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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #88,640 out of 769,603 TipRanks' Investors
Success Rate
64%
198 out of 311
profitable transactions
Average Return
20.62%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.95% ABBV
6.17% EXR
5.94% T
5.10% MAIN
4.86% AMZN
66.98% Others
By Assets
97.58% Stocks
2.42% Funds
0.00% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
18.63% Consumer Defensive
17.91% Healthcare
16.68% Real Estate
12.15% Financial
6.70% Communication Services
27.92% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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7rpil2xwywl
7rpil2xwywl
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7rpil2xwywl
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7rpil2xwywl
7rpil2xwywl
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31h5y1cpk06
31h5y1cpk06
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31h5y1cpk06
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31h5y1cpk06
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xb6czpm26
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vpi080jv
vpi080jv
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vpi080jv
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vpi080jv
vpi080jv
vpi080jv
komwpvdvy89
komwpvdvy89
komwpvdvy89
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komwpvdvy89
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komwpvdvy89
komwpvdvy89
komwpvdvy89
73vdh4c4s4
73vdh4c4s4
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73vdh4c4s4
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73vdh4c4s4
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1kkgy1ypy19
1kkgy1ypy19
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1kkgy1ypy19
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1kkgy1ypy19
1kkgy1ypy19
1kkgy1ypy19
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loi0qxc6x
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3qqr5expskp
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AAPL
Apple
$229.87
$1.35
(0.59%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.47T
20.16%
BA
Boeing
$149.29
$5.88
(4.1%)
premium
15 Buy
6 Hold
2 Sell
Moderate Buy
premium
$111.61B
-32.11%
BF.A
Brown Forman A
$41.03
$0.88
(2.19%)
premium
premium
$19.50B
-33.01%
CNP
Centerpoint Energy
$31.93
$0.2
(0.63%)
premium
2 Buy
9 Hold
1 Sell
Hold
premium
$20.81B
14.90%
KO
Coca-Cola
$63.92
$0.16
(0.25%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$275.35B
9.14%
FRO
Frontline
$19.55
$0.02
(0.1%)
premium
6 Buy
0 Hold
1 Sell
Moderate Buy
premium
$4.35B
-10.94%
MAIN
Main Street Capital
$53.97
$0.79
(1.49%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.76B
29.17%
PFE
Pfizer
$25.65
$0.52
(2.07%)
premium
7 Buy
11 Hold
1 Sell
Moderate Buy
premium
$145.36B
-17.12%
BF.B
Brown-Forman B
$41.37
$0.68
(1.67%)
premium
2 Buy
5 Hold
0 Sell
Moderate Buy
premium
$19.50B
-30.53%
AAL
American Airlines
$14.38
$0.18
(1.27%)
premium
4 Buy
9 Hold
1 Sell
Hold
premium
$9.45B
16.81%
AVAL
Grupo Aval Acciones y Valores SA Pfd
$2.07
$0.05
(2.36%)
premium
premium
$2.45B
-5.04%
PTY
PTY
< FUND >
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
$14.65
$0.07
(0.48%)
premium
premium
$2.24B
6.97%
DOW
Dow Inc
$45.46
$0.65
(1.45%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$31.83B
-12.82%
T
AT&T
$23.18
$0.2
(0.87%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$166.32B
43.35%
WBA
Walgreens Boots Alliance
$8.66
$0.36
(4.34%)
premium
2 Buy
6 Hold
3 Sell
Hold
premium
$7.49B
-58.14%
MO
Altria Group
$56.73
$0.7
(1.25%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$96.15B
37.73%
NLY
Annaly Capital
$19.81
$0.03
(0.15%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$11.10B
11.69%
KDP
Keurig Dr Pepper
$32.66
