Investor portfolio on getquin

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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

AVGOx1

32.50%

$31.53

+$4.79

17.90%

Nvidia

NVDAx1

20.95%

$20.33

+$1.01

5.25%

Taiwan Semiconductor Manufacturing ADR

TSMx1

8.87%

$8.604

-$0.472

5.20%

TEM

Tempus AI

TEMx1

7.27%

$7.054

-$0.086

1.20%

Eli Lilly

LLYx1

5.60%

$5.431

-$0.568

9.46%

YMA

Other YieldMax Universe Fund of Option Income ETFs

YMAXx1

4.54%

$4.404

-$0.047

1.06%

Invesco NASDAQ 100 ETF

QQQMx1

3.18%

$3.081

+$0.22

7.70%

TQQ

Other ProShares UltraPro QQQ

TQQQx1

2.96%

$2.871

+$0.531

22.71%

Berkshire Hathaway (B)

BRK.Bx1

2.28%

$2.212

+$0.06

2.81%

Vistra Corp

VSTx1

2.08%

$2.023

-$0.139

6.41%

Ulta Beauty

ULTAx1

1.33%

$1.289

+$0.168

15.02%

Palantir Tech

PLTRx1

1.31%

$1.27

+$0.146

12.99%

iShares Ethereum ETF

ETHAx1

1.16%

$1.121

+$0.218

24.16%

YMA

Other YieldMax Magnificent 7 Fund of Option Income ETFs

YMAGx1

0.95%

$0.924

+$0.077

9.07%

ULT

Other YieldMax Ultra Option Income Strategy ETF

ULTYx1

0.94%

$0.913

+$0.062

7.25%

Blackstone Group

BXx1

0.66%

$0.64

-$0.082

11.35%

Apollo Global

APOx1

0.61%

$0.596

-$0.044

6.93%

KKR & Co

KKRx1

0.61%

$0.592

-$0.017

2.79%

Vanguard Tax-Exempt Bond Index Fund;ETF

VTEBx1

0.48%

$0.466

+$0.001

0.14%

MST

Other Harvest MSTR Option Income Strategy ETF

MSTYx1

0.30%

$0.29

+$0.029

11.28%

XOV

Other ERShares Private-Public Crossover ETF

XOVRx1

0.21%

$0.207

+$0.016

8.30%

SWP

Schwab S&P 500 Index Fund

SWPPXx1

0.18%

$0.176

+$0.005

2.84%

TSL

Other YieldMax TSLA Option Income Strategy ETF

TSLYx1

0.18%

$0.176

-$2.864

94.22%

Charles Schwab Schwab Short-Term US Treasury ETF

SCHOx1

0.16%

$0.154

-$0.001

0.39%

OZE

Other Roundhill GLP-1 & Weight Loss ETF

OZEMx1

0.16%

$0.151

-$0.004

2.51%

TGR

Other T Rowe Price Growth ETF

TGRTx1

0.12%

$0.12

+$0.006

5.70%

Meta Platforms

METAx1

0.11%

$0.104

+$0.013

13.87%

Alphabet

GOOGLx1

0.10%

$0.0967

+$0.0055

6.02%

Microsoft

MSFTx1

0.06%

$0.0616

+$0.0088

16.72%

PRI

T Rowe Price Financial Services Fund

PRISXx1

0.06%

$0.0594

+$0.0023

3.98%

Amazon

AMZNx1

0.06%

$0.0553

+$0.0025

4.78%

FDR

Government Cash Reserves

FDRXXx1

0.02%

$0.0156

+$0.00

0.00%

DXY

Destiny Tech100

DXYZx1

0.00%

$0.00

+$0.00

0.00%

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

SCMBx1

0.00%

$0.00

+$0.00

0.00%

Real-time data from LSX · Fundamentals & EOD data from FactSet

Sold

Allocation

Total Net Worth$5,262.80

Real-time data from LSX · Fundamentals & EOD data from FactSet