tiprankstipranks

Stocks & Bonds - New Portfolio

AvISaint

Stocks & Bonds
Individual Investor
Ranked #338,749 out of 731,863 TipRanks' Investors
Success Rate
43%
303 out of 713
profitable transactions
Average Return
-0.22%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
35.89% JEPQ
31.72% OBDC
25.68% PNNT
3.43% GSL
3.28% TRMD
<0.01% Others
By Assets
63.93% Stocks
35.78% ETFs
0.30% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
57.40% Financial
35.88% General
3.43% Industrials
3.28% Energy

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
el7xba
el7xba
el7xba
el7xba
el7xba
premium
el7xba
el7xba
el7xba
tgb8u3q5x1
tgb8u3q5x1
tgb8u3q5x1
tgb8u3q5x1
tgb8u3q5x1
premium
tgb8u3q5x1
tgb8u3q5x1
tgb8u3q5x1
vykasfs3f2o
vykasfs3f2o
vykasfs3f2o
vykasfs3f2o
vykasfs3f2o
premium
vykasfs3f2o
vykasfs3f2o
vykasfs3f2o
7ybfgs23xhg
7ybfgs23xhg
7ybfgs23xhg
7ybfgs23xhg
7ybfgs23xhg
premium
7ybfgs23xhg
7ybfgs23xhg
7ybfgs23xhg
qgtvta
qgtvta
qgtvta
qgtvta
qgtvta
premium
qgtvta
qgtvta
qgtvta
v43u6f
v43u6f
v43u6f
v43u6f
v43u6f
premium
v43u6f
v43u6f
v43u6f
3rz9x5s80
3rz9x5s80
3rz9x5s80
3rz9x5s80
3rz9x5s80
premium
3rz9x5s80
3rz9x5s80
3rz9x5s80
fuvic5uz
fuvic5uz
fuvic5uz
fuvic5uz
fuvic5uz
premium
fuvic5uz
fuvic5uz
fuvic5uz
xdl9ji89pu
xdl9ji89pu
xdl9ji89pu
xdl9ji89pu
xdl9ji89pu
premium
xdl9ji89pu
xdl9ji89pu
xdl9ji89pu
n6hnc8e3mbe
n6hnc8e3mbe
n6hnc8e3mbe
n6hnc8e3mbe
n6hnc8e3mbe
premium
n6hnc8e3mbe
n6hnc8e3mbe
n6hnc8e3mbe
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OBDC
Blue Owl Capital
$16.04
$0
(0%)
Pre
0.5%
$16.08
(0.25% Upside)
5 Buy
0 Hold
1 Sell
Moderate Buy
premium
$6.25B
42.96%
PNNT
Pennantpark Investment
$7.08
$0.03
(0.43%)
$6.75
(-4.66% Downside)
0 Buy
3 Hold
0 Sell
Hold
premium
$459.83M
68.17%
GSL
Global Ship Lease
$23.16
$0.31
(1.36%)
$26.00
(12.26% Upside)
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$804.05M
39.02%
TRMD
Torm
$34.56
$0.74
(2.19%)
Pre
0.49%
$44.00
(27.31% Upside)
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.16B
42.22%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$51.90
$0.58
(1.13%)
Pre
0.23%
$59.82
(15.26% Upside)
1K Buy
494 Hold
55 Sell
Moderate Buy
premium
$12.47B
25.35%