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Working with TipRanks

Sumo - New Portfolio

Performance Portfolio Details

oiram1188@yahoo.ca

Sumo

Individual Investor

Ranked #57,129 out of 775,923 TipRanks' Investors

Success Rate

230 out of 329
profitable transactions

Average Return

17.09%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

5.90% GS

4.72% BRK.B

3.10% PSA

2.48% JPM

2.44% FBAK

81.36% Others

By Assets

89.38% Stocks

10.53% ETFs

0.09% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

32.95% Financial

17.63% Real Estate

12.32% Energy

10.62% General

5.43% Technology

21.04% Other

Portfolio Holdings

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To view investors' portfolios

AVGO

Broadcom

$220.79

$2.47

(1.13%)

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$1.03T

96.79%

JPM

JPMorgan Chase & Co.

$237.60

$4.64

(1.99%)

premium

9 Buy

5 Hold

1 Sell

Moderate Buy

premium

$668.92B

41.94%

UPS

United Parcel

$125.68

$3.03

(2.47%)

premium

12 Buy

5 Hold

2 Sell

Moderate Buy

premium

$107.25B

-20.58%

GRT.UN

Granite Real Estate

C$71.41

C$0.78

(1.1%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

C$4.48B

-4.68%

BCE

C$33.28

C$0.01

(0.03%)

premium

0 Buy

8 Hold

2 Sell

Hold

premium

C$30.36B

-40.26%

DVN

Devon Energy

$30.77

$0.25

(0.82%)

premium

10 Buy

8 Hold

0 Sell

Moderate Buy

premium

$20.21B

-32.83%

BMO

Bank Of Montreal

C$138.84

C$0.29

(0.21%)

premium

5 Buy

5 Hold

0 Sell

Moderate Buy

premium

C$101.31B

-1.72%

BNS

Bank Of Nova Scotia

C$77.09

C$0.19

(0.25%)

premium

5 Buy

5 Hold

0 Sell

Moderate Buy

premium

C$94.79B

12.27%

TRP

TC Energy

C$65.79

C$0.57

(0.87%)

premium

9 Buy

5 Hold

2 Sell

Moderate Buy

premium

C$68.28B

14.56%

WPC

W. P. Carey Inc.

$54.25

$0.81

(1.52%)

premium

2 Buy

4 Hold

1 Sell

Hold

premium

$11.87B

-16.41%

PEP

PepsiCo

$152.79

$1.32

(0.87%)

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$209.63B

-8.49%

Canadian Bank of Commerce

C$92.50

C$0.71

(0.77%)

premium

4 Buy

3 Hold

1 Sell

Moderate Buy

premium

C$86.70B

33.02%

MTB

M&T Bank

$189.48

$4.06

(2.19%)

premium

10 Buy

5 Hold

1 Sell

Moderate Buy

premium

$31.44B

38.79%

LYB

LyondellBasell

$73.50

$0.53

(0.73%)

premium

5 Buy

8 Hold

1 Sell

Moderate Buy

premium

$23.87B

-23.48%

JNJ

Johnson & Johnson

$144.47

$0.89

(0.62%)

premium

5 Buy

10 Hold

0 Sell

Moderate Buy

premium

$347.83B

-7.07%

IRM

Iron Mountain

$105.10

$3.48

(3.42%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$30.84B

51.51%

IBM

International Business Machines

$223.36

$0.56

(0.25%)

premium

5 Buy

7 Hold

1 Sell

Moderate Buy

premium

$206.53B

37.76%

FRT

Federal Realty

$111.92

$2.37

(2.16%)

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$9.58B

7.61%

MMM

$129.28

$2.15

(1.69%)

premium

5 Buy

3 Hold

2 Sell

Moderate Buy

premium

$70.40B

21.58%

IIPR

Innovative Industrial Properties

$73.66

$21.68

(22.74%)

premium

1 Buy

3 Hold

1 Sell

Hold

premium

$2.09B

-26.88%

Goldman Sachs Group

$566.10

$12.11

(2.19%)

premium

12 Buy

4 Hold

0 Sell

Strong Buy

premium

$177.70B

48.72%

WHR

Whirlpool

$114.51

$0.52

(0.46%)

premium

0 Buy

1 Hold

2 Sell

Moderate Sell

premium

$6.31B

-3.88%

Royal Bank Of Canada

C$173.40

C$1.09

(0.63%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

C$245.36B

19.79%

RILY

B Riley Financial

$4.98

$0.11

(2.16%)

premium

―

premium

$150.87M

-75.24%

IFC

Intact Financial Corporation

C$262.06

C$2.35

(0.9%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

C$46.74B

31.82%

Toronto Dominion Bank

C$75.03

C$0.83

(1.12%)

premium

4 Buy

5 Hold

1 Sell

Moderate Buy

premium

C$131.32B

-18.59%

LIF

Labrador Iron Ore

C$29.14

C$0.31

(1.08%)

premium

0 Buy

3 Hold

0 Sell

Hold

premium

C$1.86B

-11.08%

ABBV

AbbVie

$175.58

$4.06

(2.37%)

