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Stocks - New Portfolio

AvISaint

Stocks
Individual Investor
Ranked #431,868 out of 770,014 TipRanks' Investors
Success Rate
45%
355 out of 798
profitable transactions
Average Return
0.96%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.19% JEPQ
11.07% PDI
10.04% MPLX
8.21% WF
7.61% EPD
49.88% Others
By Assets
59.11% Stocks
26.96% Funds
13.08% ETFs
0.85% Cash
0.00% Cryptocurrency
By Sector
44.39% General
27.94% Energy
19.28% Financial
4.59% Industrials
3.79% Real Estate

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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MPLX
MPLX
$49.65
$0.56
(1.14%)
premium
7 Buy
2 Hold
1 Sell
Moderate Buy
premium
$50.01B
36.63%
ET
Energy Transfer
$19.20
$0.23
(1.21%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$64.95B
38.27%
O
Realty Income
$57.75
$0.3
(0.52%)
Pre
0.16%
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.28B
6.57%
EPD
Enterprise Products Partners
$32.86
$0.52
(1.61%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$70.10B
21.49%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.97
$0.28
(0.49%)
Pre
0.19%
premium
1K Buy
532 Hold
63 Sell
Moderate Buy
premium
$18.90B
15.06%
PSIX
Power Solutions
$28.31
$3.29
(10.41%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$726.79M
980.53%
ECO
Okeanis Eco Tankers Corp.
$22.04
$0.95
(4.13%)
Pre
2.54%
premium
premium
$728.32M
-8.80%
OBDE
Blue Owl Capital Corporation III
$14.85
$0.01
(0.07%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.83B
XFLT
XFLT
< FUND >
XAI Octagon Floating Rate & Alternative Income Term Trust
$6.96
$0.01
(0.14%)
premium
premium
$246.86M
1.76%
BST
BST
< FUND >
BlackRock Science & Technology Trust
$36.94
$0.26
(0.71%)
Pre
0.97%
premium
premium
$818.51M
7.71%
HTD
HTD
< FUND >
John Hancock Tax-Advantaged Dividend Income Fund
$23.44
$0.02
(0.09%)
premium
premium
$830.52M
28.33%
PDI
PIMCO Dynamic
$19.05
$0.13
(0.68%)
Pre
0.21%
premium
premium
8.98%
RVT
RVT
< FUND >
Royce Value Trust Inc
$16.74
$0.04
(0.24%)
premium
premium
$1.81B
25.56%
SPE
SPE
< FUND >
Special Opportunities Fund Inc
$15.06
$0.05
(0.33%)
premium
premium
$168.40M
34.07%
WF
Woori Finance Holdings Co
$35.46
$0.45
(1.25%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$8.91B
19.84%
USOI
USOI
< FUND >
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
$63.70
$0.12
(0.19%)
premium
premium
$340.80M
-13.12%