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Joint Tenant - New Portfolio

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

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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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%
TSE: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%