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New Portfolio - New Portfolio

Performance Portfolio Details

debbi berger

New Portfolio

Individual Investor

Ranked #35,002 out of 769,291 TipRanks' Investors

Success Rate

249 out of 389
profitable transactions

Average Return

47.32%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

7.60% SPY

7.29% VST

5.49% IUSB

5.41% NVDA

5.17% ANSS

69.04% Others

By Assets

59.75% Stocks

28.89% ETFs

11.36% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

40.25% General

21.06% Technology

7.37% Utilities

6.99% Consumer Cyclical

6.90% Real Estate

17.43% Other

Portfolio Holdings

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To view investors' portfolios

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$60.16

$0.25

(0.42%)

premium

1K Buy

608 Hold

49 Sell

Moderate Buy

premium

$36.93B

9.77%

BEPC

Brookfield Renewable

$30.69

$1.08

(3.4%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$11.89B

21.30%

ACI

Albertsons Companies

$19.37

$0.31

(1.63%)

premium

3 Buy

5 Hold

0 Sell

Moderate Buy

premium

$11.04B

-10.93%

SPHR

Sphere Entertainment

$40.29

$0.75

(1.83%)

premium

4 Buy

3 Hold

1 Sell

Moderate Buy

premium

$1.47B

17.56%

AIO < FUND >

Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund

$23.58

$0.24

(1.03%)

premium

―

premium

$809.76M

39.18%

QuantumScape

$5.16

$0.12

(2.38%)

premium

1 Buy

5 Hold

1 Sell

Hold

premium

$2.58B

-10.64%

PLTK

Playtika Holding

$8.53

$0.07

(0.81%)

premium

5 Buy

5 Hold

1 Sell

Moderate Buy

premium

$3.21B

1.77%

TBLA

Taboola.com

$3.53

$0.08

(2.22%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.21B

-6.96%

ABNB

Airbnb

$137.34

$4.08

(3.06%)

premium

7 Buy

21 Hold

6 Sell

Hold

premium

$84.48B

3.27%

JOET < ETF >

Virtus Terranova US Quality Momentum ETF

$40.40

$0.46

(1.15%)

premium

1K Buy

612 Hold

62 Sell

Moderate Buy

premium

$135.94M

37.41%

CURLF

Curaleaf Holdings

$1.95

$0.04

(2.01%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.49B

-45.33%

LIN

Linde

$454.78

$0.29

(0.06%)

premium

9 Buy

4 Hold

1 Sell

Moderate Buy

premium

$216.69B

10.55%

CHPT

ChargePoint Holdings

$1.15

$0.02

(1.77%)

premium

3 Buy

7 Hold

2 Sell

Hold

premium

$487.69M

-42.64%

NGTF

NightFood Holdings

$0.01

$0.001

(9.09%)

premium

―

premium

$1.55M

-36.84%

KYSEF

Kyushu Electric Power Company

$9.72

(0%)

premium

―

premium

$4.35B

37.39%

VST

Vistra Energy

$161.92

$4.69

(2.81%)

premium

9 Buy

0 Hold

0 Sell

Strong Buy

premium

$56.69B

378.63%

DuPont de Nemours

$83.32

$0.57

(0.69%)

premium

8 Buy

3 Hold

2 Sell

Moderate Buy

premium

$34.59B

16.04%

KALA

Kala Pharmaceuticals

$6.79

$0.245

(3.74%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$30.20M

5.14%

MRBK

Meridian Bank

$15.50

(6.9%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$162.98M

12.84%

IFRA < ETF >

iShares U.S. Infrastructure ETF

$51.22

$0.35

(0.69%)

premium

554 Buy

384 Hold

47 Sell

Hold

premium

$3.27B

33.75%

DIVO < ETF >

Amplify CWP Enhanced Dividend Income ETF

$42.36

$0.39

(0.93%)

premium

344 Buy

131 Hold

15 Sell

Moderate Buy

premium

$3.75B

17.87%

LVO

LiveOne

$0.88

$0.047

(5.62%)

premium

―

premium

$79.50M

-18.53%

VICI

VICI Properties

$32.23

$0.14

(0.43%)

