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Big Ballin'
- New Portfolio
Performance
Portfolio Details
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
Select Columns
23
Results | Showing
1
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1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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BNL
Broadstone Net Lease
$17.18
$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
< 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
< 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
< 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
< 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
< 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
< 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
< 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
< 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%
23
Results | Showing
1
out of
1
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