New Portfolio - New Portfolio

Tom

New Portfolio
Individual Investor
Ranked #132,770 out of 753,381 TipRanks' Investors
Success Rate
57%
75 out of 131
profitable transactions
Average Return
15.30%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
32.15% TBIL
5.29% META
4.71% EOG
3.51% VYM
3.38% SPYI
50.96% Others
By Assets
53.16% ETFs
46.84% Stocks
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
53.16% General
14.97% Energy
9.10% Consumer Defensive
5.37% Healthcare
5.29% Communication Services
12.10% 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
$61.09
$0.59
(0.98%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$53.20B
8.39%
WPC
W. P. Carey Inc.
$60.05
$1.32
(2.25%)
premium
2 Buy
7 Hold
0 Sell
Hold
premium
$13.14B
-7.01%
MS
Morgan Stanley
$101.89
$1.33
(1.32%)
premium
7 Buy
9 Hold
1 Sell
Moderate Buy
premium
$164.84B
22.11%
COP
Conocophillips
$111.40
$1.43
(1.3%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$129.36B
-2.96%
JNJ
Johnson & Johnson
$164.13
$1.78
(1.1%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$395.10B
-0.58%
VTV
VTV
< ETF >
Vanguard Value ETF
$170.50
$1.87
(1.11%)
premium
2K Buy
2K Hold
179 Sell
Moderate Buy
premium
$123.48B
20.77%
PM
Philip Morris
$120.15
$0.05
(0.04%)
premium
7 Buy
0 Hold
1 Sell
Strong Buy
premium
$186.81B
27.71%
CVX
Chevron
$147.62
$1.89
(1.3%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$269.98B
-6.53%
WMT
Walmart
$75.70
$0.12
(0.16%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$608.90B
44.75%
PSX
Phillips 66
$135.37
$2.21
(1.66%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$56.66B
20.45%
PG
Procter & Gamble
$169.17
$0.98
(0.58%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$398.23B
10.90%
PPG
PPG Industries
$126.53
$1.37
(1.09%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$29.52B
-7.81%
AAPL
Apple
$226.84
$2.31
(1.03%)
premium
24 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.45T
28.61%
LMT
Lockheed Martin
$555.01
$2.02
(0.36%)
premium
8 Buy
6 Hold
1 Sell
Moderate Buy
premium
$132.29B
22.64%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$125.77
$1.56
(1.26%)
premium
2K Buy
2K Hold
277 Sell
Moderate Buy
premium
$56.85B
18.86%
ABT
Abbott Laboratories
$112.69
$0.59
(0.53%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$196.07B
8.62%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$516.66
$5.53
(1.08%)
premium
4K Buy
3K Hold
282 Sell
Moderate Buy
premium
$504.99B
28.67%
ABBV
AbbVie
$197.55
$1.18
(0.6%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$348.94B
34.73%
IBM
International Business Machines
$196.10
$0.14
(0.07%)
premium
5 Buy
6 Hold
1 Sell
Moderate Buy
premium
$180.64B
36.61%
KHC
Kraft Heinz
$35.91
$0.39
(1.1%)
premium
6 Buy
8 Hold
1 Sell
Moderate Buy
premium
$43.42B
7.13%
CNQ
Canadian Natural
$36.43
$0.62
(1.73%)
premium
2 Buy
8 Hold
0 Sell
Hold
premium
$77.27B
21.31%
MO
Altria Group
$52.44
$0.61
(1.18%)
premium
3 Buy
3 Hold
3 Sell
Hold
premium
$89.47B
20.83%
EOG
EOG Resources
$126.90
$1.68
(1.34%)
premium
11 Buy
11 Hold
0 Sell
Moderate Buy
premium
$72.16B
0.97%
KO
Coca-Cola
$69.79
$0.46
(0.66%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$300.79B
16.10%
META
Meta Platforms
$528.00
$3.93
(0.74%)
premium
39 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.34T
84.13%
TSLA
Tesla
$220.32
$9.66
(4.59%)
premium
10 Buy
15 Hold
8 Sell
Hold
premium
$703.84B
-4.23%
BOTZ
BOTZ
< ETF >
Global X Robotics & Artificial Intelligence ETF
$31.87
$0.74
(2.38%)
premium
140 Buy
84 Hold
14 Sell
Moderate Buy
premium
$2.66B
24.25%
AMD
Advanced Micro Devices
$154.98
$3.28
(2.16%)
premium
28 Buy
6 Hold
0 Sell
Strong Buy
premium
$250.83B
52.24%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$50.67
$0.44
(0.88%)
premium
4K Buy
3K Hold
282 Sell
Moderate Buy
premium
$1.82B
5.63%
TGT
Target
$158.50
$1.68
(1.07%)
premium
17 Buy
9 Hold
1 Sell
Moderate Buy
premium
$73.16B
27.72%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$90.39
$1.33
(1.49%)
premium
208 Buy
108 Hold
6 Sell
Moderate Buy
premium
$36.65B
4.20%
TBIL
TBIL
< ETF >
US Treasury 3 Month Bill ETF
$49.99
$0.01
(0.02%)
premium
premium
$4.02B
-0.10%
XOM
Exxon Mobil
$116.32
$1.59
(1.39%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$516.79B
9.37%
IYM
IYM
< ETF >
iShares U.S. Basic Materials ETF
$144.56
$2.174
(1.53%)
premium
171 Buy
184 Hold
24 Sell
Moderate Buy
premium
$580.59M
11.61%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$248.39
$5.97
(2.46%)
premium
315 Buy
126 Hold
14 Sell
Moderate Buy
premium
$23.24B
66.91%