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New Portfolio - New Portfolio

evchau

New Portfolio
Individual Investor
Ranked #6,334 out of 781,107 TipRanks' Investors
Success Rate
82%
138 out of 169
profitable transactions
Average Return
62.71%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
57.02% ET
17.68% EPD
5.51% OXLC
5.13% RYLD
3.59% MRK
11.07% Others
By Assets
79.59% Stocks
16.10% Cash
4.31% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
76.87% Energy
6.94% Financial
6.01% Healthcare
5.13% General
2.70% Industrials
2.34% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$93.44
$0.52
(0.55%)
premium
244 Buy
108 Hold
5 Sell
Moderate Buy
premium
$35.82B
16.76%
STAG
Stag Industrial
$34.76
$0.81
(2.39%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.31B
-10.70%
SJT
San Juan Basin Royalty
$4.36
$0.08
(1.8%)
premium
premium
$206.94M
-19.71%
SLRC
SLR Investment Corp.
$16.81
$0.06
(0.36%)
premium
2 Buy
3 Hold
2 Sell
Hold
premium
$913.79M
10.78%
SCHV
SCHV
< ETF >
Schwab U.S. Large-Cap Value ETF
$27.16
$0.28
(1.04%)
premium
4K Buy
2K Hold
277 Sell
Moderate Buy
premium
$11.96B
15.38%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.15
$0.16
(0.57%)
premium
421 Buy
416 Hold
68 Sell
Moderate Buy
premium
$67.47B
9.17%
RYLD
RYLD
< ETF >
Global X Russell 2000 Covered Call ETF
$16.61
$0.118
(0.72%)
premium
premium
$1.49B
1.77%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.45
$0.063
(0.34%)
premium
1K Buy
598 Hold
72 Sell
Moderate Buy
premium
$8.60B
5.33%
VPU
VPU
< ETF >
Vanguard Utilities ETF
$173.33
$3.16
(1.86%)
premium
249 Buy
215 Hold
25 Sell
Moderate Buy
premium
$6.76B
29.72%
VNQ
VNQ
< ETF >
Vanguard Real Estate ETF
$91.18
$1.53
(1.71%)
premium
547 Buy
504 Hold
63 Sell
Moderate Buy
premium
$34.49B
4.35%
TSLA
Tesla
$418.24
$8.26
(1.94%)
premium
13 Buy
12 Hold
9 Sell
Hold
premium
$1.37T
101.00%
PSEC
Prospect Capital
$4.37
$0.035
(0.81%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$1.89B
-28.67%
PSX
Phillips 66
$120.13
$0.4
(0.33%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$49.78B
-6.63%
PFE
Pfizer
$26.50
$0.195
(0.74%)
premium
8 Buy
10 Hold
1 Sell
Moderate Buy
premium
$149.04B
-7.00%
OXLC
Oxford Lane Capital
$5.07
$0.015
(0.3%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
-0.20%
PCAR
Paccar
$110.16
$0.17
(0.15%)
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
$57.85B
14.62%
O
Realty Income
$55.26
$0.64
(1.17%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$47.80B
-3.36%
OKE
Oneok
$110.00
$1.04
(0.95%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$63.66B
55.57%
NGL
NGL Energy Partners
$5.28
$0.02
(0.38%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$694.39M
1.94%
MAIN
Main Street Capital
$60.68
$0.64
(1.07%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$5.29B
35.99%
LCID
Lucid Group
$2.90
$0.175
(5.7%)
premium
1 Buy
6 Hold
1 Sell
Hold
premium
$9.25B
13.28%
MRCC
Monroe Capital
$8.50
$0.03
(0.35%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$183.51M
17.97%
MRK
Merck & Company
$96.02
$1.9
(1.94%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$247.70B
-17.64%
ECC
Eagle Point Credit Company
$8.85
$0
(0%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
-10.33%
EFC
Ellington Financial
$12.56
$0.01
(0.08%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.14B
-2.33%
DLR
Digital Realty
$183.16
$4.73
(2.65%)
premium
13 Buy
4 Hold
1 Sell
Moderate Buy
premium
$59.19B
29.92%
EPD
Enterprise Products Partners
$34.02
$0.45
(1.34%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$72.77B
25.07%
ENB
Enbridge
$45.36
$0.85
(1.91%)
premium
5 Buy
7 Hold
0 Sell
Moderate Buy
premium
$96.41B
23.71%
ET
Energy Transfer
$20.89
$0.6
(2.96%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$69.47B
47.13%
JNJ
Johnson & Johnson
$147.90
$0.87
(0.59%)
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$353.99B
-9.06%
HRZN
Horizon Technology
$9.33
$0.1
(1.08%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
-27.66%
IMMP
Immutep
$1.90
$0.03
(1.55%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$290.29M
-14.60%
GD
General Dynamics
$272.49
$5.82
(2.18%)
premium
7 Buy
10 Hold
1 Sell
Moderate Buy
premium
$73.33B
6.95%
GNL
Global Net Lease
$7.33
$0.105
(1.45%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$1.67B
-18.51%
HAL
Halliburton
$29.76
$0.14
(0.47%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$26.27B
-11.98%
CRT
Cross Timbers Royalty
$10.50
$0.22
(2.14%)
premium
premium
$61.68M
-38.70%
CLM
CLM
< FUND >
Cornerstone Strategic Value Fund Inc
$8.78
$0.115
(1.33%)
premium
premium
$1.91B
20.78%
ABBV
AbbVie
$171.36
$0.2
(0.12%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$303.17B
4.12%
AVGO
Broadcom
$241.42
$3.98
(1.68%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.11T
96.04%
ATOS
Atossa Therapeutics
$0.87
$0.044
(5.38%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$103.87M
0.61%
ZIM
ZIM Integrated Shipping Services
$16.29
$0.31
(1.87%)
premium
1 Buy
1 Hold
5 Sell
Moderate Sell
premium
$2.00B
28.98%
RYCEF
Rolls-Royce Holdings
$7.27
$0.129
(1.8%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$62.17B
84.76%