Individual - New Portfolio

JerseyT

Individual
Individual Investor
Ranked #361,735 out of 749,513 TipRanks' Investors
Success Rate
40%
6 out of 15
profitable transactions
Average Return
0.56%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
52.91% JEPQ
16.07% SCHD
12.48% CNC
9.36% RYCEY
5.12% BABA
4.06% Others
By Assets
68.87% ETFs
30.96% Stocks
0.17% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
68.98% General
12.48% Healthcare
9.36% Industrials
5.12% Consumer Cyclical
3.72% Financial
0.34% 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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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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premium
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premium
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premium
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AMC
AMC Entertainment
$5.31
$0.2
(3.91%)
After
0.19%
premium
0 Buy
3 Hold
3 Sell
Moderate Sell
premium
$1.85B
-88.35%
SOFI
SoFi Technologies
$7.54
$0.12
(1.62%)
After
0.53%
premium
3 Buy
6 Hold
1 Sell
Hold
premium
$7.84B
-35.20%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$53.72
$1.34
(2.56%)
After
0.47%
premium
1K Buy
500 Hold
51 Sell
Moderate Buy
premium
$14.97B
5.97%
RYCEY
Rolls-Royce
$5.77
$0.07
(1.23%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$48.56B
139.91%
CNC
Centene
$76.92
$0.18
(0.23%)
After
1.4%
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$40.56B
13.23%
BABA
Alibaba
$78.85
$0.85
(1.09%)
After
0.15%
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$167.25B
-23.65%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$82.58
$0.22
(0.27%)
After
0.19%
premium
399 Buy
437 Hold
64 Sell
Moderate Buy
premium
$58.51B
9.44%
MARA
Marathon Digital Holdings
$19.67
$0.06
(0.3%)
After
0.86%
premium
1 Buy
4 Hold
1 Sell
Hold
premium
$5.58B
13.59%