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Rock Josie
🇺🇸 USA · @Rockjosie

Any good investment advice suffers from diminishing returns

Positions32
Investing since08.2022

Positions

Title
Weight
Position
P/L
Broadcom logo
Broadcom
AVGOx1
32.90% 
$35.54
$35.54
+$10.08
39.59%
Nvidia logo
Nvidia
NVDAx1
20.65% 
$22.31
$22.31
+$4.07
22.29%
Taiwan Semiconductor Manufacturing ADR logo
Taiwan Semiconductor Manufacturing ADR
TSMx1
9.35% 
$10.10
$10.10
+$1.02
11.17%
TQQ
Other ProShares UltraPro QQQ
TQQQx1
9.04% 
$9.766
$9.766
+$1.257
14.77%
TEM
Tempus AI
TEMx1
6.12% 
$6.607
$6.607
-$0.038
0.56%
Eli Lilly logo
Eli Lilly
LLYx1
5.09% 
$5.496
$5.496
-$0.379
6.45%
Invesco NASDAQ 100 ETF logo
Invesco NASDAQ 100 ETF
QQQMx1
2.79% 
$3.016
$3.016
+$0.351
13.16%
Berkshire Hathaway (B) logo
Berkshire Hathaway (B)
BRK.Bx1
2.04% 
$2.206
$2.206
-$0.043
1.92%
ULT
Other YieldMax Ultra Option Income Strategy ETF
ULTYx1
2.03% 
$2.198
$2.198
+$0.016
0.72%
Palantir Tech logo
Palantir Tech
PLTRx1
1.92% 
$2.072
$2.072
+$0.112
5.70%
Ulta Beauty logo
Ulta Beauty
ULTAx1
1.44% 
$1.556
$1.556
+$0.229
17.21%
iShares Bitcoin Trust logo
iShares Bitcoin Trust
IBITx1
1.33% 
$1.432
$1.432
-$0.007
0.49%
YMA
Other YieldMax Magnificent 7 Fund of Option Income ETFs
YMAGx1
0.77% 
$0.833
$0.833
+$0.045
5.68%
Lululemon logo
Lululemon
LULUx1
0.69% 
$0.743
$0.743
-$0.084
10.14%
Apollo Global logo
Apollo Global
APOx1
0.59% 
$0.639
$0.639
-$0.033
4.89%
Blackstone Group logo
Blackstone Group
BXx1
0.57% 
$0.614
$0.614
-$0.058
8.68%
KKR & Co logo
KKR & Co
KKRx1
0.54% 
$0.589
$0.589
+$0.019
3.29%
MST
Other Harvest MSTR Option Income Strategy ETF
MSTYx1
0.35% 
$0.379
$0.379
+$0.011
3.08%
YMA
Other YieldMax Universe Fund of Option Income ETFs
YMAXx1
0.33% 
$0.356
$0.356
-$3.64
91.10%
Microsoft logo
Microsoft
MSFTx1
0.32% 
$0.348
$0.348
-$0.00
0.04%
XOV
Other ERShares Private-Public Crossover ETF
XOVRx1
0.24% 
$0.254
$0.254
+$0.024
10.26%
TGR
Other T Rowe Price Growth ETF
TGRTx1
0.22% 
$0.236
$0.236
+$0.016
7.50%
OZE
Other Roundhill GLP-1 & Weight Loss ETF
OZEMx1
0.21% 
$0.222
$0.222
+$0.004
1.79%
SWP
Schwab S&P 500 Index Fund
SWPPXx1
0.17% 
$0.18
$0.18
+$0.008
4.88%
TSL
Other YieldMax TSLA Option Income Strategy ETF
TSLYx1
0.14% 
$0.147
$0.147
+$0.006
3.99%
Meta Platforms logo
Meta Platforms
METAx1
0.10% 
$0.111
$0.111
+$0.026
30.82%
PRI
T Rowe Price Financial Services Fund
PRISXx1
0.05% 
$0.0564
$0.0564
+$0.0033
6.11%
FDR
Government Cash Reserves
FDRXXx1
0.02% 
$0.0262
$0.0262
+$0.00
0.00%
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$5,257.64
Real-time data from LSX · Fundamentals & EOD data from FactSet