RAYMOND ANTHONY ZAPIEN JR - New Portfolio

Tony Zapien

RAYMOND ANTHONY ZAPIEN JR
Individual Investor
Ranked #36,191 out of 754,519 TipRanks' Investors
Success Rate
77%
56 out of 73
profitable transactions
Average Return
19.63%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
21.63% VOO
20.18% O
16.35% JEPI
11.62% GOOGL
3.56% WMT
26.66% Others
By Assets
50.68% Stocks
48.45% ETFs
0.87% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
49.32% General
20.18% Real Estate
11.62% Communication Services
7.51% Consumer Defensive
5.91% Financial
5.45% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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BAC
Bank of America
$40.75
$0.58
(1.44%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$311.70B
42.13%
MCD
McDonald's
$288.66
$0.8
(0.28%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$206.49B
2.67%
EMO
EMO
< FUND >
ClearBridge Energy Midstream Opportunity Fund Inc
$40.92
$0.23
(0.57%)
premium
premium
$523.26M
30.40%
ABBV
AbbVie
$196.31
$1.13
(0.58%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$344.75B
33.58%
TD
Toronto Dominion Bank
$59.92
$0.47
(0.79%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$103.84B
-1.79%
KMB
Kimberly Clark
$144.66
$1.44
(1.01%)
premium
6 Buy
7 Hold
2 Sell
Moderate Buy
premium
$48.24B
12.29%
KHC
Kraft Heinz
$35.43
$0.57
(1.64%)
premium
6 Buy
8 Hold
1 Sell
Moderate Buy
premium
$42.63B
7.07%
SPDW
SPDW
< ETF >
SPDR Portfolio Developed World ex-US ETF
$37.16
$0.12
(0.32%)
premium
5K Buy
3K Hold
678 Sell
Hold
premium
$21.46B
15.26%
MSFT
Microsoft
$417.14
$4.02
(0.97%)
premium
31 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.07T
27.27%
PEP
PepsiCo
$172.88
$0.79
(0.46%)
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$236.38B
-2.83%
VGK
VGK
< ETF >
Vanguard FTSE Europe ETF
$70.93
$0.16
(0.23%)
premium
3K Buy
2K Hold
491 Sell
Moderate Buy
premium
$20.09B
16.43%
VUG
VUG
< ETF >
Vanguard Growth ETF
$375.55
$3.69
(0.99%)
premium
2K Buy
976 Hold
95 Sell
Moderate Buy
premium
$136.81B
29.82%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$84.53
$0.67
(0.8%)
premium
395 Buy
447 Hold
71 Sell
Moderate Buy
premium
$59.82B
13.42%
JNJ
Johnson & Johnson
$165.86
$1.63
(0.99%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$395.34B
2.58%
VIG
VIG
< ETF >
Vanguard Dividend Appreciation ETF
$196.09
$1.63
(0.84%)
premium
2K Buy
1K Hold
141 Sell
Moderate Buy
premium
$84.24B
20.23%
WMT
Walmart
$77.23
$0.81
(1.06%)
premium
28 Buy
2 Hold
0 Sell
Strong Buy
premium
$614.69B
42.48%
MAIN
Main Street Capital
$49.40
$0.29
(0.59%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.28B
22.46%
GOOGL
Alphabet Class A
$163.38
$1.6
(0.99%)
premium
28 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.00T
19.98%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.83
$0.28
(0.48%)
premium
1K Buy
563 Hold
53 Sell
Moderate Buy
premium
$34.85B
5.83%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$518.04
$4.83
(0.94%)
premium
4K Buy
3K Hold
285 Sell
Moderate Buy
premium
$505.84B
25.18%
O
Realty Income
$62.11
$0.71
(1.16%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$53.47B
10.83%
USB
US Bancorp
$47.23
$0.7
(1.5%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$72.61B
29.29%