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New Portfolio - New Portfolio

FRANK

New Portfolio
Individual Investor
Ranked #50,330 out of 775,905 TipRanks' Investors
Success Rate
65%
213 out of 328
profitable transactions
Average Return
30.95%
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
$108.09
$0.19
(0.18%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$83.64B
11.79%
ENB
Enbridge
$41.55
$0.18
(0.44%)
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$90.17B
14.72%
LOW
Lowe's
$246.40
$1.32
(0.53%)
premium
18 Buy
8 Hold
0 Sell
Moderate Buy
premium
$139.88B
11.09%
PEP
PepsiCo
$150.01
$2.78
(1.82%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$209.63B
-8.88%
WPC
W. P. Carey Inc.
$54.37
$0.12
(0.22%)
premium
2 Buy
4 Hold
1 Sell
Hold
premium
$11.87B
-16.41%
MAIN
Main Street Capital
$56.27
$0.13
(0.23%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.97B
31.38%
O
Realty Income
$52.82
$0.03
(0.06%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$46.20B
-7.21%
OCSL
Oaktree Specialty Lending
$14.99
$0.19
(1.25%)
premium
0 Buy
5 Hold
1 Sell
Hold
premium
$1.25B
-25.70%
PFLT
Pennantpark $
$10.68
$0.005
(0.05%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$888.90M
-10.25%
HD
Home Depot
$390.07
$2.53
(0.64%)
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$389.99B
12.63%
MCD
McDonald's
$290.39
$2.29
(0.78%)
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$209.74B
0.34%
KMB
Kimberly Clark
$130.63
$0.69
(0.53%)
premium
5 Buy
6 Hold
2 Sell
Hold
premium
$43.79B
9.24%
JPM
JPMorgan Chase & Co.
$237.57
$0.03
(0.01%)
premium
9 Buy
5 Hold
1 Sell
Moderate Buy
premium
$668.92B
41.94%
COST
Costco
$943.62
$10.45
(1.1%)
premium
18 Buy
8 Hold
0 Sell
Moderate Buy
premium
$423.51B
42.06%
MSFT
Microsoft
$434.57
$2.03
(0.46%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.25T
16.56%
PG
Procter & Gamble
$166.74
$1.32
(0.79%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$395.79B
15.68%
AAPL
Apple
$254.72
$0.23
(0.09%)
premium
19 Buy
9 Hold
2 Sell
Moderate Buy
premium
$3.85T
31.45%
$128.60
$0.68
(0.53%)
premium
5 Buy
3 Hold
2 Sell
Moderate Buy
premium
$70.40B
21.58%
JNJ
Johnson & Johnson
$143.71
$0.76
(0.53%)
premium
5 Buy
10 Hold
0 Sell
Moderate Buy
premium
$347.83B
-7.07%
PGR
Progressive
$241.20
$1.23
(0.51%)
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$140.58B
52.11%
PNC
PNC Financial
$192.34
$0.42
(0.22%)
premium
7 Buy
5 Hold
2 Sell
Moderate Buy
premium
$76.48B
26.42%
SPGI
S&P Global
$495.44
$3.63
(0.74%)
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$152.61B
13.10%
GLAD
Gladstone Capital
$27.51
$0.13
(0.47%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$611.39M
29.89%
HRZN
Horizon Technology
$8.82
$0.03
(0.34%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
-33.11%
GAIN
Gladstone Investment
$13.12
$0.345
(2.56%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$493.83M
-4.88%
SBR
Sabine Royalty
$62.26
$0.255
(0.41%)
premium
premium
$903.92M
-8.19%
IBM
International Business Machines
$222.18
$1.18
(0.53%)
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$206.53B
37.76%
TWO
Two Harbors
$11.69
$0.185
(1.56%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$1.23B
-15.70%
SCCO
Southern Copper
$93.25
$0.24
(0.26%)
premium
0 Buy
2 Hold
2 Sell
Moderate Sell
premium
$73.52B
8.55%
SO
Southern Co
$82.73
$0.13
(0.16%)
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$90.79B
19.33%
IEP
Icahn Enterprises
$9.38
$0.15
(1.57%)
premium
premium
$4.80B
-46.13%
PPL
PPL
$32.32
$0.11
(0.34%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$23.93B
