Education

Personal Finance How To Use TipRanks TipRanks Labs Webinar Center Glossary FAQs

About Us

About TipRanks Contact Us Careers Reviews Mobile APP

Working with TipRanks

Enterprise Solutions Advertise with Us Top Online Brokers Become an Affiliate TipRanks News Wire

TOOLS

Top Smart Score Stocks

STOCKS

Research Tools

Most Visited Websites

Daily Feeds

Daily Analyst Ratings

Daily Insider Trading Tracker

Calendars

Economic Indicators

Economic Indicators Center

Inflation Rate

Unemployment Rate

Federal Funds Rate

Class Actions

Calculators

Dividend Calculator

Dividend Yield Calculator

Options Profit Calculator

Dollar Cost Averaging

Technical Analysis Screener

Dividend Center

Best Dividend Stocks

Popular

Best High Yield Dividend Stocks

Dividend Aristocrats

Dividend Stock Comparison

New

Dividend Calculator

Dividend Returns Comparison

Dividend Calendar

Top Analysts

Top Financial Bloggers

Top-Performing Corporate Insiders

Top Hedge Fund Managers

Top Research Firms

Top Individual Investors

News

Portfolio

Personal Finance Center

Mortgages

Loans

Investing & Retirement

Spending & Savings

Calculators

Compound Interest Calculator

Student Loan Calculator

401k Retirement Calculator

Education

About Us

Working with TipRanks

my port - New Portfolio

Performance Portfolio Details

Terry Freeman

my port

Individual Investor

Ranked #77,137 out of 775,923 TipRanks' Investors

Success Rate

78 out of 110
profitable transactions

Average Return

7.94%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

17.77% MSFT

16.49% ABBV

11.58% PRU

7.12% IYW

6.61% EPD

40.43% Others

By Assets

77.56% Stocks

17.15% ETFs

5.29% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

22.44% General

21.95% Healthcare

18.52% Technology

16.02% Financial

12.31% Energy

8.75% Other

Portfolio Holdings

9iqi6ne40f

premium

9iqi6ne40f

premium

9iqi6ne40f

kkc18jjxd

premium

kkc18jjxd

premium

kkc18jjxd

5ul14lerknr

premium

5ul14lerknr

premium

5ul14lerknr

fb4mrzjnfqn

premium

fb4mrzjnfqn

premium

fb4mrzjnfqn

n3jf0eh59

premium

n3jf0eh59

premium

n3jf0eh59

somdhfpltv

premium

somdhfpltv

premium

somdhfpltv

p3cmoq3nd2p

premium

p3cmoq3nd2p

premium

p3cmoq3nd2p

jm9l4dodq7q

premium

jm9l4dodq7q

premium

jm9l4dodq7q

cqbi0vs3uk4

premium

cqbi0vs3uk4

premium

cqbi0vs3uk4

lpdm7lsfgnb

premium

lpdm7lsfgnb

premium

lpdm7lsfgnb

To view investors' portfolios

ABBV

AbbVie

$175.58

$4.06

(2.37%)

premium

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

$310.27B

13.32%

CPNG

Coupang

$22.94

$0.21

(0.92%)

premium

8 Buy

2 Hold

0 Sell

Strong Buy

premium

$41.27B

41.69%

EPD

Enterprise Products Partners

$30.99

$0.46

(1.51%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$67.17B

18.83%

Energy Transfer

$18.86

$0.59

(3.23%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$64.58B

37.06%

IHI < ETF >

iShares U.S. Medical Devices ETF

$58.81

$0.88

(1.52%)

premium

340 Buy

141 Hold

14 Sell

Moderate Buy

premium

$4.37B

9.62%

IRM

Iron Mountain

$105.10

$3.48

(3.42%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$30.84B

51.51%

JNJ

Johnson & Johnson

$144.47

$0.89

(0.62%)

premium

5 Buy

10 Hold

0 Sell

Moderate Buy

premium

$347.83B

-7.07%

MGA

Magna International

$42.22

$0.94

(2.28%)

