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Working with TipRanks
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Current Holdings - New Portfolio
Current Holdings
Individual Investor
Ranked #98,904 out of 734,751 TipRanks' Investors
Success Rate
64 out of 97
profitable transactions
profitable transactions
Average Return
3.73%
Average return
per transaction
per transaction
Share this portfolio:
Allocation
Top Stocks
15.80% SCHD
14.49% JEPI
11.95% JEPQ
8.00% SPYD
7.83% SPHD
41.93% Others
By Assets
67.29% ETFs
32.71% Stocks
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
67.29% General
9.86% Consumer Cyclical
7.28% Energy
3.31% Consumer Defensive
3.31% Basic Materials
8.94% Other
