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New Portfolio - New Portfolio

Performance Portfolio Details

debbi berger

New Portfolio

Individual Investor

Ranked #43,811 out of 747,285 TipRanks' Investors

Success Rate

237 out of 389
profitable transactions

Average Return

36.06%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

7.71% SPY

6.04% IUSB

5.11% ANSS

4.95% NVDA

4.68% PANW

71.51% Others

By Assets

58.12% Stocks

29.86% ETFs

12.02% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

41.88% General

20.01% Technology

7.53% Real Estate

7.28% Consumer Cyclical

6.60% Healthcare

16.69% Other

Portfolio Holdings

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To view investors' portfolios

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$56.77

$0.29

(0.51%)

premium

1K Buy

504 Hold

55 Sell

Moderate Buy

premium

$34.26B

2.85%

BEPC

Brookfield Renewable

$28.05

$0.6

(2.09%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$10.72B

-6.43%

ACI

Albertsons Companies

$20.00

$0.17

(0.86%)

premium

3 Buy

5 Hold

0 Sell

Moderate Buy

premium

$11.48B

-7.81%

SPHR

Sphere Entertainment

$43.06

$0.38

(0.87%)

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$1.53B

15.78%

AIO < FUND >

Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund

$20.88

$0.14

(0.68%)

premium

―

premium

$717.04M

9.10%

QuantumScape

$8.12

$0.25

(2.99%)

premium

0 Buy

3 Hold

2 Sell

Moderate Sell

premium

$4.18B

-17.86%

PLTK

Playtika Holding

$7.85

$0.11

(1.38%)

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$2.95B

-33.89%

TBLA

Taboola.com

$3.35

$0.03

(0.89%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.14B

-2.03%

ABNB

Airbnb

$147.99

$1.11

(0.76%)

premium

9 Buy

21 Hold

5 Sell

Hold

premium

$94.60B

1.10%

JOET < ETF >

Virtus Terranova US Quality Momentum ETF

$34.51

$0.308

(0.89%)

premium

1K Buy

556 Hold

68 Sell

Moderate Buy

premium

$112.01M

18.03%

CURLF

Curaleaf Holdings

$4.15

$0.14

(3.26%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.22B

22.57%

LIN

Linde

$444.75

$1.29

(0.29%)

premium

10 Buy

5 Hold

0 Sell

Moderate Buy

premium

$214.42B

20.54%

CHPT

ChargePoint Holdings

$1.96

$0.1

(4.85%)

premium

6 Buy

5 Hold

0 Sell

Moderate Buy

premium

$876.13M

-76.29%

NGTF

NightFood Holdings

$0.02

$0.008

(26.67%)

premium

―

premium

$3.84M

50.00%

KYSEF

Kyushu Electric Power Company

$6.71

(0%)

premium

―

premium

$4.93B

66.45%

VST

Vistra Energy

$76.47

$0.08

(0.1%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$26.60B

185.10%

DuPont de Nemours

$79.64

$0.71

(0.88%)

premium

9 Buy

3 Hold

1 Sell

Moderate Buy

premium

$33.59B

8.67%

KALA

Kala Pharmaceuticals

$6.76

$0.07

(1.02%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$19.24M

-52.80%

MRBK

Meridian Bank

$11.56

$0.07

(0.61%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$128.52M

11.66%

IFRA < ETF >

iShares U.S. Infrastructure ETF

$44.59

$0.06

(0.13%)

premium

507 Buy

357 Hold

41 Sell

Hold

premium

$2.53B

10.76%

DIVO < ETF >

Amplify CWP Enhanced Dividend Income ETF

$39.77

$0.21

(0.53%)

premium

344 Buy

125 Hold

9 Sell

Moderate Buy

premium

$3.40B

8.48%

LVO

LiveOne

$1.49

$0.05

(3.25%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$152.39M

4.05%

VICI

VICI Properties

$30.31

$0.31

(1.01%)

premium

8 Buy

2 Hold

0 Sell

Strong Buy

premium

$31.94B

0.72%

ESTA

Establishment Labs Holdings

$45.47

$0.97

(2.09%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.28B

-33.61%

Block

$68.10

$0.1

(0.15%)

