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HSBC - New Portfolio

Performance Portfolio Details

jon

HSBC

Individual Investor

Ranked #13,829 out of 765,740 TipRanks' Investors

Success Rate

90 out of 103
profitable transactions

Average Return

14.92%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

12.74% VOO

10.66% UTES

5.92% IWY

5.77% JEPQ

3.87% XMMO

61.04% Others

By Assets

83.58% ETFs

14.77% Stocks

1.64% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

85.69% General

4.07% Consumer Cyclical

2.35% Consumer Defensive

1.96% Industrials

1.65% Financial

4.27% Other

Portfolio Holdings

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To view investors' portfolios

BST < FUND >

BlackRock Science & Technology Trust

$37.40

$0.11

(0.29%)

premium

―

premium

$826.27M

9.70%

CONY < ETF >

YieldMax COIN Option Income Strategy ETF

$16.96

$0.84

(5.21%)

premium

―

premium

$899.92M

-25.20%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$56.54

$0.11

(0.19%)

premium

1K Buy

523 Hold

59 Sell

Moderate Buy

premium

$18.36B

17.27%

Realty Income

$57.51

$1.13

(2%)

premium

4 Buy

6 Hold

0 Sell

Moderate Buy

premium

$49.34B

10.12%

QYLD < ETF >

Global X NASDAQ 100 Covered Call ETF

$18.54

$0.02

(0.11%)

premium

1K Buy

603 Hold

69 Sell

Moderate Buy

premium

$8.22B

8.65%

SCHD < ETF >

Schwab US Dividend Equity ETF

$29.08

$0.17

(0.59%)

premium

409 Buy

416 Hold

71 Sell

Moderate Buy

premium

$63.44B

25.23%

TSLY < ETF >

YieldMax TSLA Option Income Strategy ETF

$14.39

$0.78

(5.73%)

premium

―

premium

$905.57M

-42.09%

VOO < ETF >

Vanguard S&P 500 ETF

$549.95

$2.42

(0.44%)

premium

4K Buy

3K Hold

315 Sell

Moderate Buy

premium

$563.00B

35.26%

VGT < ETF >

Vanguard Information Technology ETF

$624.47

$1.1

(0.18%)

premium

2K Buy

974 Hold

129 Sell

Moderate Buy

premium

$81.33B

40.33%

TQQQ < ETF >

ProShares UltraPro QQQ

$82.75

$0.2

(0.24%)

premium

―

premium

$23.48B

101.43%

SQY < ETF >

YieldMax SQ Option Income Strategy ETF

$18.63

$0.159

(0.86%)

premium

―

premium

$50.53M

-15.69%

BIZD < ETF >

VanEck BDC Income ETF

$16.32

$0.03

(0.18%)

premium

44 Buy

43 Hold

5 Sell

Hold

premium

$1.23B

5.69%

IWY < ETF >

iShares Russell Top 200 Growth ETF

$232.32

$0.53

(0.23%)

premium

1K Buy

611 Hold

67 Sell

Moderate Buy

premium

$12.16B

40.29%

PEP

PepsiCo

$165.11

$1.11

(0.68%)

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$225.01B

-2.02%

TWLO

Twilio

$92.29

$0.12

(0.13%)

premium

10 Buy

12 Hold

2 Sell

Moderate Buy

premium

$14.17B

65.58%

OKTA

Okta

$76.75

$0.43

(0.56%)

premium

10 Buy

16 Hold

1 Sell

Moderate Buy

premium

$13.11B

14.42%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$53.12

$0.04

(0.08%)

premium

375 Buy

103 Hold

26 Sell

Moderate Buy

premium

$406.54M

0.33%

CAH

Cardinal Health

$120.56

$2.34

(1.98%)

premium

6 Buy

6 Hold

1 Sell

Moderate Buy

premium

$28.61B

15.60%

RCL

Royal Caribbean

$225.27

$4.75

(2.15%)

