tiprankstipranks

taxable - New Portfolio

tim.a

taxable
Individual Investor
Ranked #46,716 out of 775,923 TipRanks' Investors
Success Rate
67%
421 out of 625
profitable transactions
Average Return
27.60%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
21.15% SPTM
12.87% SPYG
7.88% GOOGL
5.83% CVX
3.69% JPM
48.58% Others
By Assets
57.70% Stocks
42.30% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
42.30% General
13.58% Financial
10.19% Energy
9.94% Technology
8.87% Communication Services
15.11% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
n3b33k7z98f
n3b33k7z98f
n3b33k7z98f
premium
n3b33k7z98f
premium
n3b33k7z98f
n3b33k7z98f
n3b33k7z98f
pasnw6y67jq
pasnw6y67jq
pasnw6y67jq
premium
pasnw6y67jq
premium
pasnw6y67jq
pasnw6y67jq
pasnw6y67jq
f1z0ikiit7
f1z0ikiit7
f1z0ikiit7
premium
f1z0ikiit7
premium
f1z0ikiit7
f1z0ikiit7
f1z0ikiit7
hjyo12gtm6j
hjyo12gtm6j
hjyo12gtm6j
premium
hjyo12gtm6j
premium
hjyo12gtm6j
hjyo12gtm6j
hjyo12gtm6j
qt6emnc3hf
qt6emnc3hf
qt6emnc3hf
premium
qt6emnc3hf
premium
qt6emnc3hf
qt6emnc3hf
qt6emnc3hf
1q683dzfa5l
1q683dzfa5l
1q683dzfa5l
premium
1q683dzfa5l
premium
1q683dzfa5l
1q683dzfa5l
1q683dzfa5l
rv7ufz0dzdf
rv7ufz0dzdf
rv7ufz0dzdf
premium
rv7ufz0dzdf
premium
rv7ufz0dzdf
rv7ufz0dzdf
rv7ufz0dzdf
u9dd41561ql
u9dd41561ql
u9dd41561ql
premium
u9dd41561ql
premium
u9dd41561ql
u9dd41561ql
u9dd41561ql
5fziyjuujyw
5fziyjuujyw
5fziyjuujyw
premium
5fziyjuujyw
premium
5fziyjuujyw
5fziyjuujyw
5fziyjuujyw
2s0jpy6qp9l
2s0jpy6qp9l
2s0jpy6qp9l
premium
2s0jpy6qp9l
premium
2s0jpy6qp9l
2s0jpy6qp9l
2s0jpy6qp9l
To view investors' portfolios
Sign Up For Free
MSFT
Microsoft
$436.60
$0.43
(0.1%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.25T
16.56%
GOOGL
Alphabet Class A
$191.41
$2.9
(1.54%)
premium
27 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.35T
35.28%
SPTM
SPTM
< ETF >
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$72.26
$0.79
(1.11%)
premium
8K Buy
5K Hold
737 Sell
Moderate Buy
premium
$9.67B
24.01%
SPYG
SPYG
< ETF >
SPDR Portfolio S&P 500 Growth ETF
$89.14
$0.97
(1.1%)
premium
2K Buy
1K Hold
164 Sell
Moderate Buy
premium
$39.06B
37.14%
XLK
XLK
< ETF >
Technology Select Sector SPDR Fund
$235.96
$3.47
(1.49%)
premium
751 Buy
374 Hold
48 Sell
Moderate Buy
premium
$72.68B
22.86%
XLF
XLF
< ETF >
Financial Select Sector SPDR Fund
$48.51
$0.71
(1.49%)
premium
538 Buy
402 Hold
50 Sell
Moderate Buy
premium
$47.47B
29.91%
SPG
Simon Property
$171.61
$2.35
(1.39%)
premium
2 Buy
10 Hold
0 Sell
Hold
premium
$64.43B
20.60%
UNM
Unum Group
$72.01
$1.05
(1.48%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$13.15B
60.24%
EPD
Enterprise Products Partners
$30.99
$0.46
(1.51%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$67.17B
18.83%
XLV
XLV
< ETF >
Health Care Select Sector SPDR Fund
$138.00
$1.72
(1.26%)
premium
544 Buy
326 Hold
36 Sell
Moderate Buy
premium
$36.50B
2.21%
JPM
JPMorgan Chase & Co.
