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THOMAS PRINCIPATO IRA TD AMERITRADE - New Portfolio

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THOMAS PRINCIPATO IRA TD AMERITRADE
Individual Investor
Ranked #108,082 out of 733,923 TipRanks' Investors
Success Rate
59%
221 out of 376
profitable transactions
Average Return
12.24%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.88% JEPQ
8.83% GLAD
6.91% SVOL
6.77% ET
6.24% HRZN
60.37% Others
By Assets
59.58% Stocks
35.60% ETFs
3.03% Funds
1.78% Cash
0.00% Cryptocurrency
By Sector
39.34% General
23.59% Financial
18.67% Energy
7.32% Real Estate
4.31% Communication Services
6.77% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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QQQX
QQQX
< FUND >
Nuveen NASDAQ 100 Dynamic Overwrite Fund
$23.79
$0.19
(0.81%)
premium
121 Buy
34 Hold
1 Sell
Moderate Buy
premium
$1.14B
5.65%
EPD
Enterprise Products Partners
$28.95
$0.18
(0.63%)
After
0.14%
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$62.48B
19.48%
EFC
Ellington Financial
$11.92
$0.17
(1.45%)
After
0.34%
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$999.24M
8.49%
HRZN
Horizon Technology
$11.91
$0.03
(0.25%)
After
0.08%
premium
1 Buy
3 Hold
2 Sell
Hold
premium
5.88%
GNK
Genco Shipping
$22.83
$0.12
(0.52%)
After
3.15%
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$981.15M
71.14%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$17.66
$0.01
(0.06%)
After
0.06%
premium
1K Buy
574 Hold
75 Sell
Moderate Buy
premium
$8.14B
13.47%
VALE
Vale SA
$12.56
$0.01
(0.08%)
After
0.24%
premium
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
$53.92B
-1.49%
MO
Altria Group
$45.50
$0.46
(1.02%)
After
0%
premium
3 Buy
3 Hold
2 Sell
Hold
premium
$77.36B
7.98%
MPLX
MPLX
$40.45
$0.74
(1.8%)
After
0.27%
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$41.86B
32.74%
GLAD
Gladstone Capital
$22.38
$0.07
(0.31%)
After
0.04%
premium
premium
$485.34M
30.31%