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New Portfolio - New Portfolio

FRANK

New Portfolio
Individual Investor
Ranked #40,086 out of 769,291 TipRanks' Investors
Success Rate
68%
222 out of 328
profitable transactions
Average Return
33.76%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
0.32% DUK
0.32% ENB
0.32% LOW
0.32% PEP
0.32% WPC
98.40% Others
By Assets
97.73% Stocks
1.95% ETFs
0.32% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
20.46% Financial
13.96% Consumer Cyclical
11.69% Technology
10.07% Healthcare
9.42% Industrials
34.42% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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DUK
Duke Energy
$114.70
$0.16
(0.14%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$88.73B
27.11%
ENB
Enbridge
$43.26
$0.23
(0.53%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$94.78B
28.18%
LOW
Lowe's
$264.68
$0.54
(0.2%)
premium
18 Buy
8 Hold
0 Sell
Moderate Buy
premium
$150.46B
33.63%
PEP
PepsiCo
$162.00
$1.66
(1.04%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$219.98B
-5.25%
WPC
W. P. Carey Inc.
$57.10
$0.25
(0.44%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$12.44B
-2.64%
MAIN
Main Street Capital
$53.97
$0.79
(1.49%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.69B
29.17%
O
Realty Income
$57.45
$0.06
(0.1%)
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.23B
7.65%
OCSL
Oaktree Specialty Lending
$15.85
$0.29
(1.86%)
premium
0 Buy
6 Hold
0 Sell
Hold
premium
$1.28B
-21.96%
PFLT
Pennantpark $
$11.07
$0.03
(0.27%)
premium
premium
$810.56M
0.55%
HD
Home Depot
$420.00
$9.55
(2.33%)
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$407.73B
32.75%
MCD
McDonald's
$290.28
$1.81
(0.63%)
premium
17 Buy
11 Hold
0 Sell
Moderate Buy
premium
$206.72B
2.32%
KMB
Kimberly Clark
$138.42
$1.39
(1.01%)
premium
6 Buy
6 Hold
2 Sell
Moderate Buy
premium
$45.70B
12.03%
JPM
JPMorgan Chase & Co.
$248.55
$3.79
(1.55%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$689.08B
59.63%
COST
Costco
$964.01
$8.36
(0.87%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$423.42B
62.23%
MSFT
Microsoft
$417.00
$4.13
(1%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.07T
9.27%
PG
Procter & Gamble
$176.28
$3.53
(2.04%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$406.83B
14.39%
AAPL
Apple
$229.87
$1.35
(0.59%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.45T
19.45%
$128.42
$1.1
(0.86%)
premium
5 Buy
3 Hold
2 Sell
Moderate Buy
premium
$69.33B
33.50%
JNJ
Johnson & Johnson
$155.17
$0.33
(0.21%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$374.39B
3.10%
PGR
Progressive
$266.06
$2.62
(0.99%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$154.33B
62.01%
PNC
PNC Financial
$210.07
$4.32
(2.1%)
premium
8 Buy
5 Hold
2 Sell
Moderate Buy
premium
$81.64B
60.80%
SPGI
S&P Global
$514.46
$3.09
(0.6%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$158.68B
23.19%
GLAD
Gladstone Capital
$26.71
$0.2
(0.75%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$591.96M
30.46%
HRZN
Horizon Technology
$9.29
$0.07
(0.76%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
-24.80%
GAIN
Gladstone Investment
$13.37
$0.13
(0.96%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$495.30M
-8.29%
SBR
Sabine Royalty
$63.07
$0.39
(0.62%)
premium
premium
$913.83M
0.37%
IBM
International Business Machines
$222.97
$0.57
(0.26%)
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$205.64B
43.36%
TWO
Two Harbors
$11.74
$0.18
(1.56%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$1.20B
-16.65%
SCCO
Southern Copper
$99.74
$0.94
(0.93%)
premium
0 Buy
0 Hold
3 Sell
Strong Sell
premium
$79.58B
36.82%
SO
Southern Co
$87.60
