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NewP12.8.24pp4 - New Portfolio

NewP12.8.24pp4
Individual Investor
Ranked #219,614 out of 769,632 TipRanks' Investors
Success Rate
89%
8 out of 9
profitable transactions
Average Return
12.17%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
43.11% CVX
36.21% EOG
9.77% HESM
5.85% ARCC
5.06% ET
<0.01% Others
By Assets
99.73% Stocks
0.26% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
94.15% Energy
5.85% Financial
0.00% Technology
0.00% Communication Services
0.00% Consumer Defensive

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ARCC
Ares Capital
$22.02
$0.24
(1.1%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.23B
10.71%
CVX
Chevron
$162.36
$0.73
(0.45%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$291.78B
12.05%
EOG
EOG Resources
$136.35
$0.85
(0.63%)
premium
10 Buy
11 Hold
0 Sell
Moderate Buy
premium
$76.69B
10.40%
ET
Energy Transfer
$19.07
$0.1
(0.53%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$65.29B
38.99%
HESM
Hess Midstream Partners
$36.78
$0.04
(0.11%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$8.02B
15.08%
IBM
International Business Machines
$222.97
$0.57
(0.26%)
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$206.17B
43.68%
MO
Altria Group
$56.73
$0.7
(1.25%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$96.15B
36.80%
T
AT&T
$23.18
$0.2
(0.87%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$166.32B
43.00%
XRX
Xerox
$9.04
$0.29
(3.31%)
premium
0 Buy
0 Hold
2 Sell
Moderate Sell
premium
$1.12B
-34.63%