New Portfolio - New Portfolio

Steve Schack

New Portfolio
Individual Investor
Ranked #36,999 out of 748,869 TipRanks' Investors
Success Rate
69%
215 out of 313
profitable transactions
Average Return
22.78%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.28% CMG
9.30% AVGO
5.25% BLK
4.93% LLY
3.49% UNH
61.75% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
25.05% Consumer Cyclical
16.75% Technology
15.44% Healthcare
10.84% Financial
9.74% Industrials
22.17% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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NNN
National Retail Properties
$45.52
$0.37
(0.82%)
premium
1 Buy
5 Hold
1 Sell
Hold
premium
$8.35B
10.56%
BMY
Bristol-Myers Squibb
$50.45
$5.18
(11.44%)
premium
4 Buy
9 Hold
2 Sell
Hold
premium
$102.27B
-21.77%
CMCSA
Comcast
$39.69
$1.45
(3.79%)
premium
12 Buy
6 Hold
1 Sell
Moderate Buy
premium
$153.70B
-9.94%
DUK
Duke Energy
$108.03
$0.47
(0.44%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$83.37B
19.54%
PRU
Prudential Financial
$124.14
$1.05
(0.85%)
premium
2 Buy
8 Hold
1 Sell
Hold
premium
$44.57B
35.33%
PFE
Pfizer
$30.77
$1.01
(3.39%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$174.36B
-12.95%
VICI
VICI Properties
$30.88
$0.4
(1.31%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$32.21B
2.28%
NEE
NextEra Energy
$74.26
$0.82
(1.12%)
premium
13 Buy
5 Hold
1 Sell
Moderate Buy
premium
$152.63B
4.50%
KO
Coca-Cola
$67.05
$0.98
(1.48%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$288.85B
10.83%
LOW
Lowe's
$238.87
$4.1
(1.75%)
premium
10 Buy
11 Hold
0 Sell
Moderate Buy
premium
$136.12B
3.79%
PSX
Phillips 66
$142.21
$0.3
(0.21%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$60.29B
35.05%
CVX
Chevron
$157.84
$0.3
(0.19%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$290.89B
2.79%
BLK
BlackRock
$856.20
$19.66
(2.35%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$126.89B
17.84%
NSRGY
Nestle SA Reg
$99.64
$0.375
(0.37%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$255.79B
-17.60%
NKE
Nike
$72.56
$1.15
(1.61%)
premium
14 Buy
16 Hold
2 Sell
Moderate Buy
premium
$108.80B
-31.64%
PEP
PepsiCo
$172.75
$1.73
(1.01%)
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$237.28B
-5.58%
LLY
Eli Lilly & Co
$804.62
$16.57
(2.02%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$764.72B
78.16%
IRM
Iron Mountain
$98.50
$1.6
(1.65%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$28.87B
67.09%
O
Realty Income
$58.07
$0.71
(1.24%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$50.57B
-1.07%
JNJ
Johnson & Johnson
$160.64
$1
(0.63%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$386.70B
-4.62%
MS
Morgan Stanley
$104.19
$0.63
(0.61%)
premium
9 Buy
10 Hold
0 Sell
Moderate Buy
premium
$169.33B
16.24%
IBM
International Business Machines
$191.75
$0.23
(0.12%)
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
$176.14B
39.83%
AMT
American Tower
$213.72
$3.8
(1.81%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$99.80B
12.52%
DTEGY
Deutsche Telekom
$26.42
$0.25
(0.96%)
premium
premium
$131.04B
26.65%
ABBV
AbbVie
$185.16
$2.99
(1.64%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$326.97B
29.20%
GLPI
Gaming and Leisure
$49.45
$0.47
(0.96%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$13.57B
9.99%
UNP
Union Pacific
$240.36
$5.01
(2.13%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$146.43B
5.89%
V
Visa
$259.46
$5.72
(2.25%)
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$512.92B
11.53%
PG
Procter & Gamble
$169.11
$2.21
(1.32%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$399.12B
13.99%
TMUS
T Mobile US
$175.53
$0.39
(0.22%)
premium
14 Buy
0 Hold
0 Sell
Strong Buy
premium
$205.70B
27.02%
AAPL
Apple
$217.96
$0.47
(0.22%)
premium
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.34T
13.40%
JPM
JPMorgan Chase & Co.
