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New Portfolio - New Portfolio

J rod

New Portfolio
Individual Investor
Ranked #19,878 out of 747,498 TipRanks' Investors
Success Rate
80%
68 out of 85
profitable transactions
Average Return
22.92%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
16.99% ET
13.73% SUN
13.16% CAG
12.63% ARLP
10.28% BAC
33.21% Others
By Assets
84.29% Stocks
13.15% Funds
2.56% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
43.34% Energy
15.71% General
13.16% Consumer Defensive
10.28% Financial
9.17% Technology
8.34% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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GAB
GAB
< FUND >
Gabelli Equity Trust Inc
$5.37
$0.025
(0.47%)
premium
premium
$1.57B
-6.31%
USA
USA
< FUND >
Liberty All Star Equity Fund
$6.69
$0.01
(0.15%)
premium
premium
$1.81B
-0.89%
ARLP
Alliance Resource
$25.91
$0.4
(1.57%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.27B
50.68%
TLRY
Tilray
$1.87
$0.08
(4.47%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.48B
6.55%
DOCU
DocuSign
$56.23
$0.34
(0.61%)
premium
3 Buy
9 Hold
2 Sell
Hold
premium
$11.44B
7.85%
ET
Energy Transfer
$16.27
$0.165
(1%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$55.43B
35.42%
SUN
Sunoco
$57.16
$0.57
(0.99%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.74B
37.09%
T
AT&T
$18.61
$0.505
(2.64%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$137.09B
36.67%
WBD
Warner Bros
$8.31
$0.36
(4.15%)
premium
11 Buy
6 Hold
1 Sell
Moderate Buy
premium
$21.24B
-31.25%
GE
GE Aerospace
$161.65
$2.52
(1.58%)
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$174.18B
81.86%
CRON
Cronos Group
$2.45
$0.07
(2.94%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$907.18M
28.65%
BAC
Bank of America
$42.44
$0.46
(1.07%)
premium
9 Buy
5 Hold
1 Sell
Moderate Buy
premium
$335.49B
35.29%
AMZN
Amazon
$183.33
$0.2
(0.11%)
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.91T
42.18%
CAG
Conagra Brands
$29.58
$0.05
(0.17%)
premium
1 Buy
11 Hold
0 Sell
Hold
premium
$14.17B
-6.65%
LBNDX
LBNDX
< FUND >
Lord Abbett Bond-Debenture Fund Inc. Cl A
$7.12
$0.01
(0.14%)
premium
premium
2.15%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$552.35
$3.36
(0.61%)
premium
4K Buy
2K Hold
296 Sell
Moderate Buy
premium
$561.61B
20.87%