tiprankstipranks

Big Ballin' - New Portfolio

Tony Zapien

Big Ballin'
Individual Investor
Ranked #37,156 out of 775,923 TipRanks' Investors
Success Rate
81%
46 out of 57
profitable transactions
Average Return
28.02%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.47% O
17.85% JEPI
15.73% VOO
12.57% GOOGL
4.73% SCHD
29.65% Others
By Assets
53.81% Stocks
45.25% ETFs
0.93% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
46.18% General
19.65% Real Estate
12.57% Communication Services
10.14% Consumer Defensive
6.60% Financial
4.85% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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BNL
Broadstone Net Lease
$16.07
$0.21
(1.32%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$3.03B
-7.27%
ABBV
AbbVie
$175.58
$4.06
(2.37%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$310.27B
13.32%
TD
Toronto Dominion Bank
$52.25
$0.69
(1.34%)
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$91.56B
-18.59%
MCD
McDonald's
$292.68
$2.45
(0.84%)
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$209.74B
0.34%
BAC
Bank of America
$44.17
$0.79
(1.82%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$338.91B
32.13%
EMO
EMO
< FUND >
ClearBridge Energy Midstream Opportunity Fund Inc
$45.00
$0.61
(1.37%)
premium
premium
$575.43M
35.99%
PEP
PepsiCo
$152.79
$1.32
(0.87%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$209.63B
-8.88%
SPDW
SPDW
< ETF >
SPDR Portfolio Developed World ex-US ETF
$34.50
$0.05
(0.15%)
premium
5K Buy
3K Hold
748 Sell
Hold
premium
$20.77B
2.31%
USB
US Bancorp
$47.92
$0.51
(1.08%)
premium
10 Buy
9 Hold
0 Sell
Moderate Buy
premium
$74.76B
10.13%
VGK
VGK
< ETF >
Vanguard FTSE Europe ETF
$63.27
$0.151
(0.24%)
premium
3K Buy
2K Hold
537 Sell
Moderate Buy
premium
$16.67B
-1.29%
MSFT
Microsoft
$436.60
$0.43
(0.1%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.25T
16.56%
KMB
Kimberly Clark
$131.32
$0.13
(0.1%)
premium
6 Buy
6 Hold
2 Sell
Moderate Buy
premium
$43.79B
9.24%
VUG
VUG
< ETF >
Vanguard Growth ETF
$417.78
$4.47
(1.08%)
premium
2K Buy
1K Hold
114 Sell
Moderate Buy
premium
$156.40B
34.52%
JNJ
Johnson & Johnson
$144.47
$0.89
(0.62%)
premium
5 Buy
10 Hold
0 Sell
Moderate Buy
premium
$347.83B
-7.07%
VIG
VIG
< ETF >
Vanguard Dividend Appreciation ETF
$197.31
$1.85
(0.95%)
premium
2K Buy
1K Hold
157 Sell
Moderate Buy
premium
$86.67B
16.39%
KHC
Kraft Heinz
$30.52
$0.42
(1.4%)
premium
4 Buy
8 Hold
1 Sell
Hold
premium
$36.90B
-16.06%
WMT
Walmart
$92.24
$1.16
(1.24%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$741.00B
76.65%
MAIN
Main Street Capital
$56.40
$0.79
(1.42%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.97B
31.38%
SCHD
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%
GOOGL
Alphabet Class A
$191.41
$2.9
(1.54%)
premium
27 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.35T
35.28%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$545.04
$6.1
(1.13%)
premium
4K Buy
3K Hold
332 Sell
Moderate Buy
premium
$574.46B
25.21%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.20
$0.56
(0.97%)
premium
1K Buy
607 Hold
59 Sell
Moderate Buy
premium
$36.75B
5.59%
O
Realty Income
$52.79
$1.03
(1.99%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$46.20B
-7.21%