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New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #183,872 out of 785,038 TipRanks' Investors
Success Rate
66%
31 out of 47
profitable transactions
Average Return
13.13%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.11% IWB
6.95% ABBV
6.40% XOM
6.02% LHX
5.93% VB
62.59% Others
By Assets
54.78% Stocks
32.54% ETFs
7.35% Funds
5.33% Cash
0.00% Cryptocurrency
By Sector
42.14% General
13.30% Energy
9.47% Financial
9.27% Industrials
9.02% Healthcare
16.81% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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2t69psf61mx
2t69psf61mx
premium
2t69psf61mx
premium
2t69psf61mx
2t69psf61mx
2t69psf61mx
3dh95er1
3dh95er1
3dh95er1
premium
3dh95er1
premium
3dh95er1
3dh95er1
3dh95er1
pcuafnk
pcuafnk
pcuafnk
premium
pcuafnk
premium
pcuafnk
pcuafnk
pcuafnk
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o3t2pjyutgm
o3t2pjyutgm
premium
o3t2pjyutgm
premium
o3t2pjyutgm
o3t2pjyutgm
o3t2pjyutgm
3y8m2i9bw
3y8m2i9bw
3y8m2i9bw
premium
3y8m2i9bw
premium
3y8m2i9bw
3y8m2i9bw
3y8m2i9bw
1ssqdrudb5x
1ssqdrudb5x
1ssqdrudb5x
premium
1ssqdrudb5x
premium
1ssqdrudb5x
1ssqdrudb5x
1ssqdrudb5x
puvwztxivd
puvwztxivd
puvwztxivd
premium
puvwztxivd
premium
puvwztxivd
puvwztxivd
puvwztxivd
q97sm367ysa
q97sm367ysa
q97sm367ysa
premium
q97sm367ysa
premium
q97sm367ysa
q97sm367ysa
q97sm367ysa
4c1p9j59q1
4c1p9j59q1
4c1p9j59q1
premium
4c1p9j59q1
premium
4c1p9j59q1
4c1p9j59q1
4c1p9j59q1
zn7nud8xxco
zn7nud8xxco
zn7nud8xxco
premium
zn7nud8xxco
premium
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ABBV
AbbVie
$191.73
$1.24
(0.64%)
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$341.01B
10.26%
BTI
British American Tobacco
$41.65
$0.03
(0.07%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$91.10B
39.75%
CUBE
Cubesmart
$42.44
$0.05
(0.12%)
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$9.64B
-3.24%
CVS
CVS Health
$54.04
$0.2
(0.37%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$68.26B
-28.68%
ENB
Enbridge
$44.29
$0.09
(0.2%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$96.54B
28.41%
XOM
Exxon Mobil
$109.52
$1.09
(1.01%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$476.56B
7.49%
AGM
Federal Agricultural
$196.26
$3.36
(1.68%)
premium
premium
$2.12B
9.34%
GLPI
Gaming and Leisure
$49.11
$0.23
(0.47%)
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
$13.54B
8.34%
GD
General Dynamics
$256.28
$0.75
(0.29%)
premium
8 Buy
9 Hold
1 Sell
Moderate Buy
premium
$70.26B
-5.04%
IBM
International Business Machines
$252.44
$1
(0.39%)
premium
6 Buy
6 Hold
1 Sell
Moderate Buy
premium
$234.34B
43.30%
LHX
L3Harris Technologies
$207.25
$0.59
(0.29%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$39.20B
-1.38%
LYB
LyondellBasell
$76.64
$1.11
(1.43%)
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$25.25B
-17.70%
PRU
Prudential Financial
$112.55
$0.97
(0.85%)
premium
2 Buy
9 Hold
1 Sell
Hold
premium
$40.41B
4.02%
SO
Southern Co
$84.44
$0.65
(0.78%)
premium
1 Buy
7 Hold
1 Sell
Hold
premium
$91.81B
25.15%
SUN
Sunoco
$56.09
$0.903
(1.59%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.82B
-3.89%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$132.52
$0.77
(0.58%)
premium
2K Buy
2K Hold
282 Sell
Moderate Buy
premium
$61.83B
18.05%
VMBS
VMBS
< ETF >
Vanguard Mortgage-Backed Securities ETF
$45.56
$0.095
(0.21%)
premium
premium
$19.79B
0.35%
VB
VB
< ETF >
Vanguard Small-Cap ETF
$247.70
$2.54
(1.02%)
premium
5K Buy
4K Hold
532 Sell
Moderate Buy
premium
$66.33B
19.56%
VXUS
VXUS
< ETF >
Vanguard Total International Stock ETF
$61.35
$0.395
(0.64%)
premium
premium
$78.41B
7.00%
IWB
IWB
< ETF >
iShares Russell 1000 ETF
$331.60
$2.87
(0.86%)
premium
7K Buy
4K Hold
507 Sell
Moderate Buy
premium
$39.89B
21.74%
RWR
RWR
< ETF >
SPDR Dow Jones REIT ETF
$100.85
$0.2
(0.2%)
premium
350 Buy
369 Hold
45 Sell
Moderate Buy
premium
$1.83B
10.53%
VWEHX
VWEHX
< FUND >
Vanguard High Yield Corporate Fund
$5.47
$0
(0%)
premium
premium
1.67%
VWINX
VWINX
< FUND >
Vanguard Wellesley Income Fund
$25.37
$0.02
(0.08%)
premium
premium
2.75%
VWELX
VWELX
< FUND >
Vanguard Wellington Income Fund
$44.15
$0.13
(0.3%)
premium
premium
4.73%
DVN
Devon Energy
$33.59
$0.17
(0.51%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$21.95B
-19.10%
TRIN
Trinity Capital
$15.93
$0.08
(0.5%)
premium
1 Buy
1 Hold
1 Sell
Hold
premium
$943.08M
15.29%
BND
BND
< ETF >
Vanguard Total Bond Market ETF
$72.36
$0.2
(0.28%)
premium
premium
$123.87B
0.03%
NVDA
Nvidia
$128.04
$0.64
(0.5%)
premium
38 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.15T
83.57%