tiprankstipranks

New Portfolio - New Portfolio

Jeff grunow

New Portfolio
Individual Investor
Ranked #15,732 out of 788,374 TipRanks' Investors
Success Rate
91%
50 out of 55
profitable transactions
Average Return
44.23%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
21.69% BRK.B
20.65% OXLC
11.25% AGNC
10.91% EPD
7.55% DAL
27.95% Others
By Assets
87.96% Stocks
9.02% Funds
3.02% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
55.61% Financial
13.19% Energy
12.04% General
11.61% Real Estate
7.55% 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
$2.84
$0
(0%)
premium
premium
$192.81M
-8.09%
EPD
Enterprise Products Partners
$33.34
$0.24
(0.71%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$72.27B
20.88%
THW
THW
< FUND >
Tekla World Healthcare Fund
$12.00
$0.067
(0.56%)
premium
premium
$458.94M
-5.36%
BAC
Bank of America
$44.81
$0.49
(1.08%)
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$341.04B
33.32%
DAL
Delta Air Lines
$60.00
$3.75
(5.88%)
premium
14 Buy
0 Hold
0 Sell
Strong Buy
premium
$38.76B
43.81%
BRK.B
Berkshire Hathaway B
$478.74
$3.06
(0.64%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.03T
15.31%
PFLT
Pennantpark $
$11.16
$0.15
(1.33%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$981.59M
-2.02%
SCM
Stellus Capital
$15.39
$0.02
(0.13%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$416.42M
18.20%
GLAD
Gladstone Capital
$28.79
$0.22
(0.76%)
premium
premium
$642.88M
42.24%
AM
Antero Midstream
$16.27
$0.29
(1.75%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$7.79B
24.01%
OXLC
Oxford Lane Capital
$5.05
$0.06
(1.17%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
-0.20%
ORC
Orchid Island Capital
$8.92
$0.05
(0.56%)
premium
premium
$699.46M
4.94%
XOM
Exxon Mobil
$110.69
$1.31
(1.17%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$480.30B
5.66%
CRF
CRF
< FUND >
Cornerstone Total Return Fund Inc
$8.88
$0.06
(0.67%)
premium
premium
$925.29M
23.16%
CLM
CLM
< FUND >
Cornerstone Strategic Value Fund Inc
$8.87
$0.09
(1%)
premium
premium
$1.96B
22.68%
AGNC
AGNC Investment
$10.54
$0.01
(0.09%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$9.46B
10.83%
VITSX
VITSX
< FUND >
Vanguard Index Trust Total Stock Market Index Fund Institutional Share
$144.06
$2.73
(1.86%)
premium
2K Buy
1K Hold
92 Sell
Moderate Buy
premium
17.50%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$599.94
$10.44
(1.71%)
premium
4K Buy
3K Hold
284 Sell
Moderate Buy
premium
$636.66B
18.13%
CB
Chubb
$267.25
$0.24
(0.09%)
premium
7 Buy
7 Hold
1 Sell
Moderate Buy
premium
$107.73B
4.62%