tiprankstipranks

Sumo - New Portfolio

oiram1188@yahoo.ca

Sumo
Individual Investor
Ranked #52,533 out of 747,498 TipRanks' Investors
Success Rate
69%
223 out of 322
profitable transactions
Average Return
13.36%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
5.20% GS
4.66% BRK.B
3.23% PSA
2.55% ALX
2.27% JPM
82.09% Others
By Assets
89.75% Stocks
10.24% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
30.81% Financial
19.15% Real Estate
13.17% Energy
10.24% General
4.56% Technology
22.05% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AVGO
Broadcom
$160.14
$2.79
(1.77%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$732.45B
77.59%
JPM
JPMorgan Chase & Co.
$210.75
$0.97
(0.46%)
premium
16 Buy
6 Hold
0 Sell
Moderate Buy
premium
$602.42B
36.11%
UPS
United Parcel
$144.00
$1.18
(0.81%)
premium
9 Buy
8 Hold
1 Sell
Moderate Buy
premium
$124.21B
-19.54%
TSE:GRT.UN
Granite Real Estate
C$74.87
C$0.55
(0.74%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
C$4.68B
0.83%
TSE:BCE
BCE
C$45.27
C$0.35
(0.77%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
C$41.62B
-19.06%
DVN
Devon Energy
$46.62
$1.12
(2.35%)
premium
12 Buy
9 Hold
0 Sell
Moderate Buy
premium
$29.96B
-6.00%
TSE:BMO
Bank Of Montreal
C$119.49
C$0.03
(0.03%)
premium
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
C$86.66B
-2.56%
TSE:BNS
Bank Of Nova Scotia
C$63.64
C$0.52
(0.81%)
premium
0 Buy
8 Hold
1 Sell
Hold
premium
C$78.89B
-2.01%
TSE:TRP
TC Energy
C$56.91
C$0.5
(0.89%)
premium
5 Buy
4 Hold
1 Sell
Moderate Buy
premium
C$58.52B
14.39%
WPC
W. P. Carey Inc.
$58.83
$0.25
(0.42%)
premium
2 Buy
6 Hold
1 Sell
Hold
premium
$12.93B
-11.79%
PEP
PepsiCo
$168.63
$0.73
(0.43%)
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
$232.63B
-8.58%
TSE:CM
Canadian Bank of Commerce
C$68.75
C$0.08
(0.12%)
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
C$64.36B
20.08%
MTB
M&T Bank
$165.00
$0.25
(0.15%)
premium
7 Buy
6 Hold
0 Sell
Moderate Buy
premium
$27.57B
22.90%
LYB
LyondellBasell
$96.59
$0.41
(0.42%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$31.59B
12.55%
JNJ
Johnson & Johnson
$153.96
$0.73
(0.47%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$372.29B
-6.75%
IRM
Iron Mountain
$98.81
$0.53
(0.54%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$28.81B
63.85%
IBM
International Business Machines
$183.50
$0.25
(0.14%)
premium
6 Buy
7 Hold
1 Sell
Moderate Buy
premium
$168.33B
36.92%
FRT
Federal Realty
$109.15
$0.35
(0.32%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$9.15B
10.83%
$102.95
$0.97
(0.93%)
premium
6 Buy
3 Hold
1 Sell
Moderate Buy
premium
$57.51B
25.80%
IIPR
Innovative Industrial Properties
$118.48
$0.2
(0.17%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.35B
61.76%
GS
Goldman Sachs Group
$484.64
$0.29
(0.06%)
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$156.37B
39.16%
WHR
Whirlpool
$106.25
$0.63
(0.6%)
premium
2 Buy
1 Hold
1 Sell
Hold
premium
$5.77B
-25.36%
TSE:RY
Royal Bank Of Canada
C$153.01
C$0.37
(0.24%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
C$215.56B
15.70%
RILY
B Riley Financial
$17.39
$0.04
(0.23%)
premium
premium
$528.05M
-66.97%
TSE:IFC
Intact Financial Corporation
C$238.49
C$0.66
(0.28%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
C$42.42B
22.36%
TSE:TD
Toronto Dominion Bank
C$79.58
C$0.16
(0.2%)
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
C$139.72B
-7.12%
TSE:LIF
Labrador Iron Ore
C$30.27
C$0.21
(0.7%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
C$1.92B
10.03%
ABBV
AbbVie
$172.30
$0.02
(0.01%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$304.29B
25.00%
LAMR
Lamar Advertising
$120.15
$0.25
(0.21%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$12.26B
28.72%
RIO
Rio Tinto
$63.87
$0.09
