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Sumo - New Portfolio

oiram1188@yahoo.ca

Sumo
Individual Investor
Ranked #40,513 out of 769,002 TipRanks' Investors
Success Rate
74%
242 out of 329
profitable transactions
Average Return
18.89%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
5.91% GS
4.68% BRK.B
3.33% PSA
2.43% JPM
2.32% FBAK
81.33% Others
By Assets
89.66% Stocks
10.24% ETFs
0.09% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
32.65% Financial
18.62% Real Estate
13.04% Energy
10.33% General
4.61% Technology
20.75% Other

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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AVGO
Broadcom
$163.94
$0.69
(0.42%)
After
0.24%
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$772.28B
66.38%
JPM
JPMorgan Chase & Co.
$244.76
$3.98
(1.65%)
After
0.03%
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$684.38B
57.40%
UPS
United Parcel
$131.37
$0.72
(0.55%)
After
0.16%
premium
11 Buy
5 Hold
2 Sell
Moderate Buy
premium
$113.67B
-11.80%
TSE:GRT.UN
Granite Real Estate
C$73.79
C$0.19
(0.26%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
C$4.66B
6.80%
TSE:BCE
BCE
C$37.27
C$0.47
(1.25%)
premium
0 Buy
10 Hold
1 Sell
Hold
premium
C$34.79B
-31.42%
DVN
Devon Energy
$38.70
$0.4
(1.04%)
After
0%
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$24.90B
-15.36%
TSE:BMO
Bank Of Montreal
C$132.24
C$0.76
(0.58%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
C$95.85B
16.36%
TSE:BNS
Bank Of Nova Scotia
C$78.50
C$0.21
(0.27%)
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
C$96.37B
27.72%
TSE:TRP
TC Energy
C$70.14
C$1.35
(1.96%)
premium
9 Buy
5 Hold
2 Sell
Moderate Buy
premium
C$72.23B
33.11%
WPC
W. P. Carey Inc.
$56.85
$0.26
(0.46%)
After
0.11%
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$12.36B
-2.21%
PEP
PepsiCo
$160.34
$1.6
(1.01%)
After
0.09%
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$215.02B
-5.40%
TSE:CM
Canadian Bank of Commerce
C$91.11
C$0.39
(0.43%)
premium
8 Buy
3 Hold
1 Sell
Moderate Buy
premium
C$84.21B
66.51%
MTB
M&T Bank
$216.62
$3.1
(1.45%)
After
0.57%
premium
8 Buy
3 Hold
1 Sell
Moderate Buy
premium
$35.46B
70.20%
LYB
LyondellBasell
$82.80
$0.32
(0.39%)
After
0.01%
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$26.70B
-13.79%
JNJ
Johnson & Johnson
$155.50
$2.39
(1.56%)
After
0%
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$368.37B
1.32%
IRM
Iron Mountain
$118.73
$2.43
(2.09%)
After
0.03%
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$34.19B
84.46%
IBM
International Business Machines
$222.40
$7.8
(3.63%)
After
0.04%
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$194.41B
39.43%
FRT
Federal Realty
$114.40
$1.25
(1.1%)
After
0%
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$9.69B
23.23%
$127.32
$0.52
(0.41%)
After
0%
premium
5 Buy
3 Hold
2 Sell
Moderate Buy
premium
$69.81B
36.01%
IIPR
Innovative Industrial Properties
$105.77
$0.47
(0.45%)
After
0.68%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$3.01B
32.72%
GS
Goldman Sachs Group
$596.11
$14.18
(2.44%)
After
0.05%
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$182.50B
73.73%
WHR
Whirlpool
$111.18
$1.38
(1.26%)
After
0.74%
premium
1 Buy
1 Hold
2 Sell
Hold
premium
$6.05B
1.09%
TSE:RY
Royal Bank Of Canada
C$174.76
C$4.46
(2.62%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
C$242.46B
39.28%
RILY
B Riley Financial
$4.83
$0.01
(0.21%)
After
0.41%
premium
premium
$145.72M
-79.73%
TSE:IFC
Intact Financial Corporation
C$272.71
C$0.51
(0.19%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
C$47.99B
29.51%
TSE:TD
Toronto Dominion Bank
C$78.11
C$0.12
(0.15%)
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
C$136.30B
-9.03%
TSE:LIF
Labrador Iron Ore
C$29.18
C$0.03
(0.1%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
C$1.87B
-8.62%
ABBV
AbbVie
$171.73
$3.97
(2.37%)
After
0.16%
premium
13 Buy
7 Hold
0 Sell
Moderate Buy
premium
$294.35B
20.93%
LAMR
Lamar Advertising
$129.27
$1.73
(1.36%)
After
2.3%
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$13.07B
