.52

(2.94%)

Pre

1.92%

premium

16 Buy

5 Hold

2 Sell

Moderate Buy

premium

$18.31B

93.27%

OKTA

Okta

$87.16

$3.33

(3.68%)

Pre

13.6%

premium

10 Buy

10 Hold

0 Sell

Moderate Buy

premium

$15.51B

-20.23%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$44.37

$0.89

(1.97%)

Pre

1.69%

premium

369 Buy

119 Hold

30 Sell

Moderate Buy

premium

$448.85M

-19.84%

RCL

Royal Caribbean

$241.12

$4.98

(2.02%)

Pre

1.17%

premium

14 Buy

4 Hold

0 Sell

Strong Buy

premium

$66.23B

92.43%

EAT

Brinker International

$158.01

$6.82

(4.14%)

Pre

2.54%

premium

4 Buy

11 Hold

0 Sell

Moderate Buy

premium

$7.32B

237.77%

General Motors

$47.38

$1.75

(3.56%)

Pre

1.88%

premium

9 Buy

5 Hold

2 Sell

Moderate Buy

premium

$48.88B

15.76%

BLBD

Blue Bird

$32.62

$2.52

(7.17%)

Pre

1.23%

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.13B

-3.26%

MLPX < ETF >

Global X MLP & Energy Infrastructure ETF

$62.28

$0.93

(1.47%)

Pre

0.02%

premium

126 Buy

61 Hold

14 Sell

Moderate Buy

premium

$2.76B

36.73%

AIRR < ETF >

First Trust RBA American Industrial Renaissance ETF

$70.76

$2.05

(2.82%)

Pre

1.19%

premium

175 Buy

107 Hold

16 Sell

Moderate Buy

premium

$3.34B

13.38%

SKYW

SkyWest

$96.45

$2.46

(2.49%)

Pre

1.5%

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.99B

47.63%

SFM

Sprouts Farmers

$146.97

$1.43

(0.96%)

Pre

0.3%

premium

4 Buy

7 Hold

0 Sell

Moderate Buy

premium

$14.63B

131.16%

BRK.B

Berkshire Hathaway B

$510.08

$3.75

(0.73%)

Pre

0.51%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.11T

26.21%

ULTY < ETF >

YieldMax Ultra Option Income Strategy ETF

$7.38

$0.23

(3.02%)

Pre

1.76%

premium

288 Buy

121 Hold

25 Sell

Moderate Buy

premium

$251.51M

-62.08%

ATGE

Adtalem Global Education

$99.85

$2.46

(2.4%)

Pre

4.35%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.81B

104.36%

XSMO < ETF >

Invesco S&P SmallCap Momentum ETF

$64.05

$1.36

(2.08%)

Pre

0.86%

premium

258 Buy

166 Hold

14 Sell

Hold

premium

$1.46B

11.56%

XMMO < ETF >

Invesco S&P MidCap Momentum ETF

$118.95

$3.23

(2.64%)

Pre

0.68%

premium

371 Buy

177 Hold

19 Sell

Moderate Buy

premium

$3.77B

10.23%

RGA

Reinsurance Group

$198.91

$3.78

(1.86%)

Pre

0.01%

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$13.38B

12.12%

NVDL < ETF >

GraniteShares 1.5x Long NVDA Daily ETF

$42.54

$8.9

(17.3%)

Pre

7.05%

premium

―

premium

$4.17B

35.29%

ZETA

Zeta Global Holdings Corp

$16.57

$0.64

(3.72%)

Pre

4.95%

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$4.09B

60.72%

NVDY < ETF >

YieldMax NVDA Option Income Strategy ETF

$16.67

$1.47

(8.1%)

Pre

3.18%

premium

―

premium

$1.32B

-41.52%

SMH < ETF >

VanEck Semiconductor ETF

$223.01

$9.76

(4.19%)

Pre

0.63%

premium

321 Buy

151 Hold

21 Sell

Moderate Buy

premium

$20.91B

-0.48%

SYF

Synchrony Financial

$58.02

$2.66

(4.38%)

