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New Portfolio Dec 2022 - New Portfolio

stephen

New Portfolio Dec 2022
Individual Investor
Ranked #121,570 out of 769,291 TipRanks' Investors
Success Rate
65%
158 out of 245
profitable transactions
Average Return
10.82%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
31.26% ECC
15.44% PBR
12.96% VOOG
11.58% TRMD
11.53% JEPQ
17.23% Others
By Assets
68.49% Stocks
24.49% ETFs
7.02% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
41.47% Financial
31.51% General
27.02% Energy

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
nsrmc38x5f8
nsrmc38x5f8
nsrmc38x5f8
premium
nsrmc38x5f8
premium
nsrmc38x5f8
nsrmc38x5f8
nsrmc38x5f8
6tjwkth
6tjwkth
6tjwkth
premium
6tjwkth
premium
6tjwkth
6tjwkth
6tjwkth
7oysh2
7oysh2
7oysh2
premium
7oysh2
premium
7oysh2
7oysh2
7oysh2
fw1h521hq0k
fw1h521hq0k
fw1h521hq0k
premium
fw1h521hq0k
premium
fw1h521hq0k
fw1h521hq0k
fw1h521hq0k
vctjpol12ti
vctjpol12ti
vctjpol12ti
premium
vctjpol12ti
premium
vctjpol12ti
vctjpol12ti
vctjpol12ti
m68x681x
m68x681x
m68x681x
premium
m68x681x
premium
m68x681x
m68x681x
m68x681x
oesx6t6n7hc
oesx6t6n7hc
oesx6t6n7hc
premium
oesx6t6n7hc
premium
oesx6t6n7hc
oesx6t6n7hc
oesx6t6n7hc
whbic2e9xqa
whbic2e9xqa
whbic2e9xqa
premium
whbic2e9xqa
premium
whbic2e9xqa
whbic2e9xqa
whbic2e9xqa
w9texoo174
w9texoo174
w9texoo174
premium
w9texoo174
premium
w9texoo174
w9texoo174
w9texoo174
kx3fqngyor
kx3fqngyor
kx3fqngyor
premium
kx3fqngyor
premium
kx3fqngyor
kx3fqngyor
kx3fqngyor
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PBR
Petroleo Brasileiro SA- Petrobras
$14.91
$0.76
(5.37%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$88.22B
-7.52%
MAIN
Main Street Capital
$53.70
$0.52
(0.98%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.69B
29.59%
VOOG
VOOG
< ETF >
Vanguard S&P 500 Growth ETF
$359.00
$0.28
(0.08%)
premium
2K Buy
1K Hold
159 Sell
Moderate Buy
premium
$14.10B
36.83%
ECC
Eagle Point Credit Company
$9.02
$0.08
(0.89%)
premium
premium
-5.47%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.50
$0.03
(0.05%)
premium
1K Buy
526 Hold
62 Sell
Moderate Buy
premium
$18.90B
14.66%
BRK.B
Berkshire Hathaway B
$476.55
$4.49
(0.95%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.02T
29.58%
FSPGX
FSPGX
< FUND >
Fidelity Large Cap Growth Index Fund
$38.51
$0.09
(0.23%)
premium
320 Buy
74 Hold
4 Sell
Strong Buy
premium
35.71%
FXAIX
FXAIX
< FUND >
Fidelity 500 Index Fund
$206.95
$1.13
(0.55%)
premium
396 Buy
103 Hold
7 Sell
Moderate Buy
premium
30.38%
TRMD
Torm
$21.71
$0
(0%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$2.10B
-31.23%