my port - New Portfolio

Terry Freeman

my port
Individual Investor
Ranked #56,126 out of 753,381 TipRanks' Investors
Success Rate
73%
70 out of 96
profitable transactions
Average Return
7.18%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.88% ABBV
17.18% MSFT
11.68% PRU
6.81% IRM
6.65% IYW
39.80% Others
By Assets
76.87% Stocks
16.95% ETFs
6.18% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
23.94% Healthcare
23.13% General
17.79% Technology
15.52% Financial
10.32% Energy
9.31% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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ABBV
AbbVie
$197.55
$1.18
(0.6%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$348.94B
34.73%
CPNG
Coupang
$22.87
$0.12
(0.52%)
premium
5 Buy
1 Hold
1 Sell
Moderate Buy
premium
$41.02B
24.90%
EPD
Enterprise Products Partners
$29.29
$0.2
(0.69%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$63.57B
11.58%
ET
Energy Transfer
$16.15
$0.2
(1.25%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$55.27B
24.81%
IHI
IHI
< ETF >
iShares U.S. Medical Devices ETF
$58.21
$0.27
(0.47%)
premium
305 Buy
167 Hold
17 Sell
Moderate Buy
premium
$5.04B
13.58%
IRM
Iron Mountain
$113.35
$0.57
(0.51%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$33.25B
87.23%
JNJ
Johnson & Johnson
$164.13
$1.78
(1.1%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$395.10B
-0.58%
MGA
Magna International
$42.56
$1.51
(3.68%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$12.22B
-24.31%
MGV
MGV
< ETF >
Vanguard Mega Cap Value ETF
$125.58
$1.31
(1.05%)
premium
1K Buy
761 Hold
63 Sell
Moderate Buy
premium
$8.10B
21.45%
NYCB
NY Community
$11.29
$0.88
(8.45%)
premium
1 Buy
9 Hold
0 Sell
Hold
premium
$3.97B
-68.37%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$83.52
$1.18
(1.43%)
premium
397 Buy
451 Hold
69 Sell
Moderate Buy
premium
$58.99B
14.39%
SOXX
SOXX
< ETF >
iShares Semiconductor ETF
$233.39
$6.09
(2.68%)
premium
325 Buy
142 Hold
16 Sell
Moderate Buy
premium
$15.36B
44.77%
USB
US Bancorp
$45.39
$1.2
(2.72%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$70.83B
25.63%
BDX
Becton Dickinson
$236.38
$1.08
(0.46%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$68.32B
-14.66%
FRME
First Merchants
$38.42
$1.91
(5.23%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.25B
29.19%
MSFT
Microsoft
$416.79
$1.24
(0.3%)
premium
30 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.10T
30.26%
T
AT&T
$19.73
$0.22
(1.13%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$141.47B
39.43%
HPS
HPS
< FUND >
John Hancock Preferred Income Fund III
$16.22
$0.103
(0.64%)
premium
premium
$517.90M
18.16%
VTV
VTV
< ETF >
Vanguard Value ETF
$170.50
$1.87
(1.11%)
premium
2K Buy
2K Hold
179 Sell
Moderate Buy
premium
$123.48B
20.77%
GIS
General Mills
$70.83
$0.16
(0.23%)
premium
2 Buy
11 Hold
0 Sell
Hold
premium
$39.53B
4.15%
KVUE
Kenvue, Inc.
$21.82
$0.26
(1.21%)
premium
5 Buy
4 Hold
1 Sell
Moderate Buy
premium
$41.79B
-7.78%
SNV
Synovus
$46.11
$2.2
(5.01%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.64B
50.73%
SCHA
SCHA
< ETF >
Schwab U.S. Small-Cap ETF
$51.15
$1.43
(2.88%)
premium
5K Buy
3K Hold
492 Sell
Moderate Buy
premium
$17.57B
19.15%
PRU
Prudential Financial
$117.41
$2.17
(1.88%)
premium
2 Buy
8 Hold
0 Sell
Hold
premium
$41.92B
25.68%
SUN
Sunoco
$54.38
$0.73
(1.36%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.29B
22.23%
IYW
IYW
< ETF >
iShares U.S. Technology ETF
$149.38
$2.02
(1.37%)
premium
1K Buy
690 Hold
69 Sell
Moderate Buy
premium
$19.19B
41.10%
BSM
Black Stone Minerals
$14.80
$0
(0%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$3.12B
-11.43%
SPXX
SPXX
< FUND >
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
$16.53
$0.09
(0.55%)
premium
premium
$296.88M
9.91%
RDNT
Radnet
$65.00
$0.92
(1.44%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$4.81B
105.31%
HEQ
HEQ
< FUND >
John Hancock Hedged Equity & Income Fund
$10.77
$0.17
(1.6%)
premium
premium
$130.87M
2.08%
SNOW
Snowflake
$115.86
$0.65
(0.56%)
premium
22 Buy
10 Hold
0 Sell
Moderate Buy
premium
$38.79B
-21.54%
GGHCX
GGHCX
< FUND >
Invesco Global Health Care Fund Cl A
$42.38
$0.24
(0.57%)
premium
81 Buy
5 Hold
0 Sell
Strong Buy
premium
23.13%
PRBLX
PRBLX
< FUND >
Parnassus Core Equity Fund-Investor Shares
$63.64
$0.49
(0.78%)
premium
35 Buy
4 Hold
0 Sell
Moderate Buy
premium
19.09%
AB
AllianceBernstein
$34.96
$0.21
(0.6%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$4.01B
16.38%