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Rock Josie
🇺🇸 USA · @Rockjosie

Any good investment advice suffers from diminishing returns

Positions36
Investing since06.2022

Positions

Title
Weight
Position
P/L
Broadcom logo
Broadcom
AVGOx1
34.03% 
$34.39
$34.39
+$7.66
28.65%
Nvidia logo
Nvidia
NVDAx1
21.18% 
$21.41
$21.41
+$2.11
10.92%
Taiwan Semiconductor Manufacturing ADR logo
Taiwan Semiconductor Manufacturing ADR
TSMx1
8.98% 
$9.073
$9.073
-$0.001
0.01%
TEM
Tempus AI
TEMx1
6.33% 
$6.401
$6.401
-$0.737
10.32%
Eli Lilly logo
Eli Lilly
LLYx1
5.47% 
$5.524
$5.524
-$0.472
7.87%
YMA
Other YieldMax Universe Fund of Option Income ETFs
YMAXx1
4.25% 
$4.292
$4.292
-$0.158
3.55%
Invesco NASDAQ 100 ETF logo
Invesco NASDAQ 100 ETF
QQQMx1
3.10% 
$3.13
$3.13
+$0.27
9.44%
TQQ
Other ProShares UltraPro QQQ
TQQQx1
2.95% 
$2.981
$2.981
+$0.642
27.45%
Vistra Corp logo
Vistra Corp
VSTx1
2.23% 
$2.257
$2.257
+$0.096
4.45%
Berkshire Hathaway (B) logo
Berkshire Hathaway (B)
BRK.Bx1
2.11% 
$2.133
$2.133
-$0.018
0.82%
Ulta Beauty logo
Ulta Beauty
ULTAx1
1.44% 
$1.455
$1.455
+$0.335
29.90%
Palantir Tech logo
Palantir Tech
PLTRx1
1.25% 
$1.262
$1.262
+$0.138
12.29%
iShares Ethereum ETF logo
iShares Ethereum ETF
ETHAx1
1.06% 
$1.072
$1.072
+$0.17
18.86%
ULT
Other YieldMax Ultra Option Income Strategy ETF
ULTYx1
0.89% 
$0.896
$0.896
+$0.044
5.21%
YMA
Other YieldMax Magnificent 7 Fund of Option Income ETFs
YMAGx1
0.88% 
$0.89
$0.89
+$0.043
5.06%
Blackstone Group logo
Blackstone Group
BXx1
0.61% 
$0.614
$0.614
-$0.108
15.02%
KKR & Co logo
KKR & Co
KKRx1
0.57% 
$0.58
$0.58
-$0.029
4.73%
Apollo Global logo
Apollo Global
APOx1
0.55% 
$0.557
$0.557
-$0.083
12.93%
Vanguard Tax-Exempt Bond Index Fund;ETF logo
Vanguard Tax-Exempt Bond Index Fund;ETF
VTEBx1
0.46% 
$0.462
$0.462
-$0.004
0.76%
MST
Other Harvest MSTR Option Income Strategy ETF
MSTYx1
0.26% 
$0.261
$0.261
+$0.00
0.10%
XOV
Other ERShares Private-Public Crossover ETF
XOVRx1
0.21% 
$0.208
$0.208
+$0.018
9.32%
SWP
Schwab S&P 500 Index Fund
SWPPXx1
0.18% 
$0.178
$0.178
+$0.006
3.66%
OZE
Other Roundhill GLP-1 & Weight Loss ETF
OZEMx1
0.16% 
$0.164
$0.164
+$0.009
6.06%
Charles Schwab Schwab Short-Term US Treasury ETF logo
Charles Schwab Schwab Short-Term US Treasury ETF
SCHOx1
0.15% 
$0.153
$0.153
-$0.001
0.77%
TSL
Other YieldMax TSLA Option Income Strategy ETF
TSLYx1
0.15% 
$0.153
$0.153
-$2.886
94.97%
TGR
Other T Rowe Price Growth ETF
TGRTx1
0.12% 
$0.123
$0.123
+$0.009
8.23%
Meta Platforms logo
Meta Platforms
METAx1
0.11% 
$0.114
$0.114
+$0.023
24.84%
Alphabet logo
Alphabet
GOOGLx1
0.10% 
$0.101
$0.101
+$0.01
10.98%
Microsoft logo
Microsoft
MSFTx1
0.06% 
$0.0641
$0.0641
+$0.0114
21.56%
FDR
Government Cash Reserves
FDRXXx1
0.06% 
$0.0602
$0.0602
+$0.00
0.00%
PRI
T Rowe Price Financial Services Fund
PRISXx1
0.06% 
$0.0599
$0.0599
+$0.0028
4.86%
Amazon logo
Amazon
AMZNx1
0.06% 
$0.0578
$0.0578
+$0.005
9.46%
DXY
Destiny Tech100
DXYZx1
0.00% 
$0.00
+$0.00
0.00%
JPM Ultra-Short Income ETF logo
JPM Ultra-Short Income ETF
JPSTx1
0.00% 
$0.00
+$0.00
0.00%
SWV
Schwab Value Advantage Money Fund;Investor
SWVXXx1
0.00% 
$0.00
+$0.00
0.00%
Charles Schwab Schwab Municipal Bond ETF logo
Charles Schwab Schwab Municipal Bond ETF
SCMBx1
0.00% 
$0.00
+$0.00
0.00%
Real-time data from LSX · Fundamentals & EOD data from FactSet

Sold

Allocation

Total Net Worth$5,444.94
Real-time data from LSX · Fundamentals & EOD data from FactSet