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DRAFT Income - New Portfolio

Denis Thibodeau

DRAFT Income
Individual Investor
Ranked #141,241 out of 769,002 TipRanks' Investors
Success Rate
58%
44 out of 76
profitable transactions
Average Return
23.32%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
33.41% VTSAX
19.94% VDIGX
16.11% PRFDX
4.89% PRFRX
4.00% CAH
21.65% Others
By Assets
60.28% Funds
21.75% Cash
17.96% Stocks
0.00% ETFs
0.00% Cryptocurrency
By Sector
77.04% General
5.65% Healthcare
5.58% Technology
4.68% Financial
3.06% Communication Services
4.00% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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52k0w2i5l7o
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52k0w2i5l7o
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g27ydfs
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vimyy2b9l5s
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ABBV
AbbVie
$171.73
$3.97
(2.37%)
Pre
0.45%
premium
13 Buy
7 Hold
0 Sell
Moderate Buy
premium
$303.47B
20.93%
BEN
Franklin Resources
$21.72
$0.08
(0.37%)
premium
0 Buy
6 Hold
5 Sell
Moderate Sell
premium
$11.37B
-9.38%
PRFRX
PRFRX
< FUND >
T. Rowe Price Floating Rate Fund, Inc.
$9.32
$0
(0%)
premium
premium
1.30%
CVX
Chevron
$161.63
$0.3
(0.19%)
Pre
0.07%
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$290.46B
12.00%
SIRI
Sirius XM Holdings
$25.77
$0.56
(2.22%)
Pre
0.43%
premium
5 Buy
4 Hold
5 Sell
Hold
premium
$8.74B
-48.02%
FRT
Federal Realty
$114.40
$1.25
(1.1%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$9.79B
23.23%
RITM
Rithm Capital
$10.79
$0.15
(1.41%)
Pre
0.09%
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.61B
5.24%
PLTR
Palantir Technologies
$61.36
$0.76
(1.22%)
Pre
0.64%
premium
3 Buy
7 Hold
6 Sell
Hold
premium
$139.78B
213.74%
EPD
Enterprise Products Partners
$32.35
$0.56
(1.76%)
Pre
0.53%
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$70.12B
19.74%
U
Unity Software
$22.46
$0.83
(3.84%)
Pre
0.49%
premium
6 Buy
5 Hold
2 Sell
Moderate Buy
premium
$9.05B
-23.89%
VTSAX
VTSAX
< FUND >
Vanguard Total Stock Market Index Fd Admiral Shs
$143.61
$0.99
(0.69%)
premium
2K Buy
1K Hold
72 Sell
Moderate Buy
premium
30.74%
VDIGX
VDIGX
< FUND >
Vanguard Specialized Portfolios, Vanguard Dividend Growth Fund
$40.88
$0.35
(0.86%)
premium
40 Buy
3 Hold
0 Sell
Moderate Buy
premium
12.52%
DSHK
Drive Shack
$0.13
$0.02
(18.18%)
premium
premium
$12.01M
-42.73%
PRFDX
PRFDX
< FUND >
T. Rowe Price Equity Income Fd
$39.10
$0.32
(0.83%)
premium
97 Buy
19 Hold
1 Sell
Moderate Buy
premium
17.69%
WBA
Walgreens Boots Alliance
$8.30
$0.06
(0.73%)
Pre
0.24%
premium
2 Buy
6 Hold
3 Sell
Hold
premium
$7.18B
-60.72%
MTB
M&T Bank
$216.62
$3.1
(1.45%)
Pre
0.3%
premium
8 Buy
3 Hold
1 Sell
Moderate Buy
premium
$35.94B
73.20%
PEP
PepsiCo
$160.34
$1.6
(1.01%)
Pre
0.09%
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$219.98B
-5.40%
CARM
Carisma Therapeutics
$0.85
$0.015
(1.69%)
Pre
0%
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$35.40M
-67.17%
RIOT
Riot Platforms
$11.76
$0.39
(3.21%)
Pre
1.79%
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.91B
8.77%
CAH
Cardinal Health
$123.42
$3.08
(2.56%)
Pre
0%
premium
6 Buy
6 Hold
1 Sell
Moderate Buy
premium
$29.87B
14.04%
PFE
Pfizer
$25.13
$0.19
(0.76%)
Pre
0.28%
premium
7 Buy
12 Hold
1 Sell
Moderate Buy
premium
$142.41B
-17.69%
VBIAX
VBIAX
< FUND >
Vanguard Balanced Index Fd Admiral Shs
$50.57
$0.21
(0.42%)
premium
premium
16.30%
MTTR
Matterport
$4.78
$0.08
(1.7%)
premium
premium
$1.54B
80.08%
KO
Coca-Cola
$63.76
$0.77
(1.22%)
Pre
0.35%
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$274.67B
8.55%
VTRS
Viatris
$13.25
$0.12
(0.91%)
Pre
1.66%
premium
1 Buy
1 Hold
2 Sell
Hold
premium
$15.82B
40.13%
SYRS
Syros Pharmaceuticals
$0.26
$0.03
(10.34%)
Pre
0%
premium
1 Buy
4 Hold
0 Sell
Hold
premium
$6.98M
-89.26%
FTNT
Fortinet
$94.02
$1.57
(1.7%)
Pre
0.02%
premium
11 Buy
18 Hold
1 Sell
Moderate Buy
premium
$72.06B
75.83%
GOOGL
Alphabet Class A
$167.63
$8.35
(4.74%)
Pre
0.48%
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.06T
28.48%
INTC
Intel
$24.44
$0.43
(1.79%)
Pre
0.74%
premium
1 Buy
22 Hold
7 Sell
Hold
premium
$105.41B
-44.98%
MRVL
Marvell
$92.94
$3.08
(3.43%)
Pre
0.68%
premium
20 Buy
2 Hold
0 Sell
Strong Buy
premium
$80.50B
64.34%
NVDA
Nvidia
$146.67
$0.78
(0.53%)
Pre
1.23%
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.59T
192.11%
SHOP
Shopify
$106.48
$2.54
(2.44%)
Pre
0.09%
premium
17 Buy
12 Hold
3 Sell
Moderate Buy
premium
$137.65B
49.06%
TSLA
Tesla
$339.64
$2.39
(0.7%)
Pre
0.49%
premium
11 Buy
14 Hold
9 Sell
Hold
premium
$1.09T
41.80%