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New Portfolio Nov 2022 - New Portfolio

guentherkeller

New Portfolio Nov 2022
Individual Investor
Ranked #22,534 out of 769,291 TipRanks' Investors
Success Rate
92%
45 out of 49
profitable transactions
Average Return
34.58%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
41.98% RITM
7.42% TCPC
7.29% CCAP
4.73% SPXX
4.60% CGBD
33.98% Others
By Assets
80.27% Stocks
16.48% Funds
3.25% Cash
0.00% ETFs
0.00% Cryptocurrency
By Sector
52.72% Real Estate
25.61% Financial
17.04% General
2.00% Energy
1.18% Communication Services
1.46% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
y505fum
premium
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y505fum
y505fum
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lqsb4c4lmt
lqsb4c4lmt
premium
lqsb4c4lmt
premium
lqsb4c4lmt
lqsb4c4lmt
lqsb4c4lmt
e8nr8p2
e8nr8p2
e8nr8p2
premium
e8nr8p2
premium
e8nr8p2
e8nr8p2
e8nr8p2
s4op7ldz
s4op7ldz
s4op7ldz
premium
s4op7ldz
premium
s4op7ldz
s4op7ldz
s4op7ldz
dks4z7f9
dks4z7f9
dks4z7f9
premium
dks4z7f9
premium
dks4z7f9
dks4z7f9
dks4z7f9
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tgbh0sii1tc
tgbh0sii1tc
premium
tgbh0sii1tc
premium
tgbh0sii1tc
tgbh0sii1tc
tgbh0sii1tc
2wepotrqy4r
2wepotrqy4r
2wepotrqy4r
premium
2wepotrqy4r
premium
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ld2cjd
ld2cjd
premium
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premium
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ld2cjd
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t0ks5gd
t0ks5gd
premium
t0ks5gd
premium
t0ks5gd
t0ks5gd
t0ks5gd
yjhagl95m4
yjhagl95m4
yjhagl95m4
premium
yjhagl95m4
premium
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ABBV
AbbVie
$176.95
$5.22
(3.04%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$303.47B
24.02%
HQL
HQL
< FUND >
Tekla Life Sciences Investors of Benef Interest
$13.79
$0.04
(0.29%)
premium
premium
$355.15M
21.39%
IGD
IGD
< FUND >
Voya Global Equity Dividend and Premium Opportunity Fund
$5.56
$0
(0%)
premium
premium
$441.54M
13.29%
MPW
Medical Properties
$4.31
$0.07
(1.65%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$2.55B
-6.81%
OHI
Omega Healthcare
$40.11
$0.03
(0.07%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
$10.84B
26.38%
OKE
Oneok
$117.05
$0.3
(0.26%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$68.20B
75.14%
QQQX
QQQX
< FUND >
Nuveen NASDAQ 100 Dynamic Overwrite Fund
$25.88
$0.12
(0.47%)
premium
117 Buy
38 Hold
1 Sell
Moderate Buy
premium
$1.25B
12.71%
RITM
Rithm Capital
$10.98
$0.19
(1.76%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.61B
5.89%
HQH
HQH
< FUND >
Tekla Healthcare Investors of Benef Interest
$17.25
$0.07
(0.41%)
premium
premium
$813.37M
19.57%
RMT
RMT
< FUND >
Royce Micro-Cap Trust Inc
$10.18
$0.15
(1.5%)
premium
premium
$464.08M
17.14%
SACH
Sachem Capital
$1.59
$0
(0%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$74.67M
-55.83%
SPXX
SPXX
< FUND >
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
$17.33
$0.06
(0.35%)
premium
premium
$310.17M
18.13%
TCPC
BlackRock TCP Capital
$9.05
$0.06
(0.67%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$769.46M
-23.88%
TRIN
Trinity Capital
$14.34
$0.08
(0.56%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$840.00M
-3.71%
TSE:BIP.UN
Brookfield Infrastructure
C$48.56
C$0.11
(0.23%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
C$31.75B
29.49%
TSE:ENB
Enbridge
C$60.47
C$0.32
(0.53%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
C$132.40B
28.18%
TSE:TRP
TC Energy
C$69.65
C$0.49
(0.7%)
premium
9 Buy
5 Hold
2 Sell
Moderate Buy
premium
C$72.79B
35.28%
RVT
RVT
< FUND >
Royce Value Trust Inc
$16.48
$0.25
(1.54%)
premium
premium
$1.75B
19.68%
GNL
Global Net Lease
$7.36
$0.08
(1.1%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$1.68B
-16.51%
GLO
GLO
< FUND >
Clough Global Opportunities Fund
$5.25
$0.01
(0.19%)
premium
premium
$229.27M
14.13%
GBDC
Golub Capital Bdc
$15.30
$0.15
(0.99%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$4.00B
0.00%
ABR
Arbor Realty
$14.58
$0.08
(0.55%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$2.73B
19.14%
ARQ
Arq Inc
$7.86
$0.29
(3.83%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$318.18M
179.34%
ADX
ADX
< FUND >
Adams Diversified Equity Fund Inc Shs
$20.42
$0.05
(0.24%)
premium
premium
$2.78B
31.56%
ARCC
Ares Capital
$22.02
$0.24
(1.1%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.07B
9.78%
ARI
Apollo Real Estate
$9.19
$0.01
(0.11%)
premium
0 Buy
5 Hold
1 Sell
Hold
premium
$1.27B
-14.26%
AVK
AVK
< FUND >
Advent Convertible and Income Fund
$11.87
$0.01
(0.08%)
premium
premium
$410.28M
22.95%
BST
BST
< FUND >
BlackRock Science & Technology Trust
$36.45
$0.07
(0.19%)
premium
premium
$809.20M
8.00%
BSTZ
BSTZ
< FUND >
BlackRock Science and Technology Trust II
$21.42
$0.47
(2.24%)
premium
premium
$464.21M
24.48%
CCAP
Crescent Capital BDC
$19.22
$0.16
(0.84%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$706.39M
14.41%
CGBD
TCG BDC
$16.85
$0.18
(1.08%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$848.61M
12.03%
CTO
CTO Realty Growth
$19.81
$0.15
(0.76%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$589.33M
18.29%
DUK
Duke Energy
$114.70
$0.16
(0.14%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$88.73B
27.11%
FAX
FAX
< FUND >
Aberdeen Asia-Pacific Income Fund Inc
$15.77
$0.07
(0.45%)
premium
premium
$3.89B
0.51%
GAIN
Gladstone Investment
$13.37
$0.13
(0.96%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$495.30M
-8.29%
GB:TW
Taylor Wimpey
129.30p
2.3p
(1.81%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
£4.50B
0.79%
VICI
VICI Properties
$32.23
$0.14
(0.43%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$34.12B
13.14%
VZ
Verizon
$43.15
$0.65
(1.53%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$178.91B
13.79%