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Working with TipRanks

Sep 2024 - New Portfolio

Performance Portfolio Details

Bo

Sep 2024

Individual Investor

Ranked #117,441 out of 783,845 TipRanks' Investors

Success Rate

53 out of 73
profitable transactions

Average Return

4.72%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

12.19% MO

8.01% NVDA

7.56% DBL

6.60% SPYI

5.44% MHF

60.20% Others

By Assets

51.93% Stocks

26.84% Funds

21.23% ETFs

0.00% Cryptocurrency

0.00% Cash

By Sector

48.07% General

15.49% Energy

12.19% Consumer Defensive

9.16% Technology

4.77% Basic Materials

10.32% Other

Portfolio Holdings

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To view investors' portfolios

SYM

Symbotic

$29.35

$0.47

(1.58%)

premium

10 Buy

3 Hold

1 Sell

Moderate Buy

premium

$17.52B

-37.31%

SPYI < ETF >

NEOS S&P 500 High Income ETF

$51.52

$0.15

(0.29%)

premium

4K Buy

3K Hold

291 Sell

Moderate Buy

premium

$2.88B

5.14%

QCOM

Qualcomm

$172.93

(0.58%)

premium

11 Buy

10 Hold

1 Sell

Moderate Buy

premium

$190.05B

22.55%

PFE

Pfizer

$26.52

$0.39

(1.45%)

premium

7 Buy

10 Hold

1 Sell

Moderate Buy

premium

$152.50B

-2.82%

NVDA

Nvidia

$120.07

$4.58

(3.67%)

premium

37 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.05T

90.50%

MPLX

$52.01

$1.35

(2.53%)

premium

9 Buy

3 Hold

1 Sell

Moderate Buy

premium

$54.36B

33.87%

Altria Group

$52.23

$0.69

(1.34%)

premium

3 Buy

3 Hold

1 Sell

Moderate Buy

premium

$87.35B

25.19%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$58.97

$0.16

(0.27%)

premium

1K Buy

548 Hold

49 Sell

Moderate Buy

premium

$38.82B

4.83%

Energy Transfer

$20.48

$0.6

(2.85%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$72.18B

42.52%

EPD

Enterprise Products Partners

$32.65

$0.855

(2.55%)

premium

6 Buy

4 Hold

0 Sell

Moderate Buy

premium

$73.78B

21.83%

DSL < FUND >

DoubleLine Income Solutions Fund

$12.73

$0.05

(0.39%)

premium

―

premium

$1.30B

0.55%

DBL < FUND >

Doubleline Opportunistic Credit Fund

$15.74

$0.07

(0.45%)

premium

―

premium

$250.96M

2.34%

CVX

Chevron

$149.19

$7.13

(4.56%)

premium

15 Buy

3 Hold

0 Sell

Strong Buy

premium

$280.92B

0.88%

Verizon

$39.39

$0.08

(0.2%)

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$166.15B

-7.29%

IEP

Icahn Enterprises

$9.74

(0%)

premium

―

premium

$4.91B

-47.61%

HUM

Humana

$293.23

$3.68

(1.24%)

premium

3 Buy

10 Hold

0 Sell

Hold

premium

$35.75B

-21.98%

DOW

Dow Inc

$39.05

$0.5

(1.3%)

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$26.99B

-27.06%

HTZ

Hertz Global

$4.13

$0.1

(2.36%)

premium

0 Buy

1 Hold

2 Sell

Moderate Sell

premium

$1.30B

-51.01%

DLY < FUND >

DoubleLine Yield Opportunities Fund

$16.11

$0.1

(0.62%)

premium

―

premium

$772.41M

5.43%

EVV < FUND >

Eaton Vance Limited Duration Income Fund

$10.21

$0.04

(0.39%)

premium

―

premium

$1.19B

4.40%

MMT < FUND >

MFS Multimarket Income Trust

$4.70

$0.03

(0.64%)

premium

―

premium

$279.88M

1.29%

EIM < FUND >

Eaton Vance Municipal Bond Fund

$10.19

$0.03

(0.29%)

premium

―

premium

$725.08M

0.20%

MHF < FUND >

Western Asset Municipal High Income Fund

$7.09

$0.01

(0.14%)

premium

―

premium

$153.51M

7.91%

HYD < ETF >

VanEck High Yield Muni ETF

$51.96

$0.15

(0.29%)

premium

―

premium

$3.26B

-0.50%

QDTE < ETF >

Roundhill N-100 0DTE Covered Call Strategy ETF

$39.88

(0%)

premium

―

premium

$761.18M

-14.12%

TLTW < ETF >

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

$23.72

$0.06

(0.25%)

premium

―

premium

$992.32M

-13.15%

LYB

LyondellBasell

$75.70

$0.42

(0.55%)

premium

5 Buy

10 Hold

1 Sell

Hold

premium

$24.72B

-19.99%

NUSI < ETF >

Nationwide Risk-Managed Income ETF

$26.34

$0.05

(0.19%)

premium

1K Buy

580 Hold

68 Sell

Moderate Buy

premium

$323.84M

14.52%