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New Portfolio - New Portfolio

JJJDKR

New Portfolio
Individual Investor
Ranked #3,994 out of 775,923 TipRanks' Investors
Success Rate
84%
651 out of 778
profitable transactions
Average Return
68.27%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
31.29% AVGO
11.75% MSFT
10.04% JEPQ
8.91% BLK
7.93% SPYI
30.08% Others
By Assets
70.79% Stocks
21.94% ETFs
7.27% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
43.34% Technology
29.21% General
14.18% Financial
5.71% Healthcare
2.85% Industrials
4.72% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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PH
Parker Hannifin
$647.20
$7.93
(1.24%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$83.31B
41.25%
AVGO
Broadcom
$220.79
$2.47
(1.13%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.03T
96.79%
FIS
Fidelity National Info
$81.46
$1.32
(1.65%)
premium
10 Buy
9 Hold
1 Sell
Moderate Buy
premium
$43.85B
35.90%
BLK
BlackRock
$1028.69
$12.36
(1.22%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$159.32B
28.20%
GS
Goldman Sachs Group
$566.10
$12.11
(2.19%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$177.70B
48.72%
COST
Costco
$954.07
$0.73
(0.08%)
premium
18 Buy
8 Hold
0 Sell
Moderate Buy
premium
$423.51B
42.06%
LIN
Linde
$424.31
$4.72
(1.12%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$202.04B
3.71%
HON
Honeywell International
$228.32
$1.44
(0.63%)
premium
9 Buy
10 Hold
0 Sell
Moderate Buy
premium
$148.46B
11.03%
JPM
JPMorgan Chase & Co.
$237.60
$4.64
(1.99%)
premium
9 Buy
5 Hold
1 Sell
Moderate Buy
premium
$668.92B
41.94%
MSFT
Microsoft
$436.60
$0.43
(0.1%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.25T
16.56%
HD
Home Depot
$392.60
$7.58
(1.97%)
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$389.99B
12.50%
ABBV
AbbVie
$175.58
$4.06
(2.37%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$310.27B
13.32%
JNJ
Johnson & Johnson
$144.47
$0.89
(0.62%)
premium
5 Buy
10 Hold
0 Sell
Moderate Buy
premium
$347.83B
-7.07%
CVX
Chevron
$142.85
$1.7
(1.2%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$256.71B
-5.43%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.20
$0.56
(0.97%)
premium
1K Buy
607 Hold
59 Sell
Moderate Buy
premium
$36.75B
5.59%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.20
$0.4
(0.7%)
premium
1K Buy
526 Hold
64 Sell
Moderate Buy
premium
$20.92B
14.04%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$545.04
$6.1
(1.13%)
premium
4K Buy
3K Hold
332 Sell
Moderate Buy
premium
$574.46B
25.21%
VFFSX
VFFSX
< FUND >
Vanguard 500 Index Fund Institutional Select Shares
$290.99
$3.15
(1.09%)
premium
397 Buy
100 Hold
7 Sell
Moderate Buy
premium
25.41%
VTV
VTV
< ETF >
Vanguard Value ETF
$170.29
$1.97
(1.17%)
premium
3K Buy
2K Hold
207 Sell
Moderate Buy
premium
$126.83B
14.67%
GPIX
GPIX
< ETF >
Goldman Sachs S&P 500 Core Premium Income ETF
$49.72
$0.53
(1.08%)
premium
4K Buy
3K Hold
332 Sell
Moderate Buy
premium
$365.45M
12.76%
QQQI
QQQI
< ETF >
NEOS Nasdaq 100 High Income ETF
$53.17
$0.36
(0.68%)
premium
1K Buy
634 Hold
76 Sell
Moderate Buy
premium
$720.39M
6.69%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.68
$0.53
(1.04%)
premium
4K Buy
3K Hold
332 Sell
Moderate Buy
premium
$2.53B
7.51%
IWMI
IWMI
< ETF >
NEOS Russell 2000 High Income ETF
$49.61
$0.32
(0.65%)
premium
premium
$128.50M
-0.75%