premium

2 Buy

8 Hold

1 Sell

Hold

premium

$12.16B

-28.48%

MGV < ETF >

Vanguard Mega Cap Value ETF

$125.44

$1.38

(1.11%)

premium

1K Buy

850 Hold

75 Sell

Moderate Buy

premium

$8.14B

15.40%

FLG

Flagstar Financial

$9.05

$0.08

(0.89%)

premium

2 Buy

8 Hold

0 Sell

Hold

premium

$3.76B

-70.07%

SCHD < ETF >

Schwab US Dividend Equity ETF

$27.29

$0.36

(1.34%)

premium

435 Buy

438 Hold

76 Sell

Moderate Buy

premium

$64.08B

7.94%

SOXX < ETF >

iShares Semiconductor ETF

$214.82

$2.85

(1.34%)

premium

331 Buy

146 Hold

20 Sell

Moderate Buy

premium

$13.67B

13.08%

USB

US Bancorp

$47.92

$0.51

(1.08%)

premium

10 Buy

9 Hold

0 Sell

Moderate Buy

premium

$74.76B

10.64%

BDX

Becton Dickinson

$227.68

$3.85

(1.72%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$66.03B

-6.30%

FRME

First Merchants

$40.89

$0.53

(1.31%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$2.40B

9.65%

MSFT

Microsoft

$436.60

$0.43

(0.1%)

premium

27 Buy

2 Hold

0 Sell

Strong Buy

premium

$3.25T

16.56%

AT&T

$22.75

$0.18

(0.8%)

premium

16 Buy

3 Hold

0 Sell

Strong Buy

premium

$163.24B

37.46%

HPS < FUND >

John Hancock Preferred Income Fund III

$14.94

$0.11

(0.74%)

premium

―

premium

$476.95M

6.87%

VTV < ETF >

Vanguard Value ETF

$170.29

$1.97

(1.17%)

premium

3K Buy

2K Hold

207 Sell

Moderate Buy

premium

$126.83B

14.67%

GIS

General Mills

$63.61

$0.4

(0.62%)

premium

2 Buy

11 Hold

0 Sell

Hold

premium

$35.06B

-1.40%

KVUE

Kenvue, Inc.

$21.77

$0.16

(0.74%)

premium

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

$41.74B

2.59%

SNV

Synovus

$50.35

$0.67

(1.35%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$7.13B

33.27%

SCHA < ETF >

Schwab U.S. Small-Cap ETF

$26.00

$0.27

(1.05%)

premium

5K Buy

4K Hold

545 Sell

Moderate Buy

premium

$18.20B

9.77%

PRU

Prudential Financial

$117.83

$2.36

(2.04%)

premium

2 Buy

8 Hold

0 Sell

Hold

premium

$41.95B

13.80%

SUN

Sunoco

$51.08

$0.01

(0.02%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$7.79B

-14.24%

IYW < ETF >

iShares U.S. Technology ETF

$162.02

$2.48

(1.55%)

premium

1K Buy

695 Hold

81 Sell

Moderate Buy

premium

$19.53B

32.15%

BSM

Black Stone Minerals

$14.00

$0.14

(1.01%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$2.95B

-15.66%

SPXX < FUND >

Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest

$17.17

$0.17

(1%)

premium

―

premium

$308.37M

15.78%

RDNT

Radnet

$72.70

$1.32

(1.85%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.38B

106.53%

HEQ < FUND >

John Hancock Hedged Equity & Income Fund

$10.27

$0.06

(0.59%)

premium

―

premium

$124.79M

3.95%

SNOW

Snowflake

$166.29

$2.08

(1.27%)

premium

24 Buy

6 Hold

0 Sell

Strong Buy

premium

$54.89B

-15.02%

PRBLX < FUND >

Parnassus Core Equity Fund-Investor Shares

$60.20

$0.705

(1.18%)

premium

34 Buy

4 Hold

0 Sell

Moderate Buy

premium

―

10.20%

AllianceBernstein

$37.26

$1.74

(4.9%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$4.23B

17.24%