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New Portfolio - New Portfolio

Performance Portfolio Details

MARK

New Portfolio

Individual Investor

Ranked #51,231 out of 738,341 TipRanks' Investors

Success Rate

2419 out of 3555
profitable transactions

Average Return

12.40%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

1.16% MSFT

1.14% MAIN

1.12% OKE

1.01% FXAIX

0.98% O

94.59% Others

By Assets

63.51% Stocks

19.67% ETFs

16.82% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

36.32% General

15.72% Financial

10.91% Real Estate

9.49% Energy

7.67% Industrials

19.86% Other

Portfolio Holdings

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To view investors' portfolios

VPL < ETF >

Vanguard FTSE Pacific ETF

$74.64

$0.05

(0.07%)

Pre

0.32%

premium

―

premium

$7.06B

10.64%

VNQ < ETF >

Vanguard Real Estate ETF

$83.69

$0.64

(0.77%)

Pre

premium

463 Buy

438 Hold

59 Sell

Moderate Buy

premium

$31.93B

7.20%

VNQI < ETF >

Vanguard Global ex-U.S. Real Estate ETF

$42.04

$0.1

(0.24%)

premium

―

premium

$3.46B

7.79%

VWO < ETF >

Vanguard FTSE Emerging Markets ETF

$42.83

$0.68

(1.56%)

Pre

0.35%

premium

―

premium

$77.65B

11.87%

VTRS

Viatris

$10.53

$0.05

(0.47%)

Pre

0.09%

premium

0 Buy

1 Hold

2 Sell

Moderate Sell

premium

$12.54B

18.61%

VTV < ETF >

Vanguard Value ETF

$160.03

$0.25

(0.16%)

Pre

0.42%

premium

2K Buy

2K Hold

188 Sell

Moderate Buy

premium

$115.97B

19.09%

VICI

VICI Properties

$28.71

$0.06

(0.21%)

Pre

0.59%

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$29.95B

-4.81%

VHT < ETF >

Vanguard Health Care ETF

$264.84

$0.81

(0.31%)

premium

2K Buy

835 Hold

90 Sell

Moderate Buy

premium

$17.43B

10.75%

VGK < ETF >

Vanguard FTSE Europe ETF

$69.72

$0.22

(0.31%)

Pre

0.29%

premium

3K Buy

2K Hold

525 Sell

Moderate Buy

premium

$20.14B

18.29%

VEXRX < FUND >

Vanguard Explorer Fund Admiral Shares

$106.47

$0.98

(0.91%)

premium

538 Buy

158 Hold

12 Sell

Moderate Buy

premium

―

16.88%

VFTNX < FUND >

Vanguard FTSE Social Index Fund Institutional Shs

$36.09

$0.09

(0.25%)

premium

368 Buy

88 Hold

11 Sell

Moderate Buy

premium

―

25.97%

VYM < ETF >

Vanguard High Dividend Yield Index ETF

$118.79

$0.33

(0.28%)

Pre

0.08%

premium

2K Buy

2K Hold

302 Sell

Moderate Buy

premium

$54.30B

18.70%

WASH

Washington Bancorp

$25.47

$0.21

(0.82%)

premium

0 Buy

2 Hold

1 Sell

Moderate Sell

premium

$434.37M

3.66%

Waste Management

$203.63

$2.33

(1.16%)

Pre

0.03%

premium

9 Buy

8 Hold

0 Sell

Moderate Buy

premium

$81.67B

25.12%

WMT

Walmart

$66.60

$0.78

(1.19%)

Pre

0.23%

premium

24 Buy

4 Hold

0 Sell

Strong Buy

premium

$536.78B

33.70%

WPC

W. P. Carey Inc.

$57.16

$0.96

(1.71%)

premium

2 Buy

6 Hold

0 Sell

Hold

premium

$12.51B

-11.61%

XLE < ETF >

Energy Select Sector SPDR Fund

$89.89

$0.87

(0.96%)

Pre

0.01%

premium

219 Buy

107 Hold

5 Sell

Moderate Buy

premium

$37.86B

17.14%

XFLT < FUND >

XAI Octagon Floating Rate & Alternative Income Term Trust

$7.28

$0.01

(0.14%)

Pre

premium

―

premium

$258.21M

28.43%

XLU < ETF >

Utilities Select Sector SPDR Fund

$71.86

$0.03

(0.04%)

Pre

0.13%

premium

154 Buy

103 Hold

16 Sell

Moderate Buy

premium

$13.72B

13.59%

XLK < ETF >

Technology Select Sector SPDR Fund

$211.13

$0.44

(0.21%)

