Education

Personal Finance How To Use TipRanks TipRanks Labs Webinar Center Glossary FAQs

About Us

About TipRanks Contact Us Careers Reviews Mobile APP

Working with TipRanks

Enterprise Solutions Top Online Brokers Become an Affiliate

News Trending Portfolio

TOOLS

Top Smart Score Stocks

STOCKS

Best High Yield Dividend Stocks

Dividend Aristocrats

Dividend Stock Comparison

New

Dividend Calculator

Dividend Returns Comparison

Dividend Calendar

Top Analysts

Top Financial Bloggers

Top-Performing Corporate Insiders

Top Hedge Fund Managers

Top Research Firms

Top Individual Investors

News

Portfolio

Personal Finance Center

Mortgages

Loans

Investing & Retirement

Spending & Savings

Calculators

Compound Interest Calculator

Student Loan Calculator

401k Retirement Calculator

Education

About Us

Working with TipRanks

Enterprise Solutions

Top Online Brokers

Become an Affiliate

7/6/24 ETF portfolio - New Portfolio

Performance Portfolio Details

Jon B

7/6/24 ETF portfolio

Individual Investor

Ranked #230,067 out of 769,002 TipRanks' Investors

Success Rate

81 out of 132
profitable transactions

Average Return

1.11%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

2.66% WCBR

2.62% TEKX

2.62% VGT

2.61% ADC

2.58% SHLD

86.91% Others

By Assets

79.38% ETFs

20.62% Stocks

0.00% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

79.38% General

9.53% Real Estate

9.18% Energy

1.92% Financial

Portfolio Holdings

yemqyvm

premium

yemqyvm

premium

yemqyvm

qah86j7e

premium

qah86j7e

premium

qah86j7e

cqae8x74ofi

premium

cqae8x74ofi

premium

cqae8x74ofi

cqj3jlp

premium

cqj3jlp

premium

cqj3jlp

2u3kicqrhju

premium

2u3kicqrhju

premium

2u3kicqrhju

yinocgjn

premium

yinocgjn

premium

yinocgjn

grzm6z4e

premium

grzm6z4e

premium

grzm6z4e

ohdugzctxrf

premium

ohdugzctxrf

premium

ohdugzctxrf

ysgogmsdc8r

premium

ysgogmsdc8r

premium

ysgogmsdc8r

kelnad6

premium

kelnad6

premium

kelnad6

To view investors' portfolios

AIQ < ETF >

Global X Artificial Intelligence & Technology ETF

$38.50

$0.31

(0.81%)

premium

904 Buy

414 Hold

62 Sell

Moderate Buy

premium

$2.39B

29.63%

SCHD < ETF >

Schwab US Dividend Equity ETF

$28.98

$0.27

(0.94%)

premium

423 Buy

433 Hold

69 Sell

Moderate Buy

premium

$65.70B

20.80%

SCHG < ETF >

Schwab U.S. Large-Cap Growth ETF

$27.45

$0.05

(0.18%)

premium

3K Buy

1K Hold

132 Sell

Moderate Buy

premium

$35.11B

37.92%

SOXQ < ETF >

Invesco PHLX Semiconductor ETF

$39.12

$0.62

(1.61%)

premium

331 Buy

153 Hold

20 Sell

Moderate Buy

premium

$490.35M

30.86%

SPGP < ETF >

Invesco S&P 500 GARP ETF

$110.42

$1.26

(1.15%)

premium

725 Buy

381 Hold

43 Sell

Moderate Buy

premium

$4.26B

17.39%

VIG < ETF >

Vanguard Dividend Appreciation ETF

$201.00

$2.26

(1.14%)

premium

2K Buy

1K Hold

150 Sell

Moderate Buy

premium

$86.78B

21.92%

VOO < ETF >

Vanguard S&P 500 ETF

$545.64

$2.74

(0.5%)

premium

4K Buy

3K Hold

328 Sell

Moderate Buy

premium

$566.51B

30.35%

CIBR < ETF >

First Trust NASDAQ Cybersecurity ETF

$63.21

$1.09

(1.75%)

premium

260 Buy

174 Hold

12 Sell

Moderate Buy

premium

$6.98B

28.11%

DGRO < ETF >

iShares Core Dividend Growth ETF

$63.77

$0.73

(1.16%)

premium

2K Buy

2K Hold

212 Sell

Moderate Buy

premium

$30.46B

23.61%

DGRW < ETF >

WisdomTree US Quality Dividend Growth Fund

$83.92

$0.64

(0.77%)

premium

2K Buy

1K Hold

142 Sell

Moderate Buy

premium

$14.87B

24.02%

DIVO < ETF >

Amplify CWP Enhanced Dividend Income ETF

$41.97

$0.34

(0.82%)

premium

343 Buy

130 Hold

15 Sell

Moderate Buy

premium

$3.75B

18.10%

GPIQ < ETF >

Goldman Sachs Nasdaq 100 Core Premium Income ETF

$48.85

$0.18

(0.37%)

premium

1K Buy

624 Hold

72 Sell

Moderate Buy

premium

$280.67M

13.85%

GPIX < ETF >

Goldman Sachs S&P 500 Core Premium Income ETF

$50.04

$0.22

(0.44%)

premium

4K Buy

3K Hold

325 Sell

Moderate Buy

premium

$290.91M

17.35%

ISPY < ETF >

ProShares S&P 500 High Income ETF

$45.26

$0.31

(0.69%)

