Education

Personal Finance How To Use TipRanks TipRanks Labs Webinar Center Glossary FAQs

About Us

About TipRanks Contact Us Careers Reviews Mobile APP

Working with TipRanks

Enterprise Solutions Top Online Brokers Become an Affiliate

News Trending Portfolio

TOOLS

Top Smart Score Stocks

STOCKS

Best High Yield Dividend Stocks

Dividend Aristocrats

Dividend Stock Comparison

New

Dividend Calculator

Dividend Returns Comparison

Dividend Calendar

Top Analysts

Top Financial Bloggers

Top-Performing Corporate Insiders

Top Hedge Fund Managers

Top Research Firms

Top Individual Investors

News

Portfolio

Personal Finance Center

Mortgages

Loans

Investing & Retirement

Spending & Savings

Calculators

Compound Interest Calculator

Student Loan Calculator

401k Retirement Calculator

Education

About Us

Working with TipRanks

Enterprise Solutions

Top Online Brokers

Become an Affiliate

Old One - New Portfolio

Performance Portfolio Details

Doug North

Old One

Individual Investor

Ranked #5,038 out of 758,358 TipRanks' Investors

Success Rate

62 out of 69
profitable transactions

Average Return

67.72%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

9.11% IVV

6.52% DE

5.92% CASY

5.85% GE

4.81% MCD

67.79% Others

By Assets

52.25% Stocks

47.56% ETFs

0.19% Cash

0.00% Funds

0.00% Cryptocurrency

By Sector

47.65% General

16.32% Consumer Cyclical

14.57% Industrials

9.46% Energy

8.82% Consumer Defensive

3.18% Other

Portfolio Holdings

8xjsvqlbex9

premium

8xjsvqlbex9

premium

8xjsvqlbex9

t0ihbqdt7ek

premium

t0ihbqdt7ek

premium

t0ihbqdt7ek

dvf84bnyc9

premium

dvf84bnyc9

premium

dvf84bnyc9

m2qolhq94d9

premium

m2qolhq94d9

premium

m2qolhq94d9

1c4tedmpoto

premium

1c4tedmpoto

premium

1c4tedmpoto

hz4yr150ej6

premium

hz4yr150ej6

premium

hz4yr150ej6

rdov39o9hmn

premium

rdov39o9hmn

premium

rdov39o9hmn

fn4nt8hwns5

premium

fn4nt8hwns5

premium

fn4nt8hwns5

oj4q0wkjt1

premium

oj4q0wkjt1

premium

oj4q0wkjt1

7um2sh

premium

7um2sh

premium

7um2sh

To view investors' portfolios

SUN

Sunoco

$53.09

$0.28

(0.52%)

After

0.13%

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$8.13B

14.85%

MGC < ETF >

Vanguard Mega Cap ETF

$206.02

$0.707

(0.34%)

After

0.38%

premium

2K Buy

1K Hold

111 Sell

Moderate Buy

premium

$6.18B

36.11%

AOM < ETF >

iShares Core Moderate Allocation ETF

$45.14

$0.26

(0.58%)

premium

―

premium

$1.44B

15.43%

CVS

CVS Health

$59.01

$0.37

(0.63%)

After

0.22%

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$73.77B

-17.79%

CASY

Casey's General

$373.76

$1.78

(0.48%)

After

1.28%

premium

6 Buy

2 Hold

1 Sell

Moderate Buy

premium

$13.81B

35.44%

XOM

Exxon Mobil

$112.80

$1.97

(1.72%)

After

0.04%

premium

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

$509.90B

-1.41%

VT < ETF >

Vanguard Total World Stock ETF

$119.96

$1.47

(1.24%)

After

0.21%

premium

―

premium

$40.69B

27.70%

SHEL

Shell

$65.34

$2.68

(3.94%)

After

0.5%

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$209.48B

6.43%

WMT

Walmart

$79.92

$1.48

(1.82%)

After

0.28%

premium

29 Buy

1 Hold

0 Sell

Strong Buy

premium

$654.31B

50.28%

MMM

$139.44

$2.84

(2.08%)

After

0.19%

premium

5 Buy

4 Hold

2 Sell

Moderate Buy

premium

$75.04B

45.50%

MPC

Marathon Petroleum

$163.44

$1.78

(1.1%)

