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SAM - Non-Retirement - New Portfolio

Performance Portfolio Details

M E L

SAM - Non-Retirement

Individual Investor

Ranked #197,599 out of 775,923 TipRanks' Investors

Success Rate

112 out of 191
profitable transactions

Average Return

9.02%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

30.88% TLTW

20.60% OZ

5.70% JEPQ

5.12% ETV

4.37% ETY

33.33% Others

By Assets

45.35% Stocks

40.90% ETFs

13.74% Funds

0.01% Cash

0.00% Cryptocurrency

By Sector

54.64% General

27.44% Real Estate

3.91% Financial

3.30% Healthcare

3.26% Energy

7.43% Other

Portfolio Holdings

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To view investors' portfolios

CHPT

ChargePoint Holdings

$1.24

$0.1

(8.77%)

premium

1 Buy

7 Hold

1 Sell

Hold

premium

$548.50M

-49.18%

MORT < ETF >

VanEck Mortgage REIT Income ETF

$11.01

$0.21

(1.94%)

premium

62 Buy

43 Hold

7 Sell

Moderate Buy

premium

$290.75M

-10.85%

MFA

MFA Financial

$10.39

$0.16

(1.56%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.06B

-11.42%

WBA

Walgreens Boots Alliance

$9.55

$0.2

(2.14%)

premium

2 Buy

8 Hold

3 Sell

Hold

premium

$8.25B

-63.58%

VOC

VOC Energy

$4.72

$0.06

(1.26%)

premium

―

premium

$80.24M

-35.34%

TLTW < ETF >

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

$23.69

$0.093

(0.39%)

premium

―

premium

$1.06B

-13.41%

AGNC

AGNC Investment

$9.45

$0.18

(1.94%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$8.37B

-4.74%

ETY < FUND >

Eaton Vance Tax-Managed Diversified Equity Income Fund

$14.94

$0.14

(0.95%)

premium

―

premium

$2.35B

25.34%

GSBD

Goldman Sachs BDC

$12.85

$0.07

(0.55%)

premium

0 Buy

1 Hold

1 Sell

Moderate Sell

premium

$1.51B

-16.23%

ETJ < FUND >

Eaton Vance Risk-Managed Diversified Equity Income Fund

$9.32

$0.18

(1.97%)

premium

―

premium

$627.25M

19.64%

ETV < FUND >

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

$14.31

$0.27

(1.92%)

premium

―

premium

$1.56B

15.59%

Belpointe PREP

$79.00

$0.01

(0.01%)

premium

―

premium

$296.02M

4.22%

AMD

Advanced Micro Devices

$119.21

$0.33

(0.28%)

premium

22 Buy

8 Hold

0 Sell

Moderate Buy

premium

$193.45B

-14.61%

Permian Resources

$13.60

$0.08

(0.59%)

premium

13 Buy

0 Hold

0 Sell

Strong Buy

premium

$10.93B

0.97%

AMLP < ETF >

Alerian MLP ETF

$47.55

$0.4

(0.85%)

premium

41 Buy

29 Hold

11 Sell

Hold

premium

$9.42B

12.12%

ACN

Accenture

$366.37

$5.79

(1.56%)

premium

13 Buy

8 Hold

0 Sell

Moderate Buy

premium

$229.16B

3.36%

RIO

Rio Tinto

$58.64

$0.09

(0.15%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$100.55B

-20.57%

SPHR

Sphere Entertainment

$38.70

$1.91

(5.19%)

premium

4 Buy

2 Hold

1 Sell

Moderate Buy

premium

$1.39B

9.63%

META

Meta Platforms

$585.25

$10.32

(1.73%)

premium

40 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.48T

65.61%

ALTG

Alta Equipment Group

$6.65

$0.05

(0.76%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$221.15M

-46.50%

TRML

Tourmaline Bio

$20.65

$0.31

(1.52%)

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$529.52M

-12.50%

AMGN

Amgen

$263.38

$2.19

(0.84%)

premium

11 Buy

10 Hold

2 Sell

Moderate Buy

premium

$141.58B

-7.31%

SOXX < ETF >

iShares Semiconductor ETF

$214.82

$2.85

(1.34%)

premium

331 Buy

146 Hold

20 Sell

Moderate Buy

premium

$13.67B

13.08%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$57.20

$0.4

(0.7%)

premium

1K Buy

526 Hold

64 Sell

Moderate Buy

premium

$20.92B

14.04%

DELL

Dell Technologies

$115.77

$3.81

(3.4%)

premium

14 Buy

2 Hold

0 Sell

Strong Buy

premium

$81.09B

52.91%

PENG

Penguin Solutions

$18.51

$0.15

(0.82%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$986.40M

-1.17%

BYRN

Byrna Technologies

$29.56

$1.11

(3.9%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$664.48M

322.29%

QCOM

Qualcomm

$152.89

$2.49

(1.66%)

premium

11 Buy

10 Hold

1 Sell

Moderate Buy

premium

$169.86B

6.55%

LMT

Lockheed Martin

$489.02

$9.36

(1.95%)

premium

8 Buy

7 Hold

0 Sell

Moderate Buy

premium

$115.91B

9.15%

SWK

Stanley Black & Decker

$82.00

$2.57

(3.24%)

premium

1 Buy

5 Hold

1 Sell

Hold

premium

$12.64B

-16.46%

SMCI

Super Micro Computer

$31.59

$0.35

(1.12%)

premium

1 Buy

5 Hold

2 Sell

Hold

premium

$18.50B

9.04%

AMT

American Tower

$183.73

$4.33

(2.41%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$85.86B

-14.26%

BXSL

Blackstone Secured Lending Fund

$32.24

$0.4

(1.26%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$6.99B

15.14%