premium

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

$310.27B

13.32%

LAMR

Lamar Advertising

$122.99

$0.7

(0.57%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$12.59B

15.68%

RIO

Rio Tinto

$58.64

$0.09

(0.15%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$100.55B

-20.57%

EXR

Extra Space Storage

$147.00

$4.65

(3.27%)

premium

3 Buy

7 Hold

1 Sell

Hold

premium

$32.42B

-6.09%

PNC

PNC Financial

$192.76

$2.73

(1.44%)

premium

7 Buy

5 Hold

2 Sell

Moderate Buy

premium

$76.48B

26.42%

CCI

Crown Castle

$90.66

$0.07

(0.08%)

premium

3 Buy

8 Hold

1 Sell

Hold

premium

$39.40B

-21.05%

ALX

Alexander's

$202.89

$1.94

(0.97%)

premium

―

premium

$1.04B

-5.12%

CWB

Canadian Western Bank

C$58.53

C$2.37

(4.22%)

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

C$5.66B

74.61%

Canadian Utilities A

C$34.47

C$0.25

(0.73%)

premium

0 Buy

3 Hold

0 Sell

Hold

premium

C$7.07B

10.48%

CTC.A

Canadian Tire

C$153.58

C$2.27

(1.5%)

premium

3 Buy

4 Hold

1 Sell

Hold

premium

C$8.71B

1.44%

ENB

Enbridge

C$59.43

C$0.87

(1.49%)

premium

4 Buy

7 Hold

0 Sell

Moderate Buy

premium

C$129.44B

14.72%

FTS

Fortis

C$60.01

C$0.71

(1.2%)

premium

0 Buy

6 Hold

2 Sell

Hold

premium

C$29.84B

2.48%

KHC

Kraft Heinz

$30.52

$0.42

(1.4%)

premium

4 Buy

8 Hold

1 Sell

Hold

premium

$36.90B

-16.06%

Realty Income

$52.79

$1.03

(1.99%)

premium

3 Buy

9 Hold

0 Sell

Hold

premium

$46.20B

-7.21%

USB

US Bancorp

$47.92

$0.51

(1.08%)

premium

10 Buy

9 Hold

0 Sell

Moderate Buy

premium

$74.76B

10.64%

Verizon

$39.93

$0.04

(0.1%)

premium

6 Buy

10 Hold

0 Sell

Moderate Buy

premium

$168.09B

6.51%

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%

$28.60

$0.19

(0.67%)

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$75.40B

-19.05%

STAG

Stag Industrial

$33.94

$0.72

(2.17%)

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$6.31B

-12.64%

MPLX

$47.28

$1.14

(2.47%)

premium

9 Buy

3 Hold

1 Sell

Moderate Buy

premium

$48.17B

29.46%

SHEL

Shell

$60.64

$0.14

(0.23%)

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$183.51B

-7.85%

JOYY

$40.78

$3.89

(10.54%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$2.20B

2.67%

BHP

BHP Group

$49.20

$0.26

(0.53%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$125.55B

-27.46%

FBAK

First National Bank Alaska

$234.00

(4%)

premium

―

premium

$776.88M

17.23%

EXSR

Exchange Bank (Santa Rosa)

$109.75

$2.24

(2%)

premium

―

premium

$184.31M

7.54%

SLF

Sun Life Financial

C$84.65

C$0.15

(0.18%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

C$48.75B

15.82%

EOG

EOG Resources

$119.04

$0.82

(0.69%)

premium

10 Buy

11 Hold

0 Sell

Moderate Buy

premium

$66.95B

-2.64%

SPG

Simon Property

$171.61

$2.35

(1.39%)

premium

2 Buy

10 Hold

0 Sell

Hold

premium

$64.43B

20.60%

PSA

Public Storage

$297.50

$8.17

(2.82%)

premium

5 Buy

6 Hold

0 Sell

Moderate Buy

premium

$52.12B

-0.14%

AAP

Advance Auto Parts

$43.52

$1.56

(3.72%)

premium

2 Buy

14 Hold

2 Sell

Hold

premium

$2.60B

-28.95%

CVI

CVR Energy

$18.01

$0.06

(0.33%)

premium

0 Buy

2 Hold

3 Sell

Moderate Sell

premium

$1.81B

-42.64%

VNOM

Viper Energy

$47.64

$0.34

(0.71%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$8.98B

51.48%

DMLP

Dorchester Minerals

$32.02

$0.12

(0.37%)

premium

―

premium

$1.52B

1.81%

NVEC

NVE

$77.50

$1.34

(1.76%)

premium

―

premium

$374.64M

-3.45%

ETR

Entergy

$75.13

$0.64

(0.86%)

premium

9 Buy

6 Hold

0 Sell

Moderate Buy

premium

$32.22B

49.93%

CAR.UN

Canadian Apartment

C$42.56

C$0.38

(0.9%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

C$7.08B

-11.79%

GLP

Global Partners

$47.87

$0.83

(1.76%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.63B

12.21%

ADC

Agree Realty

$70.17

$0.73

(1.05%)

premium

14 Buy

4 Hold

1 Sell

Moderate Buy

premium

$7.26B

12.24%

CVX

Chevron

$142.85

$1.7

(1.2%)

premium

14 Buy

5 Hold

0 Sell

Moderate Buy

premium

$256.71B

-5.43%

IGM

IGM Financial

C$46.25

C$0.17

(0.37%)