(0.14%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$107.78B
1.92%
EXR
Extra Space Storage
$163.73
$0.37
(0.23%)
premium
2 Buy
5 Hold
1 Sell
Hold
premium
$36.16B
16.37%
PNC
PNC Financial
$174.32
$1.19
(0.68%)
premium
8 Buy
4 Hold
2 Sell
Moderate Buy
premium
$69.85B
36.48%
CCI
Crown Castle
$105.09
$0.01
(<0.01%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$45.71B
0.08%
ALX
Alexander's
$236.00
$0.14
(0.06%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$1.21B
36.37%
TSE:CWB
Canadian Western Bank
C$46.17
C$0.19
(0.41%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
C$4.44B
73.88%
TSE:CU
Canadian Utilities A
C$30.64
C$0.12
(0.39%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
C$6.25B
-5.63%
TSE:CTC.A
Canadian Tire
C$139.85
C$0.44
(0.31%)
premium
3 Buy
4 Hold
1 Sell
Hold
premium
C$8.06B
-23.53%
TSE:ENB
Enbridge
C$50.32
C$0.15
(0.3%)
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
C$106.67B
4.43%
TSE:FTS
Fortis
C$55.81
C$0.19
(0.34%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
C$27.42B
-2.50%
KHC
Kraft Heinz
$32.87
$0.25
(0.75%)
premium
6 Buy
7 Hold
1 Sell
Moderate Buy
premium
$40.22B
-4.55%
O
Realty Income
$57.16
$0.42
(0.73%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$50.14B
-3.74%
USB
US Bancorp
$44.19
$0.57
(1.27%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$69.85B
19.84%
VZ
Verizon
$38.87
$2.75
(6.61%)
premium
7 Buy
6 Hold
0 Sell
Moderate Buy
premium
$175.19B
31.38%
BRK.B
Berkshire Hathaway B
$432.78
$1.69
(0.39%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$936.56B
24.27%
BP
BP
$35.27
$0.11
(0.31%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$96.51B
1.11%
STAG
Stag Industrial
$39.48
$0.34
(0.87%)
premium
2 Buy
7 Hold
1 Sell
Hold
premium
$7.28B
6.19%
MPLX
MPLX
$42.97
$0.14
(0.32%)
premium
7 Buy
2 Hold
1 Sell
Moderate Buy
premium
$43.81B
34.93%
SHEL
Shell
$72.35
$0.1
(0.14%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$226.50B
18.77%
YY
JOYY
$34.00
$0.33
(0.98%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.00B
1.29%
BHP
BHP Group
$55.58
$0.07
(0.13%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$141.30B
-3.48%
FBAK
First National Bank Alaska
$192.94
$6.82
(3.41%)
premium
premium
$663.20M
10.58%
EXSR
Exchange Bank (Santa Rosa)
$99.95
$2.91
(3%)
premium
premium
$171.31M
12.90%
TSE:SLF
Sun Life Financial
C$68.27
C$0.27
(0.4%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
C$39.53B
-1.53%
EOG
EOG Resources
$127.60
$1.65
(1.28%)
premium
9 Buy
12 Hold
0 Sell
Moderate Buy
premium
$74.28B
6.69%
SPG
Simon Property
$154.65
$1.2
(0.78%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$57.51B
30.58%
PSA
Public Storage
$299.82
$1.83
(0.61%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$53.01B
6.53%
AAP
Advance Auto Parts
$58.84
$0.78
(1.31%)
premium
0 Buy
14 Hold
1 Sell
Hold
premium
$3.55B
-16.71%
CVI
CVR Energy
$24.16
$0.52
(2.11%)
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$2.48B
-19.03%
VNOM
Viper Energy
$42.75
$0.18
(0.42%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$7.59B
71.65%
DMLP
Dorchester Minerals
$31.78
$0.16
(0.5%)
premium
premium
$1.28B
14.73%
$80.00
$0.97
(1.2%)
premium
premium
$391.38M
5.84%
ETR
Entergy
$110.83
$0.35
(0.32%)
premium
6 Buy
3 Hold
1 Sell
Moderate Buy
premium
$23.59B
10.63%
TSE:CAR.UN
Canadian Apartment
C$48.54
C$0.51
(1.06%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
C$8.11B
-4.30%
GLP
Global Partners
$40.75
$0.69
(1.72%)
premium
premium
$1.36B
32.87%
ADC
Agree Realty
$66.52
$0.16
(0.24%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$6.71B
4.17%
CVX
Chevron
$157.53
$1.62
(1.02%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$293.31B
4.48%
TSE:IGM
IGM Financial
C$38.11
C$0.33
(0.87%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
C$8.95B
