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Portfolio pw - New Portfolio

Performance Portfolio Details

easy

Portfolio pw

Individual Investor

Ranked #245,624 out of 769,291 TipRanks' Investors

Success Rate

473 out of 866
profitable transactions

Average Return

10.34%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

17.84% ET

13.80% BRK.B

11.96% BX

6.93% MPLX

3.79% SCHG

45.68% Others

By Assets

71.76% Stocks

25.90% ETFs

2.34% Cash

0.00% Funds

0.00% Cryptocurrency

By Sector

31.47% Financial

29.07% Energy

26.52% General

3.54% Real Estate

2.99% Communication Services

6.40% Other

Portfolio Holdings

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To view investors' portfolios

AMZN

Amazon

$198.38

$4.5

(2.22%)

Pre

0.06%

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.09T

40.99%

Blackstone Group

$194.01

$8.98

(4.85%)

Pre

0.35%

premium

6 Buy

11 Hold

1 Sell

Moderate Buy

premium

$235.31B

74.92%

UNH

UnitedHealth

$597.49

$3.01

(0.5%)

Pre

0.27%

premium

18 Buy

1 Hold

0 Sell

Strong Buy

premium

$549.86B

10.43%

MPLX

$48.27

$0.69

(1.45%)

premium

7 Buy

2 Hold

1 Sell

Moderate Buy

premium

$49.18B

33.20%

ARCC

Ares Capital

$21.78

$0.01

(0.05%)

Pre

0.14%

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$14.07B

10.38%

Energy Transfer

$18.97

$0.69

(3.77%)

Pre

0.16%

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$64.95B

33.43%

DIA < ETF >

SPDR Dow Jones Industrial Average ETF Trust

$438.97

$4.68

(1.08%)

Pre

0.2%

premium

462 Buy

178 Hold

18 Sell

Moderate Buy

premium

$37.31B

23.38%

Antero Midstream

$15.78

$0.35

(2.27%)

Pre

0.57%

premium

1 Buy

0 Hold

1 Sell

Hold

premium

$7.60B

18.24%

RITM

Rithm Capital

$10.79

$0.15

(1.41%)

Pre

0.09%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.61B

5.24%

AAPL

Apple

$228.52

$0.48

(0.21%)

Pre

<0.01%

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.45T

20.12%

PAA

Plains All American

$17.82

$0.26

(1.48%)

premium

3 Buy

3 Hold

2 Sell

Hold

premium

$12.54B

12.85%

GOOGL

Alphabet Class A

$167.63

$8.35

(4.74%)

Pre

0.78%

premium

27 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.06T

28.48%

SPY < ETF >

SPDR S&P 500 ETF Trust

$593.67

$3.17

(0.54%)

Pre

0.25%

premium

4K Buy

3K Hold

326 Sell

Moderate Buy

premium

$621.43B

29.77%

BMY

Bristol-Myers Squibb

$58.23

$0.35

(0.6%)

Pre

0.46%

premium

6 Buy

9 Hold

2 Sell

Hold

premium

$118.10B

19.39%

BRK.B

Berkshire Hathaway B

$472.06

$3.23

(0.69%)

Pre

0.2%

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.02T

29.58%

BKLN < ETF >

Invesco Senior Loan ETF

$21.10

$0.02

(0.09%)

Pre

0.14%

premium

―

premium

$8.92B

0.91%

FLBL < ETF >

Franklin Liberty Senior Loan ETF

$24.38

$0.04

(0.16%)

premium

―

premium

$647.33M

0.95%

SMCI

Super Micro Computer

$29.70

$3.9

(15.12%)

Pre

0.4%

premium

2 Buy

6 Hold

2 Sell

Hold

premium

$17.39B

-10.99%

QQQ < ETF >

Invesco QQQ Trust

$504.98

$1.81

(0.36%)

Pre

0.37%

premium

1K Buy

624 Hold

72 Sell

Moderate Buy

premium

$307.70B

29.00%

AMD

Advanced Micro Devices

$137.49

$0.11

(0.08%)

Pre

0.39%

premium

23 Buy

7 Hold

0 Sell

Strong Buy

premium

$223.12B

15.47%

BXSL

Blackstone Secured Lending Fund

$31.31

$0.08

(0.25%)

Pre

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$6.78B

10.92%

JAAA < ETF >

Janus Detroit Street Trust Janus Henderson AAA CLO ETF

$50.94

$0.07

(0.14%)

premium

―

premium

$15.05B

1.25%

SCHD < ETF >

Schwab US Dividend Equity ETF

$28.98

$0.27

(0.94%)

