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Henry Schwab One - New Portfolio

Henry Whitfield

Henry Schwab One
Individual Investor
Ranked #314,451 out of 731,625 TipRanks' Investors
Success Rate
46%
230 out of 499
profitable transactions
Average Return
0.05%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.85% URNM
7.48% ET
5.40% QYLD
5.11% AWF
5.11% BIZD
63.05% Others
By Assets
37.56% Cash
30.55% Stocks
23.88% ETFs
8.00% Funds
0.00% Cryptocurrency
By Sector
51.06% General
25.23% Energy
7.07% Consumer Cyclical
4.13% Technology
3.76% Financial
8.75% 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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premium
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premium
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fv2e8s8jjv
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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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%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$17.47
$0.08
(0.46%)
$20.68
(18.39% Upside)
1K Buy
581 Hold
75 Sell
Moderate Buy
premium
$7.95B
13.41%
ET
Energy Transfer
$15.75
$0.27
(1.74%)
$18.44
(17.08% Upside)
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$52.13B
34.02%
XYLD
XYLD
< ETF >
Global X S&P 500 Covered Call ETF
$40.02
$0.13
(0.33%)
$46.25
(15.57% Upside)
4K Buy
3K Hold
309 Sell
Moderate Buy
premium
$2.79B
8.74%
ARCC
Ares Capital
$20.67
$0.18
(0.86%)
$21.50
(4.02% Upside)
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.65B
27.44%
KRP
Kimbell Royalty Partners
$15.98
$0.35
(2.24%)
$20.80
(30.16% Upside)
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.94B
11.56%
POWA
POWA
< ETF >
Invesco Bloomberg Pricing Power ETF
$74.82
$0.166
(0.22%)
$84.43
(12.85% Upside)
523 Buy
239 Hold
27 Sell
Moderate Buy
premium
$185.54M
12.56%
AMZN
Amazon
$184.69
$5.69
(3.18%)
premium
1.86T
DLY
DLY
< FUND >
DoubleLine Yield Opportunities Fund
$15.41
$0.14
(0.92%)
premium
$732.13M
19.28%
PCEF
PCEF
< ETF >
Invesco CEF Income Composite ETF
$18.16
$0.055
(0.3%)
premium
$716.58M
11.68%