Is ARCC and SCHD and JEPI worth adding to my portfolio of PM AXP TAP.
9/30/2024 10:55am
**Consider the following points when evaluating whether to add ARCC, SCHD, and JEPI to your portfolio**:
1. **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 income.
2. **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.
3. **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 trend.
- **JPMorgan Equity Premium Income ETF (JEPI)** does not have a MACD available, which could be due to its actively managed nature.
4. **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 nature.
5. **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 strategy.
- 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.