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New Portfolio Aug 2022
- New Portfolio
Performance
Portfolio Details
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
Select Columns
28
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
2t69psf61mx
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o3t2pjyutgm
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premium
3y8m2i9bw
premium
3y8m2i9bw
3y8m2i9bw
3y8m2i9bw
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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
< 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
< ETF >
Vanguard Mortgage-Backed Securities ETF
$45.56
$0.095
(
0.21%
)
premium
―
premium
$19.79B
0.35%
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
< ETF >
Vanguard Total International Stock ETF
$61.35
$0.395
(
0.64%
)
premium
―
premium
$78.41B
7.00%
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
< 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
< FUND >
Vanguard High Yield Corporate Fund
$5.47
$0
(
0%
)
premium
―
premium
―
1.67%
VWINX
< FUND >
Vanguard Wellesley Income Fund
$25.37
$0.02
(
0.08%
)
premium
―
premium
―
2.75%
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
< 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%
28
Results | Showing
1
out of
1
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