tiprankstipranks

Retire Acct 9-15-24 - New Portfolio

Chuck W.

Retire Acct 9-15-24
Individual Investor
Ranked #158,750 out of 769,291 TipRanks' Investors
Success Rate
66%
67 out of 102
profitable transactions
Average Return
2.82%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
23.67% BXSL
12.94% PBR
8.98% T
7.70% AGNC
6.34% META
40.37% Others
By Assets
83.50% Stocks
14.71% ETFs
1.78% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
24.07% Financial
19.67% Communication Services
18.61% Energy
16.50% General
7.70% Real Estate
13.46% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.06
$0.01
(0.06%)
premium
1K Buy
624 Hold
72 Sell
Moderate Buy
premium
$8.28B
5.94%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$503.41
$1.57
(0.31%)
premium
1K Buy
624 Hold
72 Sell
Moderate Buy
premium
$307.70B
29.00%
PICK
PICK
< ETF >
iShares MSCI Global Metals & Mining Producers ETF
$39.22
$0.07
(0.18%)
premium
317 Buy
204 Hold
50 Sell
Hold
premium
$874.82M
-3.44%
PBR
Petroleo Brasileiro SA- Petrobras
$14.73
$0.58
(4.1%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$88.22B
-9.90%
PAX
Patria Investments
$12.44
$0.13
(1.06%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$1.88B
-13.25%
IHF
IHF
< ETF >
iShares U.S. Healthcare Providers ETF
$53.31
$0.11
(0.21%)
premium
360 Buy
193 Hold
14 Sell
Moderate Buy
premium
$709.92M
3.40%
GOOG
Alphabet Class C
$166.88
$2.36
(1.39%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.06T
27.93%
FOCPX
FOCPX
< FUND >
Fidelity OTC Pt
$21.36
$0.01
(0.05%)
premium
111 Buy
25 Hold
0 Sell
Moderate Buy
premium
21.36%
ENIC
Enel Chile SA
$2.75
$0.055
(1.96%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.87B
-12.50%
BXSL
Blackstone Secured Lending Fund
$31.50
$0.19
(0.61%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$6.78B
10.92%
AWAY
AWAY
< ETF >
ETFMG Travel Tech ETF
$21.54
$0.135
(0.63%)
premium
148 Buy
109 Hold
11 Sell
Hold
premium
$62.77M
20.46%
META
Meta Platforms
$557.80
$5.29
(0.94%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.42T
64.89%
XOM
Exxon Mobil
$122.47
$0.54
(0.44%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$535.89B
15.68%
KO
Coca-Cola
$63.98
$0.22
(0.35%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$274.67B
8.55%
GOLD
Barrick Gold
$18.23
$0.11
(0.61%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$31.67B
10.50%
CSCO
Cisco Systems
$58.15
$0.59
(1.03%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$229.25B
19.72%
ABT
Abbott Laboratories
$116.76
$0.5
(0.43%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$203.38B
14.18%
FANG
Diamondback
$184.12
$1.42
(0.78%)
premium
19 Buy
3 Hold
0 Sell
Strong Buy
premium
$53.35B
17.71%
BIRK
Birkenstock Holding plc
$47.14
$0.27
(0.57%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$8.90B
13.29%
NVDA
Nvidia
$142.73
$3.94
(2.69%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.59T
201.07%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$593.95
$0.28
(0.05%)
premium
4K Buy
3K Hold
326 Sell
Moderate Buy
premium
$621.43B
29.77%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$295.55
$0.5
(0.17%)
premium
13K Buy
7K Hold
958 Sell
Moderate Buy
premium
$456.82B
30.14%
SDIV
SDIV
< ETF >
Global X Superdividend ETF
$21.58
$0.08
(0.37%)
premium
157 Buy
115 Hold
38 Sell
Hold
premium
$788.96M
0.33%
T
AT&T
$23.22
$0.24
(1.04%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$164.89B
42.12%
TRML
Tourmaline Bio
$22.82
$0.1
(0.44%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$582.60M
27.00%
VZ
Verizon
$42.96
$0.46
(1.08%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$178.91B
13.79%
MSFU
MSFU
< ETF >
Direxion Daily MSFT Bull 1.5X Shares ETF
$39.78
$0.18
(0.45%)
premium
premium
$140.13M
1.41%
AMZN
Amazon
$196.91
$1.47
(0.74%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.09T
35.22%
AGNC
AGNC Investment
$9.76
$0.055
(0.57%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$8.59B
10.35%
CLS
Celestica
$88.53
$2.91
(3.18%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$10.65B
224.31%
FTK
Flotek
$8.02
$0.04
(0.5%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$240.15M
101.50%