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Portfolio pw - New Portfolio

Performance Portfolio Details

easy

Portfolio pw

Individual Investor

Ranked #247,737 out of 736,442 TipRanks' Investors

Success Rate

409 out of 787
profitable transactions

Average Return

6.28%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

15.55% ET

13.24% BRK.B

8.99% BX

7.87% MBXIX

6.17% MPLX

48.18% Others

By Assets

65.98% Stocks

22.07% ETFs

8.66% Funds

3.29% Cash

0.00% Cryptocurrency

By Sector

31.77% General

31.17% Financial

27.71% Energy

3.85% Real Estate

2.83% Communication Services

2.67% Other

Portfolio Holdings

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premium

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To view investors' portfolios

AMZN

Amazon

$180.75

$0.3

(0.17%)

premium

42 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.88T

50.49%

Blackstone Group

$123.64

$0.53

(0.43%)

premium

6 Buy

7 Hold

0 Sell

Moderate Buy

premium

$149.49B

48.77%

UNH

UnitedHealth

$508.17

$8.66

(1.68%)

premium

16 Buy

4 Hold

0 Sell

Strong Buy

premium

$467.71B

7.16%

MPLX

$40.21

$0.03

(0.07%)

premium

8 Buy

1 Hold

1 Sell

Moderate Buy

premium

$40.86B

29.75%

ARCC

Ares Capital

$21.35

$0.15

(0.71%)

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$12.95B

25.07%

Energy Transfer

$15.44

$0.03

(0.19%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$52.03B

33.45%

Antero Midstream

$14.42

$0.01

(0.07%)

premium

1 Buy

2 Hold

1 Sell

Hold

premium

$6.94B

48.35%

RITM

Rithm Capital

$11.02

$0.11

(1.01%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$5.33B

48.92%

AAPL

Apple

$189.98

$3.1

(1.66%)

premium

21 Buy

11 Hold

1 Sell

Moderate Buy

premium

$2.91T

8.87%

PAA

Plains All American

$17.05

$0.04

(0.23%)

premium

6 Buy

6 Hold

2 Sell

Moderate Buy

premium

$11.95B

33.83%

LLY

Eli Lilly & Co

$807.43

$1.02

(0.13%)

premium

18 Buy

3 Hold

0 Sell

Strong Buy

premium

$767.39B

91.05%

SPY < ETF >

SPDR S&P 500 ETF Trust

$529.44

$3.48

(0.66%)

premium

4K Buy

3K Hold

303 Sell

Moderate Buy

premium

$525.80B

27.88%

KMLM < ETF >

KFA Mount Lucas Index Strategy ETF

$29.24

$0.1

(0.34%)

premium

―

premium

$259.88M

-6.07%

KLIP < ETF >

KraneShares China Internet and Covered Call Strategy ETF

$14.63

(0%)

premium

―

premium

$206.56M

23.71%

BMY

Bristol-Myers Squibb

$41.24

$0.3

(0.72%)

premium

5 Buy

12 Hold

1 Sell

Hold

premium

$83.60B

-32.60%

BRK.B

Berkshire Hathaway B

$407.41

$1.53

(0.38%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$881.44B

27.08%

RFXIX < FUND >

Rational Special Situations Income Fund Institutional Class

$18.15

(0%)

premium

―

premium

―

6.54%

BKLN < ETF >

Invesco Senior Loan ETF

$21.09

$0.02

(0.09%)

premium

―

premium

$8.03B

11.79%

FLBL < ETF >

Franklin Liberty Senior Loan ETF

$24.49

$0.045

(0.18%)

premium

―

premium

$433.96M

14.14%

SMCI

Super Micro Computer

$883.88

$36.5

(4.31%)

premium

6 Buy

4 Hold

0 Sell

Moderate Buy

premium

$51.76B

303.27%

QQQ < ETF >

Invesco QQQ Trust

$457.95

$4.29

(0.95%)

premium

1K Buy

570 Hold

73 Sell

Moderate Buy

premium

$268.20B

32.32%

AMD

Advanced Micro Devices

$166.36

$5.93

(3.7%)

premium

29 Buy

6 Hold

0 Sell

Strong Buy

premium

$268.89B

30.96%

BXSL

Blackstone Secured Lending Fund

$30.91

$0.22

(0.72%)

