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taxable - New Portfolio

Performance Portfolio Details

tim.a

taxable

Individual Investor

Ranked #39,346 out of 783,845 TipRanks' Investors

Success Rate

447 out of 641
profitable transactions

Average Return

30.20%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

21.05% SPTM

12.74% SPYG

8.19% GOOGL

5.94% CVX

4.05% JPM

48.03% Others

By Assets

57.73% Stocks

42.27% ETFs

0.00% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

42.26% General

14.10% Financial

10.44% Energy

9.22% Communication Services

8.94% Technology

15.03% Other

Portfolio Holdings

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To view investors' portfolios

MSFT

Microsoft

$415.06

$0.07

(0.02%)

premium

28 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.09T

2.79%

GOOGL

Alphabet Class A

$204.02

$3.15

(1.57%)

premium

21 Buy

8 Hold

0 Sell

Moderate Buy

premium

$2.47T

44.53%

SPTM < ETF >

SPDR Portfolio S&P 1500 Composite Stock Market ETF

$73.42

$0.39

(0.53%)

premium

7K Buy

5K Hold

679 Sell

Moderate Buy

premium

$10.05B

23.14%

SPYG < ETF >

SPDR Portfolio S&P 500 Growth ETF

$90.20

$0.45

(0.5%)

premium

2K Buy

972 Hold

106 Sell

Moderate Buy

premium

$35.16B

33.35%

XLK < ETF >

Technology Select Sector SPDR Fund

$230.81

$1.36

(0.59%)

premium

746 Buy

340 Hold

51 Sell

Moderate Buy

premium

$73.39B

15.99%

XLF < ETF >

Financial Select Sector SPDR Fund

$51.47

$0.3

(0.58%)

premium

540 Buy

381 Hold

45 Sell

Moderate Buy

premium

$53.89B

33.36%

SPG

Simon Property

$173.86

$1.93

(1.1%)

premium

3 Buy

9 Hold

0 Sell

Hold

premium

$66.00B

24.72%

UNM

Unum Group

$76.25

$0.76

(0.99%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$14.06B

61.92%

EPD

Enterprise Products Partners

$32.65

$0.855

(2.55%)

premium

6 Buy

4 Hold

0 Sell

Moderate Buy

premium

$73.78B

21.83%

XLV < ETF >

Health Care Select Sector SPDR Fund

$146.87

$0.47

(0.32%)

premium

514 Buy

304 Hold

27 Sell

Moderate Buy

premium

$38.84B

3.61%

JPM

JPMorgan Chase & Co.

$267.30

$0.93

(0.35%)

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$755.16B

53.86%

BRK.B

Berkshire Hathaway B

$468.67

$3.68

(0.78%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.02T

21.28%

PRU

Prudential Financial

$120.76

$1.12

(0.92%)

premium

2 Buy

8 Hold

1 Sell

Hold

premium

$43.39B

17.60%

CVX

Chevron

$149.19

$7.13

(4.56%)

premium

15 Buy

3 Hold

0 Sell

Strong Buy

premium

$280.92B

0.88%

ABBV

AbbVie

$183.90

$8.25

(4.7%)

premium

15 Buy

6 Hold

0 Sell

Moderate Buy

premium

$310.40B

9.73%

General Dynamics

$256.98

$0.05

(0.02%)

premium

8 Buy

9 Hold

1 Sell

Moderate Buy

premium

$70.65B

-3.71%

CSCO

Cisco Systems

$60.60

$0.13

(0.21%)

premium

8 Buy

7 Hold

0 Sell

Moderate Buy

premium

$240.84B

20.77%

HPE

Hewlett Packard Enterprise

$21.19

(0%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$27.87B

37.95%

VXUS < ETF >

Vanguard Total International Stock ETF

$60.92

$0.61

(0.99%)

premium

―

premium

$78.36B

7.01%

DOW

Dow Inc

$39.05

$0.5

(1.3%)

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$26.99B

-27.06%

AVGO

Broadcom

$221.27

$5.61

(2.6%)

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$1.01T

84.39%

VICI

VICI Properties

$29.77

$0.07

(0.23%)

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$31.46B

-4.12%

TMUS

T Mobile US

$232.97

$1.4

(0.6%)

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$271.98B

43.37%

CRWD

CrowdStrike Holdings

$398.07

$1.2

(0.3%)

premium

29 Buy

4 Hold

0 Sell

Strong Buy

premium

$97.75B

32.97%

KHC

Kraft Heinz

$29.84

$0.43

(1.42%)

premium

3 Buy

11 Hold

0 Sell

Hold

premium

$36.60B

-20.97%

FCX

Freeport-McMoRan

$35.85

$0.79

(2.16%)

premium

4 Buy

7 Hold

0 Sell

Moderate Buy

premium

$52.65B

-10.78%

GPC

Genuine Parts Company

$116.25

$1.91

(1.62%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$16.43B

-18.52%

LOW

Lowe's

$260.04

$3.96

(1.5%)

premium

16 Buy

8 Hold

0 Sell

Moderate Buy

premium

$149.07B

18.08%

PSX

Phillips 66

$117.87

$2.97

(2.46%)

premium

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

$49.91B

-19.02%

GLDM < ETF >

SPDR Gold MiniShares Trust

$55.48

$0.09

(0.16%)

premium

―

premium

$9.97B

36.15%

OBDC

Blue Owl Capital

$15.11

$0.06

(0.4%)

premium

5 Buy

0 Hold

2 Sell

Moderate Buy

premium

$7.69B

2.16%

ARCC

Ares Capital

$23.67

$0.25

(1.07%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$15.13B

17.88%

CCI

Crown Castle

$89.28

$0.25

(0.28%)

premium

2 Buy

3 Hold

1 Sell

Hold

premium

$38.69B

-19.61%

MP Materials

$21.96

$0.22

(1.01%)

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$3.55B

35.89%

STBA

S&T Bancorp

$39.44

$1.06

(2.76%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$1.47B

21.46%

CAT

Caterpillar

$371.44

$3.54

(0.94%)

premium

5 Buy

4 Hold

3 Sell

Hold

premium

$181.04B

20.72%

WPC

W. P. Carey Inc.

$55.91

$0.24

(0.43%)

premium

2 Buy

3 Hold

1 Sell

Hold

premium

$12.18B

-10.84%