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$59.29B

131.10%

EAT

Brinker International

$114.88

$4.18

(3.78%)

premium

2 Buy

12 Hold

2 Sell

Hold

premium

$4.92B

228.10%

General Motors

$55.58

$0.19

(0.34%)

premium

10 Buy

6 Hold

2 Sell

Moderate Buy

premium

$60.91B

100.98%

BLBD

Blue Bird

$41.54

$0.25

(0.61%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.34B

127.24%

MLPX < ETF >

Global X MLP & Energy Infrastructure ETF

$60.28

$0.33

(0.55%)

premium

111 Buy

67 Hold

16 Sell

Moderate Buy

premium

$2.04B

41.79%

AIRR < ETF >

First Trust RBA American Industrial Renaissance ETF

$84.47

$1.1

(1.32%)

premium

135 Buy

87 Hold

15 Sell

Hold

premium

$2.05B

74.77%

SKYW

SkyWest

$112.90

$1.33

(1.19%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$4.50B

157.13%

SFM

Sprouts Farmers

$145.15

$4.5

(3.2%)

premium

3 Buy

9 Hold

0 Sell

Hold

premium

$14.06B

250.31%

BRK.B

Berkshire Hathaway B

$463.41

$3.28

(0.71%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$991.16B

32.87%

ULTY < ETF >

YieldMax Ultra Option Income Strategy ETF

$10.66

$0.09

(0.85%)

premium

―

premium

$214.38M

-45.37%

ATGE

Adtalem Global Education

$91.23

$0.86

(0.95%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.39B

63.36%

XSMO < ETF >

Invesco S&P SmallCap Momentum ETF

$72.31

$0.51

(0.71%)

premium

226 Buy

151 Hold

12 Sell

Hold

premium

$1.09B

50.75%

XMMO < ETF >

Invesco S&P MidCap Momentum ETF

$130.53

$0.76

(0.59%)

premium

340 Buy

165 Hold

24 Sell

Moderate Buy

premium

$2.73B

63.41%

RGA

Reinsurance Group

$224.06

$3.5

(1.59%)

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$14.53B

41.39%

NVDL < ETF >

GraniteShares 1.5x Long NVDA Daily ETF

$83.19

$1.5

(1.77%)

premium

―

premium

$6.12B

449.90%

ZETA

Zeta Global Holdings Corp

$35.58

$1.34

(3.91%)

premium

11 Buy

2 Hold

0 Sell

Strong Buy

premium

$7.88B

307.13%

NVDY < ETF >

YieldMax NVDA Option Income Strategy ETF

$25.87

$0.14

(0.54%)

premium

―

premium

$1.34B

22.17%

SMH < ETF >

VanEck Semiconductor ETF

$259.34

$1.68

(0.64%)

premium

298 Buy

123 Hold

18 Sell

Moderate Buy

premium

$25.39B

68.27%

SYF

Synchrony Financial

$63.79

$0.85

(1.31%)

premium

11 Buy

6 Hold

1 Sell

Moderate Buy

premium

$25.17B

120.46%

PPC

Pilgrim's Pride

$53.82

$1.47

(2.81%)

premium

1 Buy

4 Hold

0 Sell

Hold

premium

$12.41B

104.17%

PPA < ETF >

Invesco Aerospace & Defense ETF

$123.13

$3.34

(2.79%)

premium

285 Buy

160 Hold

26 Sell

Moderate Buy

premium

$4.47B

43.46%

POWL

Powell Industries

$346.37

$8.81

(2.61%)

premium

―

premium

$4.05B

306.84%

AGX

Argan

$155.29

$0.26

(0.17%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$2.09B

253.22%

GPIX < ETF >

Goldman Sachs S&P 500 Core Premium Income ETF

$50.21

$0.15

(0.3%)

premium

4K Buy

3K Hold

313 Sell

Moderate Buy

premium

$271.51M

21.21%

MSDL

Morgan Stanley Direct Lending Fund

$20.24

$0.02

(0.1%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.81B

―

IAUM < ETF >

iShares Gold Trust Micro ETF of Benef Interest

$26.79

$0.18

(0.67%)

premium

―

premium

$1.45B

38.59%

SLV < ETF >

iShares Silver Trust

$28.48

$0.63

(2.16%)

premium

―

premium

$15.19B

37.67%

URA < ETF >

Global X Uranium ETF

$31.00

$0.52

(1.65%)

premium

87 Buy

20 Hold

1 Sell

Moderate Buy

premium

$3.52B

16.35%

Permian Resources

$14.92

$0.05

(0.33%)

premium

14 Buy

1 Hold

0 Sell

Strong Buy

premium

$12.01B

13.49%

CCL

Carnival

$24.07

$0.39

(1.65%)

premium

14 Buy

1 Hold

1 Sell

Strong Buy

premium

$29.71B

85.14%

UTES < ETF >

Virtus Reaves Utilities ETF

$65.74

$1.33

(2.06%)

premium

132 Buy

58 Hold

4 Sell

Moderate Buy

premium

$226.80M

47.74%