$0.42
(1.3%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$44.30B
0.77%
OHI
Omega Healthcare
$40.11
$0.03
(0.07%)
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$10.83B
26.29%
PM
Philip Morris
$129.99
$1.22
(0.93%)
premium
7 Buy
0 Hold
1 Sell
Strong Buy
premium
$202.11B
39.85%
NYMT
New York Mortgage
$5.98
$0.09
(1.53%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$541.67M
-31.75%
ABBV
AbbVie
$176.95
$5.22
(3.04%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$312.70B
27.79%
DHC
Diversified Healthcare Trust
$2.41
$0.03
(1.23%)
premium
1 Buy
1 Hold
1 Sell
Hold
premium
$581.47M
17.56%
KHC
Kraft Heinz
$31.81
$0.72
(2.32%)
premium
4 Buy
8 Hold
1 Sell
Hold
premium
$38.46B
-10.35%
AAVVF
Advantage Energy
$6.72
$0.19
(2.75%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$1.12B
-10.99%
CHKR
Chesapeake Granite Wash
$0.47
$0.005
(1.09%)
premium
premium
$21.74M
-39.92%
VTRS
Viatris
$13.37
$0.24
(1.83%)
premium
1 Buy
1 Hold
2 Sell
Hold
premium
$15.96B
42.69%
NHS
NHS
< FUND >
Neuberger Berman High Yield Strategies Fund Inc
$7.75
$0.07
(0.91%)
premium
premium
$150.64M
3.64%
PPL
PPL
$34.45
$0.4
(1.15%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$25.42B
31.29%
TEVA
Teva Pharmaceutical
$17.12
$0.04
(0.23%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$19.40B
80.97%
WFC
Wells Fargo
$75.96
$1.13
(1.51%)
premium
11 Buy
9 Hold
0 Sell
Moderate Buy
premium
$252.91B
74.92%
RC
Ready Capital
$7.39
$0.14
(1.93%)
premium
0 Buy
2 Hold
1 Sell
Moderate Sell
premium
$1.25B
-26.61%
ABNB
Airbnb
$137.34
$4.08
(3.06%)
premium
7 Buy
21 Hold
6 Sell
Hold
premium
$87.07B
3.27%
TWO
Two Harbors
$11.74
$0.18
(1.56%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$1.22B
-15.36%
CCL
Carnival
$24.90
$0.45
(1.78%)
premium
14 Buy
1 Hold
1 Sell
Strong Buy
premium
$31.19B
75.19%
LUMN
Lumen Technologies
$7.88
$0.03
(0.38%)
premium
0 Buy
4 Hold
1 Sell
Hold
premium
$8.00B
510.85%
GSBD
Goldman Sachs BDC
$12.88
$0.13
(1.02%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$1.51B
-14.20%
AGNC
AGNC Investment
$9.74
$0.04
(0.41%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$8.63B
10.81%
OCSL
Oaktree Specialty Lending
$15.85
$0.29
(1.86%)
premium
0 Buy
6 Hold
0 Sell
Hold
premium
$1.30B
-20.51%
PDI
PIMCO Dynamic
$19.27
$0.08
(0.42%)
premium
premium
9.03%
SCCO
Southern Copper
$99.74
$0.94
(0.93%)
premium
0 Buy
0 Hold
3 Sell
Strong Sell
premium
$78.84B
35.55%
CUBE
Cubesmart
$48.91
$0.31
(0.64%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$11.12B
26.91%
WBD
Warner Bros
$10.11
$0.12
(1.17%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$24.80B
-4.03%
AMZN
Amazon
$197.12
$1.26
(0.64%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.07T
34.36%
GEHC
GE Healthcare Technologies Inc
$82.44
$0.44
(0.54%)
premium
9 Buy
3 Hold
1 Sell
Moderate Buy
premium
$37.66B
11.41%
EXR
Extra Space Storage
$168.14
$1.26
(0.76%)
premium
4 Buy
7 Hold
1 Sell
Hold
premium
$37.09B
32.58%
ARM
ARM Holdings PLC ADR
$135.99
$2.85
(2.14%)
premium
15 Buy
4 Hold
1 Sell
Moderate Buy
premium
$142.93B
120.19%
SSL
Sasol
$5.51
$0.04
(0.73%)
premium
premium
$3.45B
-51.11%
TSM
Taiwan Semiconductor Manufacturing
$190.08
$1.16
(0.61%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$827.72B
92.68%
BMY
Bristol-Myers Squibb
$58.87
$0.64
(1.1%)
premium
6 Buy
9 Hold
2 Sell
Hold
premium
$119.40B
19.12%
MRVL
Marvell
$92.51
$0.43
(0.46%)
premium
20 Buy
2 Hold
0 Sell
Strong Buy
premium
$80.13B
67.46%
RDDT
Reddit Inc Class A
$146.67
$11.35
(7.18%)
premium
10 Buy
5 Hold
1 Sell
Moderate Buy
premium
$25.75B
SGLRF
Spyglass Resources
<$0.01
$0
(0%)
premium
premium
$128.00
0.00%
INTC
Intel
$24.50
$0.06
(0.25%)
premium
1 Buy
22 Hold
7 Sell
Hold
premium
$105.67B
-44.03%
SMCI
Super Micro Computer
$33.15
$3.45
(11.62%)
premium
2 Buy
6 Hold
2 Sell
Hold
premium
$19.41B
3.61%