$212.24
$3.57
(1.71%)
premium
15 Buy
6 Hold
0 Sell
Moderate Buy
premium
$609.48B
39.46%
LMT
Lockheed Martin
$524.80
$3.4
(0.65%)
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$125.09B
20.27%
RTX
Raytheon Technologies
$113.95
$0.48
(0.42%)
premium
3 Buy
5 Hold
1 Sell
Hold
premium
$151.58B
37.44%
SRE
Sempra Energy
$78.55
$0.48
(0.61%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$49.71B
8.76%
AVGO
Broadcom
$151.63
$2.37
(1.59%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$705.82B
72.68%
CMG
Chipotle
$49.83
$0.99
(1.95%)
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$68.24B
32.31%
DIS
Walt Disney
$89.93
$0.72
(0.81%)
premium
21 Buy
5 Hold
0 Sell
Strong Buy
premium
$163.95B
5.34%
MSFT
Microsoft
$425.27
$6.87
(1.64%)
premium
28 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.16T
29.60%
HD
Home Depot
$359.51
$6.22
(1.76%)
premium
18 Buy
7 Hold
2 Sell
Moderate Buy
premium
$356.50B
11.91%
MCD
McDonald's
$252.00
$0.54
(0.21%)
premium
19 Buy
8 Hold
0 Sell
Moderate Buy
premium
$181.61B
-12.60%
F
Ford Motor
$11.19
$0.03
(0.27%)
premium
7 Buy
7 Hold
1 Sell
Moderate Buy
premium
$44.48B
-13.99%
MRK
Merck & Company
$125.26
$0.59
(0.47%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$317.26B
22.16%
PM
Philip Morris
$113.36
$0.16
(0.14%)
premium
7 Buy
0 Hold
1 Sell
Strong Buy
premium
$176.25B
21.42%
AZN
AstraZeneca
$78.13
$0.39
(0.5%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$242.98B
17.14%
CI
Cigna
$343.64
$2.49
(0.73%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$97.62B
19.45%
SBUX
Starbucks
$74.05
$0.73
(1%)
premium
9 Buy
18 Hold
0 Sell
Moderate Buy
premium
$83.88B
-24.71%
TFC
Truist Financial
$44.42
$0.3
(0.68%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$59.44B
47.72%
TSCO
Tractor Supply
$262.52
$5.08
(1.97%)
premium
9 Buy
7 Hold
1 Sell
Moderate Buy
premium
$28.30B
19.61%
INTC
Intel
$31.35
$0.25
(0.8%)
premium
3 Buy
13 Hold
1 Sell
Hold
premium
$133.46B
-8.72%
AEP
American Electric Power
$96.45
$0.61
(0.64%)
premium
5 Buy
7 Hold
0 Sell
Moderate Buy
premium
$50.84B
18.08%
CCI
Crown Castle
$107.52
$1.99
(1.89%)
premium
4 Buy
10 Hold
0 Sell
Moderate Buy
premium
$46.77B
3.67%
AMZN
Amazon
$182.50
$2.65
(1.47%)
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.90T
40.23%
ADC
Agree Realty
$68.73
$0.83
(1.22%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$6.92B
6.69%
NOC
Northrop Grumman
$480.30
$9.73
(2.07%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$70.24B
9.69%
PLD
Prologis
$122.68
$2.25
(1.87%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$116.40B
1.11%
NRG
NRG Energy
$73.71
$0.62
(0.85%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$15.37B
103.96%
TGT
Target
$149.00
$2.71
(1.85%)
premium
17 Buy
10 Hold
1 Sell
Moderate Buy
premium
$68.93B
14.51%
ORCL
Oracle
$139.01
$1.19
(0.86%)
premium
14 Buy
13 Hold
0 Sell
Moderate Buy
premium
$383.09B
21.06%
GSK
GlaxoSmithKline
$39.86
$0.79
(2.02%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$81.50B
15.37%
TD
Toronto Dominion Bank
$58.21
$0.32
(0.55%)
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
$102.34B
-5.66%
LHX
L3Harris Technologies
$229.41
$13.86
(5.7%)
premium
7 Buy
4 Hold
1 Sell
Moderate Buy
premium
$43.51B
23.71%
CUBE
Cubesmart
$47.64
$0.63
(1.34%)
premium
1 Buy
6 Hold
0 Sell
Hold
premium
$10.78B
14.41%
C
Citigroup
$65.18
$0.81
(1.26%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$124.33B
42.07%
KR
Kroger Company
$54.27
$0.96
(1.8%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$39.17B
13.55%
DELL
Dell Technologies
$113.56
$2.13
(1.91%)
premium
10 Buy
1 Hold
1 Sell
Strong Buy
premium
$80.32B
115.16%
UNH
UnitedHealth
$569.72
$10.04
(1.79%)
premium
22 Buy
0 Hold
0 Sell
Strong Buy
premium
$524.36B
14.52%
MRVL
Marvell
$65.72
$1.73
(2.7%)
premium
24 Buy
1 Hold
0 Sell
Strong Buy
premium
$56.89B
3.27%