Is ARCC and SCHD and JEPI worth adding to my portfolio of PM AXP TAP.


Aime
Consider the following points when evaluating whether to add ARCC, SCHD, and JEPI to your portfolio:
- Recent Performance:
- Molson Coors (TAP) has shown a positive interval percentage change of 6.3%, indicating recent growth in its stock price.
- American Express (AXP) has experienced a 5.43% increase, suggesting a positive trend.
- Nvidia (NVDA) has seen a 3.35% decrease, which, while negative, is still a notable company with significant market presence.
- Ares Capital (ARCC) has slightly decreased by -0.29%, showing relative stability.
- Schwab U.S. Dividend Equity ETF (SCHD) has experienced a slight decrease of -0.26% over the past week, but it's important to consider this ETF within the context of its broader market performance and investor sentiment.
- JPMorgan Equity Premium Income ETF (JEPI) does not have a recent percentage change available, but it's an actively managed fund with a focus on delivering monthly distributable income1.
- Trading Volume:
- Nvidia (NVDA) has the highest trading volume at 1.42 billion shares, which could be an indicator of market activity and investor interest.
- Philip Morris (PM) has a moderate trading volume of 27.57 million shares.
- Ares Capital (ARCC) and Schwab U.S. Dividend Equity ETF (SCHD) have lower trading volumes at 16.87 million shares and 3.29 million shares, respectively.
- American Express (AXP) has the lowest trading volume at 10.65 million shares, which might suggest a less volatile market for this stock.
- JPMorgan Equity Premium Income ETF (JEPI) does not have a trading volume available, which could indicate lower investor interest or active management decisions.
- Technical Indicators:
- Moving Averages: The 30-day moving averages for Nvidia (NVDA), American Express (AXP), Molson Coors (TAP), and Ares Capital (ARCC) are $118.68, $257.35, $54.72, and $20.73, respectively.
- Relative Strength Index (RSI): American Express (AXP) and Molson Coors (TAP) have high RSI values of 74.09 and 72.77, respectively, which may indicate overbought conditions in the short term.
- Philip Morris (PM) has a low RSI of 34.61, which could suggest it is undervalued or that there is potential for growth.
- Nvidia (NVDA) and Ares Capital (ARCC) have moderate RSI values of 59.25 and 65.61, respectively.
- MACD: Nvidia (NVDA) has a positive MACD of 2.09, which could be a bullish signal.
- Philip Morris (PM) has a negative MACD of -1.6, which may indicate a bearish outlook.
- Ares Capital (ARCC) has a small positive MACD of 0.07.
- Schwab U.S. Dividend Equity ETF (SCHD) has a negative MACD of -0.14, which could indicate a bearish trend2.
- JPMorgan Equity Premium Income ETF (JEPI) does not have a MACD available, which could be due to its actively managed nature.
- Market Sentiment and News:
- Molson Coors (TAP) has been outperforming the S&P 500 over the past three months, but has underperformed over the past year.
- American Express (AXP) and Nvidia (NVDA) are both part of portfolios held by various investment management companies, which could be a positive indicator for their potential to perform well in a diversified portfolio.
- Ares Capital (ARCC) has an average allocation of 5.93% to ARCC across 753,536 active investor portfolios, indicating strong investor interest.
- Schwab U.S. Dividend Equity ETF (SCHD) has a sentiment score of 51, which is neutral.
- JPMorgan Equity Premium Income ETF (JEPI) does not have a sentiment score available, which could be due to its actively managed nature1.
- Diversification and Risk:
- Adding Nvidia (NVDA) and Ares Capital (ARCC) to your portfolio could provide diversification, as they have different sector focus and performance characteristics compared to Molson Coors (TAP), American Express (AXP), and Philip Morris (PM).
- Schwab U.S. Dividend Equity ETF (SCHD) provides exposure to a diversified portfolio of high dividend-yielding stocks, which can be beneficial for income-focused investors.
- JPMorgan Equity Premium Income ETF (JEPI) is an actively managed fund with a focus on delivering monthly distributable income, which could be suitable for investors looking for a managed income strategy1.
- Consider your risk tolerance and investment goals when deciding whether to add these stocks, as high-growth stocks like Nvidia (NVDA) can come with higher risk.
In conclusion, Nvidia (NVDA) and Ares Capital (ARCC) appear to be worth considering for addition to your portfolio, based on their recent performance, trading volume, and technical indicators. Schwab U.S. Dividend Equity ETF (SCHD) could also be a valuable addition for income-focused investors. JPMorgan Equity Premium Income ETF (JEPI) is an actively managed fund that may be suitable for investors looking for a managed income strategy. However, it's important to align these decisions with your investment strategy and risk tolerance.
Source:
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JPMorgan Equity Premium Income ETF-ETF Shares JEPI
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