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Joint Tenant
- New Portfolio
Performance
Portfolio Details
Safe Harbor Stocks
Joint Tenant
Individual Investor
Ranked #439,657 out of 775,913 TipRanks' Investors
Success Rate
40%
47 out of 118
profitable transactions
Average Return
-0.98%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
15.85%
MSDL
13.95%
EVVTY
7.39%
OXY
6.45%
BABA
5.07%
SIRI
51.29%
Others
By Assets
99.99%
Stocks
0.01%
Cash
0.00%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
By Sector
20.40%
Consumer Cyclical
19.29%
General
16.48%
Energy
14.31%
Industrials
8.72%
Healthcare
20.80%
Other
Portfolio Holdings
Select Columns
26
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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SKWD
Skyward Specialty Insurance Group, Inc.
$51.00
$1.1
(
2.2%
)
premium
6
Buy
2
Hold
0
Sell
Strong Buy
premium
$2.00B
49.91%
SSNC
SS&C Technologies Holdings
$75.82
$1.55
(
2.09%
)
premium
5
Buy
1
Hold
0
Sell
Strong Buy
premium
$18.40B
25.72%
AMPH
Amphastar Pharmaceuticals
$39.14
$0.25
(
0.63%
)
premium
3
Buy
1
Hold
0
Sell
Strong Buy
premium
$1.89B
-34.72%
PYPL
PayPal Holdings
$87.13
$0.35
(
0.4%
)
premium
15
Buy
14
Hold
0
Sell
Moderate Buy
premium
$87.00B
40.40%
DRX
ADF Group Inc. SV
C$10.19
C$0.17
(
1.7%
)
premium
―
premium
C$299.34M
40.94%
SJM
JM Smucker
$109.89
$0.92
(
0.84%
)
premium
3
Buy
5
Hold
0
Sell
Moderate Buy
premium
$11.60B
-11.13%
NVGS
Navigator Holdings
$14.93
$0.17
(
1.15%
)
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$1.03B
1.43%
IMXI
International Money Express
$20.68
$0.11
(
0.53%
)
premium
4
Buy
5
Hold
0
Sell
Moderate Buy
premium
$646.54M
-7.64%
NOA
North American Construction Group
$20.27
$0.16
(
0.78%
)
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$551.24M
-3.61%
CXT
Crane NXT
$56.44
$0.52
(
0.91%
)
premium
4
Buy
0
Hold
0
Sell
Strong Buy
premium
$3.26B
-3.19%
CMCSA
Comcast
$38.22
$0.82
(
2.19%
)
premium
13
Buy
8
Hold
0
Sell
Moderate Buy
premium
$143.11B
-13.18%
TDW
Tidewater
$49.00
$0.32
(
0.66%
)
premium
3
Buy
0
Hold
0
Sell
Strong Buy
premium
$2.55B
-31.28%
AFG
American Financial Group
$136.98
$0.52
(
0.38%
)
premium
1
Buy
3
Hold
0
Sell
Hold
premium
$11.45B
15.47%
EEFT
Euronet Worldwide
$103.67
$0.57
(
0.55%
)
premium
5
Buy
1
Hold
0
Sell
Strong Buy
premium
$4.53B
1.39%
ENS
EnerSys
$92.46
$0.05
(
0.05%
)
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
$3.68B
-9.32%
KBDC
Kayne Anderson BDC, Inc.
$16.63
$0.2
(
1.22%
)
premium
3
Buy
0
Hold
0
Sell
Strong Buy
premium
―
―
VAL
Valaris
$41.22
$0.3
(
0.73%
)
premium
2
Buy
4
Hold
1
Sell
Hold
premium
$2.91B
-39.76%
GPN
Global Payments
$112.03
$1.45
(
1.31%
)
premium
14
Buy
10
Hold
0
Sell
Moderate Buy
premium
$28.14B
-11.35%
TKR
Timken Company
$71.63
$0.87
(
1.23%
)
premium
6
Buy
2
Hold
0
Sell
Strong Buy
premium
$4.96B
-10.27%
TFX
Teleflex
$178.16
$3.37
(
1.93%
)
premium
5
Buy
5
Hold
0
Sell
Moderate Buy
premium
$8.12B
-29.14%
SIRI
Sirius XM Holdings
$23.08
$2.5
(
12.15%
)
premium
3
Buy
4
Hold
5
Sell
Hold
premium
$6.98B
-57.88%
BABA
Alibaba
$82.28
$2.03
(
2.41%
)
premium
14
Buy
1
Hold
0
Sell
Strong Buy
premium
$203.53B
7.89%
OXY
Occidental Petroleum
$47.13
$1.77
(
3.9%
)
premium
6
Buy
14
Hold
1
Sell
Hold
premium
$42.56B
-22.02%
EVVTY
Evolution Gaming Group AB
$80.86
$1.47
(
1.79%
)
premium
―
premium
$17.49B
-30.04%
MSDL
Morgan Stanley Direct Lending Fund
$20.84
$0.2
(
0.97%
)
premium
1
Buy
3
Hold
0
Sell
Hold
premium
$1.83B
―
ELV
Elevance Health
$365.96
$0.52
(
0.14%
)
premium
13
Buy
2
Hold
0
Sell
Strong Buy
premium
$85.00B
-21.14%
26
Results | Showing
1
out of
1
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