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New Portfolio Dec 2022 - New Portfolio

stephen

New Portfolio Dec 2022
Individual Investor
Ranked #64,179 out of 737,695 TipRanks' Investors
Success Rate
67%
162 out of 242
profitable transactions
Average Return
9.61%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
27.04% TRMD
10.68% VOOG
10.45% JEPQ
10.29% PBR
9.22% AGNC
32.32% Others
By Assets
73.27% Stocks
21.13% ETFs
5.60% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
37.33% Energy
26.73% General
23.58% Financial
9.22% Real Estate
3.15% Industrials

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
d2tkxss179
d2tkxss179
d2tkxss179
premium
d2tkxss179
premium
d2tkxss179
d2tkxss179
d2tkxss179
0yzmwdrbs7
0yzmwdrbs7
0yzmwdrbs7
premium
0yzmwdrbs7
premium
0yzmwdrbs7
0yzmwdrbs7
0yzmwdrbs7
09ty14z8456c
09ty14z8456c
09ty14z8456c
premium
09ty14z8456c
premium
09ty14z8456c
09ty14z8456c
09ty14z8456c
674jbix8n56
674jbix8n56
674jbix8n56
premium
674jbix8n56
premium
674jbix8n56
674jbix8n56
674jbix8n56
ml0uhhyjsan
ml0uhhyjsan
ml0uhhyjsan
premium
ml0uhhyjsan
premium
ml0uhhyjsan
ml0uhhyjsan
ml0uhhyjsan
3rc8ny6
3rc8ny6
3rc8ny6
premium
3rc8ny6
premium
3rc8ny6
3rc8ny6
3rc8ny6
6ws7avw9i8d
6ws7avw9i8d
6ws7avw9i8d
premium
6ws7avw9i8d
premium
6ws7avw9i8d
6ws7avw9i8d
6ws7avw9i8d
nfig8fhgfwi
nfig8fhgfwi
nfig8fhgfwi
premium
nfig8fhgfwi
premium
nfig8fhgfwi
nfig8fhgfwi
nfig8fhgfwi
ed1p7gmr0cc
ed1p7gmr0cc
ed1p7gmr0cc
premium
ed1p7gmr0cc
premium
ed1p7gmr0cc
ed1p7gmr0cc
ed1p7gmr0cc
1ckfq6nc10b
1ckfq6nc10b
1ckfq6nc10b
premium
1ckfq6nc10b
premium
1ckfq6nc10b
1ckfq6nc10b
1ckfq6nc10b
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PBR
Petroleo Brasileiro SA- Petrobras
$15.55
$0.22
(1.44%)
premium
3 Buy
4 Hold
1 Sell
Hold
premium
$99.16B
52.60%
MAIN
Main Street Capital
$49.00
$0.53
(1.09%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$4.20B
33.12%
VOOG
VOOG
< ETF >
Vanguard S&P 500 Growth ETF
$312.66
$0.69
(0.22%)
premium
2K Buy
1K Hold
142 Sell
Moderate Buy
premium
$10.79B
28.77%
ECC
Eagle Point Credit Company
$10.19
$0.02
(0.2%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
20.73%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$54.19
$0.11
(0.2%)
premium
1K Buy
487 Hold
52 Sell
Moderate Buy
premium
$13.91B
25.55%
BRK.B
Berkshire Hathaway B
$414.40
$5.79
(1.42%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$897.09B
25.77%
ARCC
Ares Capital
$21.57
$0.15
(0.7%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$13.26B
24.54%
FSPGX
FSPGX
< FUND >
Fidelity Large Cap Growth Index Fund
$33.35
$0.07
(0.21%)
premium
349 Buy
89 Hold
8 Sell
Strong Buy
premium
30.99%
FXAIX
FXAIX
< FUND >
Fidelity 500 Index Fund
$183.61
$1.48
(0.81%)
premium
403 Buy
96 Hold
7 Sell
Moderate Buy
premium
25.01%
TRMD
Torm
$37.05
$1.35
(3.52%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.48B
72.25%
AGNC
AGNC Investment
$9.59
$0.12
(1.27%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$7.06B
18.39%
HAFN
Hafnia
$8.95
$0.15
(1.7%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$4.38B
98.01%