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1000grand - New Portfolio

DOTTABOI69

1000grand
Individual Investor
Ranked #359,845 out of 783,334 TipRanks' Investors
Success Rate
51%
20 out of 39
profitable transactions
Average Return
9.64%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.04% TSLA
6.26% ET
5.83% AVGO
5.39% ARCC
5.12% AAPL
68.36% Others
By Assets
80.87% Stocks
19.13% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
20.38% Technology
19.13% General
14.06% Real Estate
13.65% Energy
10.20% Financial
22.59% Other

Portfolio Holdings

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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ET
Energy Transfer
$21.08
$0.55
(2.68%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$69.68B
41.00%
TRMD
Torm
$19.86
$0.34
(1.74%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.86B
-46.15%
AGNC
AGNC Investment
$10.08
$0.25
(2.54%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$8.74B
2.50%
XOM
Exxon Mobil
$109.57
$0.9
(0.83%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$474.85B
3.64%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.13
$0.19
(0.32%)
premium
1K Buy
547 Hold
48 Sell
Moderate Buy
premium
$38.73B
4.74%
O
Realty Income
$54.32
$0.26
(0.48%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$48.12B
-2.03%
SRE
Sempra Energy
$83.29
$1.31
(1.6%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$51.78B
13.97%
ARCC
Ares Capital
$23.42
$0.24
(1.04%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$15.21B
12.47%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.98
$0.03
(0.11%)
premium
411 Buy
414 Hold
69 Sell
Moderate Buy
premium
$68.89B
8.87%
VALE
Vale SA
$9.39
$0.32
(3.53%)
premium
3 Buy
6 Hold
0 Sell
Moderate Buy
premium
$38.40B
-34.70%
TIME
TIME
< ETF >
Clockwise Capital Innovation ETF
$26.35
$0.366
(1.41%)
premium
616 Buy
199 Hold
35 Sell
Moderate Buy
premium
$25.00M
17.84%
AAPL
Apple
$237.59
$1.77
(0.74%)
premium
18 Buy
8 Hold
4 Sell
Moderate Buy
premium
$3.58T
27.29%
LLY
Eli Lilly & Co
$823.23
$19.15
(2.38%)
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$764.19B
24.67%
MSFT
Microsoft
$414.99
$27.34
(6.18%)
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.32T
8.26%
NVDA
Nvidia
$124.65
$0.95
(0.77%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.16T
97.06%
PGR
Progressive
$249.22
$2.82
(1.14%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$143.55B
37.11%
TSLA
Tesla
$400.28
$11.18
(2.87%)
premium
12 Buy
12 Hold
9 Sell
Hold
premium
$1.28T
103.09%
EFC
Ellington Financial
$12.59
$0.14
(1.12%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.15B
-0.80%
AVGO
Broadcom
$215.66
$9.31
(4.51%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$971.97B
70.80%
XLU
XLU
< ETF >
Utilities Select Sector SPDR Fund
$78.34
$1.6
(2.08%)
premium
197 Buy
139 Hold
13 Sell
Moderate Buy
premium
$17.41B
24.62%