Stephen23m - New Portfolio

murgohs@gmail.com

Stephen23m
Individual Investor
Ranked #165,599 out of 753,381 TipRanks' Investors
Success Rate
60%
131 out of 220
profitable transactions
Average Return
6.97%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.93% OBDC
10.57% CANG
10.46% WFC
7.80% HTGC
7.70% ORC
52.54% Others
By Assets
99.09% Stocks
0.91% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
55.35% Financial
19.41% Real Estate
10.57% Consumer Cyclical
8.44% Industrials
2.68% Communication Services
3.54% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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lvms0v31amr
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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ABR
Arbor Realty
$13.33
$0.17
(1.29%)
premium
1 Buy
1 Hold
2 Sell
Hold
premium
$2.51B
-14.28%
TEF
Telefonica
$4.53
$0.05
(1.12%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$25.71B
15.27%
RILY
B Riley Financial
$6.21
$0.135
(2.22%)
premium
premium
$188.29M
-86.21%
OBDC
Blue Owl Capital
$14.91
$0.17
(1.15%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$5.82B
9.79%
ORC
Orchid Island Capital
$8.25
$0.1
(1.23%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$588.54M
-13.61%
NYCB
NY Community
$11.29
$0.88
(8.45%)
premium
1 Buy
9 Hold
0 Sell
Hold
premium
$3.97B
-68.37%
MPW
Medical Properties
$4.51
$0.03
(0.66%)
premium
0 Buy
6 Hold
0 Sell
Hold
premium
$2.71B
-36.39%
JPM
JPMorgan Chase & Co.
$218.31
$1.68
(0.78%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$621.13B
48.28%
BAC
Bank of America
$39.77
$0.53
(1.35%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$308.60B
38.96%
CANG
Cango
$1.79
$0.09
(5.29%)
premium
premium
$194.96M
29.71%
DSX
Diana Shipping
$2.40
$0.01
(0.41%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$288.77M
-33.33%
ET
Energy Transfer
$16.15
$0.2
(1.25%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$55.27B
24.81%
HTGC
Hercules Capital
$18.46
$0.18
(0.98%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.00B
13.11%
ZIM
ZIM Integrated Shipping Services
$20.17
$1.06
(4.99%)
premium
1 Buy
2 Hold
3 Sell
Moderate Sell
premium
$2.43B
65.60%
ARCC
Ares Capital
$20.92
$0.01
(0.05%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$13.19B
8.90%
TSLX
Sixth Street Specialty Lending
$21.10
$0.27
(1.3%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.96B
5.39%
TWO
Two Harbors
$13.86
$0.22
(1.61%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$1.44B
5.00%
MTBLY
Moatable
$0.64
$0.06
(8.54%)
premium
premium
$11.54M
-43.61%
NYMT
New York Mortgage
$6.65
$0.15
(2.31%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$602.35M
-26.76%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.11
$0.24
(0.41%)
premium
1K Buy
556 Hold
51 Sell
Moderate Buy
premium
$34.51B
6.64%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$53.90
$0.39
(0.73%)
premium
1K Buy
502 Hold
53 Sell
Moderate Buy
premium
$15.67B
13.98%
BN
Brookfield Corporation
$49.11
$2
(4.25%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$80.70B
51.48%
DBRG
DigitalBridge Group
$12.79
$0.72
(5.97%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.38B
-21.29%
WFC
Wells Fargo
$56.70
$0.74
(1.32%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$192.99B
37.52%
SCHW
Charles Schwab
$64.39
$0.12
(0.19%)
premium
8 Buy
6 Hold
1 Sell
Moderate Buy
premium
$117.79B
11.32%
GSBD
Goldman Sachs BDC
$14.18
$0.06
(0.42%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$1.66B
-0.56%
OWL
Blue Owl Capital
$17.37
$0.05
(0.29%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$25.42B
56.06%