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CB1 - New Portfolio

CB1
Individual Investor
Ranked #40,081 out of 769,654 TipRanks' Investors
Success Rate
85%
52 out of 61
profitable transactions
Average Return
14.90%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.21% AEP
6.53% AVB
6.25% MDT
6.21% O
5.93% CMCSA
67.87% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
26.36% Real Estate
22.06% Utilities
16.67% Healthcare
10.13% Financial
6.81% Technology
17.97% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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ADP
Automatic Data Processing
$305.15
$0.58
(0.19%)
Pre
0%
premium
2 Buy
8 Hold
0 Sell
Hold
premium
$124.34B
32.29%
TD
Toronto Dominion Bank
$56.16
$0.26
(0.47%)
Pre
0%
premium
3 Buy
5 Hold
1 Sell
Hold
premium
$98.46B
-8.67%
PFE
Pfizer
$25.65
$0.52
(2.07%)
Pre
0.43%
premium
7 Buy
11 Hold
1 Sell
Moderate Buy
premium
$145.36B
-15.90%
O
Realty Income
$57.45
$0.06
(0.1%)
Pre
0.57%
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.28B
6.57%
NNN
National Retail Properties
$43.66
$0.03
(0.07%)
Pre
0%
premium
2 Buy
6 Hold
1 Sell
Hold
premium
$8.19B
10.34%
MDT
Medtronic
$86.21
$1.47
(1.73%)
Pre
0.31%
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$110.56B
9.17%
LOW
Lowe's
$264.68
$0.54
(0.2%)
Pre
0.66%
premium
18 Buy
8 Hold
0 Sell
Moderate Buy
premium
$150.15B
32.96%
KVUE
Kenvue, Inc.
$24.08
$0.01
(0.04%)
Pre
0.08%
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$46.17B
18.91%
KO
Coca-Cola
$63.92
$0.16
(0.25%)
Pre
0.42%
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$275.35B
9.13%
UL
Unilever
$58.61
$0.98
(1.7%)
Pre
0.65%
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$146.29B
22.28%
EVRG
Evergy
$64.26
$0.3
(0.46%)
Pre
0.84%
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$14.78B
27.12%
DUK
Duke Energy
$114.70
$0.16
(0.14%)
Pre
0.1%
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$88.60B
26.41%
CSCO
Cisco Systems
$58.55
$0.99
(1.72%)
Pre
0.09%
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$233.19B
21.07%
CPT
Camden Property
$122.90
$0.91
(0.75%)
Pre
0.89%
premium
4 Buy
14 Hold
1 Sell
Hold
premium
$13.11B
38.51%
CMCSA
Comcast
$43.47
$0.03
(0.07%)
Pre
0.48%
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$166.34B
2.09%
BNS
Bank Of Nova Scotia
$56.45
$0.23
(0.41%)
Pre
0%
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
$69.61B
27.66%
BMY
Bristol-Myers Squibb
$58.87
$0.64
(1.1%)
Pre
0.59%
premium
6 Buy
9 Hold
2 Sell
Hold
premium
$119.40B
18.31%
AVB
AvalonBay
$231.94
$1.31
(0.57%)
Pre
0%
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$32.99B
33.78%
ARE
Alexandria Equities
$108.30
$2.41
(2.28%)
Pre
0.79%
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$18.93B
2.97%
AMGN
Amgen
$294.53
$4.63
(1.6%)
Pre
0.52%
premium
11 Buy
11 Hold
1 Sell
Moderate Buy
premium
$158.32B
10.95%
AFL
AFLAC
$112.39
$0.66
(0.59%)
Pre
0.39%
premium
2 Buy
7 Hold
2 Sell
Hold
premium
$62.44B
35.51%
AEP
American Electric Power
$97.59
$0.49
(0.5%)
Pre
0.39%
premium
5 Buy
5 Hold
2 Sell
Hold
premium
$51.97B
24.32%
GD
General Dynamics
$281.81
$1.88
(0.67%)
Pre
0.42%
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$77.49B
13.71%
UPS
United Parcel
$134.82
$3.45
(2.63%)
Pre
0.56%
premium
11 Buy
5 Hold
2 Sell
Moderate Buy
premium
$115.05B
-11.32%
BKH
Black Hills
$64.31
$1.02
(1.61%)
Pre
1.85%
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$4.60B
25.46%
EOG
EOG Resources
$136.35
$0.85
(0.63%)
Pre
0%
premium
10 Buy
11 Hold
0 Sell
Moderate Buy
premium
$76.69B
10.40%
WTRG
Essential Utilities
$39.53
$0.17
(0.43%)
Pre
0%
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$10.86B
11.89%
BMO
Bank Of Montreal
$94.92
$0.29
(0.31%)
Pre
0%
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
$69.43B
16.24%
JNJ
Johnson & Johnson
$155.17
$0.33
(0.21%)
Pre
0.19%
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$373.59B
1.75%
RY
Royal Bank Of Canada
$125.08
$0.01
(>0.01%)
Pre
0%
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$177.02B
42.74%