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New Portfolio Nov 2022 - New Portfolio

guentherkeller

New Portfolio Nov 2022
Individual Investor
Ranked #19,467 out of 747,696 TipRanks' Investors
Success Rate
92%
45 out of 49
profitable transactions
Average Return
27.88%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
42.96% RITM
8.52% TCPC
6.93% CCAP
4.76% CGBD
4.34% SPXX
32.49% Others
By Assets
80.93% Stocks
15.94% Funds
3.14% Cash
0.00% ETFs
0.00% Cryptocurrency
By Sector
53.32% Real Estate
26.26% Financial
16.45% General
1.54% Energy
1.03% Communication Services
1.40% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ABBV
AbbVie
$173.61
$1.29
(0.75%)
Pre
0.22%
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$306.57B
25.00%
HQL
HQL
< FUND >
Tekla Life Sciences Investors of Benef Interest
$15.42
$0.12
(0.78%)
premium
premium
$395.98M
14.22%
IGD
IGD
< FUND >
Voya Global Equity Dividend and Premium Opportunity Fund
$5.46
$0.06
(1.09%)
premium
premium
$433.60M
5.20%
MPW
Medical Properties
$4.89
$0.09
(1.87%)
Pre
0.02%
premium
0 Buy
6 Hold
1 Sell
Hold
premium
$2.93B
-48.66%
OHI
Omega Healthcare
$36.32
$0.41
(1.14%)
Pre
0.03%
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$8.97B
19.22%
OKE
Oneok
$84.43
$0.96
(1.15%)
Pre
0.21%
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$49.28B
31.18%
QQQX
QQQX
< FUND >
Nuveen NASDAQ 100 Dynamic Overwrite Fund
$25.05
$0.47
(1.91%)
Pre
0%
premium
123 Buy
32 Hold
1 Sell
Moderate Buy
premium
$1.21B
1.99%
RITM
Rithm Capital
$11.66
$0.04
(0.34%)
Pre
0.17%
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.64B
24.54%
HQH
HQH
< FUND >
Tekla Healthcare Investors of Benef Interest
$18.69
$0.12
(0.65%)
Pre
0.48%
premium
premium
$884.85M
8.03%
RMT
RMT
< FUND >
Royce Micro-Cap Trust Inc
$9.98
$0.28
(2.89%)
premium
premium
$461.77M
10.03%
SACH
Sachem Capital
$2.73
$0.12
(4.6%)
Pre
0.37%
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$129.53M
-14.42%
SPXX
SPXX
< FUND >
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
$16.49
$0.27
(1.66%)
Pre
0.12%
premium
premium
$296.16M
2.53%
TCPC
BlackRock TCP Capital
$10.79
$0.1
(0.94%)
Pre
0%
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$923.53M
5.11%
TRIN
Trinity Capital
$14.20
$0.28
(2.01%)
Pre
0.56%
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$702.59M
8.75%
TSE:BIP.UN
Brookfield Infrastructure
C$42.57
C$0.72
(1.72%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
C$27.77B
-9.13%
TSE:ENB
Enbridge
C$50.51
C$0.34
(0.68%)
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
C$107.78B
5.00%
TSE:TRP
TC Energy
C$57.30
C$0.89
(1.58%)
premium
5 Buy
4 Hold
1 Sell
Moderate Buy
premium
C$59.45B
16.06%
RVT
RVT
< FUND >
Royce Value Trust Inc
$15.74
$0.33
(2.14%)
Pre
0.7%
premium
premium
$1.70B
11.16%
GNL
Global Net Lease
$8.60
$0.14
(1.65%)
Pre
0.23%
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$1.98B
-10.32%
GLO
GLO
< FUND >
Clough Global Opportunities Fund
$5.38
$0.08
(1.51%)
Pre
0%
premium
premium
$234.28M
6.75%
GBDC
Golub Capital Bdc
$15.60
$0.13
(0.84%)
Pre
0%
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$4.11B
26.52%
ABR
Arbor Realty
$13.39
$0.28
(2.14%)
Pre
0.22%
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$2.52B
-9.21%
ARQ
Arq Inc
$6.51
$0.2
(3.17%)
Pre
1%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$234.62M
150.38%
ADX
ADX
< FUND >
Adams Diversified Equity Fund Inc Shs
$22.01
$0.17
(0.78%)
Pre
0%
premium
premium
$2.73B
26.78%
ARCC
Ares Capital
$20.98
$0.27
(1.3%)
Pre
0.14%
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.82B
17.60%
ARI
Apollo Real Estate
$10.88
$0.03
(0.27%)
Pre
0.09%
premium
0 Buy
3 Hold
1 Sell
Hold
premium
$1.55B
6.88%
AVK
AVK
< FUND >
Advent Convertible and Income Fund
$12.61
$0.08
(0.63%)
Pre
0%
premium
premium
$436.23M
7.96%
BST
BST
< FUND >
BlackRock Science & Technology Trust
$36.19
$0.56
(1.57%)
Pre
0%
premium
premium
$801.89M
5.57%
BSTZ
BSTZ
< FUND >
BlackRock Science and Technology Trust II
$19.69
$0.24
(1.23%)
Pre
0.15%
premium
premium
$436.29M
6.93%
CCAP
Crescent Capital BDC
$18.95
$0.18
(0.96%)
Pre
0.05%
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$702.32M
26.06%
CGBD
TCG BDC
$18.09
$0.16
(0.89%)
Pre
0%
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$918.88M
32.43%
CTO
CTO Realty Growth
$19.11
$0.22
(1.16%)
Pre
0.26%
premium
premium
$438.51M
16.10%
DUK
Duke Energy
$107.54
$0.62
(0.58%)
Pre
0.43%
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$83.00B
18.58%
FAX
FAX
< FUND >
Aberdeen Asia-Pacific Income Fund Inc
$2.83
$0
(0%)
Pre
0.35%
premium
premium
$700.98M
3.66%
GAIN
Gladstone Investment
$14.07
$0.15
(1.08%)
Pre
1.21%
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$516.21M
21.08%
GB:TW
Taylor Wimpey
155.03p
1.225p
(0.78%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
£5.51B
45.35%
VICI
VICI Properties
$30.43
$0.12
(0.4%)
Pre
0.16%
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$31.74B
-2.12%
VZ
Verizon
$39.09
$2.53
(6.08%)
Pre
0.23%
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$164.54B
31.38%