premium

8 Buy

2 Hold

0 Sell

Strong Buy

premium

$34.12B

13.14%

ESTA

Establishment Labs Holdings

$43.08

$0.47

(1.1%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.23B

69.56%

Block

$92.26

$0.44

(0.47%)

premium

22 Buy

6 Hold

1 Sell

Moderate Buy

premium

$57.46B

57.06%

FLGT

Fulgent Genetics

$17.87

$0.92

(5.43%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$518.45M

-38.32%

VIXY < ETF >

ProShares VIX Short-Term Futures ETF

$45.04

$1.93

(4.11%)

premium

―

premium

$167.95M

-34.89%

HACK < ETF >

ETFMG Prime Cyber Security ETF

$73.60

$0.35

(0.48%)

premium

261 Buy

169 Hold

10 Sell

Moderate Buy

premium

$1.81B

29.02%

BFK < FUND >

Blackrock Municipal Income Trust

$10.19

$0.035

(0.34%)

premium

―

premium

$456.40M

4.15%

BGY < FUND >

BlackRock Enhanced International Dividend Trust of Benef Interest

$5.68

$0.05

(0.89%)

premium

―

premium

$578.41M

9.75%

BME < FUND >

Blackrock Health Sciences Trust

$39.04

$0.2

(0.51%)

premium

―

premium

$520.52M

2.51%

BST < FUND >

BlackRock Science & Technology Trust

$36.45

$0.07

(0.19%)

premium

―

premium

$807.65M

8.00%

EFT < FUND >

Eaton Vance Floating-Rate Income Trust

$13.34

$0.02

(0.15%)

premium

―

premium

$388.07M

10.26%

PCQ < FUND >

Pimco California Municipal Income Fund

$9.49

$0.03

(0.32%)

premium

―

premium

$180.13M

4.61%

PHD < FUND >

Pioneer Floating Rate Fund, Inc.

$9.82

$0.036

(0.36%)

premium

―

premium

$121.52M

8.59%

PMO < FUND >

Putnam Municipal Opportunities Trust

$10.36

$0.005

(0.05%)

premium

―

premium

$352.05M

0.39%

IYF < ETF >

iShares U.S. Financials ETF

$117.73

$1.33

(1.14%)

premium

699 Buy

574 Hold

80 Sell

Moderate Buy

premium

$3.77B

44.93%

IUSB < ETF >

iShares Core Total USD Bond Market ETF

$45.61

$0.02

(0.04%)

premium

―

premium

$31.58B

2.68%

BNDX < ETF >

Vanguard Total International Bond ETF

$50.04

$0.12

(0.24%)

premium

―

premium

$61.65B

1.92%

ICLN < ETF >

iShares Global Clean Energy ETF

$12.12

$0.1

(0.83%)

premium

―

premium

$1.67B

-13.22%

PPH < ETF >

VanEck Pharmaceutical ETF

$88.58

$0.64

(0.73%)

premium

145 Buy

87 Hold

10 Sell

Moderate Buy

premium

$606.64M

12.02%

NEP

Nextera Energy Partners

$16.78

$0.43

(2.63%)

premium

3 Buy

7 Hold

4 Sell

Hold

premium

$3.06B

-30.87%

ETX < FUND >

Eaton Vance Municipal Income 2028 Term Trust

$18.13

$0.02

(0.11%)

premium

―

premium

$197.34M

3.13%

ATNM

Actinium Pharmaceuticals

$1.45

$0.02

(1.36%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$45.86M

-66.74%

PTY < FUND >

Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund

$14.65

$0.07

(0.48%)

premium

―

premium

$2.24B

6.90%

DSL < FUND >

DoubleLine Income Solutions Fund

$12.70

$0.07

(0.55%)

premium

―

premium

$1.30B

7.31%

Antero Midstream

$15.77

$0.01

(0.06%)

premium

1 Buy

0 Hold

1 Sell

Hold

premium

$7.60B

20.46%

CFG

Citizens Financial

$47.65

$0.88

(1.88%)

