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stocks - New Portfolio

Van Brookshire

stocks
Individual Investor
Ranked #51,299 out of 783,845 TipRanks' Investors
Success Rate
74%
292 out of 395
profitable transactions
Average Return
13.32%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.27% BLK
9.63% FSK
7.51% GBDC
7.26% ARCC
7.10% DE:MUV2
58.23% Others
By Assets
83.47% Stocks
12.31% ETFs
4.23% Cryptocurrency
0.00% Funds
0.00% Cash
By Sector
41.78% Financial
12.30% General
12.19% Technology
11.99% Healthcare
5.94% Real Estate
15.80% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
pzab0msz56
pzab0msz56
pzab0msz56
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premium
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ytcx1h79lrm
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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T
AT&T
$23.73
$0.29
(1.21%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$172.35B
31.54%
IBM
International Business Machines
$255.70
$2.57
(1%)
premium
5 Buy
6 Hold
1 Sell
Moderate Buy
premium
$238.81B
36.81%
GILD
Gilead Sciences
$97.20
$0.25
(0.26%)
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$120.83B
24.36%
STLA
Stellantis
$13.13
$0.39
(2.88%)
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$40.03B
-42.51%
BLK
BlackRock
$1075.50
$3.98
(0.37%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$165.96B
37.02%
ABBV
AbbVie
$183.90
$8.25
(4.7%)
premium
15 Buy
6 Hold
0 Sell
Moderate Buy
premium
$310.40B
9.73%
DE:BMT
British American Tobacco
€38.16
€0.16
(0.42%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
€83.71B
36.65%
ARCC
Ares Capital
$23.67
$0.25
(1.07%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.13B
17.88%
CVS
CVS Health
$56.48
$0.34
(0.6%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$71.50B
-23.59%
DE:MUV2
Munich Reinsurance
€522.40
€4.2
(0.8%)
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
€70.44B
33.80%
RHHVF
Roche Holding AG
$313.00
$3.42
(1.08%)
premium
2 Buy
5 Hold
3 Sell
Hold
premium
$252.83B
15.37%
FSK
FS KKR Capital
$23.39
$0.28
(1.21%)
premium
0 Buy
7 Hold
0 Sell
Hold
premium
$6.47B
14.38%
DE:GGX5
GGX5
< ETF >
Global X Clean Water ETF
€16.64
€0.096
(0.58%)
premium
80 Buy
48 Hold
5 Sell
Hold
premium
$9.69M
13.18%
O
Realty Income
$54.64
$0.32
(0.59%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$47.54B
-1.10%
DE:A0T
American Tower
€178.68
€0.14
(0.08%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
€83.80B
-6.77%
BTC-USD
Bitcoin
$99595.00
$1.03K
(1.02%)
premium
premium
$2.03T
136.08%
DE:VVSM
VVSM
< ETF >
VanEck Semiconductor UCITS ETF Accum A USD
€41.17
€1.21
(3.03%)
premium
294 Buy
124 Hold
18 Sell
Moderate Buy
premium
27.57%
IXC
IXC
< ETF >
iShares Global Energy ETF
$39.09
$0.85
(2.13%)
premium
378 Buy
206 Hold
23 Sell
Moderate Buy
premium
$1.94B
2.73%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$601.82
$3.22
(0.53%)
premium
4K Buy
3K Hold
294 Sell
Moderate Buy
premium
$630.31B
23.68%
ORCL
Oracle
$170.06
$0.32
(0.19%)
premium
15 Buy
11 Hold
1 Sell
Moderate Buy
premium
$476.55B
47.20%
GBDC
Golub Capital Bdc
$15.73
$0.09
(0.58%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$4.13B
3.28%
AGNC
AGNC Investment
$9.97
$0.01
(0.1%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$8.93B
3.10%
VALE
Vale SA
$9.29
$0.1
(1.06%)
premium
3 Buy
6 Hold
0 Sell
Moderate Buy
premium
$40.23B
-32.29%
HPE
Hewlett Packard Enterprise
$21.19
$0
(0%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$27.87B
37.95%
D
Dominion Energy
$55.59
$0.22
(0.39%)
premium
2 Buy
9 Hold
0 Sell
Hold
premium
$46.88B
19.09%
BBMC
BBMC
< ETF >
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
$100.57
$0.856
(0.84%)
premium
3K Buy
2K Hold
231 Sell
Moderate Buy
premium
$1.99B
19.61%
DURA
DURA
< ETF >
VanEck Morningstar Durable Dividend ETF
$33.09
$0.164
(0.49%)
premium
528 Buy
509 Hold
52 Sell
Moderate Buy
premium
$46.60M
6.57%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.47
$0.05
(0.09%)
premium
1K Buy
521 Hold
66 Sell
Moderate Buy
premium
$22.78B
11.61%