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Fillipe - New Portfolio

Fillipe Moreira

Fillipe
Individual Investor
Ranked #18,656 out of 747,498 TipRanks' Investors
Success Rate
78%
114 out of 147
profitable transactions
Average Return
23.18%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.22% AVGO
7.18% IAU
6.50% CEG
5.13% AAPL
5.03% MSFT
68.94% Others
By Assets
90.16% Stocks
9.84% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
37.35% Real Estate
17.38% Technology
9.84% General
8.23% Utilities
5.30% Consumer Defensive
21.90% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AXP
American Express
$242.53
$0.15
(0.06%)
premium
6 Buy
8 Hold
1 Sell
Moderate Buy
premium
$174.34B
46.40%
XOM
Exxon Mobil
$115.86
$0.21
(0.18%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$520.68B
13.87%
NRG
NRG Energy
$76.28
$1.37
(1.83%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$15.62B
102.51%
PG
Procter & Gamble
$167.84
$0.12
(0.07%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$396.41B
12.25%
KO
Coca-Cola
$64.42
$0.87
(1.33%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$281.27B
7.88%
UPS
United Parcel
$144.36
$0.82
(0.56%)
premium
9 Buy
8 Hold
1 Sell
Moderate Buy
premium
$124.21B
-19.54%
ABR
Arbor Realty
$13.23
$0.12
(0.92%)
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$2.47B
-9.21%
INVH
Invitation Homes
$36.13
$0.21
(0.58%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$22.00B
3.40%
IRM
Iron Mountain
$99.91
$1.63
(1.66%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$28.81B
63.85%
KIM
Kimco Realty
$21.28
$0.04
(0.19%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$14.32B
6.89%
PSA
Public Storage
$300.76
$0.89
(0.3%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$53.01B
6.53%
WELL
Welltower
$107.81
$0.4
(0.37%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$64.22B
33.49%
IAU
IAU
< ETF >
iShares Gold Trust
$45.10
$0.22
(0.49%)
premium
premium
$30.10B
22.42%
URNM
URNM
< ETF >
NorthShore Global Uranium Mining ETF
$46.50
$0.44
(0.94%)
premium
48 Buy
5 Hold
0 Sell
Moderate Buy
premium
$1.59B
40.33%
MSFT
Microsoft
$439.25
$2.14
(0.49%)
premium
34 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.25T
27.65%
VZ
Verizon
$39.12
$2.5
(6.01%)
premium
7 Buy
6 Hold
0 Sell
Moderate Buy
premium
$175.19B
31.38%
AVGO
Broadcom
$158.50
$1.15
(0.73%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$732.45B
77.59%
ABBV
AbbVie
$173.35
$1.03
(0.6%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$304.29B
25.00%
CEG
Constellation Energy Corporation
$189.05
$0.25
(0.13%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$59.67B
97.64%
AAPL
Apple
$223.59
$0.72
(0.32%)
premium
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.44T
16.99%
AMT
American Tower
$211.00
$0.86
(0.41%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$98.13B
14.06%
CTVA
Corteva
$54.64
$0.14
(0.26%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$38.18B
-1.56%
JPM
JPMorgan Chase & Co.
$210.72
$0.94
(0.45%)
premium
16 Buy
6 Hold
0 Sell
Moderate Buy
premium
$602.42B
36.11%
VICI
VICI Properties
$30.40
$0.09
(0.3%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$31.62B
-2.51%
PLD
Prologis
$125.68
$1.93
(1.56%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$117.41B
0.33%
EQIX
Equinix
$793.95
$7.125
(0.91%)
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$74.67B
-1.96%
O
Realty Income
$57.23
$0.345
(0.6%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$50.14B
-3.74%
ARE
Alexandria Equities
$125.40
$0.19
(0.15%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$21.90B
6.28%
MCD
McDonald's
$258.14
$0.86
(0.33%)
premium
19 Buy
8 Hold
0 Sell
Moderate Buy
premium
$185.50B
-10.81%
AVB
AvalonBay
$208.56
$1.19
(0.57%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$29.49B
9.42%
SUI
Sun Communities
$127.07
$0.17
(0.13%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$15.82B
-6.75%
REXR
Rexford Industrial Realty
$49.41
$0.3
(0.61%)
premium
6 Buy
4 Hold
1 Sell
Moderate Buy
premium
$10.70B
-9.81%
VNQ
VNQ
< ETF >
Vanguard Real Estate ETF
$89.21
$0.42
(0.47%)
premium
453 Buy
410 Hold
58 Sell
Moderate Buy
premium
$34.09B
2.19%
MAA
Mid-America Apartment
$144.55
$0.85
(0.59%)
premium
6 Buy
8 Hold
1 Sell
Moderate Buy
premium
$17.24B
-3.03%