20.92%
HCSG
Healthcare Services
$11.09
$0.21
(1.86%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$828.19M
9.50%
USAC
USA Compression
$22.29
$0.75
(3.48%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$2.52B
-10.59%
FSK
FS KKR Capital
$21.36
$0.075
(0.35%)
premium
0 Buy
7 Hold
0 Sell
Hold
premium
$5.96B
7.04%
MO
Altria Group
$53.44
$0.4
(0.74%)
premium
4 Buy
1 Hold
2 Sell
Moderate Buy
premium
$91.25B
33.40%
HRB
H&R Block
$54.02
$0.695
(1.27%)
premium
1 Buy
1 Hold
1 Sell
Hold
premium
$7.50B
13.95%
WFC
Wells Fargo
$70.55
$0.21
(0.3%)
premium
11 Buy
9 Hold
0 Sell
Moderate Buy
premium
$234.20B
43.03%
CFG
Citizens Financial
$43.69
$0.24
(0.55%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$19.15B
31.43%
BAC
Bank of America
$43.72
$0.45
(1.02%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$338.91B
32.13%
OHI
Omega Healthcare
$37.89
$0.06
(0.16%)
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$10.21B
23.22%
SUN
Sunoco
$50.76
$0.32
(0.63%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$7.79B
-14.24%
DVN
Devon Energy
$30.85
$0.08
(0.26%)
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
$20.21B
-32.83%
OMF
OneMain Holdings
$52.05
$0.14
(0.27%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$6.20B
5.90%
TROW
T Rowe Price
$115.11
$1.005
(0.87%)
premium
0 Buy
7 Hold
3 Sell
Moderate Sell
premium
$25.80B
7.63%
HBAN
Huntington Bancshares
$16.34
$0.02
(0.12%)
premium
9 Buy
2 Hold
1 Sell
Moderate Buy
premium
$23.71B
28.91%
CAT
Caterpillar
$364.89
$1.15
(0.31%)
premium
5 Buy
5 Hold
4 Sell
Hold
premium
$176.73B
26.06%
SACH
Sachem Capital
$1.21
>$0.001
(>0.01%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$56.83M
-67.65%
CMCSA
Comcast
$37.72
$0.5
(1.31%)
premium
13 Buy
8 Hold
0 Sell
Moderate Buy
premium
$146.25B
-13.14%
ESS
Essex Property
$283.40
$0.36
(0.13%)
premium
5 Buy
9 Hold
1 Sell
Moderate Buy
premium
$18.90B
16.12%
MDT
Medtronic
$80.48
$0.55
(0.68%)
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$103.90B
-1.09%
$21.62
$0.66
(2.96%)
premium
5 Buy
11 Hold
3 Sell
Hold
premium
$8.67B
19.85%
OXY
Occidental Petroleum
$47.80
$0.67
(1.42%)
premium
6 Buy
14 Hold
1 Sell
Hold
premium
$44.22B
-22.50%
AMD
Advanced Micro Devices
$124.68
$5.47
(4.59%)
premium
22 Buy
8 Hold
0 Sell
Moderate Buy
premium
$193.45B
-14.61%
NVDA
Nvidia
$137.99
$3.29
(2.44%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.30T
175.86%
TSM
Taiwan Semiconductor Manufacturing
$207.33
$10.12
(5.13%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$822.12B
91.19%
GOEV
Canoo
$0.08
$0.004
(4.91%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$8.28M
-98.44%
DM
Desktop Metal
$2.29
$0.555
(19.47%)
premium
premium
$95.02M
-62.46%
MU
Micron
$88.87
$1.25
(1.39%)
premium
21 Buy
2 Hold
0 Sell
Strong Buy
premium
$100.41B
4.20%
BBY
Best Buy Co
$84.76
$0.79
(0.92%)
premium
8 Buy
8 Hold
1 Sell
Moderate Buy
premium
$18.29B
12.36%
GLDG
GoldMining
$0.79
$0.047
(5.6%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$155.19M
-15.32%
PERI
Perion Network
$8.32
$0.115
(1.4%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$388.39M
-72.68%
WBA
Walgreens Boots Alliance
$9.28
$0.275
(2.88%)
premium
2 Buy
8 Hold
3 Sell
Hold
premium
$8.25B
-63.58%
SLG
SL Green Realty
$67.63
$0.38
(0.56%)
premium
2 Buy
10 Hold
0 Sell
Hold
premium
$5.18B
47.82%
DOW
Dow Inc
$39.85
$0.085
(0.21%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$27.96B
-27.54%
ZIM
ZIM Integrated Shipping Services
$19.99
$1.7
(9.29%)
premium
1 Buy
1 Hold
5 Sell
Moderate Sell
premium
$2.20B
57.94%
XPO
XPO
$131.25
$3.995
(2.95%)