After

premium

10 Buy

3 Hold

1 Sell

Moderate Buy

premium

$54.11B

7.04%

VCIT < ETF >

Vanguard Intermediate-Term Corporate Bond ETF

$83.64

$0.05

(0.06%)

After

0.43%

premium

―

premium

$51.91B

9.84%

VFH < ETF >

Vanguard Financials ETF

$109.70

$0.57

(0.52%)

After

0.49%

premium

1K Buy

1K Hold

142 Sell

Moderate Buy

premium

$10.14B

34.89%

SPLV < ETF >

Invesco S&P 500 Low Volatility ETF

$71.28

$0.19

(0.27%)

premium

791 Buy

499 Hold

47 Sell

Moderate Buy

premium

$7.52B

19.66%

VGIT < ETF >

Vanguard Intermediate-Term Treasury ETF

$60.39

$0.07

(0.12%)

After

0.02%

premium

―

premium

$30.97B

5.85%

SCHD < ETF >

Schwab US Dividend Equity ETF

$83.74

$0.37

(0.44%)

After

0.13%

premium

406 Buy

460 Hold

68 Sell

Hold

premium

$61.62B

18.04%

AT&T

$21.65

$0.09

(0.42%)

After

0.14%

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$154.59B

43.54%

LVS

Las Vegas Sands

$48.40

$3.58

(7.99%)

After

0.72%

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$33.01B

-1.01%

AIEQ < ETF >

AI Powered Equity ETF

$37.24

$0.112

(0.3%)

After

0.69%

premium

940 Buy

623 Hold

79 Sell

Moderate Buy

premium

$105.88M

25.10%

SLB

Schlumberger

$41.17

$0.64

(1.53%)

After

0.19%

premium

14 Buy

1 Hold

0 Sell

Strong Buy

premium

$59.36B

-29.29%

VWO < ETF >

Vanguard FTSE Emerging Markets ETF

$48.26

$1.49

(3.19%)

After

0.48%

premium

―

premium

$82.34B

19.80%

WEN

Wendy's

$17.69

$0.35

(2.02%)

After

0.05%

premium

5 Buy

14 Hold

0 Sell

Moderate Buy

premium

$3.52B

-15.78%

QSR

Restaurant Brands International

$70.85

$1.17

(1.68%)

After

0.65%

premium

12 Buy

6 Hold

1 Sell

Moderate Buy

premium

$31.45B

5.29%

ITA < ETF >

iShares U.S. Aerospace & Defense ETF

$147.80

$0.94

(0.63%)

After

0.97%

premium

185 Buy

99 Hold

15 Sell

Moderate Buy

premium

$6.17B

41.57%

General Motors

$45.81

$0.08

(0.17%)

After

0.41%

premium

9 Buy

4 Hold

3 Sell

Moderate Buy

premium

$51.40B

41.75%

AMC

AMC Entertainment

$4.54

$0.16

(3.65%)

After

0.33%

premium

0 Buy

3 Hold

3 Sell

Moderate Sell

premium

$1.58B

-44.63%

AOK < ETF >

iShares Core Conservative Allocation ETF

$38.65

$0.14

(0.36%)

After

0.91%

premium

―

premium

$614.55M

13.40%

VTIP < ETF >

Vanguard Short-Term Inflation-Protected Securities ETF

$49.27

$0.08

(0.16%)

After

1.48%

premium

―

premium

$11.82B

4.53%

AOA < ETF >

iShares Core Aggressive Allocation ETF

$79.05

$0.78

(1%)

premium

―

premium

$2.08B

23.65%

Deere

$411.47

$4.54

(1.12%)

After

0.07%

premium

8 Buy

7 Hold

0 Sell

Moderate Buy

premium

$111.34B

7.19%

Altria Group

$51.09

$0.05

(0.1%)

After

0.16%

premium

3 Buy

2 Hold

3 Sell

Hold

premium

$87.09B

21.81%

KHC

Kraft Heinz

$34.80

$0.28

(0.81%)

After

0.14%

premium

5 Buy

7 Hold

1 Sell

Moderate Buy

premium

$41.74B

0.06%

YUM

Yum! Brands

$138.07

$4.98

(3.74%)

After

0.2%

premium

7 Buy

10 Hold

0 Sell

Moderate Buy

premium

$37.42B

7.32%

WFC

Wells Fargo

$56.39

$2.78

(5.19%)

