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SAM - Non-Retirement - New Portfolio

Performance Portfolio Details

M E L

SAM - Non-Retirement

Individual Investor

Ranked #201,811 out of 769,002 TipRanks' Investors

Success Rate

96 out of 167
profitable transactions

Average Return

10.45%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

31.31% TLTW

18.63% OZ

5.02% ETV

4.39% AGNC

4.32% ETY

36.33% Others

By Assets

49.29% Stocks

37.22% ETFs

13.49% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

50.71% General

25.66% Real Estate

7.22% Technology

4.11% Healthcare

3.63% Energy

8.67% Other

Portfolio Holdings

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To view investors' portfolios

CHPT

ChargePoint Holdings

$1.13

$0.04

(3.67%)

premium

3 Buy

7 Hold

2 Sell

Hold

premium

$487.69M

-44.67%

PLUG

Plug Power

$1.89

$0.03

(1.56%)

premium

4 Buy

10 Hold

4 Sell

Hold

premium

$1.75B

-46.14%

MORT < ETF >

VanEck Mortgage REIT Income ETF

$11.23

$0.1

(0.9%)

premium

60 Buy

41 Hold

7 Sell

Hold

premium

$293.96M

1.54%

MFA

MFA Financial

$10.93

$0.09

(0.83%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.13B

3.34%

WBA

Walgreens Boots Alliance

$8.30

$0.06

(0.73%)

premium

2 Buy

6 Hold

3 Sell

Hold

premium

$7.17B

-60.72%

VOC

VOC Energy

$5.01

$0.07

(1.42%)

premium

―

premium

$85.00M

-38.56%

TLTW < ETF >

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

$24.81

$0.02

(0.08%)

premium

―

premium

$1.09B

-11.54%

AGNC

AGNC Investment

$9.70

$0.05

(0.52%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$8.56B

9.41%

ETY < FUND >

Eaton Vance Tax-Managed Diversified Equity Income Fund

$14.94

$0.089

(0.6%)

premium

―

premium

$2.35B

27.39%

GSBD

Goldman Sachs BDC

$12.75

$0.11

(0.86%)

premium

0 Buy

1 Hold

1 Sell

Moderate Sell

premium

$1.51B

-13.05%

ETJ < FUND >

Eaton Vance Risk-Managed Diversified Equity Income Fund

$9.21

$0.025

(0.27%)

premium

―

premium

$622.54M

15.68%

ETV < FUND >

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

$14.20

$0.049

(0.35%)

premium

―

premium

$1.56B

16.38%

Belpointe PREP

$69.00

(1.43%)

premium

―

premium

$261.36M

-0.43%

AMD

Advanced Micro Devices

$137.49

$0.11

(0.08%)

premium

23 Buy

7 Hold

0 Sell

Strong Buy

premium

$226.20B

15.47%

MRVL

Marvell

$92.94

$3.08

(3.43%)

premium

20 Buy

2 Hold

0 Sell

Strong Buy

premium

$77.39B

64.34%

Permian Resources

$15.99

$0.53

(3.43%)

premium

14 Buy

1 Hold

0 Sell

Strong Buy

premium

$12.15B

16.86%

AMLP < ETF >

Alerian MLP ETF

$49.13

$0.64

(1.32%)

premium

35 Buy

25 Hold

10 Sell

Hold

premium

$9.26B

13.43%

UNH

UnitedHealth

$597.49

$3.01

(0.5%)

premium

18 Buy

1 Hold

0 Sell

Strong Buy

premium

$531.00B

11.29%

CSCO

Cisco Systems

$57.56

$0.06

(0.1%)

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$227.24B

20.29%

ACN

Accenture

$361.05

$3.98

(1.11%)

premium

12 Buy

8 Hold

0 Sell

Moderate Buy

premium

$221.17B

8.12%

Home Depot

$410.45

$10.45

(2.61%)

premium

22 Buy

4 Hold

0 Sell

Strong Buy

premium

$404.07B

31.00%

RIO

Rio Tinto

$62.57

$0.18

(0.29%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$105.49B

-11.18%

SPHR

Sphere Entertainment

$41.04

$1.03

(2.45%)

premium

4 Buy

3 Hold

1 Sell

Moderate Buy

premium

$1.48B

22.19%

SAP

SAP AG

$236.03

$1.01

(0.43%)