30.88%
RIO
Rio Tinto
$62.57
$0.18
(0.29%)
After
0.27%
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$105.49B
-11.18%
EXR
Extra Space Storage
$166.88
$1.84
(1.11%)
After
0%
premium
4 Buy
7 Hold
1 Sell
Hold
premium
$36.51B
28.94%
PNC
PNC Financial
$205.75
$1.8
(0.88%)
After
0%
premium
8 Buy
5 Hold
2 Sell
Moderate Buy
premium
$81.29B
59.37%
CCI
Crown Castle
$104.50
$0.13
(0.12%)
After
0.14%
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$45.40B
0.74%
ALX
Alexander's
$219.23
$0.57
(0.26%)
After
1.38%
premium
premium
$1.13B
18.00%
TSE:CWB
Canadian Western Bank
C$59.66
C$0.02
(0.03%)
premium
1 Buy
4 Hold
0 Sell
Hold
premium
C$5.69B
101.98%
TSE:CU
Canadian Utilities A
C$35.94
C$0.75
(2.13%)
premium
0 Buy
5 Hold
0 Sell
Hold
premium
C$7.27B
15.07%
TSE:CTC.A
Canadian Tire
C$150.52
C$0.94
(0.62%)
premium
3 Buy
4 Hold
1 Sell
Hold
premium
C$8.70B
3.23%
TSE:ENB
Enbridge
C$60.79
C$0.97
(1.62%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
C$130.57B
26.37%
TSE:FTS
Fortis
C$62.58
C$0.08
(0.13%)
premium
0 Buy
6 Hold
2 Sell
Hold
premium
C$31.08B
9.13%
KHC
Kraft Heinz
$31.09
$0.21
(0.68%)
After
0.26%
premium
4 Buy
8 Hold
1 Sell
Hold
premium
$36.98B
-9.57%
O
Realty Income
$57.39
$0.51
(0.9%)
After
0%
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.04B
6.22%
USB
US Bancorp
$51.39
$0.65
(1.28%)
After
0.54%
premium
8 Buy
11 Hold
0 Sell
Moderate Buy
premium
$78.63B
37.10%
VZ
Verizon
$42.50
$0.28
(0.66%)
After
0%
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$176.51B
13.34%
BRK.B
Berkshire Hathaway B
$472.06
$3.23
(0.69%)
After
0.01%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.01T
29.87%
BP
BP
$29.52
$0.44
(1.51%)
After
>0.01%
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$76.07B
-18.63%
STAG
Stag Industrial
$36.12
$0.13
(0.36%)
After
0.94%
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$6.75B
1.01%
MPLX
MPLX
$48.27
$0.69
(1.45%)
After
0.06%
premium
7 Buy
2 Hold
1 Sell
Moderate Buy
premium
$48.57B
33.20%
SHEL
Shell
$66.27
$0.84
(1.28%)
After
0.44%
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$199.95B
-1.64%
YY
JOYY
$36.03
$0.09
(0.25%)
After
0.92%
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$2.06B
-12.58%
BHP
BHP Group
$52.02
$0.25
(0.48%)
After
0.33%
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$133.19B
-16.39%
FBAK
First National Bank Alaska
$234.38
$3.62
(1.52%)
premium
premium
$775.88M
20.02%
EXSR
Exchange Bank (Santa Rosa)
$107.65
$0.25
(0.23%)
premium
premium
$184.94M
15.43%
TSE:SLF
Sun Life Financial
C$85.74
C$0.69
(0.81%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
C$48.52B
19.89%
EOG
EOG Resources
$135.50
$0.73
(0.54%)
After
0.3%
premium
9 Buy
11 Hold
0 Sell
Moderate Buy
premium
$76.03B
9.64%
SPG
Simon Property
$181.80
$0.89
(0.49%)
After
0.02%
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$68.04B
48.59%
PSA
Public Storage
$335.85
$2.99
(0.9%)
After
0.52%
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$58.57B
29.41%
AAP
Advance Auto Parts
$38.69
$0.06
(0.16%)
After
0.21%
premium
2 Buy
14 Hold
2 Sell
Hold
premium
$2.30B
-24.24%
CVI
CVR Energy
$18.74
$0.04
(0.21%)
After
1.39%
premium
0 Buy
2 Hold
3 Sell
Moderate Sell
premium
$1.89B
-40.84%
VNOM
Viper Energy
$54.69
$0.68
(1.26%)
After
1.1%
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$10.03B
79.26%
DMLP
Dorchester Minerals
$33.50
$0.1
(0.3%)
premium
premium
$1.58B
18.36%
$78.42
$2.84
(3.76%)
After
0.6%
premium
premium
$364.49M
7.63%
ETR
Entergy
$151.55
$0.84
(0.56%)
After
0.49%
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$32.14B
49.81%
TSE:CAR.UN
Canadian Apartment
C$45.00
C$0.2
(0.44%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
C$7.56B
1.41%
GLP
Global Partners
$51.85
$1.29
(2.55%)
After
0%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.77B
47.28%
ADC
Agree Realty
$77.12
$0.11
(0.14%)
After
0.16%
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$8.03B
35.10%
CVX
Chevron
$161.63
$0.3
(0.19%)
After
0.04%
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$286.82B
12.00%
TSE:IGM
IGM Financial
C$47.19
C$0.2
