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Personal - New Portfolio

Performance Portfolio Details

HOWARD J DOUGLAS, CLU,CHFC,MSFS,AEP

Personal

Individual Investor

Ranked #154,844 out of 748,394 TipRanks' Investors

Success Rate

375 out of 650
profitable transactions

Average Return

9.03%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

6.94% BRK.B

6.53% AAPL

6.21% GOOG

5.42% AMZN

4.55% META

70.35% Others

By Assets

85.91% Stocks

14.09% ETFs

0.00% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

23.15% Technology

20.78% Financial

14.09% General

14.00% Consumer Cyclical

13.31% Communication Services

14.68% Other

Portfolio Holdings

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To view investors' portfolios

ORCL

Oracle

$140.70

$1.93

(1.39%)

premium

14 Buy

13 Hold

0 Sell

Moderate Buy

premium

$382.43B

19.26%

PFE

Pfizer

$30.45

$0.47

(1.57%)

premium

7 Buy

8 Hold

0 Sell

Moderate Buy

premium

$169.88B

-15.95%

AXAHY

AXA SA

$35.09

$0.43

(1.24%)

premium

―

premium

$77.93B

18.21%

AXP

American Express

$244.06

$3.075

(1.28%)

premium

7 Buy

9 Hold

2 Sell

Moderate Buy

premium

$171.32B

50.29%

AAPL

Apple

$220.16

$1.62

(0.74%)

premium

25 Buy

9 Hold

1 Sell

Moderate Buy

premium

$3.35T

13.47%

AMZN

Amazon

$183.10

$2.27

(1.26%)

premium

44 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.88T

44.36%

Procter & Gamble

$168.91

$0.91

(0.54%)

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$396.50B

12.01%

Visa

$257.65

$3.48

(1.37%)

premium

20 Buy

4 Hold

0 Sell

Strong Buy

premium

$477.99B

7.31%

MSCI

$544.58

$10.375

(1.94%)

premium

6 Buy

4 Hold

0 Sell

Moderate Buy

premium

$42.01B

-1.44%

Coca-Cola

$66.46

$0.65

(0.99%)

premium

14 Buy

5 Hold

0 Sell

Moderate Buy

premium

$283.51B

9.10%

COST

Costco

$829.95

$0.87

(0.1%)

premium

19 Buy

6 Hold

0 Sell

Strong Buy

premium

$368.33B

55.24%

LOW

Lowe's

$238.00

$6.33

(2.73%)

premium

10 Buy

11 Hold

0 Sell

Moderate Buy

premium

$132.01B

3.47%

Mastercard

$437.17

$4.72

(1.09%)

premium

22 Buy

2 Hold

0 Sell

Strong Buy

premium

$402.01B

8.40%

XLE < ETF >

Energy Select Sector SPDR Fund

$91.67

$1.33

(1.47%)

premium

210 Buy

113 Hold

5 Sell

Moderate Buy

premium

$38.67B

4.91%

GOOG

Alphabet Class C

$174.59

$0.22

(0.13%)

premium

10 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.14T

42.17%

JPM

JPMorgan Chase & Co.

$209.53

$0.94

(0.45%)

premium

15 Buy

6 Hold

0 Sell

Moderate Buy

premium

$599.00B

36.36%

META

Meta Platforms

$459.98

$1.29

(0.28%)

premium

24 Buy

1 Hold

2 Sell

Strong Buy

premium

$1.17T

56.96%

MSFT

Microsoft

$424.61

$4.29

(1%)

premium

31 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.19T

23.16%

Home Depot

$357.71

$7.4

(2.11%)

premium

18 Buy

8 Hold

2 Sell

Moderate Buy

premium

$347.37B

10.58%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$56.87

$0.53

(0.94%)

premium

1K Buy

493 Hold

53 Sell

Moderate Buy

premium

$33.96B

1.77%

NFLX

Netflix

$646.04

$10.05

(1.58%)

premium

23 Buy

12 Hold

1 Sell

Moderate Buy

premium

$272.94B

50.05%

XLV < ETF >

Health Care Select Sector SPDR Fund

$150.44

$0.57

(0.38%)

premium

511 Buy

262 Hold

28 Sell

Moderate Buy

premium

$40.37B

10.29%

JNJ

Johnson & Johnson

$159.70

$3.42

(2.19%)

premium

7 Buy

8 Hold

0 Sell

Moderate Buy

premium

$376.12B

-6.51%

BRK.B

Berkshire Hathaway B

$438.64

$5.84

(1.35%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$933.26B

24.52%

WMT

Walmart

$70.30

$0.3

(0.42%)