$237.60
$4.64
(1.99%)
premium
9 Buy
5 Hold
1 Sell
Moderate Buy
premium
$668.92B
41.94%
BRK.B
Berkshire Hathaway B
$453.20
$3.86
(0.86%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$978.78B
27.13%
PRU
Prudential Financial
$117.83
$2.36
(2.04%)
premium
2 Buy
8 Hold
0 Sell
Hold
premium
$41.95B
13.80%
CVX
Chevron
$142.85
$1.7
(1.2%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$256.71B
-5.43%
ABBV
AbbVie
$175.58
$4.06
(2.37%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$310.27B
13.32%
GD
General Dynamics
$263.64
$3.36
(1.29%)
premium
8 Buy
8 Hold
1 Sell
Moderate Buy
premium
$72.49B
3.75%
CSCO
Cisco Systems
$58.52
$0.89
(1.54%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$233.07B
16.83%
HPE
Hewlett Packard Enterprise
$21.61
$0.85
(4.09%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$28.42B
26.45%
VXUS
VXUS
< ETF >
Vanguard Total International Stock ETF
$58.88
$0.075
(0.13%)
premium
premium
$74.82B
2.83%
DOW
Dow Inc
$39.94
$0.84
(2.15%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$27.96B
-27.54%
AAPL
Apple
$254.49
$4.7
(1.88%)
premium
19 Buy
9 Hold
2 Sell
Moderate Buy
premium
$3.85T
31.45%
AVGO
Broadcom
$220.79
$2.47
(1.13%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.03T
96.79%
VICI
VICI Properties
$28.79
$0.52
(1.84%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$30.35B
-8.14%
TMUS
T Mobile US
$220.31
$2.31
(1.06%)
premium
15 Buy
4 Hold
0 Sell
Strong Buy
premium
$255.67B
41.49%
CRWD
CrowdStrike Holdings
$362.29
$11.26
(3.21%)
premium
28 Buy
5 Hold
0 Sell
Strong Buy
premium
$89.24B
41.72%
KHC
Kraft Heinz
$30.52
$0.42
(1.4%)
premium
4 Buy
8 Hold
1 Sell
Hold
premium
$36.90B
-16.06%
FCX
Freeport-McMoRan
$38.86
$0.62
(1.62%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$55.84B
-8.30%
GPC
Genuine Parts Company
$115.73
$1.11
(0.97%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$16.09B
-16.73%
LOW
Lowe's
$247.72
$3.2
(1.31%)
premium
18 Buy
8 Hold
0 Sell
Moderate Buy
premium
$139.88B
10.81%
PSX
Phillips 66
$110.37
$0.02
(0.02%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$45.58B
-17.67%
GLDM
GLDM
< ETF >
SPDR Gold MiniShares Trust
$51.98
$0.54
(1.05%)
premium
premium
$9.12B
27.68%
OBDC
Blue Owl Capital
$15.19
$0.03
(0.2%)
premium
4 Buy
0 Hold
2 Sell
Moderate Buy
premium
$5.93B
1.27%
ARCC
Ares Capital
$21.38
$0.25
(1.18%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$13.81B
8.20%
CCI
Crown Castle
$90.66
$0.07
(0.08%)
premium
3 Buy
8 Hold
1 Sell
Hold
premium
$39.40B
-21.05%
MP
MP Materials
$15.84
$0.34
(2.1%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$2.59B
-20.56%
STBA
S&T Bancorp
$39.26
$0.37
(0.95%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$1.50B
18.54%
CAT
Caterpillar
$366.04
$5.67
(1.57%)
premium
5 Buy
5 Hold
4 Sell
Hold
premium
$176.73B
26.06%
WPC
W. P. Carey Inc.
$54.25
$0.81
(1.52%)
premium
2 Buy
4 Hold
1 Sell
Hold
premium
$11.87B
-16.41%