New Portfolio - New Portfolio

Tom

New Portfolio
Individual Investor
Ranked #201,160 out of 767,968 TipRanks' Investors
Success Rate
54%
75 out of 139
profitable transactions
Average Return
14.95%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
20.35% TBIL
9.28% QQQ
5.32% META
4.79% EOG
3.50% VYM
56.76% Others
By Assets
50.01% Stocks
48.73% ETFs
1.26% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
49.35% General
16.95% Energy
9.00% Consumer Defensive
5.32% Communication Services
4.30% Technology
15.09% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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O
Realty Income
$56.54
$0.47
(0.84%)
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$49.48B
6.86%
WPC
W. P. Carey Inc.
$55.77
$0.92
(1.68%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$12.21B
-1.36%
MS
Morgan Stanley
$134.06
$1.63
(1.23%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$215.98B
66.99%
COP
Conocophillips
$112.32
$0.6
(0.53%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$129.27B
-1.98%
JNJ
Johnson & Johnson
$154.00
$2.13
(1.4%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$370.77B
2.81%
VTV
VTV
< ETF >
Vanguard Value ETF
$176.14
$0.6
(0.34%)
premium
5K Buy
4K Hold
398 Sell
Strong Buy
premium
$132.11B
24.94%
PM
Philip Morris
$128.59
$0.39
(0.3%)
premium
7 Buy
0 Hold
1 Sell
Strong Buy
premium
$199.94B
39.85%
CVX
Chevron
$161.42
$0.38
(0.23%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$290.09B
11.74%
WMT
Walmart
$84.25
$0.22
(0.26%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$677.22B
62.70%
PSX
Phillips 66
$130.91
$1.15
(0.89%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$54.06B
12.49%
PG
Procter & Gamble
$169.54
$2.46
(1.47%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$399.27B
12.23%
PPG
PPG Industries
$122.53
$0.99
(0.8%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$28.43B
-9.82%
AAPL
Apple
$225.00
$3.22
(1.41%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.40T
18.61%
LMT
Lockheed Martin
$534.83
$4.16
(0.77%)
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$126.77B
20.27%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$130.70
$0.43
(0.33%)
premium
5K Buy
4K Hold
632 Sell
Strong Buy
premium
$60.73B
24.16%
ABT
Abbott Laboratories
$115.90
$0.87
(0.76%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$201.02B
16.42%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$538.50
$7.04
(1.29%)
premium
8K Buy
5K Hold
660 Sell
Strong Buy
premium
$573.30B
29.98%
IBM
International Business Machines
$204.99
$4
(1.91%)
premium
5 Buy
7 Hold
2 Sell
Hold
premium
$189.54B
34.08%
CNQ
Canadian Natural
$33.10
$0.93
(2.73%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$69.74B
-0.57%
MO
Altria Group
$55.93
$0.54
(0.97%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$94.79B
37.02%
EOG
EOG Resources
$134.56
$0.63
(0.47%)
premium
10 Buy
10 Hold
0 Sell
Moderate Buy
premium
$75.68B
8.52%
KO
Coca-Cola
$61.74
$0.81
(1.29%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$265.96B
7.82%
META
Meta Platforms
$554.08
$23.08
(4%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.40T
65.38%
TSLA
Tesla
$320.72
$9.54
(3.07%)
premium
11 Buy
14 Hold
9 Sell
Hold
premium
$1.03T
36.88%
BOTZ
BOTZ
< ETF >
Global X Robotics & Artificial Intelligence ETF
$32.11
$0.48
(1.47%)
premium
294 Buy
180 Hold
30 Sell
Strong Buy
premium
$2.63B
24.22%
AMD
Advanced Micro Devices
$134.90
$3.94
(2.84%)
premium
26 Buy
7 Hold
0 Sell
Strong Buy
premium
$218.92B
11.84%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.91
$0.39
(0.75%)
premium
4K Buy
3K Hold
329 Sell
Moderate Buy
premium
$2.21B
8.62%
TGT
Target
$152.13
$1.34
(0.87%)
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$70.08B
17.12%
TBIL
TBIL
< ETF >
US Treasury 3 Month Bill ETF
$49.95
$0.02
(0.04%)
premium
premium
$4.35B
-0.10%
XOM
Exxon Mobil
$119.31
$1.25
(1.04%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$524.38B
13.67%
IYM
IYM
< ETF >
iShares U.S. Basic Materials ETF
$142.64
$0.383
(0.27%)
premium
346 Buy
300 Hold
36 Sell
Strong Buy
premium
$564.82M
11.02%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$239.95
$8.23
(3.32%)
premium
610 Buy
276 Hold
40 Sell
Strong Buy
premium
$24.19B
47.60%
OXY
Occidental Petroleum
$49.97
$0.7
(1.38%)
premium
5 Buy
11 Hold
1 Sell
Hold
premium
$46.89B
-18.03%
CEG
Constellation Energy Corporation
$224.28
$0.748
(0.33%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$70.15B
84.30%
GLD
GLD
< ETF >
SPDR Gold Shares
$236.59
$0.42
(0.18%)
premium
premium
$71.79B
28.81%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$496.57
$12.12
(2.38%)
premium
3K Buy
1K Hold
150 Sell
Strong Buy
premium
$318.29B
28.63%