tiprankstipranks

New Portfolio - New Portfolio

Peter Okun

New Portfolio
Individual Investor
Ranked #71,383 out of 775,923 TipRanks' Investors
Success Rate
94%
17 out of 18
profitable transactions
Average Return
35.32%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
5.88% BCAT
5.88% RFI
5.88% RFMZ
5.88% TBLD
5.88% WDI
70.60% Others
By Assets
58.82% Stocks
35.29% Funds
5.88% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
41.18% General
23.53% Technology
11.76% Financial
11.76% Consumer Cyclical
5.88% Real Estate
5.88% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
6qwetor1phy
6qwetor1phy
6qwetor1phy
premium
6qwetor1phy
premium
6qwetor1phy
6qwetor1phy
6qwetor1phy
omsvp8jh45
omsvp8jh45
omsvp8jh45
premium
omsvp8jh45
premium
omsvp8jh45
omsvp8jh45
omsvp8jh45
6oos9rfxr9
6oos9rfxr9
6oos9rfxr9
premium
6oos9rfxr9
premium
6oos9rfxr9
6oos9rfxr9
6oos9rfxr9
43ug1ls
43ug1ls
43ug1ls
premium
43ug1ls
premium
43ug1ls
43ug1ls
43ug1ls
c4q18gs3mvm
c4q18gs3mvm
c4q18gs3mvm
premium
c4q18gs3mvm
premium
c4q18gs3mvm
c4q18gs3mvm
c4q18gs3mvm
3hb5pdos
3hb5pdos
3hb5pdos
premium
3hb5pdos
premium
3hb5pdos
3hb5pdos
3hb5pdos
fxrujuuxhzr
fxrujuuxhzr
fxrujuuxhzr
premium
fxrujuuxhzr
premium
fxrujuuxhzr
fxrujuuxhzr
fxrujuuxhzr
trhi1gmjcug
trhi1gmjcug
trhi1gmjcug
premium
trhi1gmjcug
premium
trhi1gmjcug
trhi1gmjcug
trhi1gmjcug
zcqqc91
zcqqc91
zcqqc91
premium
zcqqc91
premium
zcqqc91
zcqqc91
zcqqc91
j0pjc111yvr
j0pjc111yvr
j0pjc111yvr
premium
j0pjc111yvr
premium
j0pjc111yvr
j0pjc111yvr
j0pjc111yvr
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BCAT
BlackRock Capital
$15.25
$0.08
(0.53%)
premium
premium
1.94%
RFI
RFI
< FUND >
Cohen And Steers Total Return Realty Fund
$11.69
$0.17
(1.48%)
premium
premium
$574.43M
1.30%
RFMZ
RFMZ
< FUND >
RiverNorth Flexible Municipal Income Fund II Inc
$13.35
$0.06
(0.45%)
premium
premium
$325.10M
1.29%
TBLD
TBLD
< FUND >
Thornburg Income Builder Opportunities Trust
$16.21
$0.105
(0.65%)
premium
premium
$520.21M
4.08%
WDI
WDI
< FUND >
Western Asset Diversified Income Fund Registeredof Benef Interest
$14.44
$0.1
(0.7%)
premium
premium
$747.82M
2.56%
BIT
BIT
< FUND >
BlackRock Multi-Sector Income Trust
$14.32
$0.06
(0.42%)
premium
premium
$540.23M
-5.97%
PTA
PTA
< FUND >
Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
$19.25
$0.08
(0.42%)
premium
premium
$1.06B
5.25%
AAPL
Apple
$254.49
$4.7
(1.88%)
premium
19 Buy
9 Hold
2 Sell
Moderate Buy
premium
$3.85T
31.45%
MSFT
Microsoft
$436.60
$0.43
(0.1%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.25T
16.56%
GOOGL
Alphabet Class A
$191.41
$2.9
(1.54%)
premium
27 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.35T
35.28%
AVGO
Broadcom
$220.79
$2.47
(1.13%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.03T
96.79%
O
Realty Income
$52.79
$1.03
(1.99%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$46.20B
-7.21%
NOW
ServiceNow
$1091.25
$16.38
(1.52%)
premium
25 Buy
3 Hold
1 Sell
Strong Buy
premium
$224.80B
56.44%
VBR
VBR
< ETF >
Vanguard Small Cap Value ETF
$199.65
$2.16
(1.09%)
premium
3K Buy
2K Hold
356 Sell
Moderate Buy
premium
$30.83B
10.71%
BABA
Alibaba
$82.28
$2.03
(2.41%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$196.40B
9.30%
AMZN
Amazon
$224.92
$1.63
(0.73%)
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.37T
46.60%
BRK.B
Berkshire Hathaway B
$453.20
$3.86
(0.86%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$978.78B
27.13%