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Helder - New Portfolio

Helder Bertolucci

Helder
Individual Investor
Ranked #160,734 out of 733,704 TipRanks' Investors
Success Rate
82%
9 out of 11
profitable transactions
Average Return
7.46%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
33.68% QQQ
13.01% JEPQ
10.15% VZ
7.48% AMZN
6.46% GOOGL
29.22% Others
By Assets
52.61% ETFs
47.39% Stocks
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
52.61% General
20.94% Communication Services
9.60% Energy
9.38% Healthcare
7.48% Consumer Cyclical

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AMZN
Amazon
$187.48
$2.02
(1.07%)
premium
41 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.95T
67.12%
GOOGL
Alphabet Class A
$168.65
$1.31
(0.77%)
premium
31 Buy
5 Hold
0 Sell
Strong Buy
premium
$2.10T
44.68%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$57.10
$0.07
(0.12%)
premium
1K Buy
535 Hold
51 Sell
Moderate Buy
premium
$33.45B
12.78%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$53.48
$0.11
(0.21%)
premium
1K Buy
497 Hold
53 Sell
Moderate Buy
premium
$12.97B
28.04%
JNJ
Johnson & Johnson
$149.91
$0.06
(0.04%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$360.79B
-4.02%
KMI
Kinder Morgan
$19.08
$0.07
(0.37%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
$42.35B
21.99%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$442.06
$1.04
(0.24%)
premium
1K Buy
582 Hold
75 Sell
Moderate Buy
premium
$258.50B
36.42%
STR
Sitio Royalties
$23.41
$0.26
(1.1%)
premium
4 Buy
0 Hold
1 Sell
Moderate Buy
premium
$3.66B
3.31%
T
AT&T
$17.17
$0.01
(0.06%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$123.11B
8.46%
VZ
Verizon
$40.40
$0.61
(1.53%)
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$170.05B
15.43%