tiprankstipranks

New Portfolio - New Portfolio

Suzieq

New Portfolio
Individual Investor
Ranked #371,718 out of 769,291 TipRanks' Investors
Success Rate
50%
138 out of 278
profitable transactions
Average Return
4.84%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.55% SCHB
10.10% JEPI
8.47% XYLD
8.38% PGHY
8.01% SPHY
47.49% Others
By Assets
70.94% ETFs
27.67% Stocks
1.39% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
72.33% General
9.45% Technology
7.92% Real Estate
6.69% Consumer Cyclical
2.79% Financial
0.82% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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42kxowzt5ip
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premium
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AMZN
Amazon
$198.38
$4.5
(2.22%)
Pre
0.03%
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.09T
35.22%
AVGO
Broadcom
$163.94
$0.69
(0.42%)
Pre
0.14%
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$765.69B
66.38%
NVDA
Nvidia
$146.67
$0.78
(0.53%)
Pre
0.28%
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.59T
201.07%
PFLT
Pennantpark $
$11.04
$0.01
(0.09%)
Pre
0.54%
premium
premium
$810.56M
1.28%
SPG
Simon Property
$181.80
$0.89
(0.49%)
Pre
0.48%
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$68.26B
50.12%
EPRT
Essential Properties Realty
$33.50
$0.06
(0.18%)
Pre
2.39%
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$5.89B
41.54%
SMCI
Super Micro Computer
$29.70
$3.9
(15.12%)
Pre
5.82%
premium
2 Buy
6 Hold
2 Sell
Hold
premium
$17.39B
-10.99%
CLOZ
CLOZ
< ETF >
Panagram BBB-B CLO ETF
$27.04
$0.02
(0.07%)
premium
premium
$435.94M
3.01%
IAK
IAK
< ETF >
iShares U.S. Insurance ETF
$134.89
$2.47
(1.87%)
premium
157 Buy
146 Hold
18 Sell
Moderate Buy
premium
$755.17M
34.45%
IXN
IXN
< ETF >
iShares Global Tech ETF
$83.15
$0.58
(0.7%)
Pre
0%
premium
941 Buy
485 Hold
67 Sell
Moderate Buy
premium
$5.19B
26.25%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.91
$0.43
(0.72%)
Pre
0.12%
premium
1K Buy
608 Hold
49 Sell
Moderate Buy
premium
$36.93B
9.77%
PGHY
PGHY
< ETF >
Invesco Global Short Term High Yield Bond ETF
$19.87
$0.02
(0.1%)
premium
premium
$141.01M
4.25%
PTY
PTY
< FUND >
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
$14.58
$0.01
(0.07%)
Pre
0%
premium
premium
$2.23B
6.90%
SCHB
SCHB
< ETF >
Schwab U.S. Broad Market ETF
$23.12
$0.16
(0.7%)
Pre
0.09%
premium
11K Buy
7K Hold
950 Sell
Moderate Buy
premium
$32.59B
30.46%
SPHY
SPHY
< ETF >
SPDR Portfolio High Yield Bond ETF
$23.76
$0
(0%)
Pre
0.42%
premium
premium
$6.10B
4.44%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.77
$0.12
(0.23%)
Pre
0.12%
premium
4K Buy
3K Hold
325 Sell
Moderate Buy
premium
$2.35B
7.92%
TSE:EDV
Endeavour Mining
C$27.22
C$0.84
(2.99%)
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
C$6.65B
-9.14%
XYLD
XYLD
< ETF >
Global X S&P 500 Covered Call ETF
$41.85
$0.1
(0.24%)
Pre
0.07%
premium
4K Buy
3K Hold
326 Sell
Moderate Buy
premium
$2.88B
7.66%
YMAX
YMAX
< ETF >
YieldMax Universe Fund of Option Income ETFs
$18.13
$0.184
(1.03%)
Pre
0.39%
premium
premium
$407.26M
-8.59%
JTEK
JTEK
< ETF >
JPMorgan U.S. Tech Leaders ETF
$75.83
$1.41
(1.89%)
Pre
1.54%
premium
947 Buy
253 Hold
37 Sell
Moderate Buy
premium
$788.43M
37.26%