After

0.3%

premium

8 Buy

8 Hold

0 Sell

Moderate Buy

premium

$182.48B

31.88%

VGK < ETF >

Vanguard FTSE Europe ETF

$71.72

$1.43

(2.03%)

After

0.11%

premium

3K Buy

2K Hold

522 Sell

Moderate Buy

premium

$19.81B

22.16%

VPL < ETF >

Vanguard FTSE Pacific ETF

$79.56

$2.38

(3.08%)

After

1.07%

premium

2K Buy

1K Hold

248 Sell

Hold

premium

$7.39B

15.07%

MCD

McDonald's

$303.65

$3.18

(1.06%)

After

0.18%

premium

18 Buy

8 Hold

0 Sell

Moderate Buy

premium

$215.54B

12.23%

JNK < ETF >

SPDR Bloomberg High Yield Bond ETF

$97.54

$0.04

(0.04%)

After

premium

―

premium

$8.41B

8.09%

GNR < ETF >

SPDR S&P Global Natural Resources ETF

$57.51

$0.82

(1.45%)

After

1.13%

premium

526 Buy

316 Hold

47 Sell

Moderate Buy

premium

$3.23B

2.72%

Ford Motor

$10.68

$0.26

(2.5%)

After

0.09%

premium

4 Buy

10 Hold

1 Sell

Hold

premium

$41.42B

-16.17%

GIS

General Mills

$73.99

$0.23

(0.31%)

After

0.01%

premium

3 Buy

12 Hold

0 Sell

Hold

premium

$40.95B

13.09%

GLTR < ETF >

Aberdeen Standard Physical Precious Metals Basket Shares ETF

$115.69

$0.708

(0.62%)

After

0.17%

premium

―

premium

$1.07B

33.48%

$30.79

$0.89

(2.81%)

After

0.26%

premium

4 Buy

4 Hold

0 Sell

Moderate Buy

premium

$84.99B

-18.01%

AGG < ETF >

iShares Core U.S. Aggregate Bond ETF

$101.21

$0.02

(0.02%)

After

0.41%

premium

―

premium

$121.00B

7.44%

AOR < ETF >

iShares Core Growth Allocation ETF

$59.31

$0.39

(0.66%)

After

0.66%

premium

―

premium

$2.19B

19.56%

BLV < ETF >

Vanguard Long-Term Bond ETF

$75.06

$0.09

(0.12%)

After

0.72%

premium

―

premium

$6.18B

11.36%

CAG

Conagra Brands

$32.49

$0.2

(0.62%)

After

1.51%

premium

2 Buy

10 Hold

0 Sell

Hold

premium

$15.47B

15.28%

MUB < ETF >

iShares National Muni Bond ETF

$108.37

$0.01

(<0.01%)

After

>0.01%

premium

―

premium

$39.20B

5.11%

VNQ < ETF >

Vanguard Real Estate ETF

$97.35

$0.89

(0.91%)

After

0.48%

premium

539 Buy

505 Hold

54 Sell

Moderate Buy

premium

$38.65B

29.33%

VOX < ETF >

Vanguard Communication Services ETF

$144.47

$0.5

(0.35%)

After

1.06%

premium

567 Buy

333 Hold

58 Sell

Moderate Buy

premium

$4.12B

38.07%

Kroger Company

$55.47

$1.13

(2%)

After

0.11%

premium

8 Buy

4 Hold

0 Sell

Moderate Buy

premium

$40.95B

25.36%

PSX

Phillips 66

$130.68

$0.83

(0.64%)

After

0.39%

premium

8 Buy

6 Hold

0 Sell

Moderate Buy

premium

$54.35B

8.73%

GE Aerospace

$184.59

$4.46

(2.36%)

After

>0.01%

premium

12 Buy

0 Hold

0 Sell

Strong Buy

premium

$205.29B

72.23%

IVV < ETF >

iShares Core S&P 500 ETF

$575.11

$2.45

(0.43%)

After

0.06%

premium

4K Buy

3K Hold

301 Sell

Moderate Buy

premium

$504.06B

33.87%

GEHC

GE Healthcare Technologies Inc

$92.49

$0.52

(0.56%)

After

0.53%

premium

5 Buy

4 Hold

1 Sell

Moderate Buy

premium

$42.47B

40.48%