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actual - New Portfolio

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actual
Individual Investor
Ranked #43,949 out of 746,803 TipRanks' Investors
Success Rate
66%
123 out of 186
profitable transactions
Average Return
28.07%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.70% PM
8.44% ARCC
7.70% MO
7.38% BRK.B
6.86% ABBV
59.92% Others
By Assets
94.07% Stocks
5.93% Funds
0.00% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
24.18% Consumer Defensive
22.16% Financial
12.28% Healthcare
7.85% Utilities
6.81% Energy
26.71% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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BMY
Bristol-Myers Squibb
$43.15
$1.95
(4.73%)
premium
5 Buy
11 Hold
1 Sell
Hold
premium
$83.52B
-30.26%
DUK
Duke Energy
$107.52
$0.99
(0.93%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$82.22B
23.59%
SPG
Simon Property
$154.90
$3.39
(2.24%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$56.78B
31.86%
UNH
UnitedHealth
$573.28
$24.41
(4.45%)
premium
19 Buy
0 Hold
0 Sell
Strong Buy
premium
$505.17B
11.48%
UL
Unilever
$58.20
$0.86
(1.5%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$142.58B
13.32%
PM
Philip Morris
$108.31
$2.21
(2.08%)
premium
6 Buy
0 Hold
1 Sell
Moderate Buy
premium
$164.94B
13.91%
SO
Southern Co
$81.63
$0.51
(0.63%)
premium
4 Buy
6 Hold
1 Sell
Moderate Buy
premium
$88.70B
20.30%
MCD
McDonald's
$261.00
$3.73
(1.45%)
premium
20 Buy
8 Hold
0 Sell
Moderate Buy
premium
$185.49B
-9.06%
WEC
WEC Energy Group
$82.36
$1.55
(1.92%)
premium
3 Buy
2 Hold
1 Sell
Moderate Buy
premium
$25.52B
-5.22%
APD
Air Products and Chemicals
$270.47
$2.94
(1.1%)
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
$59.47B
-7.88%
HSY
The Hershey Company
$194.00
$4.03
(2.12%)
premium
2 Buy
13 Hold
0 Sell
Hold
premium
$38.42B
-18.62%
TXN
Texas Instruments
$204.26
$2.36
(1.14%)
premium
6 Buy
13 Hold
4 Sell
Hold
premium
$188.12B
16.23%
GIS
General Mills
$65.34
$2.44
(3.88%)
premium
1 Buy
12 Hold
0 Sell
Hold
premium
$35.11B
-12.19%
O
Realty Income
$57.63
$1.26
(2.24%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$49.09B
-2.57%
PEP
PepsiCo
$169.89
$5.13
(3.11%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$226.31B
-8.53%
NEP
Nextera Energy Partners
$27.64
$0.4
(1.43%)
premium
0 Buy
5 Hold
3 Sell
Moderate Sell
premium
$2.62B
-47.03%
ABBV
AbbVie
$175.27
$6.07
(3.59%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$298.78B
30.34%
FDUS
Fidus Investment
$19.60
$0.03
(0.15%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$617.51M
10.55%
ENB
Enbridge
$36.24
$0.23
(0.64%)
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$76.52B
6.41%
HTGC
Hercules Capital
$21.32
$0.11
(0.51%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.48B
47.69%
MO
Altria Group
$49.39
$1.36
(2.83%)
premium
3 Buy
3 Hold
2 Sell
Hold
premium
$82.50B
15.71%
VGHAX
VGHAX
< FUND >
Vanguard Health Care Fund Admiral Shares
$96.02
$0.51
(0.53%)
premium
85 Buy
13 Hold
0 Sell
Moderate Buy
premium
9.21%
CVX
Chevron
$161.23
$3.46
(2.19%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$290.76B
6.90%
BRK.B
Berkshire Hathaway B
$445.61
$6.71
(1.53%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$947.06B
27.49%
ARCC
Ares Capital
$21.07
$0.05
(0.24%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$12.92B
19.57%
AVGO
Broadcom
$155.98
$13.395
(7.91%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$788.42B
89.34%
HD
Home Depot
$371.89
$2.77
(0.75%)
premium
19 Buy
8 Hold
2 Sell
Moderate Buy
premium
$366.02B
19.86%
LMT
Lockheed Martin
$476.07
$7.49
(1.6%)
premium
2 Buy
8 Hold
1 Sell
Hold
premium
$112.43B
2.51%
VZ
Verizon
$42.03
$0.58
(1.4%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$174.47B
37.80%
LOW
Lowe's
$243.04
$2.07
(0.86%)
premium
10 Buy
11 Hold
0 Sell
Moderate Buy
premium
$137.31B
6.96%
BTI
British American Tobacco
$32.70
$0.56
(1.74%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$70.76B
7.46%
MRK
Merck & Company
$125.89
$0.45
(0.36%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$317.72B
21.99%
AMGN
Amgen
$335.67
$2.53
(0.76%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$178.71B
50.78%
EOG
EOG Resources
$132.38
$1.77
(1.36%)
premium
11 Buy
12 Hold
0 Sell
Moderate Buy
premium
$75.59B
14.60%
ORI
Old Republic International
$32.37
$0.29
(0.9%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$8.72B
28.94%
ADP
Automatic Data Processing
$249.25
$3.43
(1.4%)
premium
2 Buy
6 Hold
1 Sell
Hold
premium
$100.61B
6.58%
PRU
Prudential Financial
$127.32
$0.8
(0.63%)
premium
2 Buy
7 Hold
2 Sell
Hold
premium
$45.42B
43.71%
UGI
UGI
$24.58
$0.5
(2.08%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$5.05B
-0.95%
OBDC
Blue Owl Capital
$15.49
$0.02
(0.13%)
premium
4 Buy
1 Hold
1 Sell
Moderate Buy
premium
$6.04B
23.88%
EVRG
Evergy
$55.27
$0.5
(0.91%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$12.59B
-3.35%
MS
Morgan Stanley
$106.96
$0.74
(0.7%)
premium
7 Buy
10 Hold
0 Sell
Moderate Buy
premium
$172.62B
28.04%
ASGI
ASGI
< FUND >
Aberdeen Standard Global Infrastructure Income Fund
$19.30
$0.3
(1.58%)
premium
premium
$478.93M
6.32%