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New Portfolio
- New Portfolio
Performance
Portfolio Details
Jeff grunow
New Portfolio
Individual Investor
Ranked #25,595 out of 769,603 TipRanks' Investors
Success Rate
86%
43 out of 50
profitable transactions
Average Return
44.36%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
23.44%
BRK.B
20.37%
OXLC
11.66%
EPD
10.65%
AGNC
8.65%
DAL
25.23%
Others
By Assets
86.94%
Stocks
9.80%
Funds
3.25%
ETFs
0.00%
Cryptocurrency
0.00%
Cash
By Sector
53.16%
Financial
14.14%
Energy
13.06%
General
10.99%
Real Estate
8.65%
Industrials
Portfolio Holdings
Select Columns
18
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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OXSQ
Oxford Square Capital
$2.62
$0.02
(
0.76%
)
premium
―
premium
$177.88M
-8.71%
EPD
Enterprise Products Partners
$32.82
$0.47
(
1.45%
)
premium
6
Buy
0
Hold
0
Sell
Strong Buy
premium
$71.14B
21.16%
THW
< FUND >
Tekla World Healthcare Fund
$11.82
$0.13
(
1.09%
)
premium
―
premium
$452.05M
6.51%
BAC
Bank of America
$47.00
$0.54
(
1.16%
)
premium
14
Buy
2
Hold
0
Sell
Strong Buy
premium
$360.63B
58.62%
DAL
Delta Air Lines
$63.34
$0
(
0%
)
premium
17
Buy
0
Hold
0
Sell
Strong Buy
premium
$40.87B
76.19%
BRK.B
Berkshire Hathaway B
$476.57
$4.51
(
0.96%
)
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
$1.03T
31.72%
PFLT
Pennantpark $
$11.07
$0.03
(
0.27%
)
premium
―
premium
$812.77M
0.55%
SCM
Stellus Capital
$13.81
$0.01
(
0.07%
)
premium
0
Buy
1
Hold
0
Sell
Hold
premium
$373.67M
7.30%
GLAD
Gladstone Capital
$26.71
$0.2
(
0.75%
)
premium
0
Buy
1
Hold
0
Sell
Hold
premium
$596.43M
30.46%
AM
Antero Midstream
$15.77
$0.01
(
0.06%
)
premium
1
Buy
0
Hold
1
Sell
Hold
premium
$7.59B
20.38%
OXLC
Oxford Lane Capital
$5.22
$0.01
(
0.19%
)
premium
―
premium
―
6.11%
ORC
Orchid Island Capital
$7.90
$0.03
(
0.38%
)
premium
―
premium
$619.48M
6.04%
XOM
Exxon Mobil
$121.79
$0.14
(
0.11%
)
premium
12
Buy
7
Hold
1
Sell
Moderate Buy
premium
$535.28B
17.09%
CRF
< FUND >
Cornerstone Total Return Fund Inc
$9.01
$0.1
(
1.12%
)
premium
―
premium
$938.83M
24.62%
CLM
< FUND >
Cornerstone Strategic Value Fund Inc
$8.79
$0.09
(
1.03%
)
premium
―
premium
$1.94B
20.00%
AGNC
AGNC Investment
$9.74
$0.04
(
0.41%
)
premium
7
Buy
4
Hold
0
Sell
Moderate Buy
premium
$8.63B
10.81%
VITSX
< FUND >
Vanguard Index Trust Total Stock Market Index Fund Institutional Share
$144.40
$0.77
(
0.54%
)
premium
2K
Buy
1K
Hold
73
Sell
Moderate Buy
premium
―
31.75%
SPY
< ETF >
SPDR S&P 500 ETF Trust
$595.51
$1.84
(
0.31%
)
premium
4K
Buy
3K
Hold
326
Sell
Moderate Buy
premium
$620.26B
30.47%
18
Results | Showing
1
out of
1
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