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

C$11.01B

20.42%

OLY

Olympia Financial

C$106.50

C$0.5

(0.47%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

C$256.27M

15.76%

MED

Medifast

$16.92

$0.22

(1.28%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$185.07M

-74.62%

TROW

T Rowe Price

$116.12

$3.15

(2.79%)

premium

0 Buy

7 Hold

3 Sell

Moderate Sell

premium

$25.80B

7.63%

FNF

Fidelity National Financial

$56.11

$0.92

(1.67%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$15.35B

11.82%

OKE

Oneok

$100.08

$2.42

(2.48%)

premium

9 Buy

4 Hold

0 Sell

Moderate Buy

premium

$58.47B

42.64%

EIF

Exchange Income

C$56.39

C$0.89

(1.6%)

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

C$2.71B

25.34%

OMF

OneMain Holdings

$51.91

$0.73

(1.43%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$6.20B

5.90%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$58.20

$0.56

(0.97%)

premium

1K Buy

607 Hold

59 Sell

Moderate Buy

premium

$36.75B

5.59%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$57.20

$0.4

(0.7%)

premium

1K Buy

526 Hold

64 Sell

Moderate Buy

premium

$20.92B

14.04%

WES

Western Midstream Partners

$38.36

$0.21

(0.55%)

premium

2 Buy

3 Hold

2 Sell

Hold

premium

$14.60B

38.13%

DAC

Danaos

$76.40

$0.19

(0.25%)

premium

―

premium

$1.48B

3.45%

SUN

Sunoco

$51.08

$0.01

(0.02%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$7.79B

-14.24%

TIP < ETF >

iShares TIPS Bond ETF

$106.54

$0.21

(0.2%)

premium

―

premium

$13.67B

-0.82%

EPD

Enterprise Products Partners

$30.99

$0.46

(1.51%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$67.17B

18.83%

CNQ

Canadian Natural

C$42.50

C$0.02

(0.05%)

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

C$89.67B

-9.32%

ESEA

Euroseas

$34.22

$1.13

(3.41%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$240.00M

1.24%

SLG

SL Green Realty

$68.01

$1.22

(1.83%)

premium

2 Buy

10 Hold

0 Sell

Hold

premium

$5.18B

47.82%

Citigroup

$69.19

$0.77

(1.13%)

premium

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

$130.86B

36.04%

SCCO

Southern Copper

$93.01

$1.03

(1.12%)

premium

0 Buy

2 Hold

2 Sell

Moderate Sell

premium

$73.52B

8.55%

NVDY < ETF >

YieldMax NVDA Option Income Strategy ETF

$23.35

$0.61

(2.68%)

premium

―

premium

$1.37B

5.37%

BEP.UN

Brookfield Renewable Partners

C$32.94

C$0.41

(1.26%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

C$21.85B

-14.24%

BEPC

Brookfield Renewable

C$40.63

C$0.81

(2.03%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

C$15.18B

-2.95%

MAIN

Main Street Capital

$56.40

$0.79

(1.42%)

premium

0 Buy

4 Hold

0 Sell

Hold

premium

$4.97B

31.38%

DUK

Duke Energy

$108.28

$1.2

(1.12%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$83.64B

11.79%

SCHD < ETF >

Schwab US Dividend Equity ETF

$27.29

$0.36

(1.34%)

premium

435 Buy

438 Hold

76 Sell

Moderate Buy

premium

$64.08B

7.94%

KNTK

Kinetik

$57.76

$3.19

(5.85%)

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$9.10B

72.93%

SPYI < ETF >

NEOS S&P 500 High Income ETF

$51.68

$0.53

(1.04%)

premium

4K Buy

3K Hold

332 Sell

Moderate Buy

premium

$2.53B

7.51%

Suncor Energy

C$49.60

C$0.21

(0.42%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

C$62.35B

7.75%

XYLD < ETF >

Global X S&P 500 Covered Call ETF

$43.00

$0.78

(1.85%)

premium

4K Buy

3K Hold

332 Sell

Moderate Buy

premium

$2.94B

8.58%

Altria Group

$53.84

$0.85

(1.6%)

premium

4 Buy

1 Hold

2 Sell

Moderate Buy

premium

$91.25B

33.40%

CASH < ETF >

Horizons High Interest Savings ETF Trust Units A

C$50.08

C$0

(0%)

premium

―

premium

―

-0.20%

DIVO < ETF >

Amplify CWP Enhanced Dividend Income ETF

$40.66

$0.25

(0.62%)

premium

312 Buy

143 Hold

15 Sell

Moderate Buy

premium

$3.74B

11.40%

SVOL < ETF >

Simplify Volatility Premium ETF

$21.08

$0.68

(3.33%)

premium

―

premium

$1.15B

-8.07%