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CB1 - New Portfolio

CB1
Individual Investor
Ranked #117,507 out of 776,675 TipRanks' Investors
Success Rate
72%
44 out of 61
profitable transactions
Average Return
9.57%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.18% AEP
6.64% AVB
6.25% MDT
6.06% O
5.85% CSCO
68.02% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
26.13% Real Estate
21.92% Utilities
16.96% Healthcare
10.25% Financial
7.19% Technology
17.55% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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669mrcsprte
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53tsoffbp7d
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ADP
Automatic Data Processing
$297.23
$0.77
(0.26%)
Pre
0.55%
premium
2 Buy
7 Hold
0 Sell
Hold
premium
$121.11B
28.33%
TD
Toronto Dominion Bank
$52.90
$0.16
(0.3%)
Pre
0.17%
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$92.56B
-18.36%
PFE
Pfizer
$26.56
$0.18
(0.67%)
Pre
0.49%
premium
8 Buy
10 Hold
1 Sell
Moderate Buy
premium
$150.52B
-6.54%
O
Realty Income
$53.07
$0.17
(0.32%)
Pre
0.17%
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$46.45B
-7.73%
NNN
National Retail Properties
$40.73
$0.02
(0.05%)
Pre
0.27%
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$7.64B
-5.44%
MDT
Medtronic
$81.60
$0.06
(0.07%)
Pre
1.08%
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$104.63B
-1.07%
LOW
Lowe's
$249.43
$0.79
(0.32%)
Pre
0.51%
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$140.84B
11.91%
KVUE
Kenvue, Inc.
$21.72
$0.16
(0.74%)
Pre
0%
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$41.64B
0.05%
KO
Coca-Cola
$62.57
$0.27
(0.43%)
Pre
0.11%
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$269.54B
7.03%
UL
Unilever
$57.52
$0.33
(0.58%)
Pre
0.3%
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$141.46B
18.87%
EVRG
Evergy
$61.68
$0.07
(0.11%)
Pre
0%
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$14.18B
18.96%
DUK
Duke Energy
$108.31
$0.66
(0.61%)
Pre
0.02%
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$83.67B
13.16%
CSCO
Cisco Systems
$59.98
$0.13
(0.22%)
Pre
0.42%
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$238.89B
18.66%
CPT
Camden Property
$116.40
$0.03
(0.03%)
Pre
0.12%
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$12.42B
17.72%
CMCSA
Comcast
$38.25
$0.15
(0.39%)
Pre
0.5%
premium
13 Buy
8 Hold
0 Sell
Moderate Buy
premium
$146.37B
-13.05%
BNS
Bank Of Nova Scotia
$53.73
$0.13
(0.24%)
Pre
0.99%
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
$65.71B
10.77%
BMY
Bristol-Myers Squibb
$58.00
$0.24
(0.42%)
Pre
0.1%
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$117.63B
13.26%
AVB
AvalonBay
$223.31
$0.03
(0.01%)
Pre
0.14%
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$31.76B
17.85%
ARE
Alexandria Equities
$99.64
$0.2
(0.2%)
Pre
0.03%
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$17.41B
-22.98%
AMGN
Amgen
$263.18
$1.31
(0.5%)
Pre
0.4%
premium
11 Buy
10 Hold
1 Sell
Moderate Buy
premium
$141.47B
-7.69%
AFL
AFLAC
$103.66
$0.42
(0.41%)
Pre
0.04%
premium
3 Buy
7 Hold
2 Sell
Hold
premium
$57.59B
26.55%
AEP
American Electric Power
$92.06
$0.31
(0.34%)
Pre
0.39%
premium
3 Buy
7 Hold
2 Sell
Hold
premium
$49.03B
13.92%
GD
General Dynamics
$266.78
$0.88
(0.33%)
Pre
0.29%
premium
8 Buy
8 Hold
1 Sell
Moderate Buy
premium
$73.36B
3.29%
UPS
United Parcel
$126.36
$0.1
(0.08%)
Pre
0.29%
premium
12 Buy
5 Hold
2 Sell
Moderate Buy
premium
$107.83B
-19.43%
BKH
Black Hills
$58.98
$0
(0%)
Pre
1.46%
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$4.22B
9.96%
EOG
EOG Resources
$120.41
$0.42
(0.35%)
Pre
0.17%
premium
10 Buy
11 Hold
0 Sell
Moderate Buy
premium
$67.72B
-3.11%
WTRG
Essential Utilities
$36.61
$0.21
(0.58%)
Pre
1.13%
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$10.05B
-2.11%
BMO
Bank Of Montreal
$97.01
$0.17
(0.18%)
Pre
0%
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
$70.42B
-2.55%
JNJ
Johnson & Johnson
$145.58
$0.27
(0.19%)
Pre
0.33%
premium
5 Buy
10 Hold
0 Sell
Moderate Buy
premium
$350.50B
-6.71%
RY
Royal Bank Of Canada
$121.08
$0.34
(0.28%)
Pre
0.39%
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$170.36B
19.17%