(0.43%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
C$10.98B
37.87%
TSE:OLY
Olympia Financial
C$104.00
C$0.25
(0.24%)
premium
premium
C$256.27M
17.80%
MED
Medifast
$18.30
$0.14
(0.77%)
After
1.09%
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$189.44M
-72.38%
TROW
T Rowe Price
$118.18
$0.66
(0.56%)
After
0.17%
premium
0 Buy
6 Hold
3 Sell
Moderate Sell
premium
$26.20B
21.15%
FNF
Fidelity National Financial
$60.66
$0.58
(0.97%)
After
0.25%
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$16.68B
34.14%
OKE
Oneok
$116.75
$3.59
(3.17%)
After
0%
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$66.08B
69.12%
TSE:EIF
Exchange Income
C$55.81
C$0.21
(0.38%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
C$2.64B
22.41%
OMF
OneMain Holdings
$55.57
$0.61
(1.11%)
After
0.77%
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.51B
45.05%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.91
$0.43
(0.72%)
After
0.07%
premium
1K Buy
604 Hold
49 Sell
Moderate Buy
premium
$36.72B
9.28%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.47
$0.26
(0.46%)
After
0.04%
premium
1K Buy
534 Hold
62 Sell
Moderate Buy
premium
$18.60B
14.48%
WES
Western Midstream Partners
$37.93
$0.49
(1.31%)
After
0.56%
premium
1 Buy
4 Hold
1 Sell
Hold
premium
$14.38B
31.37%
DAC
Danaos
$84.61
$0.76
(0.89%)
After
2.25%
premium
premium
$1.67B
23.28%
SUN
Sunoco
$54.02
$0.59
(1.1%)
After
0.24%
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.20B
0.77%
TIP
TIP
< ETF >
iShares TIPS Bond ETF
$107.69
$0.14
(0.13%)
After
0.85%
premium
premium
$16.12B
3.19%
EPD
Enterprise Products Partners
$32.35
$0.56
(1.76%)
After
0.06%
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$68.56B
19.74%
TSE:CNQ
Canadian Natural
C$48.30
C$1.09
(2.31%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
C$99.25B
2.22%
ESEA
Euroseas
$39.45
$2.85
(6.74%)
After
0.13%
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$298.08M
52.10%
SLG
SL Green Realty
$79.15
$1.42
(1.83%)
After
0.44%
premium
2 Buy
9 Hold
0 Sell
Hold
premium
$5.36B
133.70%
C
Citigroup
$68.95
$0.67
(0.98%)
After
0.13%
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$129.74B
51.43%
SCCO
Southern Copper
$100.68
$2.32
(2.25%)
After
0.44%
premium
0 Buy
0 Hold
3 Sell
Strong Sell
premium
$82.03B
38.43%
NVDY
NVDY
< ETF >
YieldMax NVDA Option Income Strategy ETF
$26.40
$0.64
(2.48%)
After
0.87%
premium
premium
$1.35B
16.43%
TSE:BEP.UN
Brookfield Renewable Partners
C$35.66
C$0.74
(2.12%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
C$23.46B
2.80%
TSE:BEPC
Brookfield Renewable
C$44.38
C$0.57
(1.3%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
C$16.07B
21.05%
MAIN
Main Street Capital
$53.18
$0.1
(0.19%)
After
0.13%
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.69B
29.59%
DUK
Duke Energy
$114.86
$1.12
(0.98%)
After
0.76%
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$87.74B
26.55%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.98
$0.27
(0.94%)
After
0.03%
premium
423 Buy
433 Hold
69 Sell
Moderate Buy
premium
$65.70B
20.80%
KNTK
Kinetik
$62.14
$1.55
(2.56%)
After
1.38%
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$9.47B
68.96%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.77
$0.12
(0.23%)
After
0.04%
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
$2.27B
9.09%
TSE:SU
Suncor Energy
C$57.50
C$0.4
(0.7%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
C$72.66B
23.13%
XYLD
XYLD
< ETF >
Global X S&P 500 Covered Call ETF
$41.85
$0.1
(0.24%)
After
0.07%
premium
4K Buy
3K Hold
324 Sell
Moderate Buy
premium
$2.89B
7.60%
MO
Altria Group
$56.03
$0.05
(0.09%)
After
0.17%
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$94.67B
37.34%
TSE:CASH
CASH
< ETF >
Horizons High Interest Savings ETF Trust Units A
C$50.10
C$0.005
(0.01%)
premium
premium
-0.10%
DIVO
DIVO
< ETF >
Amplify CWP Enhanced Dividend Income ETF
$41.97
$0.34
(0.82%)
After
0.26%
premium
343 Buy
130 Hold
15 Sell
Moderate Buy
premium
$3.75B
18.10%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$21.76
$0.05
(0.23%)
After
0%
premium
premium
$1.22B
-5.40%