-6.41%
TSE:OLY
Olympia Financial
C$98.00
C$1.4
(1.41%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
C$240.63M
36.80%
MED
Medifast
$18.20
$0.44
(2.36%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$203.87M
-80.56%
TROW
T Rowe Price
$114.63
$0.16
(0.14%)
premium
0 Buy
4 Hold
3 Sell
Moderate Sell
premium
$25.63B
0.25%
FNF
Fidelity National Financial
$53.00
$0.39
(0.73%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.59B
46.23%
OKE
Oneok
$83.15
$0.32
(0.38%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$48.72B
31.18%
TSE:EIF
Exchange Income
C$47.96
C$0.1
(0.21%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
C$2.28B
-2.93%
OMF
OneMain Holdings
$50.62
$0.53
(1.04%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.13B
15.72%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$56.88
$0.105
(0.18%)
premium
1K Buy
508 Hold
55 Sell
Moderate Buy
premium
$34.09B
1.59%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$54.72
$0.53
(0.98%)
premium
1K Buy
495 Hold
54 Sell
Moderate Buy
premium
$15.18B
11.36%
WES
Western Midstream Partners
$41.70
$0.36
(0.86%)
premium
2 Buy
2 Hold
1 Sell
Hold
premium
$16.00B
61.77%
DAC
Danaos
$85.34
$0.37
(0.44%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.64B
32.48%
SUN
Sunoco
$57.48
$0.25
(0.43%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.74B
37.09%
TIP
TIP
< ETF >
iShares TIPS Bond ETF
$107.32
$0.01
(<0.01%)
premium
premium
$17.87B
-0.33%
EPD
Enterprise Products Partners
$29.82
$0.18
(0.6%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$65.15B
19.38%
TSE:CNQ
Canadian Natural
C$47.96
C$0.36
(0.75%)
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
C$103.15B
23.18%
ESEA
Euroseas
$37.80
$0.2
(0.53%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$264.25M
93.48%
SLG
SL Green Realty
$60.16
$0.61
(1%)
premium
2 Buy
5 Hold
4 Sell
Hold
premium
$4.14B
86.47%
C
Citigroup
$64.80
$0.34
(0.52%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$124.25B
42.63%
SCCO
Southern Copper
$104.82
$0.52
(0.5%)
premium
1 Buy
1 Hold
4 Sell
Moderate Sell
premium
$81.47B
37.58%
TSE:BEP.UN
Brookfield Renewable Partners
C$33.44
C$0.35
(1.06%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
C$9.47B
-15.07%
TSE:BEPC
Brookfield Renewable
C$39.13
C$0.59
(1.53%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
C$14.41B
-8.03%
MAIN
Main Street Capital
$50.39
$0.24
(0.48%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.30B
31.21%
DUK
Duke Energy
$107.20
$0.28
(0.26%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$82.52B
17.90%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$80.56
$0.55
(0.68%)
premium
394 Buy
424 Hold
67 Sell
Moderate Buy
premium
$57.76B
7.56%
KNTK
Kinetik
$44.44
$0.6
(1.33%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$6.92B
36.32%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$50.72
$0.09
(0.18%)
premium
4K Buy
3K Hold
300 Sell
Moderate Buy
premium
$1.72B
0.52%
TSE:SU
Suncor Energy
C$52.47
C$0.38
(0.72%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
C$67.91B
33.42%
XYLD
XYLD
< ETF >
Global X S&P 500 Covered Call ETF
$40.44
$0.073
(0.18%)
premium
4K Buy
2K Hold
295 Sell
Moderate Buy
premium
$2.91B
-1.21%
MO
Altria Group
$49.21
$0.24
(0.49%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$84.94B
18.56%
TSE:CASH
CASH
< ETF >
Horizons High Interest Savings ETF Trust Units A
C$50.14
C$0
(0%)
premium
premium
-0.06%
DIVO
DIVO
< ETF >
Amplify CWP Enhanced Dividend Income ETF
$39.65
$0.12
(0.3%)
premium
338 Buy
121 Hold
8 Sell
Moderate Buy
premium
$3.36B
7.43%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$22.56
$0.04
(0.18%)
premium
premium
$1.05B
-2.60%
TLTW
TLTW
< ETF >
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
$26.00
$0.115
(0.44%)
premium
premium
$938.30M
-21.16%