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New Portfolio - New Portfolio

Wendell Welper

New Portfolio
Individual Investor
Ranked #151,940 out of 747,498 TipRanks' Investors
Success Rate
57%
100 out of 175
profitable transactions
Average Return
11.63%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.41% SLG
6.28% TCPC
6.23% GGN
6.08% LPG
5.59% UNIT
66.41% Others
By Assets
79.87% Stocks
20.13% Funds
0.00% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
30.31% Real Estate
24.77% Financial
20.13% General
19.82% Energy
2.51% Consumer Cyclical
2.46% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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1e62twb7wv5
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premium
1e62twb7wv5
premium
1e62twb7wv5
1e62twb7wv5
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0jmlsei9bsj8
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premium
0jmlsei9bsj8
premium
0jmlsei9bsj8
0jmlsei9bsj8
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cxf0518a4co
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premium
cxf0518a4co
premium
cxf0518a4co
cxf0518a4co
cxf0518a4co
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x9ldwo0tv1c
x9ldwo0tv1c
premium
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premium
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premium
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premium
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aadpsa
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premium
aadpsa
premium
aadpsa
aadpsa
aadpsa
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n4473q
n4473q
premium
n4473q
premium
n4473q
n4473q
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premium
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premium
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bfyquon9fzl
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premium
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premium
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premium
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premium
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GLO
GLO
< FUND >
Clough Global Opportunities Fund
$5.38
$0.08
(1.51%)
After
2.23%
premium
premium
$230.79M
5.16%
GGN
GGN
< FUND >
GAMCO Global Gold. Natural Resources & Income Trust
$4.10
$0.015
(0.36%)
After
0%
premium
premium
$634.93M
8.58%
OXLC
Oxford Lane Capital
$5.62
$0.06
(1.08%)
After
0.17%
premium
premium
27.52%
MFIC
MidCap Financial Investment Corporation
$15.57
$0.23
(1.5%)
After
0.58%
premium
1 Buy
4 Hold
0 Sell
Hold
premium
27.09%
CIM
Chimera Investment
$15.09
$0.07
(0.47%)
After
0.27%
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$1.21B
-10.27%
ET
Energy Transfer
$16.38
$0.06
(0.36%)
After
0.12%
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$55.43B
35.42%
FMO
FMO
< FUND >
Fiduciary/Claymore Energy Infrastructure Fund of Benef Interest
premium
premium
0.00%
NRT
North European Oil Royalty
$6.45
$0.06
(0.94%)
After
0.16%
premium
premium
$58.73M
-58.43%
USOI
USOI
< FUND >
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
$72.53
$0.32
(0.44%)
After
0.01%
premium
premium
$308.46M
-5.38%
PSEC
Prospect Capital
$5.58
$0.09
(1.64%)
After
0.09%
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$2.29B
-6.63%
AGNC
AGNC Investment
$10.25
$0.03
(0.29%)
After
1.66%
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$7.52B
16.27%
BP
BP
$35.33
$0.05
(0.14%)
After
0.25%
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$96.51B
-0.20%
CLM
CLM
< FUND >
Cornerstone Strategic Value Fund Inc
$7.77
$0.06
(0.78%)
After
0.13%
premium
premium
$1.70B
-9.40%
CHMI
Cherry Hill Mortgage
$3.85
$0.05
(1.32%)
After
0.52%
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$116.30M
2.43%
MRCC
Monroe Capital
$7.63
$0.18
(2.42%)
After
1.31%
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$161.41M
-1.84%
HTGC
Hercules Capital
$21.46
$0.28
(1.32%)
After
0%
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.43B
42.91%
M
Macy's
$16.55
$0.18
(1.1%)
After
0.42%
premium
4 Buy
6 Hold
1 Sell
Moderate Buy
premium
$4.52B
3.87%
GB:0H6E
AGNC Investment
$10.24
$0.1
(0.97%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$7.52B
16.27%
NLY
Annaly Capital
$20.22
$0.15
(0.75%)
After
0.1%
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$10.04B
12.82%
LPG
Dorian LPG
$40.00
$0.72
(1.83%)
After
0%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.67B
62.92%
USA
USA
< FUND >
Liberty All Star Equity Fund
$6.74
$0.06
(0.9%)
After
0.74%
premium
premium
$1.81B
-0.89%
PBR
Petroleo Brasileiro SA- Petrobras
$14.75
$0.19
(1.27%)
After
0.14%
premium
2 Buy
3 Hold
1 Sell
Hold
premium
$95.09B
19.52%
PHK
PHK
< FUND >
Pimco High Income Fund
$4.77
$0
(0%)
After
0.61%
premium
premium
$697.03M
-4.41%
MVO
MVO
< FUND >
MV Oil Trust Units
$9.16
$0.03
(0.33%)
After
0.22%
premium
premium
$105.69M
-19.03%
GOGL
Golden Ocean Group
$13.48
$0.51
(3.93%)
After
0%
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$2.59B
92.72%
UNIT
Uniti Group
$3.68
$0.01
(0.27%)
After
0.42%
premium
1 Buy
1 Hold
1 Sell
Hold
premium
$875.75M
-18.18%
SLG
SL Green Realty
$61.91
$1.14
(1.88%)
After
0.27%
premium
2 Buy
6 Hold
3 Sell
Hold
premium
$4.14B
80.65%
BXMT
Blackstone Mortgage
$19.62
$0.08
(0.41%)
After
0.05%
premium
2 Buy
5 Hold
0 Sell
Moderate Buy
premium
$3.42B
-1.40%
DX
Dynex Capital
$12.45
$0.12
(0.97%)
After
0.08%
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$921.15M
5.93%
IVR
Invesco Mortgage
$9.38
$0.05
(0.54%)
After
0.32%
premium
1 Buy
1 Hold
1 Sell
Hold
premium
$455.54M
-6.23%
LNC
Lincoln National
$32.31
$0.4
(1.25%)
After
0%
premium
1 Buy
5 Hold
1 Sell
Hold
premium
$5.43B
21.98%
NAT
Nordic American Tanker
$3.89
$0.15
(4.01%)
After
0.77%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$780.90M
4.18%
T
AT&T
$18.55
$0.57
(2.98%)
After
0%
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$137.09B
36.67%
BANC
Banc of California
$14.68
$0.29
(2.02%)
After
0.48%
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$2.42B
12.77%
TCPC
BlackRock TCP Capital
$10.79
$0.1
(0.94%)
After
0.09%
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$914.97M
5.11%