premium

24 Buy

6 Hold

1 Sell

Moderate Buy

premium

$41.96B

-13.03%

FLGT

Fulgent Genetics

$21.82

$0.2

(0.91%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$658.93M

-46.04%

VIXY < ETF >

ProShares VIX Short-Term Futures ETF

$11.43

$0.48

(4.38%)

premium

―

premium

$156.00M

-52.45%

HACK < ETF >

ETFMG Prime Cyber Security ETF

$63.65

$0.59

(0.92%)

premium

242 Buy

153 Hold

11 Sell

Moderate Buy

premium

$1.74B

25.47%

BFK < FUND >

Blackrock Municipal Income Trust

$10.04

$0.01

(0.1%)

premium

―

premium

$449.68M

-0.30%

BGY < FUND >

BlackRock Enhanced International Dividend Trust of Benef Interest

$5.56

$0.01

(0.18%)

premium

―

premium

$566.19M

1.46%

BME < FUND >

Blackrock Health Sciences Trust

$41.13

$0.11

(0.27%)

premium

―

premium

$548.39M

2.04%

BST < FUND >

BlackRock Science & Technology Trust

$35.63

$0.32

(0.89%)

premium

―

premium

$789.48M

2.22%

EFT < FUND >

Eaton Vance Floating-Rate Income Trust

$13.55

$0.08

(0.59%)

premium

―

premium

$394.18M

14.34%

PCQ < FUND >

Pimco California Municipal Income Fund

$9.41

(0%)

premium

―

premium

$178.61M

-7.92%

PHD < FUND >

Pioneer Floating Rate Fund, Inc.

$9.80

$0.018

(0.18%)

premium

―

premium

$121.27M

11.11%

PMO < FUND >

Putnam Municipal Opportunities Trust

$10.30

(0%)

premium

―

premium

$350.01M

-0.39%

IYF < ETF >

iShares U.S. Financials ETF

$99.24

$0.72

(0.72%)

premium

655 Buy

547 Hold

74 Sell

Moderate Buy

premium

$3.01B

27.19%

IUSB < ETF >

iShares Core Total USD Bond Market ETF

$45.63

$0.1

(0.22%)

premium

―

premium

$28.90B

0.20%

BNDX < ETF >

Vanguard Total International Bond ETF

$49.08

$0.06

(0.12%)

premium

―

premium

$57.45B

0.49%

ICLN < ETF >

iShares Global Clean Energy ETF

$13.67

$0.08

(0.58%)

premium

―

premium

$2.15B

-27.56%

PPH < ETF >

VanEck Pharmaceutical ETF

$91.90

$0.43

(0.47%)

premium

145 Buy

69 Hold

7 Sell

Moderate Buy

premium

$620.17M

15.97%

NEP

Nextera Energy Partners

$26.73

$0.26

(0.98%)

premium

0 Buy

5 Hold

3 Sell

Moderate Sell

premium

$2.48B

-49.96%

ETX < FUND >

Eaton Vance Municipal Income 2028 Term Trust

$18.73

$0.065

(0.35%)

premium

―

premium

$203.93M

6.21%

ATNM

Actinium Pharmaceuticals

$7.11

$0.11

(1.52%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$215.04M

-1.39%

PTY < FUND >

Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund

$14.23

$0.01

(0.07%)

premium

―

premium

$2.18B

-0.77%

DSL < FUND >

DoubleLine Income Solutions Fund

$12.43

$0.04

(0.32%)

premium

―

premium

$1.27B

5.97%

Antero Midstream

$14.87

$0.1

(0.68%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$7.11B

33.79%

CFG

Citizens Financial

$41.00

$0.25

(0.61%)

premium

8 Buy

10 Hold

0 Sell

Moderate Buy

premium

$18.54B

39.13%

LNTH

Lantheus

$116.79

$1.05

(0.91%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$8.02B

29.74%

PYPL

PayPal Holdings

$59.33

$0.67

(1.12%)

premium

14 Buy

17 Hold

0 Sell

Moderate Buy

premium

$62.76B

-17.83%

ARKG < ETF >

ARK Genomic Revolution ETF

$25.38

$0.17

(0.67%)