premium

5 Buy

7 Hold

0 Sell

Moderate Buy

premium

$20.61B

74.78%

LNTH

Lantheus

$90.52

$3.2

(3.66%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$6.07B

27.85%

PYPL

PayPal Holdings

$86.77

$1.95

(2.3%)

premium

13 Buy

16 Hold

0 Sell

Moderate Buy

premium

$85.04B

50.55%

ARKG < ETF >

ARK Genomic Revolution ETF

$23.83

$0.61

(2.63%)

premium

276 Buy

115 Hold

16 Sell

Moderate Buy

premium

$1.14B

-15.36%

BSV < ETF >

Vanguard Short-Term Bond ETF

$77.32

$0.01

(0.01%)

premium

―

premium

$33.37B

2.02%

VEA < ETF >

Vanguard FTSE Developed Markets ETF

$49.50

$0.22

(0.45%)

premium

6K Buy

4K Hold

803 Sell

Hold

premium

$134.92B

7.78%

KHC

Kraft Heinz

$31.81

$0.72

(2.32%)

premium

4 Buy

8 Hold

1 Sell

Hold

premium

$37.59B

-10.35%

WING

Wingstop

$337.60

$0.81

(0.24%)

premium

13 Buy

7 Hold

0 Sell

Moderate Buy

premium

$9.89B

44.10%

Goldman Sachs Group

$602.78

$6.67

(1.12%)

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$187.12B

76.03%

VRTX

Vertex Pharmaceuticals

$450.97

$0.6

(0.13%)

premium

16 Buy

9 Hold

2 Sell

Moderate Buy

premium

$115.98B

27.50%

WMT

Walmart

$90.44

$2.05

(2.32%)

premium

26 Buy

2 Hold

0 Sell

Strong Buy

premium

$710.50B

71.44%

DIS

Walt Disney

$115.65

$0.93

(0.81%)

premium

15 Buy

5 Hold

0 Sell

Strong Buy

premium

$207.75B

20.67%

BTA < FUND >

Blackrock Long-Term Municipal Advantage Trust

$10.31

$0.06

(0.59%)

premium

―

premium

$138.57M

8.12%

LAND

Gladstone Land

$12.05

$0.23

(1.95%)

premium

1 Buy

4 Hold

0 Sell

Hold

premium

$427.70M

-18.26%

XLI < ETF >

Industrial Select Sector SPDR Fund

$142.65

$1.96

(1.39%)

premium

536 Buy

392 Hold

53 Sell

Moderate Buy

premium

$21.32B

30.99%

XLK < ETF >

Technology Select Sector SPDR Fund

$233.60

$0.12

(0.05%)

premium

747 Buy

378 Hold

48 Sell

Moderate Buy

premium

$72.39B

25.09%

MPW

Medical Properties

$4.31

$0.07

(1.65%)

premium

1 Buy

2 Hold

1 Sell

Hold

premium

$2.55B

-6.81%

ABBV

AbbVie

$176.95

$5.22

(3.04%)

premium

14 Buy

6 Hold

0 Sell

Moderate Buy

premium

$303.47B

24.02%

HASI

$29.01

$0.42

(1.47%)

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

$3.39B

21.50%

BXMT

Blackstone Mortgage

$18.66

$0.12

(0.64%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$3.25B

-15.37%

BRK.B

Berkshire Hathaway B

$476.57

$4.51

(0.96%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.02T

30.48%

SQM

Sociedad Quimica Y Minera SA

$38.26

$1.37

(3.46%)

premium

4 Buy

3 Hold

1 Sell

Moderate Buy

premium

$10.84B

-21.88%

SWKS

Skyworks Solutions

$85.41

$0.36

(0.42%)

premium

5 Buy

12 Hold

3 Sell

Hold

premium

$13.60B

-9.78%

SBUX

Starbucks

$102.50

$2.44

(2.44%)

premium

15 Buy

6 Hold

4 Sell

Moderate Buy

premium

$113.45B

-3.27%

LUV

Southwest Airlines

$31.97

$0.18

(0.57%)

premium

2 Buy

9 Hold

1 Sell

Hold

premium

$19.07B

28.65%

CRM

Salesforce

$342.02

$6.24

(1.86%)

premium

34 Buy

8 Hold

1 Sell

Strong Buy

premium

$321.01B

50.01%

SAP

SAP AG

$236.25

$0.22

(0.09%)

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

$274.59B

54.11%

UTG < FUND >

Reaves Utility Income Fund

$34.58

$0.19

(0.55%)

premium

―

premium

$2.73B

29.50%

Realty Income

$57.45

$0.06

(0.1%)

premium

3 Buy

8 Hold

0 Sell

Moderate Buy

premium

$50.23B

7.65%

ISD < FUND >

PGIM High Yield Bond Fund, Inc.

