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Portfolio pw - New Portfolio

Performance Portfolio Details

easy

Portfolio pw

Individual Investor

Ranked #255,663 out of 747,498 TipRanks' Investors

Success Rate

431 out of 819
profitable transactions

Average Return

7.19%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

16.11% ET

13.74% BRK.B

9.16% BX

7.58% MBXIX

6.43% MPLX

46.98% Others

By Assets

65.22% Stocks

24.98% ETFs

7.40% Funds

2.40% Cash

0.00% Cryptocurrency

By Sector

33.18% General

28.89% Energy

28.62% Financial

3.95% Real Estate

2.74% Communication Services

2.63% Other

Portfolio Holdings

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To view investors' portfolios

AMZN

Amazon

$183.13

$0.62

(0.34%)

Pre

0.87%

premium

44 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.91T

42.18%

Blackstone Group

$138.59

$2.18

(1.6%)

Pre

0.43%

premium

6 Buy

6 Hold

0 Sell

Moderate Buy

premium

$168.52B

35.94%

UNH

UnitedHealth

$565.33

$0.99

(0.18%)

Pre

1.2%

premium

20 Buy

0 Hold

0 Sell

Strong Buy

premium

$520.32B

12.87%

MPLX

$43.11

$0.29

(0.68%)

Pre

0.26%

premium

7 Buy

2 Hold

1 Sell

Moderate Buy

premium

$43.81B

34.93%

ARCC

Ares Capital

$20.71

$0.14

(0.67%)

Pre

0.29%

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$12.73B

16.09%

Energy Transfer

$16.44

$0.09

(0.55%)

Pre

0.06%

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$55.43B

36.66%

Antero Midstream

$14.87

$0.1

(0.68%)

Pre

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$7.16B

32.77%

RITM

Rithm Capital

$11.62

$0.05

(0.43%)

Pre

0.09%

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$5.62B

31.30%

AAPL

Apple

$224.31

$0.13

(0.06%)

Pre

1.1%

premium

25 Buy

9 Hold

1 Sell

Moderate Buy

premium

$3.44T

17.48%

PAA

Plains All American

$18.83

$0.09

(0.48%)

Pre

0.9%

premium

5 Buy

5 Hold

2 Sell

Hold

premium

$13.20B

34.88%

GOOGL

Alphabet Class A

$177.66

$0.03

(0.02%)

Pre

1.4%

premium

33 Buy

6 Hold

0 Sell

Strong Buy

premium

$2.21T

46.35%

LLY

Eli Lilly & Co

$857.47

$8.57

(1.01%)

Pre

0.99%

premium

17 Buy

4 Hold

0 Sell

Strong Buy

premium

$814.94B

86.97%

SPY < ETF >

SPDR S&P 500 ETF Trust

$548.99

$3.67

(0.66%)

Pre

0.5%

premium

4K Buy

2K Hold

296 Sell

Moderate Buy

premium

$561.61B

20.87%

KMLM < ETF >

KFA Mount Lucas Index Strategy ETF

$29.74

$0.17

(0.57%)

Pre

0.77%

premium

―

premium

$361.83M

-1.94%

BMY

Bristol-Myers Squibb

$42.64

$0.25

(0.59%)

Pre

0.12%

premium

5 Buy

10 Hold

2 Sell

Hold

premium

$86.44B

-30.87%

BRK.B

Berkshire Hathaway B

$434.47

$7.35

(1.66%)

Pre

0.31%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$936.56B

24.27%

BKLN < ETF >

Invesco Senior Loan ETF

$21.17

$0.01

(0.05%)

Pre

0.66%

premium

―

premium

$8.55B

1.05%

FLBL < ETF >

Franklin Liberty Senior Loan ETF

$24.38

$0.01

(0.04%)

premium

―

premium

$541.12M

0.87%

SMCI

Super Micro Computer

$796.78

$4.83

(0.6%)

Pre

0.79%

premium

5 Buy

5 Hold

1 Sell

Moderate Buy

premium

$46.66B

157.55%

QQQ < ETF >

Invesco QQQ Trust

$475.24

$4.25

(0.89%)

Pre

0.84%

premium

1K Buy

585 Hold

64 Sell

Moderate Buy

premium

$292.74B

26.52%

AMD

Advanced Micro Devices

$151.58

$4.19

(2.69%)

Pre

1.04%

premium

29 Buy

7 Hold

0 Sell

Strong Buy

premium

$245.00B

36.62%

BXSL

Blackstone Secured Lending Fund

$30.25

$0.02

(0.07%)

Pre

0.5%

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$6.01B

20.57%

JAAA < ETF >

Janus Detroit Street Trust Janus Henderson AAA CLO ETF

$50.81

$0.04

(0.08%)