premium

266 Buy

118 Hold

15 Sell

Moderate Buy

premium

$1.45B

-30.60%

BSV < ETF >

Vanguard Short-Term Bond ETF

$77.11

$0.05

(0.06%)

premium

―

premium

$32.76B

1.77%

VEA < ETF >

Vanguard FTSE Developed Markets ETF

$50.32

$0.3

(0.59%)

premium

5K Buy

3K Hold

718 Sell

Hold

premium

$137.43B

6.54%

KHC

Kraft Heinz

$33.12

$0.65

(1.92%)

premium

6 Buy

7 Hold

1 Sell

Moderate Buy

premium

$41.01B

-2.11%

WING

Wingstop

$369.31

$3.11

(0.85%)

premium

8 Buy

8 Hold

0 Sell

Moderate Buy

premium

$10.76B

99.83%

Goldman Sachs Group

$484.93

$1.28

(0.26%)

premium

13 Buy

4 Hold

0 Sell

Strong Buy

premium

$156.78B

47.06%

VRTX

Vertex Pharmaceuticals

$491.57

$3.45

(0.71%)

premium

14 Buy

5 Hold

2 Sell

Moderate Buy

premium

$125.96B

36.13%

WMT

Walmart

$70.75

$0.07

(0.1%)

premium

27 Buy

3 Hold

0 Sell

Strong Buy

premium

$569.64B

39.35%

DIS

Walt Disney

$95.74

$1.05

(1.08%)

premium

21 Buy

5 Hold

0 Sell

Strong Buy

premium

$176.45B

13.15%

BTA < FUND >

Blackrock Long-Term Municipal Advantage Trust

$10.08

$0.025

(0.25%)

premium

―

premium

$135.47M

3.17%

LAND

Gladstone Land

$14.79

$0.18

(1.2%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$536.50M

-8.61%

XLI < ETF >

Industrial Select Sector SPDR Fund

$124.87

$0.69

(0.55%)

premium

510 Buy

349 Hold

48 Sell

Moderate Buy

premium

$20.07B

14.58%

XLK < ETF >

Technology Select Sector SPDR Fund

$220.87

$3.51

(1.56%)

premium

770 Buy

373 Hold

40 Sell

Moderate Buy

premium

$69.99B

24.79%

MPW

Medical Properties

$4.80

$0.09

(1.91%)

premium

0 Buy

6 Hold

1 Sell

Hold

premium

$2.83B

-49.52%

ABBV

AbbVie

$172.32

$1.18

(0.69%)

premium

12 Buy

3 Hold

0 Sell

Strong Buy

premium

$302.21B

25.87%

HASI

$31.76

$0.28

(0.89%)

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$3.59B

19.49%

BXMT

Blackstone Mortgage

$19.70

$0.36

(1.86%)

premium

2 Buy

5 Hold

0 Sell

Moderate Buy

premium

$3.36B

-5.98%

BRK.B

Berkshire Hathaway B

$434.47

$7.35

(1.66%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$952.26B

29.02%

SQM

Sociedad Quimica Y Minera SA

$39.65

$0.01

(0.03%)

premium

3 Buy

2 Hold

1 Sell

Moderate Buy

premium

$11.38B

-48.30%

SWKS

Skyworks Solutions

$114.26

$3.13

(2.67%)

premium

5 Buy

13 Hold

2 Sell

Hold

premium

$18.83B

5.38%

SBUX

Starbucks

$79.27

$5.08

(6.85%)

premium

8 Buy

18 Hold

0 Sell

Moderate Buy

premium

$84.04B

-25.35%

LUV

Southwest Airlines

$27.18

$0.23

(0.84%)

premium

4 Buy

9 Hold

2 Sell

Hold

premium

$16.40B

-24.86%

CRM

Salesforce

$247.63

$0.28

(0.11%)

premium

28 Buy

10 Hold

1 Sell

Moderate Buy

premium

$239.68B

5.84%

SAP

SAP AG

$197.21

$0.02

(0.01%)

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$229.47B

39.17%

UTG < FUND >

Reaves Utility Income Fund

$28.30

$0.04

(0.14%)

premium

―

premium

$2.24B

2.26%

Realty Income

$57.58

$0.15

(0.26%)

premium

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

$50.27B

-0.93%

ISD < FUND >

PGIM High Yield Bond Fund, Inc.

