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JDM PORTFOLIO - New Portfolio

JD Martin

JDM PORTFOLIO
Individual Investor
Ranked #12,992 out of 781,107 TipRanks' Investors
Success Rate
90%
158 out of 176
profitable transactions
Average Return
9.32%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
36.65% AVGO
12.41% MSFT
9.51% JEPQ
9.43% BLK
5.04% ABBV
26.96% Others
By Assets
81.90% Stocks
18.10% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
49.36% Technology
18.10% General
15.77% Financial
6.07% Healthcare
5.09% Industrials
5.61% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ho8dx6n5056
premium
ho8dx6n5056
premium
ho8dx6n5056
ho8dx6n5056
ho8dx6n5056
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premium
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aqiqct2xje
aqiqct2xje
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i922j3wiue
i922j3wiue
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i922j3wiue
premium
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i922j3wiue
i922j3wiue
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tdhwou0
tdhwou0
premium
tdhwou0
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tdhwou0
tdhwou0
tdhwou0
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r32sayf0sa9
r32sayf0sa9
premium
r32sayf0sa9
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r32sayf0sa9
r32sayf0sa9
r32sayf0sa9
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l9asuggqo0
l9asuggqo0
premium
l9asuggqo0
premium
l9asuggqo0
l9asuggqo0
l9asuggqo0
4g497x
4g497x
4g497x
premium
4g497x
premium
4g497x
4g497x
4g497x
10lv488qzm7
10lv488qzm7
10lv488qzm7
premium
10lv488qzm7
premium
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10lv488qzm7
10lv488qzm7
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yh5dowtmwn
yh5dowtmwn
premium
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premium
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yh5dowtmwn
yh5dowtmwn
n1h2aapbs
n1h2aapbs
n1h2aapbs
premium
n1h2aapbs
premium
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ABBV
AbbVie
$172.61
$1.05
(0.61%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$303.17B
4.12%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$554.46
$5
(0.91%)
premium
4K Buy
3K Hold
301 Sell
Moderate Buy
premium
$603.12B
23.67%
PSA
Public Storage
$297.04
$0.97
(0.33%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$51.87B
1.15%
PH
Parker Hannifin
$678.42
$8.96
(1.34%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$86.17B
42.33%
MSFT
Microsoft
$428.50
$0.53
(0.12%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.19T
7.61%
LMT
Lockheed Martin
$506.29
$15.97
(3.26%)
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
$116.22B
7.11%
LIN
Linde
$442.46
$6.46
(1.48%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$207.60B
7.03%
JPM
JPMorgan Chase & Co.
$263.03
$3.87
(1.49%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$729.62B
52.17%
JNJ
Johnson & Johnson
$148.15
$1.12
(0.76%)
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$353.99B
-9.06%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.56
$0.29
(0.51%)
premium
3K Buy
1K Hold
138 Sell
Strong Buy
premium
$21.51B
11.22%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.95
$0.45
(0.77%)
premium
1K Buy
547 Hold
52 Sell
Moderate Buy
premium
$37.92B
5.10%
HON
Honeywell International
$225.07
$2.49
(1.12%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$144.73B
10.86%
HD
Home Depot
$418.43
$9.05
(2.21%)
premium
17 Buy
4 Hold
0 Sell
Strong Buy
premium
$406.66B
12.96%
GS
Goldman Sachs Group
$634.74
$8.8
(1.41%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$196.49B
63.77%
FIS
Fidelity National Info
$78.91
$0.13
(0.17%)
premium
9 Buy
9 Hold
1 Sell
Moderate Buy
premium
$42.41B
27.62%
CVX
Chevron
$158.24
$3.23
(2%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$290.18B
13.52%
COST
Costco
$947.73
$4.54
(0.48%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$418.68B
35.72%
BLK
BlackRock
$1012.09
$7.13
(0.71%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$155.65B
24.77%
AVGO
Broadcom
$240.31
$2.87
(1.21%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.11T
96.04%
VTV
VTV
< ETF >
Vanguard Value ETF
$176.88
$2.2
(1.26%)
premium
3K Buy
2K Hold
181 Sell
Moderate Buy
premium
$132.13B
16.71%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$52.00
$0.32
(0.62%)
premium
8K Buy
5K Hold
604 Sell
Strong Buy
premium
$2.78B
5.51%
GPIX
GPIX
< ETF >
Goldman Sachs S&P 500 Core Premium Income ETF
$50.33
$0.32
(0.64%)
premium
8K Buy
5K Hold
604 Sell
Strong Buy
premium
$418.36M
12.13%
QQQI
QQQI
< ETF >
NEOS Nasdaq 100 High Income ETF
$53.62
$0.25
(0.47%)
premium
3K Buy
1K Hold
144 Sell
Strong Buy
premium
$792.35M
7.09%