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New Portfolio
- New Portfolio
Performance
Portfolio Details
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
Select Columns
23
Results | Showing
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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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premium
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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
< 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
< 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
< 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
< 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
< 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
< 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
< 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
< 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
< ETF >
NEOS Russell 2000 High Income ETF
$49.61
$0.32
(
0.65%
)
premium
―
premium
$128.50M
-0.75%
23
Results | Showing
1
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1
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