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

$270.65B

54.11%

Morgan Stanley

$134.99

$3.3

(2.51%)

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$213.04B

67.82%

XOM

Exxon Mobil

$121.93

$1.61

(1.34%)

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$521.39B

15.18%

CWEN

Clearway Energy

$28.35

$0.43

(1.54%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$5.56B

22.89%

META

Meta Platforms

$563.09

$2.43

(0.43%)

premium

40 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.42T

67.82%

ALTG

Alta Equipment Group

$7.51

$0.06

(0.81%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$236.79M

-25.80%

TRML

Tourmaline Bio

$22.72

$1.28

(5.33%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$602.60M

36.44%

TSM

Taiwan Semiconductor Manufacturing

$191.24

$2.88

(1.53%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$827.92B

91.40%

AMGN

Amgen

$289.90

$2.03

(0.71%)

premium

11 Buy

11 Hold

1 Sell

Moderate Buy

premium

$150.48B

9.53%

SOXX < ETF >

iShares Semiconductor ETF

$216.08

$3.37

(1.58%)

premium

322 Buy

145 Hold

22 Sell

Moderate Buy

premium

$13.20B

24.29%

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%

ORCL

Oracle

$192.43

$1.68

(0.88%)

premium

19 Buy

13 Hold

0 Sell

Moderate Buy

premium

$523.45B

64.33%

Toronto Dominion Bank

$55.90

$0.04

(0.07%)

premium

4 Buy

5 Hold

1 Sell

Moderate Buy

premium

$97.55B

-9.03%

DELL

Dell Technologies

$138.92

$4.96

(3.7%)

premium

14 Buy

3 Hold

0 Sell

Strong Buy

premium

$99.00B

81.96%

SYY

Sysco

$75.08

$1.45

(1.97%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$36.55B

3.27%

SYK

Stryker

$390.14

$4.46

(1.16%)

premium

18 Buy

4 Hold

0 Sell

Strong Buy

premium

$148.17B

31.34%

PENG

Penguin Solutions

$17.41

$0.46

(2.71%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$911.79M

3.99%

BYRN

Byrna Technologies

$20.31

$0.97

(5.02%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$479.70M

258.15%

QCOM

Qualcomm

$155.46

$1.19

(0.77%)

premium

11 Buy

9 Hold

1 Sell

Moderate Buy

premium

$182.99B

21.45%

CNI

Canadian National Railway

$109.20

$2.36

(2.21%)

premium

11 Buy

12 Hold

1 Sell

Moderate Buy

premium

$67.09B

-6.66%

LMT

Lockheed Martin

$542.01

$7.28

(1.36%)

premium

9 Buy

7 Hold

0 Sell

Moderate Buy

premium

$126.40B

19.32%

SWK

Stanley Black & Decker

$87.67

$2.25

(2.63%)

premium

0 Buy

6 Hold

1 Sell

Hold

premium

$13.31B

-4.30%

IBM

International Business Machines

$222.40

$7.8

(3.63%)

premium

5 Buy

7 Hold

1 Sell

Moderate Buy

premium

$194.41B

39.43%

GE Aerospace

$178.70

$0.72

(0.4%)

premium

11 Buy

0 Hold

0 Sell

Strong Buy

premium

$192.17B

48.45%

SMCI

Super Micro Computer

$29.70

$3.9

(15.12%)

premium

2 Buy

6 Hold

2 Sell

Hold

premium

$16.55B

-10.99%

INFY

Infosys

$21.96

$0.03

(0.14%)

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$89.80B

26.09%

AMT

American Tower

$202.81

$1.93

(0.96%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$94.00B

1.69%