Pre

1.69%

premium

12 Buy

5 Hold

0 Sell

Moderate Buy

premium

$23.59B

42.80%

PPC

Pilgrim's Pride

$54.76

$0.37

(0.68%)

Pre

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$12.90B

71.93%

PPA < ETF >

Invesco Aerospace & Defense ETF

$115.51

$1.2

(1.03%)

Pre

0.79%

premium

300 Buy

173 Hold

25 Sell

Moderate Buy

premium

$4.57B

17.87%

POWL

Powell Industries

$156.10

$13.61

(8.02%)

Pre

1.93%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$2.05B

-15.54%

AGX

Argan

$121.61

$8.76

(6.72%)

Pre

6.14%

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$1.77B

162.60%

GPIX < ETF >

Goldman Sachs S&P 500 Core Premium Income ETF

$48.39

$0.776

(1.58%)

Pre

0.79%

premium

4K Buy

3K Hold

299 Sell

Moderate Buy

premium

$516.33M

7.42%

MSDL

Morgan Stanley Direct Lending Fund

$20.41

$0.17

(0.84%)

Pre

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$1.79B

2.27%

IAUM < ETF >

iShares Gold Trust Micro ETF of Benef Interest

$28.84

$0.35

(1.23%)

Pre

1.04%

premium

―

premium

$1.73B

36.49%

SLV < ETF >

iShares Silver Trust

$28.75

$0.44

(1.55%)

Pre

0.9%

premium

―

premium

$13.91B

29.50%

URA < ETF >

Global X Uranium ETF

$23.49

$1.31

(5.28%)

Pre

1.4%

premium

―

premium

$3.00B

-15.20%

CCL

Carnival

$23.26

$0.67

(2.8%)

Pre

1.98%

premium

12 Buy

4 Hold

1 Sell

Moderate Buy

premium

$30.97B

49.56%

UTES < ETF >

Virtus Reaves Utilities ETF

$65.42

$1.08

(1.62%)

Pre

1.27%

premium

131 Buy

83 Hold

2 Sell

Moderate Buy

premium

$408.66M

43.11%

CLS

Celestica

$92.80

$14.25

(13.31%)

Pre

5.28%

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$12.40B

96.82%

QMOM < ETF >

Alpha Architect U.S. Quantitative Momentum ETF

$60.71

$1.67

(2.68%)

premium

404 Buy

167 Hold

18 Sell

Moderate Buy

premium

$313.50M

4.44%

KIM

Kimco Realty

$22.05

$0.05

(0.23%)

Pre

0.09%

premium

5 Buy

10 Hold

0 Sell

Moderate Buy

premium

$15.02B

12.38%

QTWO

Q2 Holdings

$84.10

$3.27

(3.74%)

Pre

1.83%

premium

6 Buy

6 Hold

0 Sell

Moderate Buy

premium

$5.31B

78.37%

LendingClub

$12.20

$0.59

(4.61%)

Pre

2.13%

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.45B

51.74%

ALL

Allstate

$202.06

$2.91

(1.46%)

Pre

0.08%

premium

12 Buy

2 Hold

1 Sell

Moderate Buy

premium

$52.78B

29.21%

PYPL

PayPal Holdings

$69.75

$1.3

(1.83%)

Pre

1.75%

premium

17 Buy

14 Hold

0 Sell

Moderate Buy

premium

$70.29B

16.29%

CRDO

Credo Technology Group Holding Ltd

$50.42

$4.76

(8.63%)

Pre

2.82%

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$9.23B

134.08%

ITRN

Ituran Location And Control

$39.80

$2.08

(4.97%)

Pre

2.01%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$842.14M

50.81%

QQQI < ETF >

NEOS Nasdaq 100 High Income ETF

$50.42

$0.89

(1.73%)

Pre

0.69%

premium

1K Buy

605 Hold

64 Sell

Moderate Buy

premium

$1.00B

0.29%

QTUM < ETF >

Defiance Quantum ETF

$77.32

$1.56

(1.98%)

Pre

1.19%

premium

645 Buy

270 Hold

31 Sell

Moderate Buy

premium

$1.11B

25.89%