$13.88

$0.01

(0.07%)

premium

―

premium

$461.60M

16.36%

QCOM

Qualcomm

$156.79

$1.33

(0.86%)

premium

11 Buy

9 Hold

1 Sell

Moderate Buy

premium

$172.72B

21.93%

PLD

Prologis

$115.80

$1.83

(1.61%)

premium

8 Buy

6 Hold

0 Sell

Moderate Buy

premium

$108.19B

2.18%

Procter & Gamble

$176.28

$3.53

(2.04%)

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$406.83B

14.39%

PFG

Principal Financial

$85.73

$1.03

(1.22%)

premium

0 Buy

7 Hold

1 Sell

Hold

premium

$19.37B

17.23%

PLUG

Plug Power

$1.92

$0.03

(1.59%)

premium

4 Buy

10 Hold

4 Sell

Hold

premium

$1.72B

-45.69%

UPS

United Parcel

$134.82

$3.45

(2.63%)

premium

11 Buy

5 Hold

2 Sell

Moderate Buy

premium

$112.11B

-12.86%

UNP

Union Pacific

$242.39

$3.37

(1.41%)

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$144.91B

6.95%

TGT

Target

$125.01

$3.42

(2.81%)

premium

13 Buy

14 Hold

0 Sell

Moderate Buy

premium

$56.01B

-6.83%

THC

Tenet Healthcare

$143.63

$4.29

(2.9%)

premium

14 Buy

0 Hold

0 Sell

Strong Buy

premium

$14.07B

118.40%

AXON

Axon Enterprise

$636.95

$5.68

(0.9%)

premium

10 Buy

1 Hold

0 Sell

Strong Buy

premium

$48.14B

178.25%

EMR

Emerson Electric Company

$130.07

$1.8

(1.4%)

premium

10 Buy

5 Hold

1 Sell

Moderate Buy

premium

$73.14B

44.38%

LLY

Eli Lilly & Co

$748.01

$1.91

(0.25%)

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$711.91B

26.02%

Energy Transfer

$19.07

$0.1

(0.53%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$64.95B

38.06%

XPO

$148.97

$0.72

(0.48%)

premium

16 Buy

1 Hold

1 Sell

Strong Buy

premium

$17.42B

68.40%

DVN

Devon Energy

$39.45

$0.75

(1.94%)

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$25.42B

-14.30%

Dollar General

$74.93

$1.01

(1.37%)

premium

8 Buy

12 Hold

2 Sell

Moderate Buy

premium

$16.26B

-40.85%

ETB < FUND >

Eaton Vance Tax-Managed Buy-Write Income Fund

$14.85

$0.05

(0.34%)

premium

―

premium

$436.17M

16.90%

EXG < FUND >

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

$8.41

$0.02

(0.24%)

premium

―

premium

$2.58B

10.69%

ETJ < FUND >

Eaton Vance Risk-Managed Diversified Equity Income Fund

$9.24

$0.03

(0.33%)

premium

―

premium

$621.87M

16.06%

Dynex Capital

$12.39

$0.05

(0.41%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$990.50M

9.56%

DHI

DR Horton

$163.53

$1.67

(1.03%)

premium

8 Buy

7 Hold

1 Sell

Moderate Buy

premium

$51.98B

27.43%

CCI

Crown Castle

$105.44

$0.94

(0.9%)

premium

3 Buy

9 Hold

0 Sell

Hold

premium

$45.42B

1.36%

BIP

Brookfield Infrastructure

$34.74

$0.12

(0.34%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$22.73B

29.49%