Active Management Strategy Portfolio - New Portfolio

Adam Gonzalez

Active Management Strategy Portfolio
Individual Investor
Ranked #75,895 out of 753,381 TipRanks' Investors
Success Rate
61%
40 out of 66
profitable transactions
Average Return
32.88%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.41% AAPL
8.98% TSLA
8.47% AVGO
6.59% NVDA
5.95% MPC
54.60% Others
By Assets
84.05% Stocks
11.59% ETFs
3.25% Cash
1.11% Funds
0.00% Cryptocurrency
By Sector
55.86% Technology
13.13% General
11.88% Energy
10.21% Consumer Cyclical
3.27% Healthcare
5.64% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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PARA
Paramount Global Class B
$11.36
$0.18
(1.61%)
premium
3 Buy
8 Hold
8 Sell
Moderate Sell
premium
$8.10B
-22.88%
UAL
United Airlines Holdings
$43.32
$1.88
(4.54%)
premium
13 Buy
0 Hold
0 Sell
Strong Buy
premium
$14.25B
-12.31%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$17.85
$0.12
(0.68%)
premium
1K Buy
593 Hold
56 Sell
Moderate Buy
premium
$8.20B
3.60%
XLF
XLF
< ETF >
Financial Select Sector SPDR Fund
$44.43
$0.38
(0.86%)
premium
516 Buy
412 Hold
37 Sell
Moderate Buy
premium
$43.27B
31.33%
XOM
Exxon Mobil
$116.32
$1.59
(1.39%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$516.79B
9.37%
JPM
JPMorgan Chase & Co.
$218.31
$1.68
(0.78%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$621.13B
48.28%
MSFT
Microsoft
$416.79
$1.24
(0.3%)
premium
30 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.10T
30.26%
EXG
EXG
< FUND >
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
$8.47
$0.17
(2.05%)
premium
premium
$2.59B
11.30%
Z
Zillow Group Class C
$56.35
$2.78
(5.19%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$12.94B
12.34%
PLTR
Palantir Technologies
$31.78
$0.14
(0.44%)
premium
3 Buy
5 Hold
6 Sell
Hold
premium
$71.17B
108.63%
DKNG
DraftKings
$36.37
$1.12
(3.18%)
premium
28 Buy
2 Hold
0 Sell
Strong Buy
premium
$31.95B
33.47%
MPC
Marathon Petroleum
$175.31
$3.53
(2.05%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$58.67B
22.08%
XYLD
XYLD
< ETF >
Global X S&P 500 Covered Call ETF
$41.08
$0.13
(0.32%)
premium
4K Buy
3K Hold
282 Sell
Moderate Buy
premium
$2.83B
3.11%
SDGR
Schrodinger
$19.87
$0.38
(1.95%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.45B
-44.34%
USO
USO
< ETF >
United States Oil Fund LP
$75.55
$1.97
(2.68%)
premium
premium
$1.23B
5.80%
AAPL
Apple
$226.84
$2.31
(1.03%)
premium
24 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.45T
28.61%
TSLA
Tesla
$220.32
$9.66
(4.59%)
premium
10 Buy
14 Hold
8 Sell
Hold
premium
$703.84B
-4.23%
MU
Micron
$102.85
$1.41
(1.35%)
premium
25 Buy
2 Hold
0 Sell
Strong Buy
premium
$114.04B
61.48%
NVDA
Nvidia
$129.37
$5.63
(4.55%)
premium
31 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.18T
174.30%
AI
C3ai
$24.52
$0.42
(1.74%)
premium
4 Buy
5 Hold
2 Sell
Hold
premium
$3.11B
-26.07%
TSM
Taiwan Semiconductor Manufacturing
$171.28
$4.84
(2.91%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$773.60B
85.11%
AVGO
Broadcom
$166.36
$4.02
(2.48%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$774.39B
94.70%
WBA
Walgreens Boots Alliance
$10.30
$0.27
(2.69%)
premium
2 Buy
7 Hold
3 Sell
Hold
premium
$8.89B
-59.32%
DELL
Dell Technologies
$112.01
$3.03
(2.78%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$79.23B
97.51%