premium

―

premium

$370.11M

13.10%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$56.47

$0.26

(0.46%)

premium

1K Buy

534 Hold

62 Sell

Moderate Buy

premium

$18.60B

14.48%

QQQM < ETF >

Invesco NASDAQ 100 ETF

$207.88

$0.77

(0.37%)

premium

1K Buy

632 Hold

72 Sell

Moderate Buy

premium

$36.44B

29.58%

WCBR < ETF >

WisdomTree Cybersecurity Fund

$28.61

$1.08

(3.92%)

premium

248 Buy

158 Hold

8 Sell

Moderate Buy

premium

$103.83M

25.82%

DRUP < ETF >

GraniteShares Nasdaq Select Disruptors ETF

$55.83

$0.308

(0.55%)

premium

777 Buy

319 Hold

33 Sell

Moderate Buy

premium

$59.52M

33.51%

AMLP < ETF >

Alerian MLP ETF

$49.13

$0.64

(1.32%)

premium

35 Buy

25 Hold

10 Sell

Hold

premium

$9.26B

13.43%

IWM < ETF >

iShares Russell 2000 ETF

$234.44

$3.51

(1.52%)

premium

5K Buy

3K Hold

400 Sell

Hold

premium

$75.73B

30.45%

HTGC

Hercules Capital

$18.53

$0.29

(1.54%)

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$3.10B

22.13%

HESM

Hess Midstream Partners

$36.82

$0.75

(2.08%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$7.92B

13.79%

SHLD < ETF >

Global X Defense Tech ETF

$39.41

$0.23

(0.59%)

premium

123 Buy

73 Hold

11 Sell

Hold

premium

$743.22M

44.49%

IGM < ETF >

iShares Expanded Tech Sector ETF

$100.87

$0.62

(0.62%)

premium

2K Buy

1K Hold

139 Sell

Moderate Buy

premium

$5.60B

42.34%

ADC

Agree Realty

$77.12

$0.11

(0.14%)

premium

9 Buy

3 Hold

0 Sell

Strong Buy

premium

$8.03B

35.10%

Realty Income

$57.39

$0.51

(0.9%)

premium

3 Buy

8 Hold

0 Sell

Moderate Buy

premium

$50.04B

6.22%

VICI

VICI Properties

$32.37

$0.25

(0.78%)

premium

8 Buy

2 Hold

0 Sell

Strong Buy

premium

$33.97B

13.90%

AVUV < ETF >

Avantis U.S. Small Cap Value ETF

$102.77

$1.81

(1.79%)

premium

1K Buy

992 Hold

172 Sell

Hold

premium

$15.25B

27.12%

PSA

Public Storage

$335.85

$2.99

(0.9%)

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$58.57B

29.41%

XMHQ < ETF >

Invesco S&P MidCap Quality ETF

$105.30

$1.45

(1.4%)

premium

303 Buy

221 Hold

30 Sell

Moderate Buy

premium

$6.06B

25.86%

COWZ < ETF >

Pacer US Cash Cows 100 ETF

$59.96

$0.77

(1.3%)

premium

541 Buy

518 Hold

74 Sell

Moderate Buy

premium

$26.27B

19.57%

VIOG < ETF >

Vanguard S&P Small-Cap 600 Growth ETF

$125.43

$1.96

(1.59%)

premium

923 Buy

620 Hold

107 Sell

Hold

premium

$1.02B

28.31%

CVX

Chevron

$161.63

$0.3

(0.19%)

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$286.82B

12.00%

WES

Western Midstream Partners

$37.93

$0.49

(1.31%)

premium

1 Buy

4 Hold

1 Sell

Hold

premium

$14.38B

31.37%

VGT < ETF >

Vanguard Information Technology ETF

$619.28

$6.46

(1.05%)

premium

2K Buy

1K Hold

135 Sell

Moderate Buy

premium

$80.39B

33.63%

SMH < ETF >

VanEck Semiconductor ETF

$246.10

$3.56

(1.47%)

premium

292 Buy

136 Hold

19 Sell

Moderate Buy

premium

$23.66B

49.60%

MPLX

$48.27

$0.69

(1.45%)

premium

7 Buy

2 Hold

1 Sell

Moderate Buy

premium

$48.57B

33.20%

TEKX < ETF >

SPDR Galaxy Transformative Tech Accelerators ETF

$33.53

$0.042

(0.13%)

premium

365 Buy

126 Hold

12 Sell

Moderate Buy

premium

$6.66M

33.42%

VYM < ETF >

Vanguard High Dividend Yield Index ETF

$132.50

$1.64

(1.25%)

premium

2K Buy

2K Hold

311 Sell

Moderate Buy

premium

$60.22B

24.29%

GRNY < ETF >

Fundstrat Granny Shots US Large Cap ETF

$20.50

$0.21

(1.03%)

premium

552 Buy

184 Hold

24 Sell

Moderate Buy

premium

$353.59M

0.55%

IJR < ETF >

iShares Core S&P Small Cap ETF

$122.98

$1.96

(1.62%)

premium

1K Buy

1K Hold

230 Sell

Hold

premium

$90.05B

26.86%

SMLF < ETF >

iShares MSCI USA Small-Cap Multifactor ETF

$71.68

$0.98

(1.39%)

premium

3K Buy

2K Hold

302 Sell

Moderate Buy

premium

$1.44B

34.90%