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Current Holdings - New Portfolio

Current Holdings
Individual Investor
Ranked #155,617 out of 783,839 TipRanks' Investors
Success Rate
64%
67 out of 105
profitable transactions
Average Return
7.57%
Average return
per transaction
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Allocation

Top Stocks
13.37% SCHD
12.08% JEPI
10.29% JEPQ
8.81% BITO
6.91% SPYD
48.54% Others
By Assets
65.17% ETFs
34.83% Stocks
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
65.17% General
6.55% Consumer Cyclical
5.82% Basic Materials
5.33% Energy
5.20% Technology
11.92% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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85ndc8bhv8a
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85ndc8bhv8a
85ndc8bhv8a
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4dp1awmlwv5
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4dp1awmlwv5
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45wgnaucz2h
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KGC
Kinross Gold
$11.28
$0.21
(1.83%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$13.84B
105.09%
BITO
BITO
< ETF >
ProShares Bitcoin Strategy ETF
$24.59
$0.87
(3.42%)
premium
premium
$2.62B
20.84%
AMD
Advanced Micro Devices
$115.95
$2.91
(2.45%)
premium
14 Buy
8 Hold
1 Sell
Moderate Buy
premium
$188.16B
-31.99%
BA
Boeing
$176.52
$3.01
(1.68%)
premium
14 Buy
5 Hold
1 Sell
Moderate Buy
premium
$132.07B
-15.87%
MSFT
Microsoft
$415.06
$0.07
(0.02%)
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
2.79%
NVDA
Nvidia
$120.07
$4.58
(3.67%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.94T
90.50%
TSLA
Tesla
$404.60
$4.32
(1.08%)
premium
12 Buy
12 Hold
9 Sell
Hold
premium
$1.30T
114.23%
VZ
Verizon
$39.39
$0.08
(0.2%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$165.82B
-7.29%
XOM
Exxon Mobil
$106.83
$2.74
(2.5%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$469.53B
4.77%
CVX
Chevron
$149.19
$7.13
(4.56%)
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$268.11B
-2.00%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.97
$0.16
(0.27%)
premium
1K Buy
550 Hold
49 Sell
Moderate Buy
premium
$38.82B
4.95%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.83
$0.15
(0.54%)
premium
412 Buy
415 Hold
69 Sell
Moderate Buy
premium
$67.98B
8.96%
SPHD
SPHD
< ETF >
Invesco S&P 500 High Dividend Low Volatility ETF
$48.69
$0.22
(0.45%)
premium
313 Buy
284 Hold
22 Sell
Hold
premium
$4.17B
15.98%
SPYD
SPYD
< ETF >
SPDR Portfolio S&P 500 High Dividend ETF
$44.11
$0.18
(0.41%)
premium
478 Buy
459 Hold
47 Sell
Hold
premium
$7.81B
14.39%
RIO
Rio Tinto
$60.41
$0.5
(0.82%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$102.99B
-13.85%
F
Ford Motor
$10.08
$0.08
(0.79%)
premium
1 Buy
6 Hold
3 Sell
Hold
premium
$40.06B
-16.97%
TGT
Target
$137.91
$2.53
(1.8%)
premium
15 Buy
15 Hold
0 Sell
Moderate Buy
premium
$63.19B
-4.51%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$522.29
$0.76
(0.15%)
premium
1K Buy
578 Hold
68 Sell
Moderate Buy
premium
$328.73B
21.74%
CVS
CVS Health
$56.48
$0.34
(0.6%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$71.07B
-22.73%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.47
$0.05
(0.09%)
premium
1K Buy
521 Hold
66 Sell
Moderate Buy
premium
$22.78B
11.61%
LLY
Eli Lilly & Co
$811.08
$12.15
(1.48%)
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$769.97B
21.48%