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Big Ballin' - New Portfolio

Tony Zapien

Big Ballin'
Individual Investor
Ranked #37,352 out of 769,002 TipRanks' Investors
Success Rate
81%
46 out of 57
profitable transactions
Average Return
29.38%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
20.93% O
18.17% JEPI
15.57% VOO
10.88% GOOGL
4.96% SCHD
29.49% Others
By Assets
53.39% Stocks
45.60% ETFs
1.01% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
46.61% General
21.13% Real Estate
10.88% Communication Services
10.03% Consumer Defensive
6.51% Financial
4.83% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
ksq4suuved
ksq4suuved
ksq4suuved
premium
ksq4suuved
premium
ksq4suuved
ksq4suuved
ksq4suuved
gbm31ektudl
gbm31ektudl
gbm31ektudl
premium
gbm31ektudl
premium
gbm31ektudl
gbm31ektudl
gbm31ektudl
mxam6mzgg5
mxam6mzgg5
mxam6mzgg5
premium
mxam6mzgg5
premium
mxam6mzgg5
mxam6mzgg5
mxam6mzgg5
xgv3eyhpraj
xgv3eyhpraj
xgv3eyhpraj
premium
xgv3eyhpraj
premium
xgv3eyhpraj
xgv3eyhpraj
xgv3eyhpraj
228r4ors
228r4ors
228r4ors
premium
228r4ors
premium
228r4ors
228r4ors
228r4ors
o6o06ux7y
o6o06ux7y
o6o06ux7y
premium
o6o06ux7y
premium
o6o06ux7y
o6o06ux7y
o6o06ux7y
cagzbvk67jn
cagzbvk67jn
cagzbvk67jn
premium
cagzbvk67jn
premium
cagzbvk67jn
cagzbvk67jn
cagzbvk67jn
spri5uidj8f
spri5uidj8f
spri5uidj8f
premium
spri5uidj8f
premium
spri5uidj8f
spri5uidj8f
spri5uidj8f
ne2nfngc3q
ne2nfngc3q
ne2nfngc3q
premium
ne2nfngc3q
premium
ne2nfngc3q
ne2nfngc3q
ne2nfngc3q
o0dodn
o0dodn
o0dodn
premium
o0dodn
premium
o0dodn
o0dodn
o0dodn
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BNL
Broadstone Net Lease
$17.18
$0.14
(0.82%)
premium
2 Buy
4 Hold
1 Sell
Hold
premium
$3.21B
9.23%
ABBV
AbbVie
$171.73
$3.97
(2.37%)
Pre
0.59%
premium
13 Buy
7 Hold
0 Sell
Moderate Buy
premium
$294.35B
20.93%
TD
Toronto Dominion Bank
$55.90
$0.04
(0.07%)
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$97.55B
-9.03%
MCD
McDonald's
$288.47
$2.44
(0.84%)
Pre
0.08%
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$208.34B
3.72%
BAC
Bank of America
$46.46
$0.4
(0.87%)
Pre
0.22%
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$356.10B
55.29%
EMO
EMO
< FUND >
ClearBridge Energy Midstream Opportunity Fund Inc
$49.22
$0.79
(1.63%)
premium
premium
$629.39M
49.98%
PEP
PepsiCo
$160.34
$1.6
(1.01%)
Pre
0.15%
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$215.02B
-5.40%
SPDW
SPDW
< ETF >
SPDR Portfolio Developed World ex-US ETF
$35.15
$0.1
(0.29%)
premium
5K Buy
3K Hold
739 Sell
Hold
premium
$20.25B
8.65%
USB
US Bancorp
$51.39
$0.65
(1.28%)
Pre
0.31%
premium
8 Buy
11 Hold
0 Sell
Moderate Buy
premium
$78.63B
37.10%
VGK
VGK
< ETF >
Vanguard FTSE Europe ETF
$64.57
$0.12
(0.19%)
premium
3K Buy
2K Hold
503 Sell
Hold
premium
$17.61B
6.19%
MSFT
Microsoft
$412.87
$1.79
(0.43%)
Pre
0.08%
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
11.37%
KMB
Kimberly Clark
$137.03
$0.66
(0.48%)
premium
6 Buy
6 Hold
2 Sell
Moderate Buy
premium
$45.22B
12.19%
VUG
VUG
< ETF >
Vanguard Growth ETF
$403.95
$0.48
(0.12%)
Pre
0.23%
premium
2K Buy
983 Hold
113 Sell
Moderate Buy
premium
$148.43B
35.60%
JNJ
Johnson & Johnson
$155.50
$2.39
(1.56%)
Pre
0.03%
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$368.37B
1.32%
VIG
VIG
< ETF >
Vanguard Dividend Appreciation ETF
$201.00
$2.26
(1.14%)
premium
2K Buy
1K Hold
150 Sell
Moderate Buy
premium
$86.78B
21.92%
KHC
Kraft Heinz
$31.09
$0.21
(0.68%)
Pre
0.68%
premium
4 Buy
8 Hold
1 Sell
Hold
premium
$36.98B
-9.57%
WMT
Walmart
$88.39
$1.21
(1.39%)
Pre
0.08%
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$696.11B
67.81%
MAIN
Main Street Capital
$53.18
$0.1
(0.19%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.69B
29.59%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.98
$0.27
(0.94%)
Pre
0.07%
premium
423 Buy
433 Hold
69 Sell
Moderate Buy
premium
$65.70B
20.80%
GOOGL
Alphabet Class A
$167.63
$8.35
(4.74%)
Pre
0.05%
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.19T
28.48%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$545.64
$2.74
(0.5%)
Pre
0.03%
premium
4K Buy
3K Hold
326 Sell
Moderate Buy
premium
$566.51B
29.84%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.91
$0.43
(0.72%)
Pre
0%
premium
1K Buy
604 Hold
49 Sell
Moderate Buy
premium
$36.72B
9.28%
O
Realty Income
$57.39
$0.51
(0.9%)
Pre
0.19%
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.04B
6.22%