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JDM PORTFOLIO - New Portfolio

JD Martin

JDM PORTFOLIO
Individual Investor
Ranked #267,097 out of 747,498 TipRanks' Investors
Success Rate
56%
63 out of 112
profitable transactions
Average Return
1.29%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
29.86% AVGO
15.68% MSFT
9.58% BLK
8.65% JEPQ
6.18% ABBV
30.05% Others
By Assets
85.38% Stocks
14.63% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
45.90% Technology
16.27% Financial
14.62% General
7.49% Healthcare
6.79% Industrials
8.93% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ABBV
AbbVie
$173.57
$1.25
(0.73%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$304.29B
25.00%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$509.80
$5.25
(1.04%)
premium
4K Buy
2K Hold
296 Sell
Moderate Buy
premium
$487.20B
20.90%
PSA
Public Storage
$304.29
$2.64
(0.88%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$53.01B
6.53%
PH
Parker Hannifin
$549.50
$4.85
(0.89%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$70.01B
38.70%
NOC
Northrop Grumman
$435.58
$2.36
(0.54%)
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$64.81B
-1.51%
MSFT
Microsoft
$443.59
$6.48
(1.48%)
premium
34 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.25T
27.65%
MCD
McDonald's
$258.91
$1.63
(0.63%)
premium
19 Buy
8 Hold
0 Sell
Moderate Buy
premium
$185.50B
-10.81%
LMT
Lockheed Martin
$473.60
$1.32
(0.28%)
premium
2 Buy
8 Hold
1 Sell
Hold
premium
$113.95B
6.90%
LIN
Linde
$447.10
$2.35
(0.53%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$213.80B
17.07%
JPM
JPMorgan Chase & Co.
$210.05
$0.27
(0.13%)
premium
16 Buy
6 Hold
0 Sell
Moderate Buy
premium
$602.42B
36.11%
JNJ
Johnson & Johnson
$154.50
$0.19
(0.12%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$372.29B
-6.75%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$54.96
$0.77
(1.42%)
premium
1K Buy
495 Hold
53 Sell
Moderate Buy
premium
$15.18B
11.25%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$57.15
$0.38
(0.67%)
premium
1K Buy
503 Hold
53 Sell
Moderate Buy
premium
$34.09B
1.52%
HON
Honeywell International
$215.80
$1.19
(0.55%)
premium
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
$139.75B
4.81%
HD
Home Depot
$363.41
$0.05
(0.01%)
premium
18 Buy
8 Hold
2 Sell
Moderate Buy
premium
$360.31B
14.70%
GS
Goldman Sachs Group
$487.00
$2.07
(0.43%)
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$156.37B
39.16%
FIS
Fidelity National Info
$75.30
$0.05
(0.07%)
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$41.86B
25.17%
DVN
Devon Energy
$46.78
$0.96
(2.01%)
premium
12 Buy
9 Hold
0 Sell
Moderate Buy
premium
$29.96B
-6.00%
CVX
Chevron
$157.41
$1.74
(1.09%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$293.31B
4.48%
COST
Costco
$847.25
$9.12
(1.09%)
premium
19 Buy
6 Hold
0 Sell
Strong Buy
premium
$371.57B
53.04%
BX
Blackstone Group
$141.08
$2.49
(1.8%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$168.52B
35.94%
BLK
BlackRock
$841.84
$11.14
(1.34%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$123.44B
12.76%
AVGO
Broadcom
$160.54
$3.19
(2.03%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$732.45B
77.59%
VTV
VTV
< ETF >
Vanguard Value ETF
$165.68
$0.61
(0.37%)
premium
2K Buy
2K Hold
180 Sell
Moderate Buy
premium
$120.54B
12.16%
WM
Waste Management
$222.97
$0.17
(0.08%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$89.36B
31.76%
APD
Air Products and Chemicals
$250.41
$12.5
(4.75%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$58.45B
-10.62%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$50.88
$0.25
(0.49%)
premium
4K Buy
3K Hold
300 Sell
Moderate Buy
premium
$1.72B
0.52%