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Self Directed - New Portfolio

PMG

Self Directed
Individual Investor
Ranked #41,714 out of 731,625 TipRanks' Investors
Success Rate
70%
100 out of 143
profitable transactions
Average Return
8.83%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.94% JEPI
12.41% AGNC
9.14% XFLT
8.97% AMZN
7.76% BXSL
48.78% Others
By Assets
61.64% Stocks
23.64% ETFs
8.58% Funds
6.14% Cash
0.00% Cryptocurrency
By Sector
34.33% General
19.60% Financial
16.81% Energy
12.41% Real Estate
8.97% Consumer Cyclical
7.89% 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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AAPL
Apple
$173.03
$3.73
(2.2%)
$197.32
(14.04% Upside)
16 Buy
11 Hold
2 Sell
Moderate Buy
premium
$2.61T
0.99%
AMZN
Amazon
$184.72
$5.72
(3.2%)
$219.50
(18.83% Upside)
41 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.86T
72.73%
AGNC
AGNC Investment
$9.30
$0.05
(0.54%)
$9.95
(6.99% Upside)
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$6.44B
16.79%
ENPH
Enphase Energy
$106.06
$0.9
(0.86%)
$126.70
(19.46% Upside)
17 Buy
10 Hold
2 Sell
Moderate Buy
premium
$14.31B
-31.21%
KSCP
Knightscope Inc Class A
$0.47
$0.037
(8.6%)
$4.25
(799.66% Upside)
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$44.66M
-20.00%
NLY
Annaly Capital
$19.07
$0.1
(0.53%)
$20.59
(7.97% Upside)
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$9.49B
14.69%
RITM
Rithm Capital
$11.25
$0.09
(0.81%)
$12.33
(9.60% Upside)
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.39B
57.85%
OXLC
Oxford Lane Capital
$5.10
$0.03
(0.59%)
premium
19.01%
PMT
PennyMac Mortgage
$14.50
$0.17
(1.19%)
$14.50
(0.00% Upside)
0 Buy
4 Hold
0 Sell
Hold
premium
$1.24B
36.74%
PSEC
Prospect Capital
$5.22
$0.03
(0.57%)
$5.50
(5.36% Upside)
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$2.18B
-4.72%