New Portfolio Dec 2022 - New Portfolio

stephen

New Portfolio Dec 2022
Individual Investor
Ranked #83,319 out of 753,381 TipRanks' Investors
Success Rate
66%
162 out of 245
profitable transactions
Average Return
10.44%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
31.75% ECC
18.73% TRMD
13.49% PBR
11.19% VOOG
10.07% JEPQ
14.77% Others
By Assets
72.69% Stocks
21.26% ETFs
6.05% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
40.48% Financial
32.22% Energy
27.31% General

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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PBR
Petroleo Brasileiro SA- Petrobras
$14.40
$0.156
(1.1%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$90.18B
-0.62%
MAIN
Main Street Capital
$49.69
$0.21
(0.42%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.33B
24.63%
VOOG
VOOG
< ETF >
Vanguard S&P 500 Growth ETF
$338.10
$3.53
(1.06%)
premium
2K Buy
1K Hold
123 Sell
Moderate Buy
premium
$12.56B
34.56%
ECC
Eagle Point Credit Company
$10.00
$0.05
(0.5%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
-1.86%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$53.90
$0.39
(0.73%)
premium
1K Buy
489 Hold
53 Sell
Moderate Buy
premium
$15.81B
11.04%
BRK.B
Berkshire Hathaway B
$453.38
$4.35
(0.97%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$977.20B
27.96%
FSPGX
FSPGX
< FUND >
Fidelity Large Cap Growth Index Fund
$35.96
$0.44
(1.24%)
premium
352 Buy
83 Hold
8 Sell
Strong Buy
premium
32.34%
FXAIX
FXAIX
< FUND >
Fidelity 500 Index Fund
$196.00
$2.23
(1.15%)
premium
405 Buy
93 Hold
8 Sell
Moderate Buy
premium
25.61%
TRMD
Torm
$38.32
$0.95
(2.54%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.61B
43.68%