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My Portfolio - New Portfolio

Fidel W

My Portfolio
Individual Investor
Ranked #39,423 out of 769,291 TipRanks' Investors
Success Rate
85%
50 out of 59
profitable transactions
Average Return
17.51%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
29.19% JEPQ
19.80% NVDA
16.22% JEPI
11.70% HTGC
8.23% VOO
14.86% Others
By Assets
53.64% ETFs
46.36% Stocks
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
53.64% General
24.06% Technology
15.24% Financial
3.73% Real Estate
3.31% Energy

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
v5h1wjgzda
v5h1wjgzda
v5h1wjgzda
premium
v5h1wjgzda
premium
v5h1wjgzda
v5h1wjgzda
v5h1wjgzda
fiifnm4zxwq
fiifnm4zxwq
fiifnm4zxwq
premium
fiifnm4zxwq
premium
fiifnm4zxwq
fiifnm4zxwq
fiifnm4zxwq
ypia48pes2l
ypia48pes2l
ypia48pes2l
premium
ypia48pes2l
premium
ypia48pes2l
ypia48pes2l
ypia48pes2l
7c07rb59g3t
7c07rb59g3t
7c07rb59g3t
premium
7c07rb59g3t
premium
7c07rb59g3t
7c07rb59g3t
7c07rb59g3t
16fyl6y8jb9
16fyl6y8jb9
16fyl6y8jb9
premium
16fyl6y8jb9
premium
16fyl6y8jb9
16fyl6y8jb9
16fyl6y8jb9
pvtiwswubec
pvtiwswubec
pvtiwswubec
premium
pvtiwswubec
premium
pvtiwswubec
pvtiwswubec
pvtiwswubec
2v6h8qehwwv
2v6h8qehwwv
2v6h8qehwwv
premium
2v6h8qehwwv
premium
2v6h8qehwwv
2v6h8qehwwv
2v6h8qehwwv
r3tmagk18rg
r3tmagk18rg
r3tmagk18rg
premium
r3tmagk18rg
premium
r3tmagk18rg
r3tmagk18rg
r3tmagk18rg
92b1n20wy3m
92b1n20wy3m
92b1n20wy3m
premium
92b1n20wy3m
premium
92b1n20wy3m
92b1n20wy3m
92b1n20wy3m
4utyx3x
4utyx3x
4utyx3x
premium
4utyx3x
premium
4utyx3x
4utyx3x
4utyx3x
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NHI
National Health Investors
$78.08
$0.21
(0.27%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.54B
44.79%
XOM
Exxon Mobil
$122.23
$0.3
(0.25%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$535.89B
17.23%
CCAP
Crescent Capital BDC
$19.18
$0.12
(0.63%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$706.39M
14.41%
STX
Seagate Tech
$99.97
$0.05
(0.05%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$21.14B
30.53%
HTGC
Hercules Capital
$18.82
$0.29
(1.57%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.01B
21.03%
NVDA
Nvidia
$142.12
$4.55
(3.1%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.59T
201.07%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$60.16
$0.25
(0.42%)
premium
1K Buy
608 Hold
49 Sell
Moderate Buy
premium
$36.93B
9.77%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.56
$0.09
(0.16%)
premium
1K Buy
526 Hold
62 Sell
Moderate Buy
premium
$18.90B
14.66%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$547.50
$1.86
(0.34%)
premium
4K Buy
3K Hold
326 Sell
Moderate Buy
premium
$573.83B
29.84%