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Joint JTWROS -2517 - New Portfolio

Bob Beiter

Joint JTWROS -2517
Individual Investor
Ranked #167,965 out of 747,696 TipRanks' Investors
Success Rate
63%
148 out of 236
profitable transactions
Average Return
1.90%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
5.65% FRO
5.64% EPD
5.44% JEPQ
5.43% MPLX
5.38% FEPI
72.46% Others
By Assets
77.24% Stocks
13.00% ETFs
5.01% Funds
4.74% Cash
0.00% Cryptocurrency
By Sector
33.97% Energy
31.03% Real Estate
21.72% General
7.99% Financial
5.30% Basic Materials

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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ADC
Agree Realty
$66.21
$0.1
(0.15%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$6.67B
2.79%
SPG
Simon Property
$157.00
$0.74
(0.47%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$59.12B
30.58%
NLCP
NewLake Capital Partners
$19.25
$0
(0%)
premium
premium
$394.82M
54.25%
TRIN
Trinity Capital
$14.20
$0
(0%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$702.59M
8.75%
EPRT
Essential Properties Realty
$30.77
$0
(0%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$5.41B
24.73%
RITM
Rithm Capital
$11.62
$0.045
(0.39%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.64B
24.54%
FRO
Frontline
$25.13
$0.42
(1.64%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.69B
77.48%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$54.90
$0.05
(0.09%)
premium
1K Buy
495 Hold
53 Sell
Moderate Buy
premium
$15.07B
11.25%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$57.11
$0.09
(0.16%)
premium
1K Buy
503 Hold
53 Sell
Moderate Buy
premium
$33.94B
1.52%
PDI
PIMCO Dynamic
$18.98
$0.02
(0.11%)
premium
premium
15.07%
APLE
Apple Hospitality REIT
$14.96
$0.06
(0.4%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.64B
5.77%
ET
Energy Transfer
$16.38
$0.06
(0.36%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$55.22B
35.42%
PINE
Alpine Income Property Trust Inc
$17.27
$0
(0%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$235.42M
5.20%
NNN
National Retail Properties
$45.98
$0.07
(0.15%)
premium
1 Buy
5 Hold
1 Sell
Hold
premium
$8.44B
9.08%
MPLX
MPLX
$43.35
$0.04
(0.09%)
premium
7 Buy
2 Hold
1 Sell
Moderate Buy
premium
$44.01B
33.97%
NLY
Annaly Capital
$20.10
$0.12
(0.59%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$10.12B
13.66%
AGNC
AGNC Investment
$10.08
$0.17
(1.66%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$7.54B
16.27%
EPD
Enterprise Products Partners
$29.93
$0.05
(0.17%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$65.10B
19.30%
KRP
Kimbell Royalty Partners
$16.86
$0.03
(0.18%)
premium
1 Buy
0 Hold
1 Sell
Hold
premium
$1.97B
24.93%
PDO
PIMCO Dynamic Income Opportunities
$13.32
$0.05
(0.38%)
premium
premium
13.17%
FEPI
FEPI
< ETF >
REX FANG & Innovation Equity Premium Income ETF
$54.35
$0.88
(1.65%)
premium
409 Buy
104 Hold
18 Sell
Moderate Buy
premium
$344.83M
3.44%
CTO
CTO Realty Growth
$19.11
$0.22
(1.16%)
premium
premium
$438.51M
16.10%
TXO
TXO Energy Partners LP
$21.29
$0.17
(0.8%)
premium
premium
$790.70M
11.76%
XFLT
XFLT
< FUND >
XAI Octagon Floating Rate & Alternative Income Term Trust
$7.08
$0
(0%)
premium
premium
$251.12M
5.08%
OBDE
Blue Owl Capital Corporation III
$14.68
$0.01
(0.07%)
premium
premium
$1.81B
1.66%
DEC
Diversified Energy Company
$15.96
$0.24
(1.48%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$750.88M
-21.49%
ARDC
ARDC
< FUND >
Ares Dynamic Credit Allocation Fund, Inc.
$15.00
$0.018
(0.12%)
premium
premium
$343.72M
21.29%