$0.54
(0.61%)
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$96.57B
26.66%
IEP
Icahn Enterprises
$11.34
$0.325
(2.95%)
premium
premium
$5.55B
-34.55%
PPL
PPL
$34.45
$0.4
(1.15%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$25.72B
32.81%
HCSG
Healthcare Services
$11.68
$0.16
(1.39%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$844.31M
15.90%
USAC
USA Compression
$23.72
$0.13
(0.55%)
premium
0 Buy
4 Hold
1 Sell
Hold
premium
$2.79B
-2.25%
FSK
FS KKR Capital
$21.77
$0.23
(1.07%)
premium
2 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.03B
8.62%
MO
Altria Group
$56.73
$0.7
(1.25%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$94.96B
36.03%
HRB
H&R Block
$58.30
$1.43
(2.51%)
premium
1 Buy
1 Hold
1 Sell
Hold
premium
$7.79B
21.57%
WFC
Wells Fargo
$75.96
$1.13
(1.51%)
premium
11 Buy
9 Hold
0 Sell
Moderate Buy
premium
$249.15B
74.92%
CFG
Citizens Financial
$47.65
$0.88
(1.88%)
premium
5 Buy
7 Hold
0 Sell
Moderate Buy
premium
$20.61B
74.78%
BAC
Bank of America
$47.00
$0.54
(1.16%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$356.48B
56.80%
OHI
Omega Healthcare
$40.11
$0.03
(0.07%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
$10.84B
26.38%
SUN
Sunoco
$54.33
$0.31
(0.57%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.23B
1.64%
DVN
Devon Energy
$39.45
$0.75
(1.94%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$25.42B
-14.30%
OMF
OneMain Holdings
$56.60
$1.03
(1.85%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.63B
44.15%
TROW
T Rowe Price
$119.84
$1.66
(1.4%)
premium
0 Buy
6 Hold
3 Sell
Moderate Sell
premium
$26.25B
20.89%
HBAN
Huntington Bancshares
$17.89
$0.27
(1.53%)
premium
7 Buy
2 Hold
1 Sell
Moderate Buy
premium
$25.60B
62.10%
CAT
Caterpillar
$397.49
$7.9
(2.03%)
premium
5 Buy
5 Hold
4 Sell
Hold
premium
$188.10B
58.36%
SACH
Sachem Capital
$1.59
$0
(0%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$74.67M
-55.83%
CMCSA
Comcast
$43.47
$0.03
(0.07%)
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$166.45B
2.40%
ESS
Essex Property
$305.53
$1.19
(0.39%)
premium
5 Buy
13 Hold
0 Sell
Moderate Buy
premium
$20.27B
42.98%
MDT
Medtronic
$86.21
$1.47
(1.73%)
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$108.68B
8.13%
$19.74
$0.95
(5.06%)
premium
3 Buy
12 Hold
3 Sell
Hold
premium
$7.32B
12.65%
OXY
Occidental Petroleum
$51.93
$0.39
(0.76%)
premium
6 Buy
12 Hold
1 Sell
Moderate Buy
premium
$48.36B
-14.40%
AMD
Advanced Micro Devices
$138.35
$0.86
(0.63%)
premium
23 Buy
7 Hold
0 Sell
Strong Buy
premium
$223.12B
12.23%
NVDA
Nvidia
$141.95
$4.72
(3.22%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.59T
201.07%
TSM
Taiwan Semiconductor Manufacturing
$190.08
$1.16
(0.61%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$804.60B
93.86%
GOEV
Canoo
$0.45
$0.002
(0.33%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$43.70M
-94.03%
DM
Desktop Metal
$4.42
$0.02
(0.45%)
premium
premium
$146.70M
-40.39%
MU
Micron
$102.64
$0.12
(0.12%)
premium
23 Buy
1 Hold
1 Sell
Strong Buy
premium
$113.93B
33.28%
BBY
Best Buy Co
$89.54
$3.03
(3.5%)
premium
9 Buy
8 Hold
1 Sell
Moderate Buy
premium
$18.58B
27.16%
GLDG
GoldMining
$0.89
$0.035
(3.76%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$171.84M
14.86%
PERI
Perion Network
$8.52
$0.09
(1.07%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$398.80M
-70.84%
WBA
Walgreens Boots Alliance
$8.66
$0.36
(4.34%)
premium
2 Buy
6 Hold
3 Sell
Hold
premium
$7.18B
-59.88%
SLG
SL Green Realty
$79.63
$0.48
(0.61%)
premium
2 Buy
10 Hold
0 Sell
Hold
premium
$5.46B
134.73%
DOW
Dow Inc
$45.46
$0.65
(1.45%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$31.37B
-12.82%
ZIM
ZIM Integrated Shipping Services
