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Joint Tenant - New Portfolio

Safe Harbor Stocks

Joint Tenant
Individual Investor
Ranked #456,202 out of 781,107 TipRanks' Investors
Success Rate
44%
41 out of 93
profitable transactions
Average Return
-0.60%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.92% MSDL
8.64% OXY
8.52% EVVTY
7.30% BABA
5.61% TFX
52.01% Others
By Assets
100.00% Stocks
<0.01% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
21.69% General
19.54% Energy
16.36% Industrials
15.81% Consumer Cyclical
9.88% Communication Services
16.73% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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SKWD
Skyward Specialty Insurance Group, Inc.
$44.18
$0.72
(1.6%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$1.80B
41.69%
SSNC
SS&C Technologies Holdings
$80.37
$1.87
(2.38%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$19.44B
30.32%
AMPH
Amphastar Pharmaceuticals
$36.03
$0.33
(0.92%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.72B
-35.14%
PYPL
PayPal Holdings
$89.77
$2.04
(2.22%)
premium
15 Buy
12 Hold
0 Sell
Moderate Buy
premium
$92.04B
39.49%
TSE:DRX
ADF Group Inc. SV
C$9.03
C$0.27
(2.9%)
premium
premium
C$277.18M
26.19%
NVGS
Navigator Holdings
$16.70
$0.02
(0.12%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.16B
4.50%
SJM
JM Smucker
$103.44
$1.3
(1.27%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$10.87B
-19.66%
IMXI
International Money Express
$20.60
$0.44
(2.09%)
premium
4 Buy
4 Hold
0 Sell
Moderate Buy
premium
$654.32M
0.62%
NOA
North American Construction Group
$20.87
$0.38
(1.85%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$557.08M
-10.93%
CXT
Crane NXT
$66.54
$2.82
(4.43%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.64B
8.42%
CMCSA
Comcast
$36.97
$0.39
(1.07%)
premium
14 Buy
8 Hold
0 Sell
Moderate Buy
premium
$139.97B
-15.25%
TDW
Tidewater
$55.96
$0.26
(0.47%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$2.91B
-18.46%
AFG
American Financial Group
$135.14
$0.01
(<0.01%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$11.34B
11.78%
VZ
Verizon
$39.02
$0.24
(0.62%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$163.25B
-1.40%
EEFT
Euronet Worldwide
$99.32
$0.2
(0.2%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.37B
-0.17%
ENS
EnerSys
$100.69
$2.43
(2.47%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.91B
-0.43%
KBDC
Kayne Anderson BDC, Inc.
$16.71
$0.02
(0.12%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
VAL
Valaris
$48.80
$0.76
(1.58%)
premium
1 Buy
5 Hold
1 Sell
Hold
premium
$3.42B
-27.50%
GPN
Global Payments
$108.57
$0.15
(0.14%)
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
$27.59B
-18.28%
TKR
Timken Company
$77.54
$0.86
(1.12%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$5.38B
-2.90%
TFX
Teleflex
$182.45
$1.18
(0.65%)
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
$8.42B
-26.56%
SIRI
Sirius XM Holdings
$22.19
$0.08
(0.36%)
premium
3 Buy
4 Hold
4 Sell
Hold
premium
$7.55B
-58.91%
BABA
Alibaba
$85.38
$0.26
(0.31%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$206.73B
22.61%
OXY
Occidental Petroleum
$50.55
$1.42
(2.73%)
premium
7 Buy
13 Hold
1 Sell
Moderate Buy
premium
$48.77B
-7.89%
EVVTY
Evolution Gaming Group AB
$76.63
$2.09
(2.8%)
premium
premium
$16.13B
-34.32%
MSDL
Morgan Stanley Direct Lending Fund
$21.61
$0.18
(0.84%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$1.90B