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New Portfolio - New Portfolio

Sammi Fitzgerald

New Portfolio
Individual Investor
Ranked #391,134 out of 781,107 TipRanks' Investors
Success Rate
51%
273 out of 541
profitable transactions
Average Return
2.29%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
3.03% ORI
3.03% BMY
3.03% V
3.03% MA
3.03% OBDC
84.85% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
33.33% Financial
12.12% Real Estate
12.12% Industrials
9.09% Energy
6.06% Healthcare
27.27% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ORI
Old Republic International
$36.14
$0.1
(0.28%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$9.14B
19.08%
BMY
Bristol-Myers Squibb
$57.04
$0.75
(1.33%)
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$114.17B
12.33%
V
Visa
$323.63
$4.01
(1.25%)
premium
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$626.79B
17.98%
MA
Mastercard
$528.06
$3.36
(0.64%)
premium
21 Buy
3 Hold
0 Sell
Strong Buy
premium
$481.59B
20.13%
OBDC
Blue Owl Capital
$14.92
$0.08
(0.54%)
premium
4 Buy
0 Hold
2 Sell
Moderate Buy
premium
$7.58B
-1.46%
BEPC
Brookfield Renewable
$25.32
$0.03
(0.12%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$8.60B
-10.61%
TTE
TotalEnergies
$59.11
$0.38
(0.64%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$135.23B
-6.84%
CNQ
Canadian Natural
$31.86
$0.74
(2.38%)
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
$68.62B
-0.24%
LNC
Lincoln National
$33.27
$0.14
(0.42%)
premium
1 Buy
7 Hold
0 Sell
Hold
premium
$5.64B
18.57%
BBSI
Barrett Business Services
$44.37
$0.51
(1.16%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.14B
51.61%
ARCC
Ares Capital
$23.37
$0.19
(0.82%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$14.98B
14.62%
SFL
SFL Corporation
$10.55
$0.29
(2.68%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.58B
-10.19%
NHI
National Health Investors
$70.36
$1.04
(1.5%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.15B
26.27%
WPC
W. P. Carey Inc.
$56.87
$1.08
(1.94%)
premium
2 Buy
4 Hold
1 Sell
Hold
premium
$12.21B
-15.03%
PEP
PepsiCo
$148.55
$0.3
(0.2%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$203.40B
-10.57%
WM
Waste Management
$212.93
$1.22
(0.58%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$84.97B
14.78%
JXN
Jackson Financial Incorporation
$95.69
$3.11
(3.36%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$6.84B
86.88%
SPGI
S&P Global
$510.05
$8.19
(1.63%)
premium
15 Buy
0 Hold
0 Sell
Strong Buy
premium
$155.73B
13.55%
PRU
Prudential Financial
$120.27
$1.26
(1.06%)
premium
2 Buy
8 Hold
0 Sell
Hold
premium
$42.37B
15.05%
BIPC
Brookfield Infrastructure
$41.09
$1.43
(3.61%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$5.20B
14.29%
MLI
Mueller Industries
$82.67
$0.55
(0.67%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$9.34B
77.40%
KO
Coca-Cola
$62.42
$0.29
(0.46%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$270.14B
4.81%
MCD
McDonald's
$282.61
$1.66
(0.59%)
premium
16 Buy
9 Hold
0 Sell
Moderate Buy
premium
$201.33B
-6.51%
CB
Chubb
$268.86
$0.62
(0.23%)
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
$108.63B
12.75%
AGO
Assured Guaranty
$92.23
$0.5
(0.55%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$4.67B
11.87%
BSX
Boston Scientific
$100.91
$2.25
(2.28%)
premium
19 Buy
1 Hold
0 Sell
Strong Buy
premium
$145.41B
61.90%
SLB
Schlumberger
$43.74
$0.16
(0.37%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$61.54B
-13.69%
DIS
Walt Disney
$108.70
$1.68
(1.57%)
premium
17 Buy
5 Hold
0 Sell
Strong Buy
premium
$193.81B
15.00%
AHH
Armada Hoffler Properties
$9.95
$0.19
(1.95%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$989.28M
-18.77%
GOOGL
Alphabet Class A
$198.05
$2.05
(1.05%)
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.41T
33.90%
MSFT
Microsoft
$428.50
$0.53
(0.12%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.19T
7.61%
PSA
Public Storage
$297.04
$0.97
(0.33%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$51.87B
1.15%
TX
Ternium SA
$28.77
$0.16
(0.55%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$5.68B
-25.56%