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New Portfolio - New Portfolio

Robert M

New Portfolio
Individual Investor
Ranked #99,640 out of 737,708 TipRanks' Investors
Success Rate
68%
46 out of 68
profitable transactions
Average Return
6.29%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.77% O
5.41% MCD
4.98% ARE
4.70% LHX
4.30% BMY
72.84% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
21.08% Real Estate
14.00% Consumer Cyclical
11.35% Financial
10.82% Technology
10.28% Industrials
32.47% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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PRU
Prudential Financial
$120.35
$1.81
(1.53%)
premium
2 Buy
6 Hold
3 Sell
Hold
premium
$43.21B
57.82%
LNC
Lincoln National
$32.99
$0.42
(1.29%)
premium
1 Buy
8 Hold
1 Sell
Hold
premium
$5.61B
64.37%
BMY
Bristol-Myers Squibb
$41.09
$0.84
(2.09%)
premium
5 Buy
13 Hold
1 Sell
Hold
premium
$83.29B
-33.75%
BTI
British American Tobacco
$31.03
$0.33
(1.07%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$68.19B
6.78%
LEG
Leggett & Platt
$11.60
$0.58
(5.26%)
premium
0 Buy
2 Hold
1 Sell
Moderate Sell
premium
$1.55B
-58.73%
MO
Altria Group
$46.25
$0.81
(1.78%)
premium
3 Buy
4 Hold
2 Sell
Hold
premium
$79.44B
13.33%
O
Realty Income
$53.06
$1.31
(2.53%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$46.20B
-5.65%
T
AT&T
$18.22
$0.6
(3.41%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$130.64B
23.44%
VZ
Verizon
$41.15
$0.82
(2.03%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$173.21B
23.76%
WBA
Walgreens Boots Alliance
$16.22
$0.83
(5.39%)
premium
2 Buy
8 Hold
3 Sell
Hold
premium
$13.99B
-42.83%
MDT
Medtronic
$81.37
$0.77
(0.96%)
premium
8 Buy
6 Hold
2 Sell
Moderate Buy
premium
$108.04B
1.62%
AMCR
Amcor
$10.17
$0.29
(2.94%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$14.70B
10.30%
$13.28
$0.95
(7.7%)
premium
1 Buy
15 Hold
2 Sell
Hold
premium
$5.16B
-18.63%
TROW
T Rowe Price
$117.83
$2.28
(1.97%)
premium
0 Buy
7 Hold
3 Sell
Moderate Sell
premium
$26.31B
13.69%
TXN
Texas Instruments
$195.01
$0.67
(0.34%)
premium
6 Buy
12 Hold
6 Sell
Hold
premium
$177.55B
14.44%
PM
Philip Morris
$101.38
$1.97
(1.98%)
premium
6 Buy
2 Hold
1 Sell
Moderate Buy
premium
$157.60B
18.77%
QCOM
Qualcomm
$204.05
$0.75
(0.37%)
premium
19 Buy
8 Hold
1 Sell
Moderate Buy
premium
$227.72B
80.18%
PFE
Pfizer
$28.66
$0.46
(1.63%)
premium
7 Buy
10 Hold
0 Sell
Moderate Buy
premium
$162.40B
-20.41%
UGI
UGI
$25.46
$0.49
(1.96%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$5.34B
-2.64%
VICI
VICI Properties
$28.71
$0.65
(2.32%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$29.95B
-2.11%
CCI
Crown Castle
$102.50
$2.87
(2.88%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$44.54B
-3.19%
LHX
L3Harris Technologies
$224.83
$5.66
(2.58%)
premium
9 Buy
4 Hold
1 Sell
Moderate Buy
premium
$42.65B
29.38%
ARE
Alexandria Equities
$119.00
$2.7
(2.32%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$20.81B
10.65%
MCD
McDonald's
$258.89
$6.82
(2.71%)
premium
19 Buy
10 Hold
0 Sell
Moderate Buy
premium
$186.66B
-8.04%
CVX
Chevron
$162.30
$4.04
(2.55%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$299.11B
11.12%
AES
AES
$21.59
$0.18
(0.83%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$15.34B
12.92%
BABA
Alibaba
$78.34
$1.29
(1.62%)
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$173.89B
-4.37%
ADC
Agree Realty
$60.76
$0.75
(1.25%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$6.11B
-0.59%
NAT
Nordic American Tanker
$4.14
$0
(0%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$864.42M
31.85%
SWKS
Skyworks Solutions
$92.66
$1.98
(2.18%)
premium
4 Buy
15 Hold
2 Sell
Hold
premium
$14.87B
-10.06%
ADM
Archer Daniels Midland
$62.44
$2.3
(3.82%)
premium
0 Buy
8 Hold
1 Sell
Hold
premium
$30.87B
-8.89%
ENB
Enbridge
$36.58
$0.82
(2.29%)
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$77.59B
8.87%
FMC
FMC
$60.95
$0.21
(0.34%)
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$7.61B
-39.60%
HRL
Hormel Foods
$30.98
$0.19
(0.62%)
premium
0 Buy
5 Hold
2 Sell
Moderate Sell
premium
$16.97B
-20.40%
NEE
NextEra Energy
$80.02
$1.83
(2.34%)
premium
10 Buy
2 Hold
1 Sell
Moderate Buy
premium
$164.40B
12.36%
DOC
Healthpeak Properties
$19.90
$0.49
(2.52%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$14.10B
5.40%
$100.14
$1.94
(1.98%)
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$55.41B
34.07%
SBUX
Starbucks
$80.22
$1.46
(1.85%)
premium
7 Buy
18 Hold
0 Sell
Moderate Buy
premium
$90.87B
-15.71%
ENVX
Enovix
$10.62
$0.56
(5.01%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.81B
-26.66%
GRAB
Grab
$3.67
$0.02
(0.55%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$14.51B
23.15%
ARCC
Ares Capital
$21.57
$0.15
(0.7%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$13.26B
25.04%