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Rock Josie

🇺🇸 STATI UNITI D'AMERICA · @Rockjosie

Any good investment advice suffers from diminishing returns

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Posizioni36

Investito da06.2022

Posizioni

Titolo

Peso

Posizione

P/L

Broadcom

AVGOx1

34,48%

33,75 USD

+7,01 USD

26,23%

Nvidia

NVDAx1

20,81%

20,37 USD

+1,06 USD

5,51%

Taiwan Semiconductor Manufacturing ADR

TSMx1

8,76%

8,575 USD

-0,50 USD

5,51%

TEM

Tempus AI

TEMx1

6,07%

5,943 USD

-1,196 USD

16,76%

Eli Lilly

LLYx1

5,43%

5,32 USD

-0,677 USD

11,29%

YMA

Other YieldMax Universe Fund of Option Income ETFs

YMAXx1

4,36%

4,264 USD

-0,186 USD

4,19%

Invesco NASDAQ 100 ETF

QQQMx1

3,13%

3,067 USD

+0,207 USD

7,23%

TQQ

Other ProShares UltraPro QQQ

TQQQx1

2,87%

2,812 USD

+0,473 USD

20,22%

Berkshire Hathaway (B)

BRK.Bx1

2,22%

2,176 USD

+0,025 USD

1,16%

Vistra Corp

VSTx1

2,13%

2,085 USD

-0,076 USD

3,53%

Ulta Beauty

ULTAx1

1,49%

1,463 USD

+0,342 USD

30,52%

Palantir Tech

PLTRx1

1,32%

1,297 USD

+0,173 USD

15,40%

iShares Ethereum ETF

ETHAx1

1,14%

1,111 USD

+0,209 USD

23,15%

YMA

Other YieldMax Magnificent 7 Fund of Option Income ETFs

YMAGx1

0,92%

0,898 USD

+0,051 USD

6,03%

ULT

Other YieldMax Ultra Option Income Strategy ETF

ULTYx1

0,91%

0,893 USD

+0,041 USD

4,87%

Blackstone Group

BXx1

0,62%

0,609 USD

-0,113 USD

15,61%

KKR & Co

KKRx1

0,58%

0,569 USD

-0,039 USD

6,45%

Apollo Global

APOx1

0,56%

0,548 USD

-0,093 USD

14,49%

Vanguard Tax-Exempt Bond Index Fund;ETF

VTEBx1

0,47%

0,464 USD

-0,002 USD

0,37%

MST

Other Harvest MSTR Option Income Strategy ETF

MSTYx1

0,28%

0,273 USD

+0,012 USD

4,76%

XOV

Other ERShares Private-Public Crossover ETF

XOVRx1

0,21%

0,202 USD

+0,012 USD

6,16%

TSL

Other YieldMax TSLA Option Income Strategy ETF

TSLYx1

0,18%

0,176 USD

-2,863 USD

94,20%

SWP

Schwab S&P 500 Index Fund

SWPPXx1

0,18%

0,175 USD

+0,004 USD

2,08%

OZE

Other Roundhill GLP-1 & Weight Loss ETF

OZEMx1

0,16%

0,156 USD

+0,001 USD

0,95%

Charles Schwab Schwab Short-Term US Treasury ETF

SCHOx1

0,16%

0,154 USD

-0,00 USD

0,32%

TGR

Other T Rowe Price Growth ETF

TGRTx1

0,12%

0,12 USD

+0,006 USD

5,56%

Meta Platforms

METAx1

0,11%

0,105 USD

+0,014 USD

15,70%

Alphabet

GOOGLx1

0,10%

0,0999 USD

+0,0087 USD

9,54%

Microsoft

MSFTx1

0,06%

0,0627 USD

+0,01 USD

18,91%

PRI

T Rowe Price Financial Services Fund

PRISXx1

0,06%

0,059 USD

+0,0018 USD

3,19%

Amazon

AMZNx1

0,06%

0,0555 USD

+0,0027 USD

5,14%

FDR

Government Cash Reserves

FDRXXx1

0,03%

0,0304 USD

+0,00 USD

0,00%

DXY

Destiny Tech100

DXYZx1

0,00%

0,00 USD

+0,00 USD

0,00%

JPM Ultra-Short Income ETF

JPSTx1

0,00%

0,00 USD

+0,00 USD

0,00%

SWV

Schwab Value Advantage Money Fund;Investor

SWVXXx1

0,00%

0,00 USD

+0,00 USD

0,00%

Charles Schwab Schwab Municipal Bond ETF

SCMBx1

0,00%

0,00 USD

+0,00 USD

0,00%

<contenitore>Dati LSX</contenitore> · Dati finanziari di FactSet

Venduto

Allocazione

Patrimonio totale5303,65 USD

<contenitore>Dati LSX</contenitore> · Dati finanziari di FactSet