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Joint Tenant
- New Portfolio
Performance
Portfolio Details
next_z
Joint Tenant
Individual Investor
Ranked #603,454 out of 765,740 TipRanks' Investors
Success Rate
59%
69 out of 117
profitable transactions
Average Return
-7.14%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
24.70%
EPGFX
19.45%
SCHP
12.05%
TRMLF
9.14%
LMT
5.96%
IJR
28.70%
Others
By Assets
47.50%
Stocks
27.56%
ETFs
24.62%
Funds
0.31%
Cash
0.00%
Cryptocurrency
By Sector
52.35%
General
20.18%
Energy
9.14%
Industrials
6.15%
Technology
5.94%
Healthcare
6.24%
Other
Portfolio Holdings
Select Columns
22
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
8mbiop
8mbiop
8mbiop
premium
8mbiop
premium
8mbiop
8mbiop
8mbiop
b4e5r8w6kcw
b4e5r8w6kcw
b4e5r8w6kcw
premium
b4e5r8w6kcw
premium
b4e5r8w6kcw
b4e5r8w6kcw
b4e5r8w6kcw
5tpjxk
5tpjxk
5tpjxk
premium
5tpjxk
premium
5tpjxk
5tpjxk
5tpjxk
3kosqx
3kosqx
3kosqx
premium
3kosqx
premium
3kosqx
3kosqx
3kosqx
mj07tf
mj07tf
mj07tf
premium
mj07tf
premium
mj07tf
mj07tf
mj07tf
xsa04r4
xsa04r4
xsa04r4
premium
xsa04r4
premium
xsa04r4
xsa04r4
xsa04r4
xmvif5djzx
xmvif5djzx
xmvif5djzx
premium
xmvif5djzx
premium
xmvif5djzx
xmvif5djzx
xmvif5djzx
pd2y48ax46l
pd2y48ax46l
pd2y48ax46l
premium
pd2y48ax46l
premium
pd2y48ax46l
pd2y48ax46l
pd2y48ax46l
glnlu7g89b
glnlu7g89b
glnlu7g89b
premium
glnlu7g89b
premium
glnlu7g89b
glnlu7g89b
glnlu7g89b
iv0noukcos
iv0noukcos
iv0noukcos
premium
iv0noukcos
premium
iv0noukcos
iv0noukcos
iv0noukcos
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T
AT&T
$22.28
$0.24
(
1.09%
)
premium
9
Buy
5
Hold
0
Sell
Moderate Buy
premium
$158.14B
40.83%
BIREF
Birchcliff Energy
$3.58
$0.15
(
4.02%
)
premium
1
Buy
4
Hold
0
Sell
Hold
premium
$1.00B
-30.80%
BUD
Anheuser-Busch Inbev Sa
$57.15
$0.67
(
1.16%
)
premium
3
Buy
1
Hold
0
Sell
Strong Buy
premium
$114.96B
-3.45%
BTE
Baytex Energy
$2.98
$0.135
(
4.34%
)
premium
3
Buy
4
Hold
0
Sell
Moderate Buy
premium
$2.45B
-19.01%
EVCM
EverCommerce
$11.74
$0.13
(
1.1%
)
premium
―
premium
$2.19B
45.98%
PARA
Paramount Global Class B
$11.01
$0.52
(
4.51%
)
premium
3
Buy
7
Hold
4
Sell
Hold
premium
$8.12B
-2.45%
KELTF
Kelt Exploration
$4.53
$0.066
(
1.43%
)
premium
4
Buy
0
Hold
0
Sell
Strong Buy
premium
$922.73M
-14.39%
RHHBY
Roche Holding
$37.45
$0.72
(
1.89%
)
premium
0
Buy
3
Hold
0
Sell
Hold
premium
$246.31B
15.88%
DALXF
Spartan Delta
$2.40
$0.09
(
3.61%
)
premium
3
Buy
0
Hold
0
Sell
Strong Buy
premium
$429.19M
-4.60%
WBD
Warner Bros
$8.95
$0.42
(
4.48%
)
premium
5
Buy
8
Hold
0
Sell
Moderate Buy
premium
$22.97B
-10.85%
EPGFX
< FUND >
EuroPac Gold Fund Cl A
$11.77
$0.25
(
2.17%
)
premium
25
Buy
35
Hold
0
Sell
Moderate Buy
premium
―
36.49%
CMP
Compass Minerals International
$12.54
$0.665
(
5.04%
)
premium
0
Buy
1
Hold
0
Sell
Hold
premium
$547.13M
-44.91%
SCHP
< ETF >
Schwab US TIPS ETF
$26.34
$0.04
(
0.15%
)
premium
―
premium
$11.49B
3.03%
PRMRF
Paramount Resources
$19.05
$0.28
(
1.45%
)
premium
4
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.84B
-5.80%
LMT
Lockheed Martin
$564.34
$12.5
(
2.27%
)
premium
9
Buy
7
Hold
0
Sell
Moderate Buy
premium
$130.81B
24.10%
IJR
< ETF >
iShares Core S&P Small Cap ETF
$123.99
$0.46
(
0.37%
)
premium
1K
Buy
1K
Hold
207
Sell
Hold
premium
$87.03B
35.63%
CRM
Salesforce
$315.05
$4.27
(
1.37%
)
premium
32
Buy
9
Hold
1
Sell
Moderate Buy
premium
$297.11B
46.96%
ZPTAF
Surge Energy
$4.04
$0.19
(
4.49%
)
premium
3
Buy
0
Hold
0
Sell
Strong Buy
premium
$426.93M
-31.22%
TNEYF
Tamarack Valley Energy
$3.19
$0.079
(
2.41%
)
premium
7
Buy
1
Hold
0
Sell
Strong Buy
premium
$1.73B
19.45%
PBW
< ETF >
Invesco WilderHill Clean Energy ETF
$19.89
$0.285
(
1.41%
)
premium
328
Buy
219
Hold
49
Sell
Moderate Buy
premium
$329.21M
-21.56%
AAVVF
Advantage Energy
$6.35
$0.199
(
3.03%
)
premium
1
Buy
3
Hold
0
Sell
Hold
premium
$1.09B
-5.70%
TRMLF
Tourmaline Oil
$44.62
$0.958
(
2.1%
)
premium
9
Buy
0
Hold
0
Sell
Strong Buy
premium
$16.90B
-7.55%
22
Results | Showing
1
out of
1
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