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New Portfolio - New Portfolio

scott

New Portfolio
Individual Investor
Ranked #70,595 out of 788,374 TipRanks' Investors
Success Rate
67%
28 out of 42
profitable transactions
Average Return
51.53%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
35.19% T
25.63% ET
20.07% SPOT
16.06% PFSI
2.12% OCSL
0.93% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
55.27% Communication Services
25.63% Energy
18.95% Financial
0.15% Consumer Cyclical

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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ch3ah7t48s
ch3ah7t48s
premium
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premium
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ch3ah7t48s
ch3ah7t48s
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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TRIN
Trinity Capital
$15.83
$0.19
(1.19%)
premium
1 Buy
1 Hold
1 Sell
Hold
premium
$932.48M
10.01%
ET
Energy Transfer
$19.39
$0.55
(2.76%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$66.53B
30.22%
OCSL
Oaktree Specialty Lending
$16.03
$0.05
(0.31%)
premium
0 Buy
3 Hold
1 Sell
Hold
premium
$1.32B
-20.45%
T
AT&T
$26.62
$0.47
(1.8%)
premium
20 Buy
4 Hold
0 Sell
Strong Buy
premium
$191.08B
58.45%
PFSI
PennyMac Financial
$101.25
$0.33
(0.33%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$5.21B
16.30%
SAR
Saratoga Investment
$25.96
$0.32
(1.25%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$372.43M
9.67%
SPOT
Spotify Technology SA
$607.38
$29.39
(4.62%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$121.95B
137.16%
SBUX
Starbucks
$111.75
$1.59
(1.4%)
premium
15 Buy
5 Hold
1 Sell
Moderate Buy
premium
$126.94B
16.87%