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Rock Josie

@Rockjosie · 🇺🇸 STATI UNITI D'AMERICA

Any good investment advice suffers from diminishing returns

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Posizioni28

Dividendi ricevuti1385,20 USD

Investito da09.2022

Posizioni

Titolo

Peso

Posizione

P/L

Broadcom

AVGOx43,93

35,06%

7512,38 USD

170,99 USD

-928,92 USD

11,00%

Nvidia

NVDAx46,34

21,93%

4698,89 USD

101,41 USD

-1268,99 USD

21,26%

Taiwan Semiconductor Manufacturing ADR

TSMx14

9,92%

2125,49 USD

151,82 USD

-739,43 USD

25,81%

TEM

Tempus AI

TEMx34

6,42%

1375,30 USD

40,45 USD

-878,47 USD

38,98%

YMA

Other YieldMax Universe Fund of Option Income ETFs

YMAXx91

5,32%

1139,32 USD

12,52 USD

-152,56 USD

11,81%

Eli Lilly

LLYx1,218

4,78%

1023,62 USD

840,76 USD

-18,02 USD

1,73%

Berkshire Hathaway (B)

BRK.Bx1,363

3,30%

707,30 USD

518,89 USD

+28,17 USD

4,15%

Vistra Corp

VSTx4,102

2,21%

473,24 USD

115,37 USD

-208,94 USD

30,63%

Ulta Beauty

ULTAx0,986

1,65%

352,91 USD

357,77 USD

-0,87 USD

0,25%

Palantir Tech

PLTRx3,123

1,37%

292,83 USD

93,78 USD

-61,91 USD

17,45%

Other Enhanced Short Maturity Active Exch

MINTx2

0,94%

200,59 USD

100,29 USD

+0,26 USD

0,13%

YMA

Other YieldMax Magnificent 7 Fund of Option Income ETFs

YMAGx14

0,90%

193,20 USD

13,80 USD

-10,01 USD

4,93%

iShares Ethereum ETF

ETHAx16

0,89%

191,68 USD

11,98 USD

-67,77 USD

26,12%

Invesco NASDAQ 100 ETF

QQQMx1

0,85%

182,86 USD

-34,45 USD

15,85%

Blackstone Group

BXx1,37

0,83%

178,72 USD

130,45 USD

-48,00 USD

21,17%

Apollo Global

APOx1,321

0,78%

167,61 USD

126,86 USD

-34,56 USD

17,10%

KKR & Co

KKRx1,299

0,63%

134,95 USD

103,85 USD

-36,17 USD

21,14%

ULT

Other YieldMax Ultra Option Income Strategy ETF

ULTYx21

0,55%

118,23 USD

5,63 USD

-4,69 USD

3,82%

MST

Other Harvest MSTR Option Income Strategy ETF

MSTYx4

0,40%

84,92 USD

21,23 USD

+2,64 USD

3,21%

SWP

Schwab S&P 500 Index Fund

SWPPXx0,606

0,23%

49,26 USD

81,28 USD

-4,90 USD

9,04%

OZE

Other Roundhill GLP-1 & Weight Loss ETF

OZEMx2

0,21%

45,54 USD

22,77 USD

-3,40 USD

6,94%

TSL

Other YieldMax TSLA Option Income Strategy ETF

TSLYx6

0,21%

44,40 USD

7,40 USD

-915,07 USD

95,37%

TGR

Other T Rowe Price Growth ETF

TGRTx1

0,15%

32,56 USD

-3,38 USD

9,40%

Alphabet

GOOGLx0,184

0,13%

27,80 USD

151,07 USD

-1,00 USD

3,46%

Meta Platforms

METAx0,0514

0,12%

25,82 USD

502,43 USD

-2,94 USD

10,23%

PRI

T Rowe Price Financial Services Fund

PRISXx0,418

0,08%

16,61 USD

39,74 USD

-1,43 USD

7,91%

Microsoft

MSFTx0,043

0,07%

15,83 USD

368,21 USD

-0,82 USD

4,91%

Amazon

AMZNx0,0854

0,07%

14,78 USD

173,11 USD

-1,89 USD

11,32%

LSX Data · Dati finanziari di FactSet

Venduto

Allocazione

Patrimonio totale21.426,64 USD

Performance

Performance del portafoglio

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LSX Data · Dati finanziari di FactSet