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New Portfolio
- New Portfolio
Performance
Portfolio Details
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
Select Columns
18
Results | Showing
1
out of
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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premium
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premium
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u2bkayv0wgm
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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
< 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
< 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%
18
Results | Showing
1
out of
1
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