tiprankstipranks

New Portfolio - New Portfolio

Jeff grunow

New Portfolio
Individual Investor
Ranked #20,105 out of 744,489 TipRanks' Investors
Success Rate
89%
41 out of 46
profitable transactions
Average Return
35.21%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
18.73% BRK.B
14.80% AGNC
14.49% OXLC
14.31% EPD
10.05% VITSX
27.62% Others
By Assets
87.41% Stocks
12.59% Funds
0.00% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
45.85% Financial
17.53% Energy
15.31% Real Estate
12.59% General
8.73% Industrials

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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OXSQ
Oxford Square Capital
$2.96
$0
(0%)
premium
premium
$176.78M
26.50%
EPD
Enterprise Products Partners
$29.01
$0.05
(0.17%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$63.00B
18.21%
THW
THW
< FUND >
Tekla World Healthcare Fund
$13.03
$0.017
(0.13%)
premium
premium
$498.44M
7.77%
BAC
Bank of America
$40.41
$0.49
(1.2%)
premium
12 Buy
5 Hold
1 Sell
Moderate Buy
premium
$316.02B
45.88%
DAL
Delta Air Lines
$46.02
$1.37
(2.89%)
premium
17 Buy
0 Hold
0 Sell
Strong Buy
premium
$29.70B
-2.99%
BRK.B
Berkshire Hathaway B
$411.17
$5.4
(1.33%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$887.86B
20.61%
PFLT
Pennantpark $
$11.78
$0.11
(0.94%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$786.06M
23.74%
SCM
Stellus Capital
$14.01
$0.14
(1.01%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$338.00M
10.05%
GLAD
Gladstone Capital
$23.72
$0.03
(0.13%)
premium
premium
$516.02M
29.33%
AM
Antero Midstream
$14.76
$0.02
(0.14%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$7.10B
37.94%
OXLC
Oxford Lane Capital
$5.55
$0.04
(0.73%)
premium
premium
37.72%
ORC
Orchid Island Capital
$8.32
$0.01
(0.12%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$522.68M
0.24%
XOM
Exxon Mobil
$113.37
$1.39
(1.21%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$508.57B
14.03%
CRF
CRF
< FUND >
Cornerstone Total Return Fund Inc
$7.90
$0.01
(0.13%)
premium
premium
$823.17M
16.64%
CLM
CLM
< FUND >
Cornerstone Strategic Value Fund Inc
$7.73
$0
(0%)
premium
premium
$1.70B
10.73%
AGNC
AGNC Investment
$9.75
$0.06
(0.62%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$7.18B
20.22%
VITSX
VITSX
< FUND >
Vanguard Index Trust Total Stock Market Index Fund Institutional Share
$132.46
$0.61
(0.46%)
premium
2K Buy
1K Hold
85 Sell
Moderate Buy
premium
26.52%