Pre

0.41%

premium

730 Buy

360 Hold

37 Sell

Moderate Buy

premium

$65.37B

28.00%

XLP < ETF >

Consumer Staples Select Sector SPDR Fund

$77.98

$0.67

(0.87%)

Pre

0.01%

premium

268 Buy

237 Hold

39 Sell

Moderate Buy

premium

$15.24B

9.43%

XLRE < ETF >

Real Estate Select Sector SPDR Fund

$38.26

$0.36

(0.95%)

Pre

0.21%

premium

207 Buy

140 Hold

7 Sell

Moderate Buy

premium

$5.76B

8.13%

ZIM

ZIM Integrated Shipping Services

$21.28

$0.06

(0.28%)

Pre

0.19%

premium

1 Buy

1 Hold

2 Sell

Hold

premium

$2.56B

58.89%

XLY < ETF >

Consumer Discretionary Select Sector SPDR Fund

$176.07

$0.18

(0.1%)

Pre

premium

545 Buy

314 Hold

41 Sell

Moderate Buy

premium

$18.65B

12.68%

XYLD < ETF >

Global X S&P 500 Covered Call ETF

$40.06

$0.02

(0.05%)

Pre

0.02%

premium

4K Buy

3K Hold

309 Sell

Moderate Buy

premium

$2.88B

7.27%

YOLO < ETF >

AdvisorShares Pure Cannabis ETF

$3.65

$0.05

(1.35%)

premium

―

premium

$48.48M

44.04%

NRDBY

Nordea Bank Abp

$12.13

$0.17

(1.38%)

premium

―

premium

$42.56B

24.11%

RITM

Rithm Capital

$11.24

$0.02

(0.18%)

Pre

0.27%

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$5.43B

44.73%

NSC

Norfolk Southern

$221.71

$2.08

(0.93%)

premium

10 Buy

5 Hold

0 Sell

Moderate Buy

premium

$50.09B

6.02%

NTST

NETSTREIT

$17.28

$0.12

(0.7%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.28B

-0.23%

NURE < ETF >

Nuveen Short-Term REIT ETF

$30.43

$0.325

(1.08%)

premium

120 Buy

134 Hold

12 Sell

Hold

premium

$45.80M

5.12%

NOBL < ETF >

ProShares S&P 500 Dividend Aristocrats ETF

$97.44

$0.18

(0.18%)

premium

432 Buy

337 Hold

59 Sell

Hold

premium

$11.56B

10.22%

NNN

National Retail Properties

$42.59

$0.43

(1.02%)

premium

1 Buy

5 Hold

0 Sell

Hold

premium

$7.81B

5.29%

NFG

National Fuel Gas Company

$56.61

$0.58

(1.01%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$5.20B

13.20%

NAVI

Navient

$14.73

$0.24

(1.6%)

Pre

0.2%

premium

0 Buy

5 Hold

2 Sell

Moderate Sell

premium

$1.65B

-7.99%

NEP

Nextera Energy Partners

$33.00

$0.44

(1.32%)

Pre

0.76%

premium

2 Buy

3 Hold

2 Sell

Hold

premium

$3.09B

-40.87%

MRK

Merck & Company

$128.71

$0.29

(0.23%)

Pre

0.47%

premium

15 Buy

2 Hold

1 Sell

Strong Buy

premium

$326.00B

16.64%

MTB

M&T Bank

$146.51

$1.79

(1.21%)

premium

5 Buy

6 Hold

0 Sell

Moderate Buy

premium

$24.45B

24.75%

MSM

MSC Industrial

$84.70

$0.95

(1.11%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$4.77B

-4.63%

MSFT

Microsoft

$416.07

$2.55

(0.62%)

Pre

0.2%

premium

32 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.09T

24.82%

PFLT

Pennantpark $

$11.38

$0.02

(0.18%)

Pre

0.18%

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$759.37M

18.87%

PFFA < ETF >

Virtus InfraCap U.S. Preferred Stock ETF

$21.34

$0.08

(0.38%)

Pre

0.37%

premium

―

premium

$986.39M

24.01%

PFFD < ETF >

Global X U.S. Preferred ETF

$19.80

$0.02

(0.1%)

Pre

premium

―

premium

$2.32B

7.58%

PID < ETF >

Invesco International Dividend Achievers ETF

$18.41

(0%)

premium

183 Buy

128 Hold

17 Sell

Hold

premium

$871.17M

6.52%

PINE

Alpine Income Property Trust Inc

$15.45

$0.21

(1.34%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$210.48M

2.22%

PLD

Prologis

$108.77

$1.37

(1.28%)

Pre

0.3%

premium

14 Buy

4 Hold

0 Sell

Strong Buy

premium

$103.20B

-10.26%

PDI

PIMCO Dynamic

$19.37

$0.04

(0.21%)

