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New Portfolio Dec 2022
- New Portfolio
Performance
Portfolio Details
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
Select Columns
9
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
6tjwkth
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premium
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premium
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7oysh2
7oysh2
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premium
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premium
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m68x681x
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premium
m68x681x
premium
m68x681x
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m68x681x
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oesx6t6n7hc
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premium
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premium
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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
< 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
< 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
< 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
< 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%
9
Results | Showing
1
out of
1
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