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New Portfolio - New Portfolio

evchau

New Portfolio
Individual Investor
Ranked #7,258 out of 769,654 TipRanks' Investors
Success Rate
82%
137 out of 167
profitable transactions
Average Return
58.19%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
54.71% ET
17.80% EPD
6.02% OXLC
5.47% RYLD
4.00% MRK
12.00% Others
By Assets
78.56% Stocks
16.89% Cash
4.55% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
74.88% Energy
7.55% Financial
7.00% Healthcare
5.47% General
2.74% Industrials
2.36% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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zevid540z
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XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$95.35
$1.92
(1.97%)
premium
233 Buy
111 Hold
9 Sell
Moderate Buy
premium
$38.74B
14.94%
STAG
Stag Industrial
$37.16
$0.68
(1.86%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$6.78B
1.47%
SJT
San Juan Basin Royalty
$4.06
$0.04
(0.98%)
premium
premium
$191.10M
-42.74%
SLRC
SLR Investment Corp.
$16.64
$0.15
(0.91%)
premium
2 Buy
3 Hold
2 Sell
Hold
premium
$899.61M
10.23%
SCHV
SCHV
< ETF >
Schwab U.S. Large-Cap Value ETF
$28.00
$0.2
(0.72%)
premium
3K Buy
3K Hold
296 Sell
Moderate Buy
premium
$12.03B
25.87%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$29.51
$0.16
(0.55%)
premium
426 Buy
434 Hold
68 Sell
Moderate Buy
premium
$65.66B
23.25%
RYLD
RYLD
< ETF >
Global X Russell 2000 Covered Call ETF
$16.70
$0.06
(0.36%)
premium
premium
$1.45B
0.30%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.14
$0.04
(0.22%)
premium
1K Buy
627 Hold
74 Sell
Moderate Buy
premium
$8.27B
6.16%
VPU
VPU
< ETF >
Vanguard Utilities ETF
$176.53
$0.48
(0.27%)
premium
245 Buy
200 Hold
29 Sell
Moderate Buy
premium
$6.84B
30.28%
VNQ
VNQ
< ETF >
Vanguard Real Estate ETF
$97.58
$1.34
(1.39%)
premium
481 Buy
504 Hold
53 Sell
Moderate Buy
premium
$36.61B
20.22%
TSLA
Tesla
$338.59
$13.97
(3.96%)
premium
11 Buy
14 Hold
9 Sell
Hold
premium
$1.13T
49.74%
PSEC
Prospect Capital
$4.81
$0.02
(0.41%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$2.11B
-17.44%
PSX
Phillips 66
$133.28
$0.01
(<0.01%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$55.04B
12.34%
PFE
Pfizer
$26.17
$0.52
(2.03%)
premium
7 Buy
11 Hold
1 Sell
Moderate Buy
premium
$145.36B
-15.90%
OXLC
Oxford Lane Capital
$5.22
$0
(0%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
6.53%
PCAR
Paccar
$116.54
$1.79
(1.56%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$60.16B
24.73%
O
Realty Income
$57.45
$0
(0%)
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.28B
6.57%
OKE
Oneok
$111.52
$5.53
(4.72%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$68.38B
73.87%
NGL
NGL Energy Partners
$4.58
$0.14
(3.15%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$586.14M
9.36%
MAIN
Main Street Capital
$54.51
$0.54
(1%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.76B
30.74%
LCID
Lucid Group
$2.17
$0.07
(3.33%)
premium
1 Buy
6 Hold
2 Sell
Hold
premium
$6.32B
-50.47%
MRCC
Monroe Capital
$8.49
$0.08
(0.95%)
premium
premium
$182.21M
19.97%
MRK
Merck & Company
$101.16
$1.98
(2%)
premium
16 Buy
5 Hold
0 Sell
Strong Buy
premium
$250.89B
-2.64%
ECC
Eagle Point Credit Company
$9.11
$0.06
(0.66%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
-4.64%
EFC
Ellington Financial
$12.48
$0.04
(0.32%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.14B
-4.28%
DLR
Digital Realty
$192.82
$2.98
(1.57%)
premium
11 Buy
5 Hold
1 Sell
Moderate Buy
premium
$62.97B
39.08%
EPD
Enterprise Products Partners
$32.34
$0.48
(1.46%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$71.14B
22.74%
ENB
Enbridge
$42.95
$0.31
(0.72%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$94.49B
26.38%
ET
Energy Transfer
$18.97
$0.1
(0.52%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$65.29B
38.99%
JNJ
Johnson & Johnson
$155.78
$0.61
(0.39%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$373.59B
1.75%
HRZN
Horizon Technology
$9.26
$0.03
(0.32%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
-24.47%
IMMP
Immutep
$2.02
$0.095
(4.94%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$289.95M
0.26%
GD
General Dynamics
$281.35
$0.46
(0.16%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$77.49B
13.71%
GNL
Global Net Lease
$7.56
$0.2
(2.72%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$1.70B
-15.69%
HAL
Halliburton
$31.99
$0.05
(0.16%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$28.06B
-16.08%
CRT
Cross Timbers Royalty
$10.78
$0.18
(1.64%)
premium
premium
$65.76M
-45.72%
CLM
CLM
< FUND >
Cornerstone Strategic Value Fund Inc
$8.86
$0.07
(0.8%)
premium
premium
$1.94B
21.58%
ABBV
AbbVie
$177.06
$0.11
(0.06%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$312.70B
27.61%
AVGO
Broadcom
$164.82
$0.59
(0.36%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$767.05B
67.77%
ATOS
Atossa Therapeutics
$1.28
$0.06
(4.92%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$153.48M
54.63%
ZIM
ZIM Integrated Shipping Services
$22.23
$1.55
(6.52%)
premium
1 Buy
1 Hold
5 Sell
Moderate Sell
premium
$2.86B
244.64%
RYCEF
Rolls-Royce Holdings
$6.79
$0.009
(0.13%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$58.44B
123.93%