IBKR - New Portfolio

IBKR
Individual Investor
Ranked #30,682 out of 761,825 TipRanks' Investors
Success Rate
88%
42 out of 48
profitable transactions
Average Return
27.85%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.96% IIPR
7.50% JEPI
6.82% AVGO
6.51% MAIN
5.98% OMF
63.23% Others
By Assets
88.17% Stocks
11.83% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
24.90% Real Estate
18.01% Financial
15.11% Technology
11.83% General
10.38% Consumer Cyclical
19.78% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$232.15
$0.37
(0.16%)
Pre
1.57%
premium
23 Buy
10 Hold
1 Sell
Moderate Buy
premium
$3.53T
30.84%
ADM
Archer Daniels Midland
$58.63
$0.34
(0.58%)
Pre
0.19%
premium
0 Buy
6 Hold
1 Sell
Hold
premium
$28.03B
-21.78%
MSFT
Microsoft
$416.72
$0.6
(0.14%)
Pre
0.03%
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.10T
25.31%
VICI
VICI Properties
$33.05
$0.1
(0.3%)
Pre
0.27%
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$34.61B
13.26%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.84
$0.07
(0.12%)
Pre
0.15%
premium
1K Buy
621 Hold
59 Sell
Moderate Buy
premium
$36.45B
11.77%
MAIN
Main Street Capital
$51.96
$0.13
(0.25%)
Pre
0.06%
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.52B
29.64%
IIPR
Innovative Industrial Properties
$132.51
$3.1
(2.29%)
Pre
0.06%
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.75B
72.42%
ACN
Accenture
$375.15
$2.89
(0.78%)
Pre
0.04%
premium
12 Buy
7 Hold
0 Sell
Moderate Buy
premium
$234.41B
23.50%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.81
$0.01
(0.03%)
Pre
0.14%
premium
416 Buy
452 Hold
77 Sell
Moderate Buy
premium
$63.45B
20.96%
SQM
Sociedad Quimica Y Minera SA
$38.60
$0.57
(1.46%)
Pre
1.04%
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$10.65B
-34.11%
STAG
Stag Industrial
$38.47
$0.63
(1.61%)
Pre
1.29%
premium
4 Buy
4 Hold
0 Sell
Moderate Buy
premium
$7.15B
13.10%
VXUS
VXUS
< ETF >
Vanguard Total International Stock ETF
$63.35
$0.1
(0.16%)
Pre
1.31%
premium
premium
$78.42B
20.57%
UNH
UnitedHealth
$566.03
$5.31
(0.93%)
Pre
0.64%
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$522.68B
6.46%
V
Visa
$290.39
$2.87
(1%)
Pre
0.39%
premium
23 Buy
5 Hold
0 Sell
Strong Buy
premium
$573.78B
19.20%
PG
Procter & Gamble
$172.28
$0.1
(0.06%)
Pre
2.05%
premium
10 Buy
9 Hold
0 Sell
Moderate Buy
premium
$404.81B
14.90%
TMO
Thermo Fisher
$599.25
$7.7
(1.3%)
Pre
0%
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$228.91B
28.25%
OMF
OneMain Holdings
$47.75
$0.28
(0.58%)
Pre
1.17%
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$5.72B
24.41%
POOL
Pool
$369.43
$2.55
(0.69%)
Pre
0.02%
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$14.13B
9.71%
NXST
Nexstar Media Group
$172.33
$0.33
(0.19%)
Pre
0.96%
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.56B
20.28%
ALLY
Ally Financial
$35.84
$0.1
(0.28%)
Pre
5.19%
premium
9 Buy
3 Hold
1 Sell
Moderate Buy
premium
$10.92B
41.50%
AMR
Alpha Metallurgical Resources
$210.99
$12.56
(5.62%)
Pre
6.64%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$2.75B
-8.00%
AMZN
Amazon
$187.53
$0.64
(0.34%)
Pre
0.41%
premium
45 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.97T
42.15%
AVGO
Broadcom
$181.53
$4.71
(2.66%)
Pre
0.74%
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$847.85B
99.93%
COST
Costco
$885.29
$2.09
(0.24%)
Pre
0.04%
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$392.25B
54.50%
O
Realty Income
$63.96
$0.27
(0.42%)
Pre
0.31%
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$55.70B
26.02%
DRI
Darden Restaurants
$164.27
$1.34
(0.82%)
Pre
0%
premium
14 Buy
8 Hold
1 Sell
Moderate Buy
premium
$19.30B
15.71%
GOOGL
Alphabet Class A
$162.93
$2.23
(1.35%)
Pre
0.75%
premium
30 Buy
9 Hold
0 Sell
Strong Buy
premium
$2.01T
18.21%
CVX
Chevron
$151.20
$2.47
(1.66%)
Pre
0.41%
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$276.53B
-11.25%
JD
JD
$38.85
$1.69
(4.17%)
Pre
5.66%
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$62.53B
50.11%
JNJ
Johnson & Johnson
$164.47
$0.19
(0.12%)
Pre
0.43%
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$395.92B
7.69%
MA
Mastercard
$513.76
$0.31
(0.06%)
Pre
0.4%
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$474.63B
27.95%
MPW
Medical Properties
$4.71
$0.02
(0.42%)
Pre
0.21%
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$2.83B
-6.52%
NEP
Nextera Energy Partners
$26.01
$0.42
(1.59%)
Pre
0.69%
premium
3 Buy
5 Hold
3 Sell
Hold
premium
$4.86B
21.13%
NTLA
Intellia Therapeutics
$20.98
$0.4
(1.94%)
Pre
0.86%
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.13B
-29.16%
GSL
Global Ship Lease
$24.79
$0.16
(0.65%)
Pre
0.32%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$874.10M
36.45%
ASML
ASML Holding
$700.60
$17.08
(2.5%)
Pre
2.01%
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$270.34B
12.30%
INTU
Intuit
$609.23
$0.16
(0.03%)
Pre
1.5%
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$170.76B
13.11%