tiprankstipranks

New Portfolio - New Portfolio

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

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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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
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
CRF
< FUND >
Cornerstone Total Return Fund Inc
$9.01
$0.1
(1.12%)
premium
premium
$938.83M
24.62%
CLM
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
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
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%