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AC_Investor - New Portfolio

ac.investment.advisors

AC_Investor
Individual Investor
Ranked #49,245 out of 770,014 TipRanks' Investors
Success Rate
89%
31 out of 35
profitable transactions
Average Return
30.14%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.88% SPYD
6.96% AVGO
6.29% OBDC
5.98% ABBV
5.76% ARCC
67.13% Others
By Assets
87.70% Stocks
12.30% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
25.62% Real Estate
19.46% Financial
12.30% General
10.57% Healthcare
9.39% Utilities
22.67% 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
$22.00
$0.02
(0.09%)
Pre
0.45%
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.21B
10.61%
OBDC
Blue Owl Capital
$15.19
$0.03
(0.2%)
Pre
0.07%
premium
4 Buy
1 Hold
1 Sell
Moderate Buy
premium
$5.93B
2.70%
WHF
WhiteHorse
$10.47
$0.07
(0.66%)
Pre
3.15%
premium
0 Buy
3 Hold
1 Sell
Hold
premium
$243.36M
-14.53%
HTGC
Hercules Capital
$18.93
$0.17
(0.91%)
Pre
0.32%
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.08B
20.96%
STWD
Starwood Property
$20.24
$0.32
(1.61%)
Pre
0.94%
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$6.82B
0.10%
MPW
Medical Properties
$4.48
$0.17
(3.94%)
Pre
0.89%
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$2.69B
-4.07%
ABR
Arbor Realty
$14.76
$0.18
(1.23%)
Pre
0.07%
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$2.78B
20.10%
DEA
Easterly Government Properties
$12.50
$0.05
(0.4%)
Pre
0%
premium
2 Buy
2 Hold
1 Sell
Hold
premium
$1.32B
7.66%
PDM
Piedmont Office
$9.44
$0.08
(0.85%)
Pre
0%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.17B
55.74%
ACRE
Ares Commercial
$7.29
$0.17
(2.39%)
Pre
0.55%
premium
0 Buy
3 Hold
2 Sell
Moderate Sell
premium
$397.61M
-28.44%
KREF
Kkr Real Estate Finance
$11.72
$0.15
(1.3%)
Pre
0.85%
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$816.58M
-3.62%
NREF
NexPoint Real Estate ate Finance
$17.12
$0.01
(0.06%)
Pre
1.29%
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$298.93M
8.01%
OLP
One Liberty Properties
$29.06
$0.28
(0.97%)
Pre
2.86%
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$621.51M
45.74%
SACH
Sachem Capital
$1.59
$0
(0%)
Pre
1.89%
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$74.67M
-57.03%
WU
Western Union
$11.15
$0.09
(0.81%)
Pre
0%
premium
1 Buy
4 Hold
2 Sell
Hold
premium
$3.77B
-7.54%
APAM
Artisan Partners
$47.94
$0.24
(0.5%)
Pre
0.5%
premium
1 Buy
1 Hold
1 Sell
Hold
premium
$3.85B
29.71%
MO
Altria Group
$56.75
$0.02
(0.04%)
Pre
0.11%
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$96.18B
36.80%
BTI
British American Tobacco
$37.33
$0.05
(0.13%)
Pre
0.64%
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$82.06B
15.62%
ABBV
AbbVie
$177.06
$0.11
(0.06%)
Pre
0.11%
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$312.89B
27.61%
GILD
Gilead Sciences
$90.49
$0.3
(0.33%)
Pre
0.5%
premium
14 Buy
10 Hold
0 Sell
Moderate Buy
premium
$112.77B
19.65%
AQN
Algonquin Power & Utilities
$4.85
$0.1
(2.11%)
Pre
1.44%
premium
0 Buy
5 Hold
0 Sell
Hold
premium
$3.68B
-19.57%
DUK
Duke Energy
$115.00
$0.3
(0.26%)
Pre
0.11%
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$88.84B
26.41%
SO
Southern Co
$88.42
$0.82
(0.94%)
Pre
0%
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$96.88B
27.02%
NGG
National Grid Transco
$63.26
$0.15
(0.24%)
Pre
0.38%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$60.49B
-2.63%
VZ
Verizon
$43.98
$0.83
(1.92%)
Pre
0.16%
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$185.14B
17.56%
T
AT&T
$23.10
$0.08
(0.35%)
Pre
0.26%
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$165.75B
43.00%
AVGO
Broadcom
$164.82
$0.59
(0.36%)
Pre
0.85%
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$769.80B
67.77%
HDV
HDV
< ETF >
iShares Core High Dividend ETF
$120.64
$0.15
(0.12%)
Pre
0%
premium
432 Buy
362 Hold
47 Sell
Moderate Buy
premium
$11.22B
22.63%
SPYD
SPYD
< ETF >
SPDR Portfolio S&P 500 High Dividend ETF
$47.11
$0.38
(0.81%)
Pre
0%
premium
460 Buy
481 Hold
54 Sell
Hold
premium
$7.06B
30.09%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$134.42
$0.8
(0.6%)
Pre
0.06%
premium
2K Buy
2K Hold
311 Sell
Moderate Buy
premium
$61.08B
26.46%