$13.18

$0.03

(0.23%)

premium

―

premium

$438.32M

6.38%

QCOM

Qualcomm

$186.21

$5.25

(2.74%)

premium

19 Buy

9 Hold

1 Sell

Moderate Buy

premium

$213.67B

57.76%

PLD

Prologis

$123.75

$1.13

(0.92%)

premium

10 Buy

5 Hold

0 Sell

Moderate Buy

premium

$116.34B

2.03%

Procter & Gamble

$167.96

$0.526

(0.31%)

premium

13 Buy

4 Hold

0 Sell

Strong Buy

premium

$397.54B

14.94%

PFG

Principal Financial

$84.71

$0.63

(0.74%)

premium

1 Buy

8 Hold

0 Sell

Hold

premium

$20.00B

5.02%

PLUG

Plug Power

$2.52

$0.405

(13.87%)

premium

6 Buy

11 Hold

4 Sell

Hold

premium

$2.17B

-76.86%

UPS

United Parcel

$145.18

$0.42

(0.29%)

premium

9 Buy

8 Hold

1 Sell

Moderate Buy

premium

$123.85B

-18.77%

UNP

Union Pacific

$242.32

$0.69

(0.28%)

premium

15 Buy

6 Hold

0 Sell

Moderate Buy

premium

$148.27B

15.98%

TGT

Target

$149.73

$2.36

(1.55%)

premium

16 Buy

11 Hold

1 Sell

Moderate Buy

premium

$70.36B

18.47%

THC

Tenet Healthcare

$133.27

$1.52

(1.15%)

premium

12 Buy

1 Hold

0 Sell

Strong Buy

premium

$12.87B

63.93%

AXON

Axon Enterprise

$308.45

$2.78

(0.91%)

premium

10 Buy

1 Hold

0 Sell

Strong Buy

premium

$23.07B

67.61%

EMR

Emerson Electric Company

$115.68

$0.86

(0.74%)

premium

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$66.67B

29.82%

LLY

Eli Lilly & Co

$857.47

$8.57

(1.01%)

premium

17 Buy

4 Hold

0 Sell

Strong Buy

premium

$806.80B

88.56%

Energy Transfer

$16.44

$0.09

(0.55%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$55.12B

35.68%

XPO

$112.90

$1.92

(1.73%)

premium

13 Buy

0 Hold

1 Sell

Strong Buy

premium

$12.91B

62.16%

DVN

Devon Energy

$47.74

$0.72

(1.49%)

premium

13 Buy

9 Hold

0 Sell

Moderate Buy

premium

$30.41B

-2.91%

Dollar General

$122.42

$0.85

(0.7%)

premium

8 Buy

9 Hold

1 Sell

Moderate Buy

premium

$26.73B

-26.14%

ETB < FUND >

Eaton Vance Tax-Managed Buy-Write Income Fund

$14.12

$0.01

(0.07%)

premium

―

premium

$414.72M

1.88%

EXG < FUND >

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

$8.43

$0.03

(0.35%)

premium

―

premium

$2.58B

4.57%

ETJ < FUND >

Eaton Vance Risk-Managed Diversified Equity Income Fund

$8.61

$0.02

(0.23%)

premium

―

premium

$579.47M

2.87%

Dynex Capital

$12.33

$0.15

(1.2%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$932.35M

10.83%

DHI

DR Horton

$173.84

$0.42

(0.24%)

premium

9 Buy

2 Hold

1 Sell

Moderate Buy

premium

$57.11B

39.80%

CCI

Crown Castle

$105.08

$0.04

(0.04%)

premium

4 Buy

9 Hold

0 Sell

Moderate Buy

premium

$45.69B

-1.75%

BIP

Brookfield Infrastructure

$30.45

$0.01

(0.03%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$19.84B

-10.50%