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New Portfolio - New Portfolio

Sammi Fitzgerald

New Portfolio
Individual Investor
Ranked #342,709 out of 747,498 TipRanks' Investors
Success Rate
50%
264 out of 530
profitable transactions
Average Return
2.02%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
3.70% BMY
3.70% V
3.70% MA
3.70% OBDC
3.70% BEPC
81.50% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
29.63% Financial
18.52% Energy
11.11% Real Estate
11.11% Industrials
7.41% Healthcare
22.22% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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BMY
Bristol-Myers Squibb
$42.67
$0.03
(0.07%)
After
0.35%
premium
5 Buy
10 Hold
2 Sell
Hold
premium
$86.44B
-30.87%
V
Visa
$267.71
$2.25
(0.85%)
After
0.04%
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$531.18B
11.12%
MA
Mastercard
$447.94
$4.25
(0.96%)
After
0%
premium
22 Buy
2 Hold
0 Sell
Strong Buy
premium
$412.46B
10.26%
OBDC
Blue Owl Capital
$15.47
$0.18
(1.18%)
After
0.79%
premium
3 Buy
1 Hold
1 Sell
Moderate Buy
premium
$5.96B
21.83%
BEPC
Brookfield Renewable
$28.83
$0.78
(2.78%)
After
4.68%
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$10.49B
-8.03%
TTE
TotalEnergies
$68.58
$0.33
(0.48%)
After
0.04%
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$159.28B
17.29%
CNQ
Canadian Natural
$35.38
$0.2
(0.57%)
After
0%
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$75.14B
23.18%
BBSI
Barrett Business Services
$34.55
$0.7
(2.07%)
After
0%
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$881.10M
50.18%
GSBD
Goldman Sachs BDC
$15.27
$0.15
(0.99%)
After
0.2%
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$1.70B
17.94%
ENB
Enbridge
$36.74
$0.2
(0.55%)
After
0.11%
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$77.70B
4.43%
ARCC
Ares Capital
$20.98
$0.27
(1.3%)
After
0.14%
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.73B
16.09%
SFL
SFL Corporation
$13.93
$0.64
(4.82%)
After
0%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.83B
54.53%
NHI
National Health Investors
$73.39
$1.29
(1.79%)
After
0%
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.13B
36.53%
WPC
W. P. Carey Inc.
$59.09
$0.01
(0.02%)
After
0.63%
premium
2 Buy
6 Hold
1 Sell
Hold
premium
$12.93B
-11.79%
TS
Tenaris SA
$31.60
$0.02
(0.06%)
After
0.63%
premium
3 Buy
0 Hold
2 Sell
Hold
premium
$18.64B
-1.65%
PEP
PepsiCo
$167.66
$1.7
(1%)
After
0.02%
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
$232.63B
-8.58%
WM
Waste Management
$223.45
$0.65
(0.29%)
After
0.05%
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$89.36B
31.76%
DLR
Digital Realty
$155.56
$0.39
(0.25%)
After
0.44%
premium
13 Buy
5 Hold
2 Sell
Moderate Buy
premium
$50.11B
30.55%
SPGI
S&P Global
$487.32
$7.48
(1.56%)
After
0.14%
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$150.14B
14.48%
BIPC
Brookfield Infrastructure
$38.38
$0.29
(0.76%)
After
2.92%
premium
premium
$5.45B
-15.37%
KO
Coca-Cola
$64.77
$0.52
(0.8%)
After
0.41%
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$281.27B
7.88%
MCD
McDonald's
$259.54
$2.26
(0.88%)
After
0.05%
premium
19 Buy
8 Hold
0 Sell
Moderate Buy
premium
$185.50B
-10.81%
CB
Chubb
$262.01
$2.13
(0.82%)
After
0%
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
$105.53B
31.50%
AGO
Assured Guaranty
$80.10
$0.63
(0.79%)
After
0.37%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$4.33B
35.13%
BSX
Boston Scientific
$78.27
$0.71
(0.92%)
After
0.82%
premium
21 Buy
1 Hold
0 Sell
Strong Buy
premium
$114.03B
48.67%
SLB
Schlumberger
$49.44
$0.23
(0.46%)
After
0%
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$71.00B
-11.03%
DIS
Walt Disney
$94.13
$1.61
(1.68%)
After
0.06%
premium
21 Buy
5 Hold
0 Sell
Strong Buy
premium
$174.54B
11.43%