New Portfolio - New Portfolio

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

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
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
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
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
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
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
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
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
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%