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Big Ballin' - New Portfolio

Tony Zapien

Big Ballin'
Individual Investor
Ranked #39,575 out of 747,525 TipRanks' Investors
Success Rate
77%
44 out of 57
profitable transactions
Average Return
23.78%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
21.67% O
17.77% JEPI
14.86% VOO
11.91% GOOGL
4.78% SCHD
29.01% Others
By Assets
54.88% Stocks
44.25% ETFs
0.87% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
45.12% General
21.88% Real Estate
11.91% Communication Services
9.87% Consumer Defensive
6.23% Financial
4.99% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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BNL
Broadstone Net Lease
$17.28
$0.05
(0.29%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$3.26B
11.48%
ABBV
AbbVie
$172.32
$1.18
(0.69%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$304.29B
24.52%
TD
Toronto Dominion Bank
$57.90
$0.19
(0.33%)
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
$101.46B
-6.72%
MCD
McDonald's
$257.28
$2.24
(0.86%)
premium
20 Buy
8 Hold
0 Sell
Moderate Buy
premium
$185.50B
-10.90%
BAC
Bank of America
$42.90
$0.11
(0.26%)
premium
9 Buy
5 Hold
1 Sell
Moderate Buy
premium
$335.49B
38.12%
EMO
EMO
< FUND >
ClearBridge Energy Midstream Opportunity Fund Inc
$41.00
$1.01
(2.4%)
premium
premium
$524.28M
31.07%
PEP
PepsiCo
$169.36
$1.01
(0.59%)
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
$232.63B
-8.22%
SPDW
SPDW
< ETF >
SPDR Portfolio Developed World ex-US ETF
$35.72
$0.21
(0.58%)
premium
5K Buy
3K Hold
658 Sell
Hold
premium
$20.91B
7.20%
USB
US Bancorp
$44.76
$0.35
(0.79%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$69.85B
22.46%
VGK
VGK
< ETF >
Vanguard FTSE Europe ETF
$67.67
$0.41
(0.6%)
premium
3K Buy
2K Hold
521 Sell
Moderate Buy
premium
$20.03B
6.70%
MSFT
Microsoft
$437.11
$3.26
(0.74%)
premium
34 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.25T
28.15%
KMB
Kimberly Clark
$143.63
$0.43
(0.3%)
premium
5 Buy
6 Hold
2 Sell
Hold
premium
$48.36B
8.76%
VUG
VUG
< ETF >
Vanguard Growth ETF
$371.14
$2.24
(0.6%)
premium
2K Buy
932 Hold
103 Sell
Moderate Buy
premium
$134.61B
29.33%
JNJ
Johnson & Johnson
$154.69
$0.73
(0.47%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$372.29B
-6.26%
VIG
VIG
< ETF >
Vanguard Dividend Appreciation ETF
$187.38
$1.17
(0.62%)
premium
2K Buy
1K Hold
136 Sell
Moderate Buy
premium
$81.56B
13.01%
KHC
Kraft Heinz
$33.12
$0.65
(1.92%)
premium
6 Buy
7 Hold
1 Sell
Moderate Buy
premium
$40.22B
-4.47%
WMT
Walmart
$70.75
$0.07
(0.1%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$569.08B
35.93%
MAIN
Main Street Capital
$50.15
$0.23
(0.46%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.30B
32.18%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$81.11
$0.5
(0.61%)
premium
401 Buy
429 Hold
67 Sell
Moderate Buy
premium
$57.76B
8.19%
GOOGL
Alphabet Class A
$177.66
$0.03
(0.02%)
premium
33 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.21T
48.20%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$504.55
$3.39
(0.67%)
premium
4K Buy
3K Hold
300 Sell
Moderate Buy
premium
$487.20B
21.41%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$56.77
$0.29
(0.51%)
premium
1K Buy
508 Hold
55 Sell
Moderate Buy
premium
$34.09B
1.59%
O
Realty Income
$57.58
$0.15
(0.26%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$50.14B
-2.79%