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AC_Investor - New Portfolio

ac.investment.advisors

AC_Investor
Individual Investor
Ranked #46,996 out of 747,046 TipRanks' Investors
Success Rate
86%
30 out of 35
profitable transactions
Average Return
24.80%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.52% SPYD
6.91% AVGO
6.65% OBDC
6.17% ABBV
5.74% ARCC
67.01% Others
By Assets
88.17% Stocks
11.83% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
26.47% Real Estate
20.53% Financial
11.83% General
10.11% Healthcare
9.53% Utilities
21.53% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ARCC
Ares Capital
$20.85
$0.22
(1.04%)
After
0%
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$12.95B
18.11%
OBDC
Blue Owl Capital
$15.36
$0.13
(0.84%)
After
0.07%
premium
4 Buy
1 Hold
1 Sell
Moderate Buy
premium
$6.04B
23.88%
WHF
WhiteHorse
$12.16
$0.1
(0.82%)
premium
premium
$284.96M
1.49%
HTGC
Hercules Capital
$21.19
$0.13
(0.61%)
After
0%
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.46B
46.83%
STWD
Starwood Property
$20.21
$0.16
(0.79%)
After
0%
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$6.44B
6.15%
MPW
Medical Properties
$4.71
$0.12
(2.48%)
After
0.42%
premium
0 Buy
6 Hold
1 Sell
Hold
premium
$2.90B
-45.73%
ABR
Arbor Realty
$13.04
$0.45
(3.34%)
After
0.08%
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$2.54B
-6.77%
DEA
Easterly Government Properties
$13.56
$0.28
(2.02%)
After
0.15%
premium
1 Buy
1 Hold
2 Sell
Hold
premium
$1.43B
4.29%
PDM
Piedmont Office
$8.07
$0.31
(3.7%)
After
0.12%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.04B
18.36%
ACRE
Ares Commercial
$7.63
$0.035
(0.46%)
After
0.07%
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$414.25M
-20.59%
KREF
Kkr Real Estate Finance
$9.96
$0.01
(0.1%)
After
0%
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$689.67M
-13.25%
NREF
NexPoint Real Estate ate Finance
$14.67
$0.8
(5.17%)
After
0.07%
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$274.11M
14.34%
OLP
One Liberty Properties
$25.57
$0.45
(1.73%)
After
0%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$554.76M
36.95%
SACH
Sachem Capital
$2.87
$0.13
(4.33%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$142.34M
-8.26%
WU
Western Union
$12.60
$0.31
(2.4%)
After
0%
premium
0 Buy
5 Hold
4 Sell
Moderate Sell
premium
$4.37B
14.55%
APAM
Artisan Partners
$43.01
$0.43
(0.99%)
After
0.02%
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.49B
9.28%
MO
Altria Group
$49.33
$0.06
(0.12%)
After
0.08%
premium
3 Buy
3 Hold
2 Sell
Hold
premium
$84.83B
18.95%
BTI
British American Tobacco
$33.03
$0.335
(1.02%)
After
0.23%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$71.86B
8.64%
ABBV
AbbVie
$171.09
$4.18
(2.38%)
After
0.04%
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$309.50B
33.28%
GILD
Gilead Sciences
$73.53
$0.23
(0.31%)
After
0.03%
premium
12 Buy
12 Hold
0 Sell
Moderate Buy
premium
$91.32B
-2.34%
AQN
Algonquin Power & Utilities
$5.92
$0.26
(4.21%)
After
0.17%
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$4.76B
-18.04%
DUK
Duke Energy
$106.92
$0.6
(0.56%)
After
>0.01%
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$82.98B
23.59%
SO
Southern Co
$81.29
$0.34
(0.42%)
After
0.02%
premium
4 Buy
6 Hold
1 Sell
Moderate Buy
premium
$89.26B
22.97%
NGG
National Grid Transco
$60.94
$0.84
(1.36%)
After
0.02%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$58.42B
-2.06%
VZ
Verizon
$42.07
$0.04
(0.1%)
After
0%
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$176.91B
39.73%
T
AT&T
$19.15
$0.01
(0.05%)
After
0.05%
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$137.38B
52.18%
AVGO
Broadcom
$160.52
$4.54
(2.91%)
After
0.15%
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$726.07B
75.69%
HDV
HDV
< ETF >
iShares Core High Dividend ETF
$113.16
$0.26
(0.23%)
premium
398 Buy
353 Hold
44 Sell
Moderate Buy
premium
$10.47B
12.65%
SPYD
SPYD
< ETF >
SPDR Portfolio S&P 500 High Dividend ETF
$42.51
$0.34
(0.79%)
premium
410 Buy
407 Hold
44 Sell
Hold
premium
$6.18B
12.64%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$123.32
$0.97
(0.78%)
premium
2K Buy
2K Hold
277 Sell
Moderate Buy
premium
$56.27B
15.72%