Pre

0.21%

premium

―

premium

―

20.36%

PDO

PIMCO Dynamic Income Opportunities

$13.28

$0.05

(0.38%)

premium

―

premium

―

15.91%

PEP

PepsiCo

$173.89

$2.66

(1.55%)

Pre

0.06%

premium

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

$239.06B

-4.95%

PFE

Pfizer

$29.49

$0.18

(0.61%)

Pre

0.24%

premium

7 Buy

9 Hold

0 Sell

Moderate Buy

premium

$167.11B

-19.92%

PBA

Pembina Pipeline

$36.69

$0.18

(0.49%)

premium

9 Buy

3 Hold

0 Sell

Strong Buy

premium

$21.28B

22.57%

PAGP

Plains GP Holdings

$17.86

$0.04

(0.22%)

premium

4 Buy

4 Hold

1 Sell

Moderate Buy

premium

$13.75B

35.30%

OKE

Oneok

$79.04

$0.5

(0.63%)

Pre

0.49%

premium

7 Buy

5 Hold

0 Sell

Moderate Buy

premium

$46.13B

42.26%

OGN

Organon

$20.88

$0.5

(2.34%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$5.37B

13.12%

OGE

OGE Energy

$36.55

$0.36

(0.99%)

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$7.33B

7.25%

OCCI

OFS Credit Company

$7.52

$0.02

(0.27%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

―

-4.32%

Realty Income

$54.43

$1.12

(2.1%)

Pre

0.13%

premium

4 Buy

5 Hold

0 Sell

Moderate Buy

premium

$47.40B

-5.93%

OCSL

Oaktree Specialty Lending

$19.62

$0.05

(0.25%)

Pre

0.36%

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.60B

15.41%

OBDC

Blue Owl Capital

$16.54

$0.26

(1.55%)

Pre

premium

5 Buy

1 Hold

1 Sell

Moderate Buy

premium

$6.45B

39.19%

ORCL

Oracle

$120.07

$0.79

(0.66%)

Pre

0.53%

premium

16 Buy

13 Hold

0 Sell

Moderate Buy

premium

$330.01B

13.15%

ORI

Old Republic International

$31.06

$0.015

(0.05%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$8.44B

31.24%

OTIS

Otis Worldwide

$99.21

$0.38

(0.38%)

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$40.11B

18.79%

OMC

Omnicom Group

$91.22

$0.86

(0.95%)

premium

8 Buy

1 Hold

1 Sell

Moderate Buy

premium

$17.86B

3.48%

OMF

OneMain Holdings

$47.59

$0.81

(1.67%)

premium

9 Buy

4 Hold

0 Sell

Moderate Buy

premium

$5.70B

29.48%

JXI < ETF >

iShares Global Utilities ETF

$63.94

$0.107

(0.17%)

premium

280 Buy

184 Hold

33 Sell

Moderate Buy

premium

$132.41M

10.96%

JPM

JPMorgan Chase & Co.

$199.16

$2.66

(1.32%)

Pre

0.02%

premium

18 Buy

5 Hold

0 Sell

Strong Buy

premium

$571.92B

48.94%

JPS < FUND >

Nuveen Preferred & Income Securities Fund of Benef.Interest

$6.21

(0%)

premium

―

premium

$1.46B

0.27%

JPC < FUND >

Nuveen Preferred & Income Opportunities Fund of Benef Interest

$7.26

$0.07

(0.97%)

Pre

0.96%

premium

―

premium

$2.32B

20.64%

JENSX < FUND >

Jensen Quality Growth Fund Cl J

$61.10

$0.4

(0.66%)

premium

22 Buy

5 Hold

0 Sell

Moderate Buy

premium

―

11.75%

JNJ

Johnson & Johnson

$147.80

$0.06

(0.04%)

Pre

0.13%

premium

8 Buy

7 Hold

0 Sell

Moderate Buy

premium

$355.71B

-3.76%

KMB

Kimberly Clark

$137.39

$2.5

(1.85%)

premium

4 Buy

6 Hold

3 Sell

Hold

premium

$46.26B

4.42%

KBWY < ETF >

Invesco KBW Premium Yield Equity REIT ETF

$17.74

$0.06

(0.34%)

