New Portfolio - New Portfolio

Robert M

New Portfolio
Individual Investor
Ranked #40,506 out of 753,381 TipRanks' Investors
Success Rate
76%
67 out of 88
profitable transactions
Average Return
10.85%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
6.72% O
5.29% BMY
4.55% MCD
3.81% ARE
3.63% PFE
76.00% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
19.17% Real Estate
17.50% Consumer Cyclical
12.03% Healthcare
10.99% Financial
10.37% Technology
29.94% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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PRU
Prudential Financial
$117.41
$2.17
(1.88%)
premium
2 Buy
8 Hold
0 Sell
Hold
premium
$41.92B
25.68%
LNC
Lincoln National
$31.62
$0.61
(1.97%)
premium
1 Buy
5 Hold
1 Sell
Hold
premium
$5.38B
24.10%
BMY
Bristol-Myers Squibb
$48.11
$0.49
(1.03%)
premium
2 Buy
9 Hold
3 Sell
Hold
premium
$97.54B
-21.49%
BTI
British American Tobacco
$36.68
$0.43
(1.19%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$80.61B
12.76%
CSCO
Cisco Systems
$50.74
$0.52
(1.04%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$204.42B
-8.15%
INTC
Intel
$20.54
$0.44
(2.19%)
premium
1 Buy
26 Hold
5 Sell
Hold
premium
$87.83B
-36.97%
LEG
Leggett & Platt
$12.65
$0.36
(2.93%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$1.70B
-54.27%
MO
Altria Group
$52.44
$0.61
(1.18%)
premium
3 Buy
3 Hold
3 Sell
Hold
premium
$89.47B
20.83%
O
Realty Income
$61.09
$0.59
(0.98%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$53.20B
8.39%
T
AT&T
$19.73
$0.22
(1.13%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$141.47B
39.43%
VZ
Verizon
$41.21
$0.34
(0.83%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$173.47B
23.46%
WBA
Walgreens Boots Alliance
$10.30
$0.27
(2.69%)
premium
2 Buy
7 Hold
3 Sell
Hold
premium
$8.89B
-59.32%
MDT
Medtronic
$88.35
$0.52
(0.59%)
premium
8 Buy
11 Hold
2 Sell
Moderate Buy
premium
$113.32B
8.99%
AMCR
Amcor
$11.10
$0.17
(1.56%)
premium
1 Buy
5 Hold
2 Sell
Hold
premium
$16.04B
18.09%
$17.08
$0.48
(2.89%)
premium
2 Buy
13 Hold
2 Sell
Hold
premium
$6.65B
-11.04%
TROW
T Rowe Price
$109.62
$0.39
(0.36%)
premium
0 Buy
5 Hold
2 Sell
Moderate Sell
premium
$24.40B
0.10%
TXN
Texas Instruments
$209.88
$6.11
(3%)
premium
8 Buy
13 Hold
3 Sell
Hold
premium
$191.63B
25.07%
PM
Philip Morris
$120.15
$0.05
(0.04%)
premium
7 Buy
0 Hold
1 Sell
Strong Buy
premium
$186.81B
27.71%
PFE
Pfizer
$28.90
$0.12
(0.42%)
premium
8 Buy
10 Hold
0 Sell
Moderate Buy
premium
$163.77B
-20.08%
UGI
UGI
$24.60
$0.11
(0.45%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$5.28B
8.51%
VICI
VICI Properties
$32.90
$0.57
(1.76%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$34.45B
8.44%
CCI
Crown Castle
$112.38
$2.89
(2.64%)
premium
4 Buy
10 Hold
0 Sell
Moderate Buy
premium
$48.84B
12.88%
ARE
Alexandria Equities
$121.20
$2.84
(2.4%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$21.20B
4.34%
MCD
McDonald's
$289.52
$0.31
(0.11%)
premium
17 Buy
7 Hold
0 Sell
Moderate Buy
premium
$207.69B
2.54%
CVX
Chevron
$147.62
$1.89
(1.3%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$269.98B
-6.53%
AES
AES
$18.08
$0.31
(1.74%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$12.85B
0.11%
BABA
Alibaba
$85.41
$2.45
(2.95%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$178.96B
-4.15%
ADC
Agree Realty
$72.90
$0.46
(0.64%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$7.34B
17.73%
NAT
Nordic American Tanker
$3.63
$0.07
(1.97%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$757.93M
-11.46%
SWKS
Skyworks Solutions
$109.21
$4.03
(3.83%)
premium
4 Buy
11 Hold
1 Sell
Hold
premium
$17.44B
3.62%
ADM
Archer Daniels Midland
$60.50
$1.25
(2.11%)
premium
0 Buy
7 Hold
1 Sell
Hold
premium
$28.93B
-25.15%
ENB
Enbridge
$39.66
$0.62
(1.59%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$86.39B
16.03%
FMC
FMC
$65.38
$1.47
(2.3%)
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$8.16B
-25.66%
HRL
Hormel Foods
$31.88
$0.07
(0.22%)
premium
1 Buy
4 Hold
2 Sell
Hold
premium
$17.48B
-19.05%
NEE
NextEra Energy
$79.66
$0.74
(0.94%)
premium
11 Buy
5 Hold
1 Sell
Moderate Buy
premium
$163.73B
18.51%
DOC
Healthpeak Properties
$22.46
$0.34
(1.54%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$15.95B
11.08%
$130.55
$1.95
(1.52%)
premium
6 Buy
3 Hold
1 Sell
Moderate Buy
premium
$71.72B
32.54%
SBUX
Starbucks
$94.02
$1.59
(1.72%)
premium
15 Buy
9 Hold
1 Sell
Moderate Buy
premium
$106.54B
-0.85%
ENVX
Enovix
$10.57
$0.34
(3.32%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.86B
-19.56%
GRAB
Grab
$3.23
$0.03
(0.94%)
premium
13 Buy
0 Hold
0 Sell
Strong Buy
premium
$12.79B
-11.75%
ARCC
Ares Capital
$20.92
$0.01
(0.05%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$13.19B
8.90%
IBM
International Business Machines
$196.10
$0.14
(0.07%)
premium
5 Buy
6 Hold
1 Sell
Moderate Buy
premium
$180.64B
36.61%
EL
The Estée Lauder Companies
$93.70
$2.26
(2.47%)
premium
8 Buy
15 Hold
0 Sell
Moderate Buy
premium
$33.61B
-38.84%
STLA
Stellantis
$16.80
$0.5
(3.07%)
premium
12 Buy
6 Hold
2 Sell
Moderate Buy
premium
$49.73B
-5.93%
FRO
Frontline
$24.00
$0.13
(0.54%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.34B
33.41%
OBDC
Blue Owl Capital
$14.91
$0.17
(1.15%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$5.82B
9.79%
RITM
Rithm Capital
$11.57
$0.17
(1.49%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.67B
18.06%
TD
Toronto Dominion Bank
$59.35
$0.9
(1.54%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$104.42B
-0.10%
DIS
Walt Disney
$90.56
$0.64
(0.71%)
premium
19 Buy
4 Hold
0 Sell
Strong Buy
premium
$164.24B
9.81%
GOOGL
Alphabet Class A
$165.62
$1.82
(1.11%)
premium
28 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.05T
27.62%