tiprankstipranks

New Portfolio - New Portfolio

Jeff grunow

New Portfolio
Individual Investor
Ranked #19,459 out of 781,348 TipRanks' Investors
Success Rate
89%
48 out of 54
profitable transactions
Average Return
44.43%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
21.25% BRK.B
19.71% OXLC
11.26% EPD
10.55% AGNC
8.69% DAL
28.54% Others
By Assets
87.65% Stocks
9.25% Funds
3.11% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
54.49% Financial
13.60% Energy
12.35% General
10.88% Real Estate
8.69% Industrials

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
vowcd4
premium
vowcd4
vowcd4
vowcd4
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9qy3pum4pvl
9qy3pum4pvl
premium
9qy3pum4pvl
premium
9qy3pum4pvl
9qy3pum4pvl
9qy3pum4pvl
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c6fv0tq42f8
c6fv0tq42f8
premium
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premium
c6fv0tq42f8
c6fv0tq42f8
c6fv0tq42f8
4fmlhowho1
4fmlhowho1
4fmlhowho1
premium
4fmlhowho1
premium
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4fmlhowho1
4fmlhowho1
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dh4xciz5bu5
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premium
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premium
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dh4xciz5bu5
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premium
2kfmck36dtf
premium
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2kfmck36dtf
2kfmck36dtf
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041n6wn3n99u
041n6wn3n99u
premium
041n6wn3n99u
premium
041n6wn3n99u
041n6wn3n99u
041n6wn3n99u
6oh9kx8q5ih
6oh9kx8q5ih
6oh9kx8q5ih
premium
6oh9kx8q5ih
premium
6oh9kx8q5ih
6oh9kx8q5ih
6oh9kx8q5ih
qixej4m
qixej4m
qixej4m
premium
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premium
qixej4m
qixej4m
qixej4m
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premium
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premium
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OXSQ
Oxford Square Capital
$2.65
$0.01
(0.38%)
premium
premium
$180.59M
-12.50%
EPD
Enterprise Products Partners
$33.80
$0.29
(0.85%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$73.89B
26.16%
THW
THW
< FUND >
Tekla World Healthcare Fund
$11.82
$0.02
(0.17%)
premium
premium
$452.82M
-9.48%
BAC
Bank of America
$45.79
$0.87
(1.86%)
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$355.12B
43.35%
DAL
Delta Air Lines
$67.78
$0.56
(0.82%)
premium
16 Buy
0 Hold
0 Sell
Strong Buy
premium
$44.10B
84.80%
BRK.B
Berkshire Hathaway B
$460.51
$8.06
(1.72%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.01T
27.31%
PFLT
Pennantpark $
$11.26
$0.04
(0.35%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$940.50M
-3.99%
SCM
Stellus Capital
$14.52
$0.08
(0.55%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$390.71M
9.06%
GLAD
Gladstone Capital
$30.14
$0.12
(0.4%)
premium
premium
$675.70M
37.30%
AM
Antero Midstream
$16.47
$0.23
(1.38%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$8.04B
35.00%
OXLC
Oxford Lane Capital
$5.06
$0.01
(0.2%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
-1.36%
ORC
Orchid Island Capital
$7.94
$0.08
(1%)
premium
premium
$628.89M
-4.52%
XOM
Exxon Mobil
$109.53
$1.94
(1.74%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$489.92B
15.13%
CRF
CRF
< FUND >
Cornerstone Total Return Fund Inc
$8.82
$0.01
(0.11%)
premium
premium
$920.08M
24.02%
CLM
CLM
< FUND >
Cornerstone Strategic Value Fund Inc
$8.80
$0.03
(0.34%)
premium
premium
$1.93B
22.31%
AGNC
AGNC Investment
$9.71
$0.02
(0.21%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$8.62B
0.31%
VITSX
VITSX
< FUND >
Vanguard Index Trust Total Stock Market Index Fund Institutional Share
$145.63
$1.41
(0.98%)
premium
2K Buy
1K Hold
79 Sell
Moderate Buy
premium
24.36%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$606.44
$3.39
(0.56%)
premium
8K Buy
5K Hold
604 Sell
Strong Buy
premium
$623.51B
23.61%
CB
Chubb
$268.32
$0.54
(0.2%)
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
$108.38B
12.49%