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Joint Tenant
- New Portfolio
Performance
Portfolio Details
next_z
Joint Tenant
Individual Investor
Ranked #593,069 out of 770,014 TipRanks' Investors
Success Rate
54%
63 out of 117
profitable transactions
Average Return
-7.07%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
23.00%
EPGFX
19.48%
SCHP
13.13%
TRMLF
8.46%
LMT
6.13%
IJR
29.80%
Others
By Assets
48.81%
Stocks
27.95%
ETFs
22.93%
Funds
0.31%
Cash
0.00%
Cryptocurrency
By Sector
51.04%
General
21.80%
Energy
8.46%
Industrials
6.54%
Technology
5.65%
Healthcare
6.51%
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
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T
AT&T
$23.10
$0.08
(
0.35%
)
Pre
0.35%
premium
9
Buy
4
Hold
0
Sell
Moderate Buy
premium
$165.75B
43.00%
BIREF
Birchcliff Energy
$3.86
$0.011
(
0.29%
)
premium
1
Buy
3
Hold
0
Sell
Hold
premium
$1.03B
-23.49%
BUD
Anheuser-Busch Inbev Sa
$55.04
$0.31
(
0.57%
)
Pre
1.02%
premium
3
Buy
1
Hold
0
Sell
Strong Buy
premium
$109.20B
-12.79%
BTE
Baytex Energy
$2.90
$0.12
(
3.97%
)
Pre
0%
premium
3
Buy
4
Hold
0
Sell
Moderate Buy
premium
$2.26B
-24.28%
EVCM
EverCommerce
$12.15
$0.28
(
2.36%
)
premium
6
Buy
3
Hold
1
Sell
Moderate Buy
premium
$2.23B
33.96%
PARA
Paramount Global Class B
$11.12
$0.24
(
2.21%
)
Pre
0%
premium
2
Buy
7
Hold
4
Sell
Hold
premium
$7.88B
-21.75%
KELTF
Kelt Exploration
$5.00
$0.132
(
2.57%
)
premium
4
Buy
0
Hold
0
Sell
Strong Buy
premium
$944.45M
-7.76%
RHHBY
Roche Holding
$35.62
$0.18
(
0.51%
)
premium
0
Buy
3
Hold
0
Sell
Hold
premium
$230.88B
5.32%
DALXF
Spartan Delta
$2.65
$0.09
(
3.52%
)
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$440.74M
6.53%
WBD
Warner Bros
$10.40
$0.29
(
2.87%
)
Pre
0.29%
premium
7
Buy
8
Hold
0
Sell
Moderate Buy
premium
$25.51B
-6.82%
EPGFX
< FUND >
EuroPac Gold Fund Cl A
$10.94
$0.35
(
3.1%
)
premium
25
Buy
35
Hold
0
Sell
Moderate Buy
premium
―
27.00%
CMP
Compass Minerals International
$15.07
$0.24
(
1.62%
)
Pre
0.46%
premium
0
Buy
1
Hold
0
Sell
Hold
premium
$624.64M
-40.24%
SCHP
< ETF >
Schwab US TIPS ETF
$26.32
$0.15
(
0.57%
)
Pre
0%
premium
―
premium
$11.75B
2.81%
PRMRF
Paramount Resources
$22.36
$0.145
(
0.64%
)
premium
5
Buy
1
Hold
0
Sell
Strong Buy
premium
$3.24B
12.64%
LMT
Lockheed Martin
$521.89
$20.33
(
3.75%
)
Pre
0.36%
premium
9
Buy
7
Hold
0
Sell
Moderate Buy
premium
$123.71B
15.46%
IJR
< ETF >
iShares Core S&P Small Cap ETF
$127.38
$2.33
(
1.86%
)
Pre
0%
premium
1K
Buy
1K
Hold
228
Sell
Hold
premium
$90.51B
30.10%
CRM
Salesforce
$339.11
$2.91
(
0.85%
)
Pre
0.39%
premium
34
Buy
8
Hold
1
Sell
Strong Buy
premium
$324.19B
51.13%
ZPTAF
Surge Energy
$4.18
$0.133
(
3.08%
)
premium
3
Buy
0
Hold
0
Sell
Strong Buy
premium
$418.96M
-28.74%
TNEYF
Tamarack Valley Energy
$3.18
$0.12
(
3.64%
)
premium
7
Buy
1
Hold
0
Sell
Strong Buy
premium
$1.68B
21.47%
PBW
< ETF >
Invesco WilderHill Clean Energy ETF
$21.50
$0.87
(
4.22%
)
Pre
1.67%
premium
323
Buy
225
Hold
49
Sell
Moderate Buy
premium
$306.16M
-19.38%
AAVVF
Advantage Energy
$6.60
$0.12
(
1.79%
)
premium
1
Buy
3
Hold
0
Sell
Hold
premium
$1.09B
-12.23%
TRMLF
Tourmaline Oil
$48.68
$0.33
(
0.68%
)
premium
7
Buy
0
Hold
0
Sell
Strong Buy
premium
$17.87B
1.82%
22
Results | Showing
1
out of
1
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