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DRAFT Income - New Portfolio

Denis Thibodeau

DRAFT Income
Individual Investor
Ranked #102,207 out of 789,147 TipRanks' Investors
Success Rate
59%
45 out of 76
profitable transactions
Average Return
30.03%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
34.10% VTSAX
18.74% VDIGX
15.41% PRFDX
5.01% PRFRX
4.23% CAH
22.51% Others
By Assets
59.07% Funds
22.23% Cash
18.71% Stocks
0.00% ETFs
0.00% Cryptocurrency
By Sector
75.95% General
6.43% Technology
6.22% Healthcare
4.30% Financial
3.17% Communication Services
3.93% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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jobk5yjebu
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3mo6l1832cw
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ybkjozfb8wq
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0vla1jxz
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ABBV
AbbVie
$203.01
$1.13
(0.55%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$360.27B
13.47%
BEN
Franklin Resources
$19.93
$0.3
(1.48%)
premium
0 Buy
9 Hold
5 Sell
Moderate Sell
premium
$10.70B
-23.99%
PRFRX
PRFRX
< FUND >
T. Rowe Price Floating Rate Fund, Inc.
$9.29
$0
(0%)
premium
premium
0.00%
CVX
Chevron
$155.14
$1.28
(0.82%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$277.98B
1.46%
SIRI
Sirius XM Holdings
$24.13
$0.38
(1.55%)
premium
3 Buy
5 Hold
4 Sell
Hold
premium
$8.47B
-48.00%
FRT
Federal Realty
$105.04
$0.57
(0.54%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$9.11B
6.07%
RITM
Rithm Capital
$12.02
$0.08
(0.67%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.18B
11.12%
PLTR
Palantir Technologies
$89.31
$1.47
(1.67%)
premium
3 Buy
10 Hold
5 Sell
Hold
premium
$212.68B
341.23%
EPD
Enterprise Products Partners
$33.14
$0.13
(0.39%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$72.92B
20.45%
U
Unity Software
$26.51
$0.86
(3.35%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$11.18B
-9.34%
VTSAX
VTSAX
< FUND >
Vanguard Total Stock Market Index Fd Admiral Shs
$142.57
$0.72
(0.5%)
premium
2K Buy
1K Hold
87 Sell
Moderate Buy
premium
16.55%
VDIGX
VDIGX
< FUND >
Vanguard Specialized Portfolios, Vanguard Dividend Growth Fund
$37.37
$0.28
(0.75%)
premium
41 Buy
1 Hold
0 Sell
Moderate Buy
premium
-4.18%
DSHK
Drive Shack
$0.11
$0.011
(10.9%)
premium
premium
$9.24M
-46.81%
PRFDX
PRFDX
< FUND >
T. Rowe Price Equity Income Fd
$36.36
$0.06
(0.17%)
premium
101 Buy
20 Hold
1 Sell
Moderate Buy
premium
4.90%
WBA
Walgreens Boots Alliance
$11.04
$0.34
(2.99%)
premium
1 Buy
7 Hold
2 Sell
Hold
premium
$9.35B
-53.24%
MTB
M&T Bank
$189.70
$0.91
(0.48%)
premium
8 Buy
6 Hold
1 Sell
Moderate Buy
premium
$31.70B
40.14%
PEP
PepsiCo
$151.51
$4.91
(3.14%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$211.01B
-9.49%
CARM
Carisma Therapeutics
$0.43
$0.015
(3.72%)
premium
1 Buy
4 Hold
0 Sell
Hold
premium
$18.45M
-81.40%
RIOT
Riot Platforms
$8.94
$0.38
(4.08%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.44B
-29.56%
CAH
Cardinal Health
$127.18
$0.63
(0.49%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$30.81B
17.55%
PFE
Pfizer
$26.42
$0.32
(1.2%)
premium
7 Buy
10 Hold
0 Sell
Moderate Buy
premium
$151.03B
-5.26%
VBIAX
VBIAX
< FUND >
Vanguard Balanced Index Fd Admiral Shs
$49.24
$0.03
(0.06%)
premium
premium
7.37%
MTTR
Matterport
$5.44
$0.04
(0.74%)
premium
premium
$1.74B
150.70%
KO
Coca-Cola
$70.80
$0.69
(0.97%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$303.61B
16.58%
VTRS
Viatris
$11.24
$0.24
(2.09%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$13.60B
-16.85%
SYRS
Syros Pharmaceuticals
$0.15
$0.003
(2.17%)
premium
premium
$4.48M
-97.60%
FTNT
Fortinet
$109.02
$0.96
(0.89%)
premium
9 Buy
18 Hold
1 Sell
Moderate Buy
premium
$83.58B
62.66%
GOOGL
Alphabet Class A
$172.73
$2.69
(1.53%)
premium
27 Buy
10 Hold
0 Sell
Moderate Buy
premium
$2.20T
24.80%
INTC
Intel
$23.52
$0.53
(2.31%)
premium
1 Buy
27 Hold
5 Sell
Hold
premium
$105.09B
-42.15%
MRVL
Marvell
$94.90
$1.9
(2.04%)
premium
28 Buy
2 Hold
0 Sell
Strong Buy
premium
$84.72B
53.61%
NVDA
Nvidia
$131.28
$4.65
(3.67%)
premium
31 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.19T
70.56%
SHOP
Shopify
$113.23
$2.28
(2.05%)
premium
22 Buy
14 Hold
0 Sell
Moderate Buy
premium
$149.46B
51.57%
TSLA
Tesla
$290.80
$12
(3.96%)
premium
13 Buy
12 Hold
10 Sell
Hold
premium
$1.06T
75.96%