premium
15 Buy
1 Hold
1 Sell
Strong Buy
premium
$15.74B
51.10%
ASML
ASML Holding
$716.74
$11.06
(1.57%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$281.73B
-6.22%
SHOP
Shopify
$109.88
$0.93
(0.85%)
premium
18 Buy
11 Hold
3 Sell
Moderate Buy
premium
$141.07B
41.81%
NFLX
Netflix
$910.75
$1.7
(0.19%)
premium
22 Buy
11 Hold
2 Sell
Moderate Buy
premium
$388.58B
86.76%
QCOM
Qualcomm
$157.17
$4.28
(2.8%)
premium
11 Buy
10 Hold
1 Sell
Moderate Buy
premium
$169.86B
6.55%
GOOG
Alphabet Class C
$195.15
$2.19
(1.13%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.35T
35.20%
GOOGL
Alphabet Class A
$193.67
$2.26
(1.18%)
premium
27 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.35T
35.28%
SBUX
Starbucks
$86.81
$1.16
(1.32%)
premium
13 Buy
6 Hold
4 Sell
Moderate Buy
premium
$99.74B
-7.67%
PYPL
PayPal Holdings
$86.72
$0.405
(0.46%)
premium
15 Buy
14 Hold
0 Sell
Moderate Buy
premium
$87.35B
40.89%
ABBV
AbbVie
$176.39
$0.81
(0.46%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$310.27B
13.32%
MRK
Merck & Company
$98.78
$0.73
(0.74%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$248.03B
-8.96%
UNH
UnitedHealth
$506.61
$6.48
(1.3%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$460.26B
-3.88%
CAH
Cardinal Health
$117.61
$0.67
(0.57%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$28.63B
16.73%
MCK
McKesson
$572.56
$7.18
(1.24%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$73.59B
27.64%
AMZN
Amazon
$226.24
$1.32
(0.59%)
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.37T
46.60%
KNX
Knight Transportation
$52.50
$0.55
(1.06%)
premium
7 Buy
5 Hold
1 Sell
Moderate Buy
premium
$8.41B
-11.77%
ARKK
ARKK
< ETF >
ARK Innovation ETF
$59.20
$0.2
(0.34%)
premium
393 Buy
162 Hold
37 Sell
Moderate Buy
premium
$6.38B
12.05%
SWKS
Skyworks Solutions
$89.19
$0.44
(0.5%)
premium
5 Buy
12 Hold
3 Sell
Hold
premium
$14.19B
-21.35%
ABNB
Airbnb
$132.92
$1.29
(0.96%)
premium
7 Buy
19 Hold
6 Sell
Hold
premium
$85.09B
-4.68%
V
Visa
$316.06
$1.65
(0.52%)
premium
19 Buy
4 Hold
0 Sell
Strong Buy
premium
$623.04B
22.94%
MA
Mastercard
$525.50
$2.53
(0.48%)
premium
22 Buy
2 Hold
0 Sell
Strong Buy
premium
$484.64B
24.51%
ROKU
Roku
$78.88
$1.71
(2.12%)
premium
8 Buy
10 Hold
2 Sell
Moderate Buy
premium
$11.70B
-11.77%
ASO
Academy Sports and Outdoors
$56.54
$0.9
(1.62%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$3.86B
-10.83%
RTX
RTX
$116.67
$0.19
(0.16%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$155.04B
39.95%
BROS
Dutch Bros Inc
$52.45
$1.605
(2.97%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$8.34B
74.11%
BABA
Alibaba
$84.45
$2.17
(2.64%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$196.48B
9.30%
BIDU
Baidu
$88.00
$2.2
(2.56%)
premium
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
$29.58B
-25.22%
DFS
Discover Financial Services
$173.42
$0.26
(0.15%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$43.48B
56.01%
FAST
Fastenal Company
$74.35
$0.47
(0.63%)
premium
1 Buy
9 Hold
1 Sell
Hold
premium
$42.86B
14.51%
LHX
L3Harris Technologies
$212.94
$0.61
(0.29%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$40.50B
2.43%
HPE
Hewlett Packard Enterprise
$21.68
$0.07
(0.32%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$28.42B
26.45%
CVX
Chevron
$142.24
$0.61
(0.43%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$256.71B
-5.43%
GOOD
Gladstone Commercial
$15.83
$0.21
(1.31%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$709.58M
22.72%
HTGC
Hercules Capital
$19.26
$0.05
(0.26%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.22B
17.06%