Pre

premium

48 Buy

89 Hold

14 Sell

Hold

premium

$190.42M

11.90%

LAMR

Lamar Advertising

$117.09

$0.04

(0.03%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$11.97B

33.94%

LAZ

Lazard

$39.29

$0.71

(1.78%)

premium

3 Buy

1 Hold

1 Sell

Moderate Buy

premium

$3.43B

38.54%

LBNDX < FUND >

Lord Abbett Bond-Debenture Fund Inc. Cl A

$7.08

(0%)

premium

―

premium

―

2.16%

Kroger Company

$52.04

$0.18

(0.35%)

premium

6 Buy

5 Hold

1 Sell

Moderate Buy

premium

$37.86B

15.52%

KREF

Kkr Real Estate Finance

$9.39

$0.12

(1.26%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$650.86M

-8.83%

INTU

Intuit

$572.06

$4.84

(0.85%)

Pre

0.06%

premium

18 Buy

2 Hold

0 Sell

Strong Buy

premium

$159.92B

30.00%

ITOT < ETF >

iShares Core S&P Total U.S. Stock Market ETF

$115.63

(0%)

Pre

premium

11K Buy

7K Hold

881 Sell

Moderate Buy

premium

$55.08B

24.74%

IVV < ETF >

iShares Core S&P 500 ETF

$531.07

$0.78

(0.15%)

Pre

0.17%

premium

4K Buy

3K Hold

309 Sell

Moderate Buy

premium

$461.90B

25.45%

IXUS < ETF >

iShares Core MSCI Total International Stock ETF

$68.82

$0.44

(0.64%)

premium

―

premium

$36.78B

14.53%

INDA < ETF >

iShares MSCI India ETF

$51.46

$3.34

(6.09%)

Pre

2.22%

premium

―

premium

$10.25B

30.23%

ILTB < ETF >

iShares Core 10+ Year USD Bond ETF

$50.24

$0.39

(0.78%)

premium

―

premium

$574.71M

1.69%

IMBBY

Imperial Brands

$25.11

$0.238

(0.96%)

premium

―

premium

$21.41B

24.50%

IJK < ETF >

iShares S&P Mid-Cap 400 Growth ETF

$87.15

$1.25

(1.41%)

premium

1K Buy

719 Hold

78 Sell

Moderate Buy

premium

$9.69B

25.50%

IIPR

Innovative Industrial Properties

$107.88

$0.23

(0.21%)

Pre

0.66%

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$3.06B

73.98%

IGLB < ETF >

iShares 10+ Year Investment Grade Corporate Bond ETF

$50.65

$0.3

(0.6%)

premium

―

premium

$2.26B

3.66%

IHAK < ETF >

iShares Cybersecurity & Tech ETF

$43.17

$0.35

(0.8%)

premium

211 Buy

146 Hold

8 Sell

Hold

premium

$783.75M

18.00%

IEP

Icahn Enterprises

$16.35

$0.04

(0.24%)

Pre

0.55%

premium

―

premium

$7.38B

-12.21%

IFRA < ETF >

iShares U.S. Infrastructure ETF

$43.28

$0.46

(1.05%)

premium

535 Buy

382 Hold

48 Sell

Hold

premium

$2.47B

19.71%

MLPA < ETF >

Global X MLP ETF

$46.49

$0.16

(0.35%)

premium

43 Buy

31 Hold

9 Sell

Hold

premium

$1.62B

18.15%

MLPX < ETF >

Global X MLP & Energy Infrastructure ETF

$49.45

$0.03

(0.06%)

Pre

0.61%

premium

118 Buy

74 Hold

14 Sell

Moderate Buy

premium

$1.48B

29.86%

MPW

Medical Properties

$5.52

$0.01

(0.18%)

Pre

0.54%

premium

0 Buy

4 Hold

2 Sell

Moderate Sell

premium

$3.31B

-27.04%

MPLX

$40.72

$0.28

(0.69%)

Pre

0.69%

premium

8 Buy

1 Hold

1 Sell

Moderate Buy

premium

$41.38B

32.25%

MORT < ETF >

VanEck Mortgage REIT Income ETF

$11.16

$0.09

(0.8%)

premium

63 Buy

47 Hold

6 Sell

Moderate Buy

premium

$269.42M

12.03%

Mastercard

$444.77

$1.58

(0.36%)

Pre

0.28%

premium

23 Buy

1 Hold

0 Sell

Strong Buy

premium

$413.47B

20.31%

MAA

Mid-America Apartment

$136.47

$2.77

(2.07%)

premium

5 Buy

8 Hold

1 Sell

Moderate Buy

premium

$16.37B

-7.27%

MAIN

Main Street Capital

$49.31

$0.34

(0.68%)

Pre

0.55%

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$4.23B

33.41%

MDIV < ETF >

First Trust Multi-Asset Diversified Income Index Fund

$15.73

$0.06

(0.38%)

premium

―

premium

$410.97M

16.43%

MDLZ

Mondelez International

$68.09

$0.74

(1.1%)

Pre

0.28%

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$91.33B

-7.21%