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****6542 - New Portfolio

Alexander Contreras

****6542
Individual Investor
Ranked #61,949 out of 799,718 TipRanks' Investors
Success Rate
74%
189 out of 257
profitable transactions
Average Return
7.78%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
14.41% SCHD
12.95% VIG
12.39% JEPQ
8.88% JEPI
5.62% VYM
45.75% Others
By Assets
81.77% ETFs
18.04% Stocks
0.19% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
81.92% General
14.10% Real Estate
3.04% Financial
0.94% Healthcare

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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IDV
IDV
< ETF >
$33.35
$0.195
(0.59%)
premium
246 Buy
259 Hold
70 Sell
Hold
premium
$4.86B
10.75%
$22.87
$0.04
(0.18%)
premium
5 Buy
13 Hold
0 Sell
Moderate Buy
premium
$129.80B
-20.29%
$56.23
$0.01
(0.02%)
premium
3 Buy
12 Hold
0 Sell
Hold
premium
$50.79B
2.01%
VIG
VIG
< ETF >
$198.55
$0.54
(0.27%)
premium
2K Buy
1K Hold
139 Sell
Moderate Buy
premium
$89.59B
8.48%
SCHD
SCHD
< ETF >
$26.47
$0.13
(0.49%)
premium
429 Buy
459 Hold
77 Sell
Moderate Buy
premium
$68.64B
0.15%
JEPI
JEPI
< ETF >
$56.22
$0.02
(0.04%)
premium
1K Buy
575 Hold
54 Sell
Moderate Buy
premium
$39.68B
-1.88%
JEPQ
JEPQ
< ETF >
$52.44
$0.08
(0.15%)
premium
1K Buy
563 Hold
68 Sell
Moderate Buy
premium
$25.57B
-3.15%
DGRO
DGRO
< ETF >
$62.52
$0.11
(0.18%)
premium
2K Buy
2K Hold
185 Sell
Moderate Buy
premium
$30.95B
7.45%
VYM
VYM
< ETF >
$129.65
$0.3
(0.23%)
premium
3K Buy
2K Hold
329 Sell
Moderate Buy
premium
$59.16B
7.52%
$56.31
$0.645
(1.13%)
premium
2 Buy
3 Hold
2 Sell
Hold
premium
$1.60B
-50.00%
DHS
DHS
< ETF >
$94.97
$0.235
(0.25%)
premium
1K Buy
1K Hold
174 Sell
Moderate Buy
premium
$1.21B
9.74%
DEM
DEM
< ETF >
$43.93
$0.11
(0.25%)
premium
premium
$2.94B
-1.23%
DON
DON
< ETF >
$50.05
$0.32
(0.64%)
premium
1K Buy
1K Hold
142 Sell
Hold
premium
$3.65B
3.54%
DES
DES
< ETF >
$31.66
$0.272
(0.85%)
premium
929 Buy
853 Hold
127 Sell
Hold
premium
$1.86B
-1.48%
$10.14
$0.425
(4.02%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$2.03B
-23.90%
$11.61
$0.06
(0.51%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$6.19B
1.74%
$9.13
$0.055
(0.6%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$9.37B
-7.27%
$4.96
$0.105
(2.07%)
premium
2 Buy
1 Hold
1 Sell
Hold
premium
$3.05B
1.20%
$5.29
$0.09
(1.67%)
premium
4 Buy
1 Hold
1 Sell
Moderate Buy
premium
$701.89M
-14.87%
$35.82
$0.04
(0.11%)
premium
4 Buy
4 Hold
0 Sell
Moderate Buy
premium
$6.84B
-1.43%
$5.95
$0.06
(1%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$800.04M
-10.03%
$16.65
$0.16
(0.95%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$1.37B
-12.45%
$32.10
$0
(0%)
premium
13 Buy
1 Hold
0 Sell
Strong Buy
premium
$33.92B
5.66%
$21.87
$0.04
(0.18%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.11B
2.96%
$4.88
$0.06
(1.24%)
premium
0 Buy
4 Hold
2 Sell
Moderate Sell
premium
$265.13M
-29.33%
$17.86
$0.06
(0.34%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.12B
-8.06%
$36.70
$0.02
(0.05%)
premium
0 Buy
7 Hold
3 Sell
Moderate Sell
premium
$4.93B
-3.60%
$41.94
$0.06
(0.14%)
premium
2 Buy
7 Hold
1 Sell
Hold
premium
$7.89B
-1.31%
$286.95
$1.76
(0.61%)
premium
6 Buy
8 Hold
1 Sell
Moderate Buy
premium
$19.25B
8.42%
$170.45
$0.4
(0.24%)
premium
14 Buy
2 Hold
1 Sell
Strong Buy
premium
$57.27B
18.23%
VTV
VTV
< ETF >
$172.61
$0.49
(0.28%)
premium
3K Buy
2K Hold
188 Sell
Moderate Buy
premium
$133.37B
6.23%
VOO
VOO
< ETF >
$544.27
$1.99
(0.36%)
premium
4K Buy
3K Hold
306 Sell
Moderate Buy
premium
$654.56B
12.13%
VUG
VUG
< ETF >
$413.03
$2.31
(0.56%)
premium
2K Buy
810 Hold
89 Sell
Moderate Buy
premium
$164.16B
17.83%
VWO
VWO
< ETF >
$47.69
$0.04
(0.08%)
premium
premium
$86.56B
6.56%
VOE
VOE
< ETF >
$163.53
$0.62
(0.38%)
premium
1K Buy
984 Hold
114 Sell
Moderate Buy
premium
$17.97B
5.74%
VOT
VOT
< ETF >
$271.12
$0.53
(0.2%)
premium
1K Buy
654 Hold
61 Sell
Moderate Buy
premium
$16.15B
15.61%
VO
VO
< ETF >
$273.02
$1.26
(0.46%)
premium
2K Buy
2K Hold
168 Sell
Moderate Buy
premium
$80.98B
10.21%
VEA
VEA
< ETF >
$54.62
$0.12
(0.22%)
premium
6K Buy
4K Hold
800 Sell
Hold
premium
$154.81B
6.61%
BIV
BIV
< ETF >
$75.65
$0.22
(0.29%)
premium
premium
$22.90B
1.88%
VBK
VBK
< ETF >
$268.66
$2.83
(1.04%)
premium
3K Buy
2K Hold
232 Sell
Moderate Buy
premium
$18.30B
5.68%
BLV
BLV
< ETF >
$66.96
$0.76
(1.12%)
premium
premium
$6.04B
-3.49%
VBR
VBR
< ETF >
$192.92
$1.47
(0.76%)
premium
3K Buy
2K Hold
356 Sell
Moderate Buy
premium
$29.21B
2.38%
VNQ
VNQ
< ETF >
$90.02
$0.28
(0.31%)
premium
582 Buy
490 Hold
57 Sell
Moderate Buy
premium
$33.46B
7.00%
BNDX
BNDX
< ETF >
$49.06
$0.005
(0.01%)
premium
premium
$64.88B
0.78%
BSV
BSV
< ETF >
$77.98
$0.015
(0.02%)
premium
premium
$38.28B
2.12%
TIP
TIP
< ETF >
$108.52
$0.36
(0.33%)
premium
premium
$13.68B
2.20%
VB
VB
< ETF >
$232.57
$2.17
(0.92%)
premium
6K Buy
4K Hold
561 Sell
Moderate Buy
premium
$62.02B
3.93%
DBC
DBC
< ETF >
$21.20
$0.01
(0.05%)
premium
premium
$1.15B
-11.41%