JDM PORTFOLIO - New Portfolio

JD Martin

JDM PORTFOLIO
Individual Investor
Ranked #9,170 out of 794,370 TipRanks' Investors
Success Rate
90%
159 out of 176
profitable transactions
Average Return
5.12%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
30.45% AVGO
12.84% MSFT
10.40% BLK
9.95% JEPQ
6.95% ABBV
29.41% Others
By Assets
80.72% Stocks
19.28% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
43.63% Technology
19.28% General
17.05% Financial
8.20% Healthcare
5.44% Industrials
6.40% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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$201.64
$3.55
(1.73%)
After
0.27%
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$364.89B
15.71%
VOO
VOO
< ETF >
$494.16
$24.75
(4.77%)
After
0.19%
premium
4K Buy
3K Hold
289 Sell
Moderate Buy
premium
$590.82B
8.70%
$294.74
$2.19
(0.74%)
After
0%
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$52.42B
5.92%
$556.70
$72.28
(11.49%)
After
0%
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$78.53B
12.61%
$373.11
$9.03
(2.36%)
After
0.28%
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.84T
-9.11%
$454.78
$1.91
(0.42%)
After
0.33%
premium
6 Buy
12 Hold
0 Sell
Moderate Buy
premium
$105.60B
1.11%
$467.22
$2.52
(0.54%)
After
0.62%
premium
12 Buy
2 Hold
1 Sell
Moderate Buy
premium
$220.89B
1.57%
$228.69
$17.13
(6.97%)
After
0.33%
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$681.30B
23.96%
$159.82
$4.46
(2.87%)
After
0.32%
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$369.31B
0.71%
JEPQ
JEPQ
< ETF >
$49.35
$2.54
(4.89%)
After
0.06%
premium
1K Buy
574 Hold
61 Sell
Moderate Buy
premium
$22.77B
-3.33%
JEPI
JEPI
< ETF >
$55.21
$1.79
(3.14%)
After
0.02%
premium
1K Buy
596 Hold
52 Sell
Moderate Buy
premium
$39.45B
-0.16%
$206.68
$9.31
(4.31%)
After
0.12%
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$138.48B
9.10%
$355.91
$14.98
(4.04%)
After
0.16%
premium
19 Buy
5 Hold
1 Sell
Moderate Buy
premium
$363.34B
3.05%
$511.23
$51.87
(9.21%)
After
0.07%
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$170.45B
36.01%
$74.51
$1.23
(1.62%)
After
0.66%
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$39.50B
4.31%
$156.12
$10.35
(6.22%)
After
0.37%
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$294.84B
3.76%
$967.08
$2
(0.21%)
After
0.48%
premium
19 Buy
6 Hold
0 Sell
Strong Buy
premium
$423.45B
36.76%
$887.65
$74.19
(7.71%)
After
0.13%
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$146.57B
18.05%
$154.01
$18.08
(10.51%)
After
0.42%
premium
23 Buy
2 Hold
0 Sell
Strong Buy
premium
$792.37B
26.24%
VTV
VTV
< ETF >
$166.84
$6.44
(3.72%)
After
0.24%
premium
3K Buy
2K Hold
185 Sell
Moderate Buy
premium
$134.37B
7.49%
SPYI
SPYI
< ETF >
$46.34
$1.895
(3.93%)
After
0.3%
premium
4K Buy
3K Hold
286 Sell
Moderate Buy
premium
$3.09B
-3.70%
GPIX
GPIX
< ETF >
$44.65
$2.05
(4.39%)
After
0.52%
premium
4K Buy
3K Hold
286 Sell
Moderate Buy
premium
$542.42M
0.71%
QQQI
QQQI
< ETF >
$45.88
$2.13
(4.44%)
After
0.24%
premium
1K Buy
629 Hold
66 Sell
Moderate Buy
premium
$1.15B
-5.99%