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$5.92B

33.98%

JAAA < ETF >

Janus Detroit Street Trust Janus Henderson AAA CLO ETF

$50.87

$0.01

(0.02%)

premium

―

premium

$9.79B

9.28%

SCHD < ETF >

Schwab US Dividend Equity ETF

$78.10

$0.12

(0.15%)

premium

398 Buy

446 Hold

79 Sell

Hold

premium

$54.86B

14.97%

SGOV < ETF >

iShares 0-3 Month Treasury Bond ETF

$100.68

$0.01

(<0.01%)

premium

―

premium

$21.41B

5.43%

TBIL < ETF >

US Treasury 3 Month Bill ETF

$50.02

$0.01

(0.02%)

premium

―

premium

$3.60B

5.30%

Boeing

$174.52

$2.31

(1.34%)

premium

17 Buy

7 Hold

2 Sell

Moderate Buy

premium

$107.14B

-14.29%

IVE < ETF >

iShares S&P 500 Value ETF

$183.42

$0.68

(0.37%)

premium

3K Buy

2K Hold

269 Sell

Moderate Buy

premium

$32.72B

22.62%

IVW < ETF >

iShares S&P 500 Growth ETF

$87.59

$0.82

(0.95%)

premium

2K Buy

1K Hold

141 Sell

Moderate Buy

premium

$45.51B

32.34%

BRCC

BRC

$5.71

$0.03

(0.53%)

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$1.27B

2.88%

META

Meta Platforms

$478.22

$12.44

(2.67%)

premium

37 Buy

3 Hold

2 Sell

Strong Buy

premium

$1.21T

82.69%

MBXIX < FUND >

Catalyst/Millburn Hedge Strategy Fund Class I

$39.92

$0.02

(0.05%)

premium

―

premium

―

13.96%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$56.92

(0%)

premium

1K Buy

520 Hold

54 Sell

Moderate Buy

premium

$33.59B

13.40%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$54.38

$0.17

(0.31%)

premium

1K Buy

486 Hold

51 Sell

Moderate Buy

premium

$13.62B

26.51%

RXRX

Recursion Pharmaceuticals

$9.16

$0.13

(1.44%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$2.18B

5.77%

ASML

ASML Holding

$956.22

$21.97

(2.35%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$376.02B

30.89%

NVDA

Nvidia

$1064.69

$26.7

(2.57%)

premium

37 Buy

3 Hold

0 Sell

Strong Buy

premium

$2.66T

173.46%

SCHG < ETF >

Schwab U.S. Large-Cap Growth ETF

$95.92

$0.89

(0.94%)

premium

3K Buy

1K Hold

138 Sell

Moderate Buy

premium

$28.26B

36.93%

Carlyle Group

$44.55

$0.59

(1.34%)

premium

6 Buy

5 Hold

1 Sell

Moderate Buy

premium

$16.03B

65.61%

BITO < ETF >

ProShares Bitcoin Strategy ETF

$28.07

$0.87

(3.2%)

premium

―

premium

$2.26B

137.52%

MSFT

Microsoft

$430.16

$3.16

(0.74%)

premium

32 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.20T

30.23%

WES

Western Midstream Partners

$37.36

$0.01

(0.03%)

premium

2 Buy

5 Hold

1 Sell

Hold

premium

$14.22B

57.70%

ELF

e.l.f. Beauty

$191.42

$6.65

(3.6%)

premium

9 Buy

3 Hold

0 Sell

Strong Buy

premium

$10.71B

89.00%

SMH < ETF >

VanEck Semiconductor ETF

$244.26

$4.44

(1.85%)

premium

335 Buy

132 Hold

18 Sell

Moderate Buy

premium

$19.94B

66.76%

NVDL < ETF >

GraniteShares 1.5x Long NVDA Daily ETF

$53.81

$2.57

(5.02%)

premium

―

premium

$2.27B

394.53%

NVDY < ETF >

YieldMax NVDA Option Income Strategy ETF

$28.55

$0.56

(2%)

premium

―

premium

$521.05M

117.96%