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My Portfolio
- New Portfolio
Performance
Portfolio Details
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
Select Columns
9
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100 Rows
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15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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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
< 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
< 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
< 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%
9
Results | Showing
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1
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