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New Portfolio - New Portfolio

Mystic

New Portfolio
Individual Investor
Ranked #228,230 out of 781,107 TipRanks' Investors
Success Rate
61%
152 out of 250
profitable transactions
Average Return
3.26%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.00% VTI
7.39% VIG
6.92% FTEC
6.70% QUAL
4.89% VYM
63.10% Others
By Assets
90.50% ETFs
9.50% Stocks
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
90.50% General
5.97% Energy
2.24% 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
$60.84
$0.8
(1.33%)
Pre
0.02%
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$5.36B
35.99%
STAG
Stag Industrial
$34.92
$0.97
(2.86%)
Pre
0%
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.49B
-10.70%
SPHQ
SPHQ
< ETF >
Invesco S&P 500 Quality ETF
$68.75
$0.64
(0.94%)
Pre
0.64%
premium
816 Buy
560 Hold
65 Sell
Moderate Buy
premium
$12.00B
22.48%
BND
BND
< ETF >
Vanguard Total Bond Market ETF
$72.16
$0.21
(0.29%)
Pre
0.19%
premium
premium
$121.80B
-1.15%
SPGP
SPGP
< ETF >
Invesco S&P 500 GARP ETF
$110.84
$0.62
(0.56%)
premium
1K Buy
812 Hold
74 Sell
Strong Buy
premium
$4.01B
15.10%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$299.14
$2.94
(0.99%)
Pre
0.34%
premium
26K Buy
15K Hold
2K Sell
Strong Buy
premium
$469.95B
24.34%
MLPA
MLPA
< ETF >
Global X MLP ETF
$53.47
$0.52
(0.98%)
Pre
0%
premium
44 Buy
32 Hold
11 Sell
Hold
premium
$1.79B
17.67%
VIG
VIG
< ETF >
Vanguard Dividend Appreciation ETF
$201.10
$1.95
(0.98%)
Pre
<0.01%
premium
2K Buy
1K Hold
136 Sell
Moderate Buy
premium
$88.33B
15.43%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$132.94
$1.25
(0.95%)
Pre
0.05%
premium
2K Buy
2K Hold
289 Sell
Moderate Buy
premium
$61.48B
17.80%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.95
$0.45
(0.77%)
Pre
0.19%
premium
1K Buy
547 Hold
52 Sell
Moderate Buy
premium
$38.06B
5.10%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.56
$0.29
(0.51%)
Pre
0.52%
premium
3K Buy
1K Hold
138 Sell
Strong Buy
premium
$21.89B
11.22%
ONEQ
ONEQ
< ETF >
Fidelity Nasdaq Composite Index ETF
$77.88
$0.48
(0.62%)
premium
11K Buy
6K Hold
684 Sell
Strong Buy
premium
$7.60B
28.51%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.22
$0.23
(0.82%)
Pre
0%
premium
421 Buy
416 Hold
68 Sell
Moderate Buy
premium
$67.85B
9.17%
VEA
VEA
< ETF >
Vanguard FTSE Developed Markets ETF
$49.51
$0.94
(1.94%)
Pre
0.32%
premium
11K Buy
7K Hold
2K Sell
Strong Buy
premium
$135.83B
3.56%
OKE
Oneok
$109.85
$0.89
(0.82%)
Pre
0.15%
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$64.18B
55.57%
QGRW
QGRW
< ETF >
WisdomTree U.S. Quality Growth Fund
$50.30
$0.32
(0.64%)
premium
3K Buy
982 Hold
142 Sell
Strong Buy
premium
$731.66M
32.01%
REGL
REGL
< ETF >
ProShares S&P MidCap 400 Dividend Aristocrats ETF
$83.59
$1.18
(1.43%)
premium
286 Buy
302 Hold
36 Sell
Strong Buy
premium
$1.61B
14.40%
MPLX
MPLX
$52.64
$1.49
(2.91%)
premium
9 Buy
3 Hold
1 Sell
Moderate Buy
premium
$53.63B
40.75%
SCHF
SCHF
< ETF >
Schwab International Equity ETF
$19.16
$0.35
(1.86%)
premium
3K Buy
2K Hold
546 Sell
Hold
premium
$40.63B
3.81%
TMFC
TMFC
< ETF >
Motley Fool 100 Index ETF
$60.98
$0.4
(0.66%)
premium
3K Buy
1K Hold
126 Sell
Strong Buy
premium
$1.27B
32.21%
VSDA
VSDA
< ETF >
VictoryShares Dividend Accelerator ETF
$52.02
$0.43
(0.83%)
Pre
0%
premium
1K Buy
738 Hold
84 Sell
Strong Buy
premium
$244.14M
9.61%
FTEC
FTEC
< ETF >
Fidelity MSCI Information Technology Index ETF
$188.17
$1.41
(0.75%)
Pre
0.97%
premium
2K Buy
967 Hold
131 Sell
Moderate Buy
premium
$13.54B
24.98%
PKW
PKW
< ETF >
Invesco Buyback Achievers ETF
$119.73
$0.74
(0.62%)
premium
828 Buy
580 Hold
87 Sell
Moderate Buy
premium
$1.25B
19.68%
IPKW
IPKW
< ETF >
Invesco International BuyBack Achievers ETF
$41.23
$0.655
(1.61%)
premium
507 Buy
333 Hold
78 Sell
Strong Buy
premium
$83.05M
13.59%
ILCG
ILCG
< ETF >
iShares Morningstar Growth ETF
$92.45
$0.94
(1.03%)
premium
3K Buy
2K Hold
183 Sell
Moderate Buy
premium
$2.55B
31.01%
NOBL
NOBL
< ETF >
ProShares S&P 500 Dividend Aristocrats ETF
$102.01
$0.88
(0.87%)
Pre
0.09%
premium
876 Buy
700 Hold
100 Sell
Strong Buy
premium
$11.76B
7.24%
DLN
DLN
< ETF >
WisdomTree U.S. LargeCap Dividend Fund
$80.12
$0.68
(0.86%)
premium
5K Buy
3K Hold
266 Sell
Strong Buy
premium
$4.62B
19.73%
SCHQ
SCHQ
< ETF >
Schwab Long-Term U.S. Treasury ETF
$31.63
$0.25
(0.8%)
premium
premium
$696.41M
-6.25%
SCHX
SCHX
< ETF >
Schwab U.S. Large-Cap ETF
$23.94
$0.23
(0.97%)
Pre
0.5%
premium
6K Buy
4K Hold
402 Sell
Moderate Buy
premium
$52.76B
24.05%
QUAL
QUAL
< ETF >
iShares MSCI USA Quality Factor ETF
$182.14
$1.45
(0.8%)
Pre
0.15%
premium
986 Buy
661 Hold
89 Sell
Moderate Buy
premium
$51.02B
19.39%