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New Portfolio
- New Portfolio
Performance
Portfolio Details
JJJDKR
New Portfolio
Individual Investor
Ranked #3,060 out of 767,968 TipRanks' Investors
Success Rate
88%
659 out of 746
profitable transactions
Average Return
57.83%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
25.56%
AVGO
12.22%
MSFT
10.01%
JEPQ
9.92%
BLK
7.86%
VFFSX
34.43%
Others
By Assets
71.26%
Stocks
20.88%
ETFs
7.86%
Funds
0.00%
Cryptocurrency
0.00%
Cash
By Sector
38.12%
Technology
28.74%
General
15.94%
Financial
5.99%
Healthcare
5.37%
Industrials
5.84%
Other
Portfolio Holdings
Select Columns
24
Results | Showing
1
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1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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PH
Parker Hannifin
$698.91
$1.28
(
0.18%
)
premium
11
Buy
1
Hold
0
Sell
Strong Buy
premium
$89.96B
61.55%
AVGO
Broadcom
$164.84
$5.54
(
3.25%
)
premium
23
Buy
3
Hold
0
Sell
Strong Buy
premium
$769.90B
68.59%
FIS
Fidelity National Info
$87.82
$0.64
(
0.72%
)
premium
8
Buy
9
Hold
0
Sell
Moderate Buy
premium
$47.28B
60.64%
BLK
BlackRock
$1047.37
$0.29
(
0.03%
)
premium
13
Buy
2
Hold
0
Sell
Strong Buy
premium
$162.22B
46.11%
GS
Goldman Sachs Group
$593.54
$4.93
(
0.84%
)
premium
12
Buy
3
Hold
0
Sell
Strong Buy
premium
$186.32B
74.99%
COST
Costco
$907.07
$16.82
(
1.82%
)
premium
17
Buy
8
Hold
0
Sell
Moderate Buy
premium
$401.90B
57.16%
LIN
Linde
$449.10
$4.39
(
0.97%
)
premium
9
Buy
3
Hold
1
Sell
Moderate Buy
premium
$213.84B
10.11%
HON
Honeywell International
$228.99
$0.55
(
0.24%
)
premium
7
Buy
10
Hold
0
Sell
Moderate Buy
premium
$148.90B
19.76%
JPM
JPMorgan Chase & Co.
$245.31
$3.44
(
1.42%
)
premium
12
Buy
5
Hold
1
Sell
Moderate Buy
premium
$690.63B
60.52%
MSFT
Microsoft
$415.00
$11.89
(
2.79%
)
premium
26
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.09T
12.21%
LMT
Lockheed Martin
$534.83
$4.16
(
0.77%
)
premium
9
Buy
7
Hold
0
Sell
Moderate Buy
premium
$126.77B
20.27%
HD
Home Depot
$408.18
$2.46
(
0.61%
)
premium
22
Buy
4
Hold
0
Sell
Strong Buy
premium
$405.44B
32.84%
ABBV
AbbVie
$164.99
$4.64
(
2.74%
)
premium
13
Buy
7
Hold
0
Sell
Moderate Buy
premium
$291.56B
19.30%
JNJ
Johnson & Johnson
$154.00
$2.13
(
1.4%
)
premium
6
Buy
8
Hold
0
Sell
Moderate Buy
premium
$370.77B
2.81%
CVX
Chevron
$161.42
$0.38
(
0.23%
)
premium
11
Buy
4
Hold
0
Sell
Moderate Buy
premium
$290.09B
11.74%
MCD
McDonald's
$292.63
$5.93
(
1.99%
)
premium
16
Buy
10
Hold
0
Sell
Moderate Buy
premium
$209.70B
6.12%
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.27
$0.51
(
0.85%
)
premium
3K
Buy
1K
Hold
104
Sell
Strong Buy
premium
$37.11B
9.21%
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$55.61
$0.92
(
1.63%
)
premium
1K
Buy
536
Hold
64
Sell
Moderate Buy
premium
$18.64B
13.56%
VOO
< ETF >
Vanguard S&P 500 ETF
$538.50
$7.04
(
1.29%
)
premium
8K
Buy
5K
Hold
660
Sell
Strong Buy
premium
$573.30B
29.98%
VFFSX
< FUND >
Vanguard 500 Index Fund Institutional Select Shares
$287.61
$3.81
(
1.31%
)
premium
398
Buy
98
Hold
8
Sell
Moderate Buy
premium
―
30.01%
VTV
< ETF >
Vanguard Value ETF
$176.14
$0.6
(
0.34%
)
premium
5K
Buy
4K
Hold
398
Sell
Strong Buy
premium
$132.11B
24.94%
GPIX
< ETF >
Goldman Sachs S&P 500 Core Premium Income ETF
$49.48
$0.62
(
1.24%
)
premium
4K
Buy
3K
Hold
329
Sell
Moderate Buy
premium
$286.51M
16.95%
QQQI
< ETF >
NEOS Nasdaq 100 High Income ETF
$52.02
$0.8
(
1.51%
)
premium
1K
Buy
628
Hold
75
Sell
Moderate Buy
premium
$594.90M
4.38%
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.91
$0.39
(
0.75%
)
premium
8K
Buy
5K
Hold
658
Sell
Strong Buy
premium
$2.21B
8.73%
24
Results | Showing
1
out of
1
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