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HUMIX - QUARTERLY rebal - New Portfolio

Humi

HUMIX - QUARTERLY rebal
Individual Investor
Ranked #367,232 out of 775,913 TipRanks' Investors
Success Rate
52%
44 out of 84
profitable transactions
Average Return
1.66%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.51% V
6.63% BAC
6.22% JNJ
6.07% CMCSA
4.90% MO
67.67% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
27.13% Real Estate
18.51% Financial
12.41% Healthcare
10.10% Utilities
8.59% Consumer Cyclical
23.27% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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CMCSA
Comcast
$38.22
$0.82
(2.19%)
premium
13 Buy
8 Hold
0 Sell
Moderate Buy
premium
$143.11B
-13.18%
NKE
Nike
$76.94
$0.16
(0.21%)
premium
15 Buy
17 Hold
0 Sell
Moderate Buy
premium
$114.76B
-37.21%
V
Visa
$317.71
$2.83
(0.9%)
premium
19 Buy
4 Hold
0 Sell
Strong Buy
premium
$617.49B
22.41%
SBUX
Starbucks
$87.97
$0.79
(0.89%)
premium
13 Buy
6 Hold
4 Sell
Moderate Buy
premium
$100.64B
-7.72%
PLD
Prologis
$103.32
$1.92
(1.89%)
premium
9 Buy
6 Hold
1 Sell
Moderate Buy
premium
$96.26B
-21.11%
BDX
Becton Dickinson
$227.68
$3.85
(1.72%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$64.71B
-6.35%
APD
Air Products and Chemicals
$294.99
$1.82
(0.62%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$65.20B
8.55%
O
Realty Income
$52.79
$1.03
(1.99%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$45.30B
-7.32%
CCI
Crown Castle
$90.66
$0.07
(0.08%)
premium
3 Buy
8 Hold
1 Sell
Hold
premium
$39.43B
-20.89%
HUM
Humana
$247.10
$11.32
(4.8%)
premium
6 Buy
17 Hold
0 Sell
Moderate Buy
premium
$28.39B
-45.56%
HSY
The Hershey Company
$170.26
$1.32
(0.78%)
premium
0 Buy
14 Hold
5 Sell
Moderate Sell
premium
$34.19B
-5.93%
VICI
VICI Properties
$28.79
$0.52
(1.84%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$29.80B
-8.37%
EXR
Extra Space Storage
$147.00
$4.65
(3.27%)
premium
3 Buy
7 Hold
1 Sell
Hold
premium
$31.40B
-5.83%
$32.94
$0.48
(1.48%)
premium
3 Buy
7 Hold
1 Sell
Hold
premium
$30.44B
9.29%
RMD
Resmed
$237.27
$5.69
(2.46%)
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
$33.99B
35.73%
WEC
WEC Energy Group
$94.50
$1.24
(1.33%)
premium
5 Buy
5 Hold
2 Sell
Hold
premium
$29.50B
14.75%
AWK
American Water
$125.92
$2.09
(1.69%)
premium
2 Buy
3 Hold
3 Sell
Hold
premium
$24.13B
-4.24%
ARE
Alexandria Equities
$99.17
$1.88
(1.93%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$17.00B
-23.06%
JBHT
JB Hunt
$170.23
$2.13
(1.27%)
premium
10 Buy
7 Hold
1 Sell
Moderate Buy
premium
$16.95B
-15.16%
SWKS
Skyworks Solutions
$88.75
$0.49
(0.56%)
premium
5 Buy
12 Hold
3 Sell
Hold
premium
$14.11B
-20.89%
MAA
Mid-America Apartment
$153.40
$3.97
(2.66%)
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$17.93B
16.18%
BIP
Brookfield Infrastructure
$31.36
$0.36
(1.16%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$20.21B
-0.16%
LNT
Alliant Energy
$58.95
$0.69
(1.18%)
premium
2 Buy
5 Hold
1 Sell
Hold
premium
$14.95B
16.57%
NI
Nisource
$36.17
$0.3
(0.84%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$16.74B
38.90%
EVRG
Evergy
$61.43
$0.9
(1.49%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$13.92B
20.29%
IPG
Interpublic Group of Companies
$29.07
$0.44
(1.54%)
premium
0 Buy
4 Hold
2 Sell
Moderate Sell
premium
$10.67B
-11.83%
ELS
Equity Lifestyle
$66.61
$0.43
(0.65%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$13.25B
-6.20%
AFG
American Financial Group
$136.98
$0.52
(0.38%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$11.45B
15.47%
DOX
Amdocs
$87.01
$0.86
(1%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$9.72B
-0.79%
BAC
Bank of America
$44.17
$0.79
(1.82%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$332.85B