Pre

0.07%

premium

423 Buy

433 Hold

69 Sell

Moderate Buy

premium

$65.66B

20.80%

IVE < ETF >

iShares S&P 500 Value ETF

$202.23

$2.26

(1.13%)

premium

3K Buy

2K Hold

279 Sell

Moderate Buy

premium

$36.09B

21.89%

IVW < ETF >

iShares S&P 500 Growth ETF

$99.63

$0.09

(0.09%)

Pre

0.06%

premium

2K Buy

1K Hold

159 Sell

Moderate Buy

premium

$54.97B

37.15%

BRCC

BRC

$2.93

$0.07

(2.45%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$625.37M

-26.85%

META

Meta Platforms

$563.09

$2.43

(0.43%)

Pre

0.62%

premium

40 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.42T

67.82%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$59.91

$0.43

(0.72%)

Pre

0.3%

premium

1K Buy

604 Hold

49 Sell

Moderate Buy

premium

$36.93B

9.28%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$56.47

$0.26

(0.46%)

Pre

0.11%

premium

1K Buy

534 Hold

62 Sell

Moderate Buy

premium

$18.90B

14.48%

RXRX

Recursion Pharmaceuticals

$5.75

$0.29

(4.8%)

Pre

1.04%

premium

2 Buy

5 Hold

0 Sell

Moderate Buy

premium

$2.24B

-7.65%

NVDA

Nvidia

$146.67

$0.78

(0.53%)

Pre

0.7%

premium

40 Buy

4 Hold

0 Sell

Strong Buy

premium

$3.59T

192.11%

SCHG < ETF >

Schwab U.S. Large-Cap Growth ETF

$27.45

$0.05

(0.18%)

Pre

0.62%

premium

3K Buy

1K Hold

132 Sell

Moderate Buy

premium

$35.54B

37.92%

BITO < ETF >

ProShares Bitcoin Strategy ETF

$26.43

$1.01

(3.97%)

Pre

0.76%

premium

―

premium

$2.75B

36.89%

MSFT

Microsoft

$412.87

$1.79

(0.43%)

Pre

0.26%

premium

27 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.07T

11.37%

NVDL < ETF >

GraniteShares 1.5x Long NVDA Daily ETF

$81.42

$0.84

(1.04%)

Pre

1.45%

premium

―

premium

$6.63B

372.03%

NVDY < ETF >

YieldMax NVDA Option Income Strategy ETF

$26.40

$0.64

(2.48%)

Pre

0.57%

premium

―

premium

$1.37B

15.93%

FBCG < ETF >

Fidelity Blue Chip Growth ETF

$45.37

$0.03

(0.07%)

premium

3K Buy

1K Hold

110 Sell

Moderate Buy

premium

$2.63B

43.17%

AMZZ < ETF >

GraniteShares 2x Long AMZN Daily ETF

$28.71

$1.32

(4.4%)

Pre

0.38%

premium

―

premium

$27.05M

20.23%

BTC-USD

Bitcoin

$98886.03

$893.107

(0.91%)

premium

―

premium

$1.96T

155.93%

RVSN

Rail Vision Ltd.

$0.44

$0.007

(1.6%)

Pre

premium

―

premium

―

-71.41%

UBER

Uber Technologies

$69.64

$0.04

(0.06%)

Pre

0.26%

premium

34 Buy

2 Hold

0 Sell

Strong Buy

premium

$146.64B

26.89%

SBLK

Star Bulk Carriers

$18.71

$0.26

(1.37%)

Pre

0.05%

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$2.22B

-3.12%

TSLL < ETF >

Direxion Daily TSLA Bull 1.5X Shares ETF

$20.83

$0.31

(1.47%)

Pre

0.29%

premium

―

premium

$3.29B

48.25%

FBL < ETF >

GraniteShares 1.5x Long Meta Daily ETF

$30.97

$0.27

(0.86%)

Pre

1.19%

premium

―

premium

$137.77M

41.61%

CONL < ETF >

GraniteShares 1.5x Long Coinbase Daily ETF

$54.06

$9.93

(15.52%)

Pre

2.9%

premium

―

premium

$1.67B

211.41%

COIN

Coinbase Global

$295.23

$24.78

(7.74%)

Pre

1.44%

premium

9 Buy

7 Hold

1 Sell

Moderate Buy

premium

$73.91B

203.35%

MSTR

Microstrategy

$397.28

$76.55

(16.16%)

Pre

4.53%

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$89.26B

861.04%