IBKR - New Portfolio

MTA

IBKR
Individual Investor
Ranked #195,161 out of 748,866 TipRanks' Investors
Success Rate
62%
26 out of 42
profitable transactions
Average Return
8.12%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
5.88% QYLD
5.88% UMC
5.88% CSCO
5.88% GOLD
5.88% AMZN
70.60% Others
By Assets
82.35% Stocks
17.65% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
17.65% Technology
17.65% General
17.65% Real Estate
17.65% Consumer Cyclical
5.88% Basic Materials
23.53% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$17.38
$0.05
(0.29%)
Pre
0.17%
premium
1K Buy
575 Hold
58 Sell
Moderate Buy
premium
$8.12B
-3.60%
UMC
United Micro
$7.55
$0.15
(1.95%)
premium
premium
$19.12B
0.53%
CSCO
Cisco Systems
$47.99
$0.11
(0.23%)
Pre
0%
premium
6 Buy
12 Hold
0 Sell
Moderate Buy
premium
$193.34B
-7.87%
GOLD
Barrick Gold
$17.97
$0.18
(1.01%)
Pre
0.39%
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$31.56B
4.77%
AMZN
Amazon
$183.20
$0.7
(0.38%)
Pre
0.38%
premium
39 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.91T
38.04%
BTI
British American Tobacco
$35.52
$0.36
(1.02%)
Pre
0.14%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$78.49B
3.53%
INTC
Intel
$30.83
$0.52
(1.66%)
Pre
0.16%
premium
3 Buy
12 Hold
1 Sell
Hold
premium
$131.24B
-16.29%
PYPL
PayPal Holdings
$58.94
$0.65
(1.12%)
Pre
5.6%
premium
12 Buy
14 Hold
0 Sell
Moderate Buy
premium
$61.65B
-21.21%
VZ
Verizon
$40.03
$0.06
(0.15%)
Pre
0.15%
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$168.51B
17.63%
IIPR
Innovative Industrial Properties
$123.52
$0.59
(0.48%)
Pre
0.06%
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.50B
60.85%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$57.02
$0.06
(0.11%)
Pre
0.09%
premium
1K Buy
533 Hold
54 Sell
Moderate Buy
premium
$34.00B
1.93%
CCI
Crown Castle
$108.13
$0.61
(0.57%)
Pre
0%
premium
4 Buy
10 Hold
0 Sell
Moderate Buy
premium
$47.04B
-0.74%
NKE
Nike
$73.55
$0.99
(1.36%)
Pre
0.07%
premium
14 Buy
16 Hold
2 Sell
Moderate Buy
premium
$110.29B
-32.29%
O
Realty Income
$58.21
$0.14
(0.24%)
Pre
0.19%
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$50.69B
-5.30%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$53.03
$0.07
(0.13%)
Pre
0.41%
premium
1K Buy
499 Hold
49 Sell
Moderate Buy
premium
$14.97B
7.14%
XOM
Exxon Mobil
$116.10
$1.23
(1.05%)
Pre
0.17%
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$520.82B
12.64%
F
Ford Motor
$11.01
$0.18
(1.61%)
Pre
0%
premium
7 Buy
7 Hold
1 Sell
Moderate Buy
premium
$43.77B
-16.97%