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Joseph Pena Apr 2024
- New Portfolio
Performance
Portfolio Details
A42BCF82
Joseph Pena Apr 2024
Individual Investor
Ranked #249,407 out of 769,291 TipRanks' Investors
Success Rate
71%
10 out of 14
profitable transactions
Average Return
14.27%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
100.00%
DJIA
By Assets
69.30%
Cash
30.70%
ETFs
0.00%
Stocks
0.00%
Funds
0.00%
Cryptocurrency
By Sector
100.00%
General
0.00%
Technology
0.00%
Financial
0.00%
Energy
0.00%
Consumer Defensive
0.00%
Other
Portfolio Holdings
Select Columns
14
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100 Rows
5 Rows
10 Rows
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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AXP
American Express
$293.00
$5.29
(
1.84%
)
Pre
0.27%
premium
6
Buy
9
Hold
1
Sell
Moderate Buy
premium
$206.40B
77.28%
BAC
Bank of America
$46.46
$0.4
(
0.87%
)
Pre
0.04%
premium
14
Buy
2
Hold
0
Sell
Strong Buy
premium
$356.48B
55.29%
CVX
Chevron
$161.63
$0.3
(
0.19%
)
Pre
0.06%
premium
10
Buy
4
Hold
0
Sell
Moderate Buy
premium
$290.46B
12.00%
KHC
Kraft Heinz
$31.09
$0.21
(
0.68%
)
Pre
0.19%
premium
4
Buy
8
Hold
1
Sell
Hold
premium
$37.59B
-9.57%
KO
Coca-Cola
$63.76
$0.77
(
1.22%
)
Pre
0.36%
premium
11
Buy
4
Hold
0
Sell
Moderate Buy
premium
$274.67B
8.55%
MCO
Moody's
$477.92
$3.33
(
0.7%
)
Pre
1.03%
premium
8
Buy
4
Hold
1
Sell
Moderate Buy
premium
$86.60B
30.45%
OXY
Occidental Petroleum
$51.54
$0.63
(
1.24%
)
Pre
0.16%
premium
6
Buy
12
Hold
1
Sell
Moderate Buy
premium
$48.36B
-14.40%
USB
US Bancorp
$51.39
$0.65
(
1.28%
)
Pre
0.12%
premium
8
Buy
11
Hold
0
Sell
Moderate Buy
premium
$80.17B
37.10%
FKWL
Franklin Wireless
$4.30
$0.15
(
3.61%
)
premium
―
premium
$50.67M
39.73%
BEN
Franklin Resources
$21.72
$0.08
(
0.37%
)
premium
0
Buy
6
Hold
5
Sell
Moderate Sell
premium
$11.37B
-9.04%
DJIA
< ETF >
Global X Dow 30 Covered Call ETF
$23.39
$0.132
(
0.57%
)
premium
464
Buy
180
Hold
18
Sell
Moderate Buy
premium
$97.12M
8.85%
MSDL
Morgan Stanley Direct Lending Fund
$20.63
$0.15
(
0.73%
)
Pre
0%
premium
1
Buy
2
Hold
0
Sell
Moderate Buy
premium
$1.83B
―
AAPL
Apple
$228.52
$0.48
(
0.21%
)
Pre
0.04%
premium
24
Buy
8
Hold
2
Sell
Moderate Buy
premium
$3.45T
20.12%
BTC-USD
Bitcoin
$98494.38
$752.491
(
0.77%
)
premium
―
premium
$1.96T
155.93%
14
Results | Showing
1
out of
1
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