premium

28 Buy

3 Hold

0 Sell

Strong Buy

premium

$567.87B

34.96%

NVDA

Nvidia

$115.90

$1.65

(1.44%)

premium

37 Buy

4 Hold

0 Sell

Strong Buy

premium

$2.81T

150.22%

LLY

Eli Lilly & Co

$823.86

$36.02

(4.19%)

premium

18 Buy

4 Hold

0 Sell

Strong Buy

premium

$817.23B

89.34%

BAC

Bank of America

$42.13

$0.055

(0.13%)

premium

10 Buy

5 Hold

1 Sell

Moderate Buy

premium

$329.94B

35.84%

PTLC < ETF >

Pacer Trendpilot US Large Cap ETF

$49.84

$0.37

(0.75%)

premium

4K Buy

2K Hold

291 Sell

Moderate Buy

premium

$2.95B

16.70%

CTRA

Coterra Energy

$25.99

$0.2

(0.78%)

premium

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$19.19B

-0.80%

SPY < ETF >

SPDR S&P 500 ETF Trust

$546.00

$4.77

(0.88%)

premium

4K Buy

3K Hold

295 Sell

Moderate Buy

premium

$568.18B

18.84%

CGGR < ETF >

Capital Group Growth ETF

$32.45

$0.315

(0.98%)

premium

1K Buy

450 Hold

54 Sell

Moderate Buy

premium

$6.53B

29.10%

PANW

Palo Alto Networks

$327.99

$3.75

(1.16%)

premium

31 Buy

7 Hold

0 Sell

Strong Buy

premium

$104.99B

33.48%

QQQ < ETF >

Invesco QQQ Trust

$466.66

$3.28

(0.71%)

premium

1K Buy

590 Hold

58 Sell

Moderate Buy

premium

$291.35B

22.33%

BABA

Alibaba

$75.96

$0.16

(0.21%)

premium

13 Buy

3 Hold

0 Sell

Strong Buy

premium

$162.94B

-17.41%

QCOM

Qualcomm

$179.69

$1.38

(0.76%)

premium

19 Buy

9 Hold

1 Sell

Moderate Buy

premium

$202.07B

48.08%

CRWD

CrowdStrike Holdings

$257.95

$0.19

(0.07%)

premium

28 Buy

6 Hold

1 Sell

Strong Buy

premium

$62.82B

79.56%

QGRW < ETF >

WisdomTree U.S. Quality Growth Fund

$43.40

$0.29

(0.67%)

premium

1K Buy

517 Hold

63 Sell

Moderate Buy

premium

$466.99M

34.05%

AVGO

Broadcom

$152.87

$1.53

(1.01%)

premium

23 Buy

1 Hold

0 Sell

Strong Buy

premium

$704.47B

67.76%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$53.37

$0.32

(0.6%)

premium

1K Buy

496 Hold

51 Sell

Moderate Buy

premium

$15.38B

12.50%

WCBR < ETF >

WisdomTree Cybersecurity Fund

$24.77

$0.49

(2.02%)

premium

228 Buy

159 Hold

10 Sell

Moderate Buy

premium

$104.38M

21.19%

CRM

Salesforce

$261.22

$11.44

(4.58%)

premium

28 Buy

10 Hold

1 Sell

Moderate Buy

premium

$242.04B

10.83%

WTAI < ETF >

WisdomTree Artificial Intelligence and Innovation Fund

$20.05

$0.19

(0.96%)

premium

889 Buy

305 Hold

38 Sell

Moderate Buy

premium

$266.47M

1.17%

JAAA < ETF >

Janus Detroit Street Trust Janus Henderson AAA CLO ETF

$50.84

<$0.001

(<0.01%)

premium

―

premium

$11.55B

1.60%

MDCP < ETF >

VictoryShares THB Mid Cap ESG ETF

$28.32

$0.722

(2.61%)

premium

126 Buy

90 Hold

7 Sell

Moderate Buy

premium

$105.80M

7.36%

DHI

DR Horton

$176.13

$5.06

(2.96%)

premium

12 Buy

4 Hold

1 Sell

Moderate Buy

premium

$55.78B

31.70%

KBH

KB Home

$82.73

$2.97

(3.72%)

premium

2 Buy

9 Hold

1 Sell

Hold

premium

$6.00B

49.59%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$52.67

$0.25

(0.48%)

premium

402 Buy

106 Hold

17 Sell

Moderate Buy

premium

$358.35M

5.10%