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New Portfolio - New Portfolio

Mystic

New Portfolio
Individual Investor
Ranked #224,352 out of 775,923 TipRanks' Investors
Success Rate
60%
151 out of 250
profitable transactions
Average Return
2.98%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.08% VTI
7.46% VIG
7.10% FTEC
6.78% QUAL
4.80% VYM
62.78% Others
By Assets
91.02% ETFs
8.98% Stocks
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
91.02% General
5.57% Energy
2.13% Financial
1.28% Real Estate

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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MAIN
Main Street Capital
$56.40
$0.79
(1.42%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.97B
31.38%
STAG
Stag Industrial
$33.94
$0.72
(2.17%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$6.31B
-12.64%
SPHQ
SPHQ
< ETF >
Invesco S&P 500 Quality ETF
$67.90
$0.65
(0.97%)
premium
798 Buy
578 Hold
81 Sell
Moderate Buy
premium
$14.40B
25.76%
BND
BND
< ETF >
Vanguard Total Bond Market ETF
$72.21
$0.22
(0.31%)
premium
premium
$120.67B
-1.57%
SPGP
SPGP
< ETF >
Invesco S&P 500 GARP ETF
$104.89
$1.29
(1.25%)
premium
728 Buy
401 Hold
44 Sell
Moderate Buy
premium
$4.72B
6.74%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$293.28
$3.3
(1.14%)
premium
13K Buy
8K Hold
1K Sell
Moderate Buy
premium
$456.49B
23.94%
MLPA
MLPA
< ETF >
Global X MLP ETF
$48.84
$0.69
(1.43%)
premium
41 Buy
31 Hold
11 Sell
Hold
premium
$1.62B
10.25%
VIG
VIG
< ETF >
Vanguard Dividend Appreciation ETF
$197.31
$1.85
(0.95%)
premium
2K Buy
1K Hold
157 Sell
Moderate Buy
premium
$86.67B
16.39%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$127.12
$1.404
(1.12%)
premium
2K Buy
2K Hold
325 Sell
Moderate Buy
premium
$58.93B
14.57%
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%
ONEQ
ONEQ
< ETF >
Fidelity Nasdaq Composite Index ETF
$77.21
$0.828
(1.08%)
premium
5K Buy
3K Hold
351 Sell
Moderate Buy
premium
$7.49B
30.55%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.29
$0.36
(1.34%)
premium
435 Buy
438 Hold
76 Sell
Moderate Buy
premium
$64.08B
7.94%
VEA
VEA
< ETF >
Vanguard FTSE Developed Markets ETF
$47.57
$0.017
(0.04%)
premium
6K Buy
4K Hold
815 Sell
Hold
premium
$132.83B
0.13%
OKE
Oneok
$100.08
$2.42
(2.48%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$58.47B
42.64%
QGRW
QGRW
< ETF >
WisdomTree U.S. Quality Growth Fund
$50.04
$0.59
(1.19%)
premium
1K Buy
507 Hold
75 Sell
Moderate Buy
premium
$686.79M
36.95%
REGL
REGL
< ETF >
ProShares S&P MidCap 400 Dividend Aristocrats ETF
$81.20
$0.38
(0.47%)
premium
148 Buy
148 Hold
19 Sell
Hold
premium
$1.58B
10.09%
MPLX
MPLX
$47.28
$1.14
(2.47%)
premium
9 Buy
3 Hold
1 Sell
Moderate Buy
premium
$48.17B
29.46%
SCHF
SCHF
< ETF >
Schwab International Equity ETF
$18.41
$0.03
(0.16%)
premium
3K Buy
2K Hold
561 Sell
Hold
premium
$39.60B
0.46%
TMFC
TMFC
< ETF >
Motley Fool 100 Index ETF
$60.64
$0.5
(0.83%)
premium
1K Buy
610 Hold
71 Sell
Moderate Buy
premium
$1.21B
35.86%
VSDA
VSDA
< ETF >
VictoryShares Dividend Accelerator ETF
$51.14
$0.47
(0.93%)
premium
544 Buy
402 Hold
52 Sell
Hold
premium
$234.13M
7.84%
FTEC
FTEC
< ETF >
Fidelity MSCI Information Technology Index ETF
$187.98
$2.962
(1.6%)
premium
2K Buy
966 Hold
130 Sell
Moderate Buy
premium
$13.26B
30.96%
PKW
PKW
< ETF >
Invesco Buyback Achievers ETF
$116.26
$1.64
(1.43%)
premium
807 Buy
589 Hold
86 Sell
Moderate Buy
premium
$1.23B
17.64%
IPKW
IPKW
< ETF >
Invesco International BuyBack Achievers ETF
$39.64
$0.07
(0.18%)
premium
265 Buy
183 Hold
42 Sell
Moderate Buy
premium
$90.08M
6.53%
ILCG
ILCG
< ETF >
iShares Morningstar Growth ETF
$90.99
$0.99
(1.1%)
premium
4K Buy
2K Hold
230 Sell
Moderate Buy
premium
$2.44B
34.44%
NOBL
NOBL
< ETF >
ProShares S&P 500 Dividend Aristocrats ETF
$100.76
$0.76
(0.76%)
premium
458 Buy
382 Hold
57 Sell
Hold
premium
$11.88B
6.44%
DLN
DLN
< ETF >
WisdomTree U.S. LargeCap Dividend Fund
$78.13
$0.9
(1.17%)
premium
3K Buy
2K Hold
152 Sell
Moderate Buy
premium
$4.45B
18.40%
SCHQ
SCHQ
< ETF >
Schwab Long-Term U.S. Treasury ETF
$31.71
$0.116
(0.37%)
premium
premium
$726.16M
-9.09%
SCHX
SCHX
< ETF >
Schwab U.S. Large-Cap ETF
$23.41
$0.27
(1.17%)
premium
6K Buy
4K Hold
446 Sell
Moderate Buy
premium
$51.36B
24.90%
QUAL
QUAL
< ETF >
iShares MSCI USA Quality Factor ETF
$179.43
$1.72
(0.97%)
premium
1K Buy
704 Hold
99 Sell
Moderate Buy
premium
$49.32B
22.31%