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CTO - New Portfolio

Hugo

CTO
Individual Investor
Ranked #51,334 out of 747,498 TipRanks' Investors
Success Rate
65%
87 out of 133
profitable transactions
Average Return
21.59%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.98% AVGO
8.18% BN
7.88% GOOGL
6.57% O
5.27% BLK
62.12% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
26.91% Real Estate
21.21% Financial
11.79% Healthcare
9.98% Technology
7.88% Communication Services
22.23% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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O
Realty Income
$57.58
$0.15
(0.26%)
Pre
0.09%
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$50.14B
-3.74%
JNJ
Johnson & Johnson
$154.69
$0.73
(0.47%)
Pre
<0.01%
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$372.29B
-6.75%
PBR
Petroleo Brasileiro SA- Petrobras
$14.94
$0.01
(0.07%)
Pre
0.03%
premium
2 Buy
3 Hold
1 Sell
Hold
premium
$95.09B
19.52%
WPC
W. P. Carey Inc.
$59.08
$0.42
(0.71%)
Pre
0.34%
premium
2 Buy
6 Hold
1 Sell
Hold
premium
$12.93B
-10.66%
BTI
British American Tobacco
$33.20
$0.16
(0.48%)
Pre
1.11%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$73.31B
7.44%
ADC
Agree Realty
$66.68
$0.19
(0.29%)
Pre
0.01%
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$6.71B
4.17%
ENB
Enbridge
$36.54
$0.27
(0.74%)
Pre
0.27%
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$77.70B
4.43%
AVGO
Broadcom
$157.35
$3.17
(1.97%)
Pre
1.61%
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$732.45B
78.56%
RTX
Raytheon Technologies
$102.81
$1.03
(0.99%)
Pre
0.18%
premium
4 Buy
8 Hold
1 Sell
Hold
premium
$136.69B
8.86%
V
Visa
$265.46
$3.69
(1.37%)
Pre
0.27%
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$531.18B
11.82%
BLK
BlackRock
$830.70
$1.7
(0.21%)
Pre
0.05%
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$123.44B
12.76%
BN
Brookfield Corporation
$46.06
$0.13
(0.28%)
Pre
0.13%
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$75.73B
30.74%
MA
Mastercard
$443.69
$5.03
(1.12%)
Pre
0.47%
premium
22 Buy
2 Hold
0 Sell
Strong Buy
premium
$412.46B
10.26%
VICI
VICI Properties
$30.31
$0.31
(1.01%)
Pre
0.07%
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$31.62B
-2.26%
NEE
NextEra Energy
$72.00
$0.33
(0.46%)
Pre
0.61%
premium
14 Buy
6 Hold
1 Sell
Moderate Buy
premium
$147.93B
-2.20%
LOW
Lowe's
$238.52
$0.85
(0.36%)
Pre
0.58%
premium
10 Buy
11 Hold
0 Sell
Moderate Buy
premium
$135.92B
4.03%
MRK
Merck & Company
$125.77
$1.52
(1.22%)
Pre
<0.01%
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$318.55B
18.68%
ARE
Alexandria Equities
$125.21
$1.11
(0.88%)
Pre
0%
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$21.90B
6.28%
PLD
Prologis
$123.75
$1.13
(0.92%)
Pre
0.79%
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$117.41B
0.33%
GOOGL
Alphabet Class A
$177.66
$0.03
(0.02%)
Pre
1.4%
premium
33 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.21T
46.35%
DHR
Danaher
$243.54
$1.25
(0.51%)
Pre
0.03%
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$180.39B
6.98%
EPRT
Essential Properties Realty
$30.77
$0
(0%)
Pre
0.49%
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$5.41B
24.73%
ALB
Albemarle
$92.09
$1.72
(1.83%)
Pre
0.56%
premium
7 Buy
8 Hold
1 Sell
Moderate Buy
premium
$10.82B
-56.85%
PAX
Patria Investments
$12.55
$0.22
(1.72%)
Pre
1.12%
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$1.91B
-14.22%