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New Portfolio - New Portfolio

John Velez

New Portfolio
Individual Investor
Ranked #15,553 out of 769,291 TipRanks' Investors
Success Rate
78%
110 out of 141
profitable transactions
Average Return
40.42%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
29.25% AMZN
13.45% WMT
10.92% UAN
7.29% T
5.83% APLD
33.26% Others
By Assets
95.64% Stocks
4.36% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
29.25% Consumer Cyclical
16.68% Consumer Defensive
13.31% Financial
13.11% Communication Services
10.92% Basic Materials
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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premium
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premium
9l9zt1fjw87
9l9zt1fjw87
9l9zt1fjw87
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qp1c9rzqej
qp1c9rzqej
premium
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premium
qp1c9rzqej
qp1c9rzqej
qp1c9rzqej
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u2bkayv0wgm
u2bkayv0wgm
premium
u2bkayv0wgm
premium
u2bkayv0wgm
u2bkayv0wgm
u2bkayv0wgm
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gwuz5ucd95g
gwuz5ucd95g
premium
gwuz5ucd95g
premium
gwuz5ucd95g
gwuz5ucd95g
gwuz5ucd95g
w7midec5ewf
w7midec5ewf
w7midec5ewf
premium
w7midec5ewf
premium
w7midec5ewf
w7midec5ewf
w7midec5ewf
pnub4a9ojs
pnub4a9ojs
pnub4a9ojs
premium
pnub4a9ojs
premium
pnub4a9ojs
pnub4a9ojs
pnub4a9ojs
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r4ki76yvkfk
r4ki76yvkfk
premium
r4ki76yvkfk
premium
r4ki76yvkfk
r4ki76yvkfk
r4ki76yvkfk
nla5bp34xc
nla5bp34xc
nla5bp34xc
premium
nla5bp34xc
premium
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nla5bp34xc
nla5bp34xc
m37dr1rv3
m37dr1rv3
m37dr1rv3
premium
m37dr1rv3
premium
m37dr1rv3
m37dr1rv3
m37dr1rv3
kyvqvqdq45
kyvqvqdq45
kyvqvqdq45
premium
kyvqvqdq45
premium
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CMCSA
Comcast
$43.50
$0.51
(1.19%)
Pre
0.07%
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$166.45B
0.92%
T
AT&T
$22.98
$0.15
(0.66%)
Pre
0.04%
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$164.89B
41.01%
KO
Coca-Cola
$63.76
$0.77
(1.22%)
Pre
0.36%
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$274.67B
8.55%
AAPL
Apple
$228.52
$0.48
(0.21%)
Pre
0.21%
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.45T
19.45%
AMZN
Amazon
$198.38
$4.5
(2.22%)
Pre
0.04%
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.09T
35.22%
V
Visa
$309.90
$2.51
(0.82%)
Pre
0.1%
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$550.36B
21.87%
WMT
Walmart
$88.39
$1.21
(1.39%)
Pre
0.32%
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$710.50B
67.81%
O
Realty Income
$57.39
$0.51
(0.9%)
Pre
0.44%
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.23B
7.65%
WFC
Wells Fargo
$74.83
$1.25
(1.7%)
Pre
0.33%
premium
11 Buy
9 Hold
0 Sell
Moderate Buy
premium
$249.15B
72.72%
DVN
Devon Energy
$38.70
$0.4
(1.04%)
Pre
0.03%
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$25.42B
-15.19%
VNQ
VNQ
< ETF >
Vanguard Real Estate ETF
$95.52
$0.7
(0.74%)
Pre
0.45%
premium
485 Buy
503 Hold
55 Sell
Moderate Buy
premium
$36.44B
19.23%
PSEC
Prospect Capital
$4.65
$0.06
(1.31%)
Pre
0.22%
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$2.03B
-21.00%
GOOGL
Alphabet Class A
$167.63
$8.35
(4.74%)
Pre
0.85%
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.06T
28.48%
APLD
Applied Digital Corporation
$9.15
$0.39
(4.45%)
Pre
1.42%
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.97B
95.97%
UAN
CVR Partners
$71.62
$0.12
(0.17%)
premium
premium
$757.00M
1.25%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.91
$0.43
(0.72%)
Pre
0.3%
premium
1K Buy
608 Hold
49 Sell
Moderate Buy
premium
$36.93B
9.77%
LMB
Limbach Holdings
$99.00
$2.12
(2.19%)
Pre
1.01%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.12B
145.96%
MAIN
Main Street Capital
$53.18
$0.1
(0.19%)
Pre
0.23%
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.69B
29.59%