$23.78
$0.45
(1.86%)
premium
1 Buy
1 Hold
5 Sell
Moderate Sell
premium
$2.92B
251.16%
XPO
XPO
$148.97
$0.72
(0.48%)
premium
16 Buy
1 Hold
1 Sell
Strong Buy
premium
$17.42B
68.40%
ASML
ASML Holding
$672.88
$0.72
(0.11%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$260.14B
-1.85%
SHOP
Shopify
$106.96
$0.48
(0.45%)
premium
17 Buy
12 Hold
3 Sell
Moderate Buy
premium
$137.65B
50.06%
NFLX
Netflix
$897.79
$0.31
(0.03%)
premium
24 Buy
10 Hold
2 Sell
Moderate Buy
premium
$383.64B
87.76%
QCOM
Qualcomm
$156.79
$1.33
(0.86%)
premium
11 Buy
9 Hold
1 Sell
Moderate Buy
premium
$172.72B
21.93%
GOOG
Alphabet Class C
$166.57
$2.67
(1.58%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.06T
20.87%
GOOGL
Alphabet Class A
$164.76
$2.87
(1.71%)
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.06T
21.04%
SBUX
Starbucks
$102.50
$2.44
(2.44%)
premium
15 Buy
6 Hold
4 Sell
Moderate Buy
premium
$113.45B
-3.27%
PYPL
PayPal Holdings
$86.77
$1.95
(2.3%)
premium
13 Buy
16 Hold
0 Sell
Moderate Buy
premium
$85.04B
50.55%
ABBV
AbbVie
$176.95
$5.22
(3.04%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$303.47B
24.02%
MRK
Merck & Company
$99.18
$0.68
(0.68%)
premium
16 Buy
5 Hold
0 Sell
Strong Buy
premium
$252.61B
-1.79%
UNH
UnitedHealth
$590.87
$6.62
(1.11%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$549.86B
9.88%
CAH
Cardinal Health
$121.84
$1.58
(1.28%)
premium
6 Buy
6 Hold
1 Sell
Moderate Buy
premium
$29.87B
16.56%
MCK
McKesson
$623.19
$5.08
(0.81%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$79.75B
37.34%
AMZN
Amazon
$197.12
$1.26
(0.64%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.09T
35.22%
KNX
Knight Transportation
$57.62
$1.41
(2.51%)
premium
7 Buy
5 Hold
1 Sell
Moderate Buy
premium
$9.10B
8.37%
ARKK
ARKK
< ETF >
ARK Innovation ETF
$56.21
$1.44
(2.63%)
premium
388 Buy
170 Hold
37 Sell
Moderate Buy
premium
$6.45B
24.73%
SWKS
Skyworks Solutions
$85.41
$0.36
(0.42%)
premium
5 Buy
12 Hold
3 Sell
Hold
premium
$13.60B
-9.78%
ABNB
Airbnb
$137.34
$4.08
(3.06%)
premium
7 Buy
21 Hold
6 Sell
Hold
premium
$84.48B
3.27%
V
Visa
$309.92
$0.02
(<0.01%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$550.36B
22.14%
MA
Mastercard
$520.86
$5.76
(1.12%)
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$472.77B
25.53%
ROKU
Roku
$69.20
$0.52
(0.76%)
premium
9 Buy
10 Hold
2 Sell
Moderate Buy
premium
$9.97B
-27.54%
ASO
Academy Sports and Outdoors
$46.64
$0.85
(1.86%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$3.22B
-5.41%
RTX
RTX
$120.77
$0.24
(0.2%)
premium
5 Buy
10 Hold
0 Sell
Moderate Buy
premium
$160.43B
51.00%
BROS
Dutch Bros Inc
$51.20
$0.87
(1.67%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$8.03B
80.23%
BABA
Alibaba
$83.13
$2.45
(2.86%)
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$207.60B
8.38%
BIDU
Baidu
$80.33
$1.3
(1.59%)
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$30.22B
-32.04%
DFS
Discover Financial Services
$179.29
$4.38
(2.5%)
premium
3 Buy
6 Hold
0 Sell
Moderate Buy
premium
$43.91B
102.28%
FAST
Fastenal Company
$83.08
$0.72
(0.87%)
premium
2 Buy
7 Hold
0 Sell
Hold
premium
$47.18B
35.30%
LHX
L3Harris Technologies
$248.16
$1.56
(0.63%)
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$46.77B
31.29%
HPE
Hewlett Packard Enterprise
$22.10
$0.36
(1.66%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
$28.23B
37.77%
CVX
Chevron
$162.36
$0.73
(0.45%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$290.46B
11.99%
GOOD
Gladstone Commercial
$17.09
$0.06
(0.35%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$753.38M
37.62%
HTGC
Hercules Capital
$18.76
$0.23
(1.24%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.01B
19.16%