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STOCKS

SAM - Non-Retirement - New Portfolio

Performance Portfolio Details

M E L

SAM - Non-Retirement

Individual Investor

Ranked #217,925 out of 789,901 TipRanks' Investors

Success Rate

144 out of 263
profitable transactions

Average Return

10.90%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

32.62% TLTW

7.06% OZ

5.97% JEPQ

5.13% AGNC

4.76% ETY

44.46% Others

By Assets

44.00% Stocks

42.76% ETFs

13.14% Funds

0.09% Cash

0.00% Cryptocurrency

By Sector

55.95% General

17.86% Real Estate

6.64% Technology

5.94% Financial

4.57% Energy

9.04% Other

Portfolio Holdings

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To view investors' portfolios

MORT < ETF >

VanEck Mortgage REIT Income ETF

$11.38

$0.125

(1.09%)

premium

67 Buy

53 Hold

3 Sell

Moderate Buy

premium

$322.27M

6.89%

MFA

MFA Financial

$10.53

$0.1

(0.96%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.09B

-5.53%

WBA

Walgreens Boots Alliance

$11.04

$0.78

(7.6%)

premium

1 Buy

7 Hold

3 Sell

Hold

premium

$9.23B

-50.14%

VOC

VOC Energy

$3.06

$0.031

(1.03%)

premium

―

premium

$55.25M

-48.64%

TLTW < ETF >

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

$23.92

$0.041

(0.17%)

premium

―

premium

$1.09B

-8.08%

AGNC

AGNC Investment

$10.25

$0.04

(0.39%)

premium

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

$9.55B

9.79%

ETY < FUND >

Eaton Vance Tax-Managed Diversified Equity Income Fund

$14.70

$0.24

(1.61%)

premium

―

premium

$2.35B

14.72%

GSBD

Goldman Sachs BDC

$12.66

$0.11

(0.86%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$1.53B

-16.59%

ETJ < FUND >

Eaton Vance Risk-Managed Diversified Equity Income Fund

$8.76

$0.085

(0.96%)

premium

―

premium

$594.95M

6.55%

ETV < FUND >

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

$13.80

$0.16

(1.15%)

premium

―

premium

$1.53B

8.98%

Belpointe PREP

$61.79

$0.14

(0.23%)

premium

―

premium

$229.51M

-1.70%

ARM

ARM Holdings PLC ADR

$124.29

$3.19

(2.63%)

premium

17 Buy

4 Hold

1 Sell

Moderate Buy

premium

$138.80B

-7.01%

AMD

Advanced Micro Devices

$99.90

$1.67

(1.7%)

premium

25 Buy

11 Hold

1 Sell

Moderate Buy

premium

$161.82B

-52.17%

Permian Resources

$12.57

$0.37

(2.86%)

premium

16 Buy

0 Hold

0 Sell

Strong Buy

premium

$11.32B

-16.89%

AMLP < ETF >

Alerian MLP ETF

$50.70

$0.87

(1.69%)

premium

40 Buy

27 Hold

12 Sell

Moderate Buy

premium

$10.57B

12.50%

ACN

Accenture

$346.35

$1.36

(0.39%)

premium

11 Buy

7 Hold

0 Sell

Moderate Buy

premium

$217.98B

-10.09%

RIO

Rio Tinto

$62.29

$1.24

(2.03%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$102.59B

-5.86%

SPHR

Sphere Entertainment

$37.60

$0.09

(0.24%)

premium

2 Buy

1 Hold

1 Sell

Hold

premium

$1.56B

-20.70%

TRML

Tourmaline Bio

$12.41

$0.08

(0.65%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$335.66M

-69.27%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$54.28

$0.1

(0.18%)

premium

1K Buy

549 Hold

59 Sell

Moderate Buy

premium

$23.06B

2.18%

DELL

Dell Technologies

$95.69

$0.13

(0.14%)

premium

12 Buy

3 Hold

0 Sell

Strong Buy

premium

$72.11B

-21.53%

QCOM

Qualcomm

$154.93

$1.31

(0.85%)

premium

11 Buy

9 Hold

1 Sell

Moderate Buy

premium

$173.83B

-7.77%

LMT

Lockheed Martin

$453.67

$1.73

(0.38%)

premium

7 Buy

9 Hold

0 Sell

Moderate Buy

premium

$106.01B

4.63%

SWK

Stanley Black & Decker

$82.49

$0.77

(0.92%)

premium

4 Buy

4 Hold

1 Sell

Moderate Buy

premium

$13.36B

-6.17%

AMT

American Tower

$210.13

$0.52

(0.25%)

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$96.12B

1.68%

BXSL

Blackstone Secured Lending Fund

$33.10

$0.41

(1.22%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$7.68B

13.69%

VNOM

Viper Energy

$44.85

$0.51

(1.12%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$10.09B

21.87%

CMG

Chipotle

$53.04

$1.29

(2.37%)

premium

19 Buy

6 Hold

0 Sell

Strong Buy

premium

$73.15B

-0.14%

RITM

Rithm Capital

$11.72

$0.23

(1.92%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$6.33B

10.65%

NHI

National Health Investors

$72.98

$0.355

(0.48%)

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$3.27B

25.11%

BEPC

Brookfield Renewable

$26.94

$0.45

(1.7%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$9.45B

14.19%

STWD

Starwood Property

$19.95

$0.2

(0.99%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$6.92B

0.35%

CVX

Chevron

$152.87

$0.22

(0.14%)

premium

12 Buy

3 Hold

0 Sell

Strong Buy

premium

$279.27B

2.83%

QUBT

Quantum Computing

$5.36

$0.07

(1.29%)

premium

―

premium

$831.97M

551.08%

RGTI

Rigetti Computing

$7.86

$0.16

(2.08%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$2.05B

355.62%

IONQ

IonQ

$22.31

$0.8

(3.46%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$5.48B

129.04%

QBTS

D-Wave Quantum

$5.23

$0.33

(6.73%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.70B

242.66%

GEO

Geo Group

$25.99

$0.24

(0.91%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.83B

132.85%