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SAM - Non-Retirement - New Portfolio

M E L

SAM - Non-Retirement
Individual Investor
Ranked #217,925 out of 789,901 TipRanks' Investors
Success Rate
55%
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

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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MORT
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
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
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
ETJ
< FUND >
Eaton Vance Risk-Managed Diversified Equity Income Fund
$8.76
$0.085
(0.96%)
premium
premium
$594.95M
6.55%
ETV
ETV
< FUND >
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
$13.80
$0.16
(1.15%)
premium
premium
$1.53B
8.98%
OZ
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%
PR
Permian Resources
$12.57
$0.37
(2.86%)
premium
16 Buy
0 Hold
0 Sell
Strong Buy
premium
$11.32B
-16.89%
AMLP
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
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%