33.04%
ORI
Old Republic International
$36.09
$0.4
(1.12%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$9.05B
24.02%
JNJ
Johnson & Johnson
$144.47
$0.89
(0.62%)
premium
5 Buy
10 Hold
0 Sell
Moderate Buy
premium
$345.69B
-6.70%
CUBE
Cubesmart
$42.66
$0.92
(2.2%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$9.49B
-7.16%
ESS
Essex Property
$283.76
$4.75
(1.7%)
premium
5 Buy
9 Hold
1 Sell
Moderate Buy
premium
$18.58B
17.20%
REXR
Rexford Industrial Realty
$38.02
$0.05
(0.13%)
premium
4 Buy
7 Hold
1 Sell
Hold
premium
$8.44B
-31.61%
A
Agilent
$134.51
$1.32
(0.99%)
premium
8 Buy
3 Hold
1 Sell
Moderate Buy
premium
$38.27B
-3.19%
ADM
Archer Daniels Midland
$50.49
$1.11
(2.25%)
premium
0 Buy
5 Hold
1 Sell
Hold
premium
$23.63B
-28.82%
BMY
Bristol-Myers Squibb
$57.33
$1.03
(1.83%)
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$114.19B
11.84%
BTI
British American Tobacco
$36.24
$0.113
(0.31%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$80.18B
24.62%
CE
Celanese
$68.25
$1.22
(1.82%)
premium
4 Buy
10 Hold
4 Sell
Hold
premium
$7.33B
-55.78%
CI
Cigna
$276.92
$2.12
(0.77%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$76.44B
-6.84%
COP
Conocophillips
$95.12
$0.06
(0.06%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$123.12B
-18.58%
CTRA
Coterra Energy
$23.68
$0.01
(0.04%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$17.43B
-8.00%
ELV
Elevance Health
$365.96
$0.52
(0.14%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$85.00B
-21.14%
EOG
EOG Resources
$119.04
$0.82
(0.69%)
premium
10 Buy
11 Hold
0 Sell
Moderate Buy
premium
$66.49B
-1.68%
FRT
Federal Realty
$111.92
$2.37
(2.16%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$9.38B
7.15%
GPC
Genuine Parts Company
$115.73
$1.11
(0.97%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$15.94B
-16.42%
HII
Huntington Ingalls
$190.45
$2.84
(1.51%)
premium
0 Buy
7 Hold
2 Sell
Hold
premium
$7.34B
-25.02%
HRL
Hormel Foods
$31.68
$0.1
(0.32%)
premium
1 Buy
4 Hold
2 Sell
Hold
premium
$17.34B
0.03%
MCHP
Microchip
$55.51
$0.48
(0.86%)
premium
11 Buy
3 Hold
1 Sell
Moderate Buy
premium
$30.07B
-38.24%
MDLZ
Mondelez International
$59.39
$0.12
(0.2%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$79.26B
-15.71%
MDT
Medtronic
$81.03
$1.04
(1.3%)
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$102.57B
-1.13%
MGA
Magna International
$42.22
$0.94
(2.28%)
premium
2 Buy
8 Hold
1 Sell
Hold
premium
$11.92B
-28.31%
MO
Altria Group
$53.84
$0.85
(1.6%)
premium
4 Buy
1 Hold
2 Sell
Moderate Buy
premium
$89.81B
33.56%
MRK
Merck & Company
$98.05
$1.47
(1.48%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$251.75B
-7.84%
NUE
Nucor
$116.58
$0.8
(0.69%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$27.19B
-33.99%
PEP
PepsiCo
$152.79
$1.32
(0.87%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$207.82B
-8.49%
SJM
JM Smucker
$109.89
$0.92
(0.84%)
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$11.60B
-11.13%
TROW
T Rowe Price
$116.12
$3.15
(2.79%)
premium
0 Buy
7 Hold
3 Sell
Moderate Sell
premium
$25.10B
8.63%
TTC
The Toro Company
$81.48
$0.39
(0.48%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$8.21B
-18.16%
UPS
United Parcel
$125.68
$3.03
(2.47%)
premium
12 Buy
5 Hold
2 Sell
Moderate Buy
premium
$104.67B
-20.03%
USB
US Bancorp
$47.92
$0.51
(1.08%)
premium
10 Buy
9 Hold
0 Sell
Moderate Buy
premium
$73.96B
10.64%
VZ
Verizon
$39.93
$0.04
(0.1%)
premium
6 Buy
10 Hold
0 Sell
Moderate Buy
premium
$168.26B
6.68%
WPC
W. P. Carey Inc.
$54.25
$0.81
(1.52%)
premium
2 Buy
4 Hold
1 Sell
Hold
premium
$11.70B
-16.59%
WTRG
Essential Utilities
$36.36
$0.18
(0.5%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$9.94B
-1.86%