30/30/30/10 - New Portfolio

Stephen H

30/30/30/10
Individual Investor
Ranked #129,287 out of 748,626 TipRanks' Investors
Success Rate
100%
8 out of 8
profitable transactions
Average Return
13.43%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
29.28% JEPI
23.20% DIA
11.28% ESS
10.35% FRT
9.63% O
16.26% Others
By Assets
48.10% ETFs
43.55% Stocks
8.35% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
52.48% General
31.26% Real Estate
6.10% Technology
5.16% Healthcare
5.00% Consumer Defensive

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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34vnam
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34vnam
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34vnam
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ABBV
AbbVie
$186.54
$4.37
(2.4%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$321.69B
33.34%
AVGO
Broadcom
$152.59
$3.33
(2.23%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$694.79B
70.08%
DIA
DIA
< ETF >
SPDR Dow Jones Industrial Average ETF Trust
$407.51
$8.02
(2.01%)
premium
430 Buy
185 Hold
17 Sell
Moderate Buy
premium
$34.70B
12.45%
ESS
Essex Property
$287.04
$4.32
(1.53%)
premium
4 Buy
11 Hold
0 Sell
Moderate Buy
premium
$18.79B
22.84%
FRT
Federal Realty
$109.71
$2.65
(2.48%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$8.95B
8.60%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$57.15
$0.83
(1.47%)
premium
1K Buy
516 Hold
53 Sell
Moderate Buy
premium
$33.96B
0.73%
KO
Coca-Cola
$67.02
$0.95
(1.44%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$284.63B
8.15%
O
Realty Income
$57.88
$0.52
(0.91%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$49.95B
-4.69%