Pre

0.02%

premium

―

premium

$11.45B

1.52%

SCHD < ETF >

Schwab US Dividend Equity ETF

$81.11

$0.5

(0.61%)

Pre

0.14%

premium

394 Buy

424 Hold

67 Sell

Moderate Buy

premium

$57.76B

7.56%

Boeing

$179.67

$0.56

(0.31%)

Pre

0.82%

premium

16 Buy

5 Hold

1 Sell

Moderate Buy

premium

$110.58B

-16.77%

IVE < ETF >

iShares S&P 500 Value ETF

$187.28

$1.24

(0.66%)

Pre

0.21%

premium

3K Buy

2K Hold

260 Sell

Moderate Buy

premium

$33.87B

12.80%

IVW < ETF >

iShares S&P 500 Growth ETF

$92.08

$0.63

(0.68%)

Pre

0.21%

premium

2K Buy

1K Hold

139 Sell

Moderate Buy

premium

$52.65B

28.10%

BRCC

BRC

$5.56

$0.02

(0.36%)

Pre

1.08%

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$1.23B

13.01%

META

Meta Platforms

$476.79

$0.94

(0.2%)

Pre

1.31%

premium

39 Buy

3 Hold

2 Sell

Strong Buy

premium

$1.21T

63.84%

MBXIX < FUND >

Catalyst/Millburn Hedge Strategy Fund Class I

$39.51

$0.07

(0.18%)

premium

―

premium

―

11.83%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$56.77

$0.29

(0.51%)

Pre

0.21%

premium

1K Buy

508 Hold

55 Sell

Moderate Buy

premium

$34.09B

1.59%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$54.19

$0.37

(0.68%)

Pre

0.7%

premium

1K Buy

495 Hold

54 Sell

Moderate Buy

premium

$15.18B

11.36%

RXRX

Recursion Pharmaceuticals

$7.61

$0.26

(3.3%)

Pre

1.31%

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$2.04B

-50.81%

ASML

ASML Holding

$895.37

$28.78

(3.11%)

Pre

3.14%

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$355.27B

30.09%

NVDA

Nvidia

$117.93

$3.16

(2.61%)

Pre

1.81%

premium

37 Buy

4 Hold

0 Sell

Strong Buy

premium

$2.90T

164.42%

SCHG < ETF >

Schwab U.S. Large-Cap Growth ETF

$100.48

$0.58

(0.57%)

Pre

0.6%

premium

3K Buy

1K Hold

143 Sell

Moderate Buy

premium

$30.97B

31.33%

BITO < ETF >

ProShares Bitcoin Strategy ETF

$23.54

$1.32

(5.94%)

Pre

0.04%

premium

―

premium

$1.99B

47.59%

MSFT

Microsoft

$437.11

$3.26

(0.74%)

Pre

0.52%

premium

34 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.25T

27.65%

WES

Western Midstream Partners

$42.06

$0.21

(0.5%)

Pre

0.1%

premium

2 Buy

2 Hold

1 Sell

Hold

premium

$16.00B

61.77%

ELF

e.l.f. Beauty

$177.52

$6.58

(3.85%)

Pre

1.4%

premium

11 Buy

2 Hold

0 Sell

Strong Buy

premium

$10.01B

62.33%

SMH < ETF >

VanEck Semiconductor ETF

$248.14

$7.4

(2.9%)

Pre

1.35%

premium

323 Buy

133 Hold

16 Sell

Moderate Buy

premium

$22.32B

61.21%

NVDL < ETF >

GraniteShares 1.5x Long NVDA Daily ETF

$62.07

$3.52

(5.37%)

Pre

3.51%

premium

―

premium

$4.65B

315.16%

NVDY < ETF >

YieldMax NVDA Option Income Strategy ETF

$26.53

$0.48

(1.78%)

Pre

1.51%

premium

―

premium

$905.00M

17.29%

FBCG < ETF >

Fidelity Blue Chip Growth ETF

$41.53

$0.24

(0.57%)

premium

2K Buy

970 Hold

86 Sell

Moderate Buy

premium

$2.00B

36.12%

AMZY < ETF >

YieldMax AMZN Option Income Strategy ETF

$20.51

$0.1

(0.49%)

Pre

0.54%

premium

―

premium

$165.10M

2.29%

AMZZ < ETF >

GraniteShares 2x Long AMZN Daily ETF

$26.25

$0.2

(0.76%)

Pre

1.75%

premium

―

premium

$21.11M

5.09%

BTC-USD

Bitcoin

$67329.32

$429.954

(0.64%)

premium

―

premium

$1.34T

126.95%

GFS

GlobalFoundries Inc

$55.50

$2.89

(4.95%)

Pre

1.8%

premium

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

$30.83B

-12.94%