23년부터 신규 포트폴리오 - New Portfolio

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23년부터 신규 포트폴리오
Individual Investor
Ranked #49,657 out of 754,519 TipRanks' Investors
Success Rate
74%
54 out of 73
profitable transactions
Average Return
15.64%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
16.25% NVDA
7.10% META
5.68% MSFT
5.60% LLY
4.45% AAPL
60.92% Others
By Assets
99.81% Stocks
0.19% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
46.29% Technology
13.62% Consumer Cyclical
10.40% Communication Services
9.05% Healthcare
7.94% Industrials
12.70% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$229.00
$0.79
(0.34%)
premium
24 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.49T
21.89%
LMT
Lockheed Martin
$568.10
$1.25
(0.22%)
premium
8 Buy
6 Hold
1 Sell
Moderate Buy
premium
$135.11B
26.71%
MA
Mastercard
$483.34
$2.54
(0.53%)
premium
23 Buy
2 Hold
0 Sell
Strong Buy
premium
$444.18B
17.13%
MCD
McDonald's
$288.66
$0.8
(0.28%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$206.49B
2.67%
META
Meta Platforms
$521.31
$3.09
(0.6%)
premium
39 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.31T
76.18%
MSFT
Microsoft
$417.14
$4.02
(0.97%)
premium
31 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.07T
27.27%
NEE
NextEra Energy
$80.51
$0.995
(1.25%)
premium
11 Buy
6 Hold
1 Sell
Moderate Buy
premium
$164.49B
20.52%
NVDA
Nvidia
$119.37
$1.78
(1.51%)
premium
39 Buy
4 Hold
0 Sell
Strong Buy
premium
$2.88T
141.86%
O
Realty Income
$62.11
$0.71
(1.16%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$53.47B
10.83%
ON
ON Semiconductor
$77.87
$1.57
(2.06%)
premium
13 Buy
7 Hold
1 Sell
Moderate Buy
premium
$32.68B
-20.91%
PANW
Palo Alto Networks
$362.72
$4.51
(1.26%)
premium
31 Buy
6 Hold
0 Sell
Strong Buy
premium
$115.99B
49.08%
PEP
PepsiCo
$172.88
$0.79
(0.46%)
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$236.38B
-2.83%
PG
Procter & Gamble
$171.54
$1.51
(0.89%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$399.52B
11.14%
SMCI
Super Micro Computer
$437.70
$11.12
(2.48%)
premium
3 Buy
7 Hold
1 Sell
Hold
premium
$26.28B
59.12%
SNPS
Synopsys
$519.58
$2.56
(0.5%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$79.42B
13.23%
TLTW
TLTW
< ETF >
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
$26.66
$0.19
(0.71%)
premium
premium
$1.04B
-14.11%
TSLA
Tesla
$214.11
$7.83
(3.8%)
premium
11 Buy
15 Hold
8 Sell
Hold
premium
$658.99B
-17.04%
UNH
UnitedHealth
$590.20
$1.37
(0.23%)
premium
22 Buy
0 Hold
0 Sell
Strong Buy
premium
$546.27B
23.84%
LLY
Eli Lilly & Co
$960.02
$19.82
(2.11%)
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$893.59B
73.23%
KVUE
Kenvue, Inc.
$21.95
$0.2
(0.92%)
premium
5 Buy
4 Hold
1 Sell
Moderate Buy
premium
$41.65B
-4.77%
JPM
JPMorgan Chase & Co.
$224.80
$2.59
(1.17%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$632.22B
53.63%
JOBY
Joby Aviation
$5.00
$0.14
(2.72%)
premium
3 Buy
1 Hold
1 Sell
Moderate Buy
premium
$3.68B
-32.88%
ADBE
Adobe
$574.41
$4.78
(0.84%)
premium
21 Buy
5 Hold
2 Sell
Moderate Buy
premium
$252.57B
2.69%
AMZN
Amazon
$178.50
$6.38
(3.71%)
premium
41 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.81T
29.34%
ARM
ARM Holdings PLC ADR
$132.88
$0.95
(0.72%)
premium
13 Buy
4 Hold
1 Sell
Moderate Buy
premium
$143.54B
ASML
ASML Holding
$903.87
$16.16
(1.82%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$358.13B
36.84%
AVGO
Broadcom
$162.82
$5.89
(3.75%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$730.49B
76.42%
BA
Boeing
$173.74
$1.48
(0.86%)
premium
13 Buy
5 Hold
1 Sell
Moderate Buy
premium
$106.14B
-22.45%
BKNG
Booking Holdings
$3909.23
$18.42
(0.47%)
premium
20 Buy
7 Hold
0 Sell
Moderate Buy
premium
$130.44B
25.90%
CONY
CONY
< ETF >
YieldMax COIN Option Income Strategy ETF
$15.12
$0.33
(2.14%)
premium
premium
$661.08M
-24.17%
WMT
Walmart
$77.23
$0.81
(1.06%)
premium
28 Buy
2 Hold
0 Sell
Strong Buy
premium
$614.69B
42.48%
COST
Costco
$892.38
$5.75
(0.65%)
premium
19 Buy
4 Hold
0 Sell
Strong Buy
premium
$393.07B
62.46%
DE
Deere
$385.74
$3.92
(1.03%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$105.22B
-6.13%
DPZ
Domino's Pizza
$414.21
$1.25
(0.3%)
premium
17 Buy
8 Hold
1 Sell
Moderate Buy
premium
$14.44B
6.92%
EL
The Estée Lauder Companies
$91.66
$1.75
(1.95%)
premium
8 Buy
15 Hold
0 Sell
Moderate Buy
premium
$32.49B
-42.90%
ENPH
Enphase Energy
$121.04
$0.26
(0.21%)
premium
16 Buy
7 Hold
2 Sell
Moderate Buy
premium
$16.43B
-4.34%
EOG
EOG Resources
$128.82
$1.16
(0.89%)
premium
11 Buy
11 Hold
0 Sell
Moderate Buy
premium
$73.91B
0.15%
GOOG
Alphabet Class C
$165.11
$1.71
(1.05%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.00T
20.21%
HD
Home Depot
$368.50
$1.44
(0.39%)
premium
19 Buy
4 Hold
0 Sell
Strong Buy
premium
$364.60B
11.56%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$54.08
$0.48
(0.9%)
premium
1K Buy
509 Hold
55 Sell
Moderate Buy
premium
$15.78B
10.37%
CRM
Salesforce
$252.90
$4.11
(1.6%)
premium
24 Buy
8 Hold
1 Sell
Moderate Buy
premium
$249.04B
14.20%
XOM
Exxon Mobil
$117.94
$0.19
(0.16%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$524.83B
6.07%
GOOGL
Alphabet Class A
$163.38
$1.6
(0.99%)
premium
28 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.00T
19.98%
FIX
Comfort Systems
$353.52
$6.19
(1.78%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$12.39B
91.54%