tiprankstipranks

30/30/30/10 - New Portfolio

Stephen H

30/30/30/10
Individual Investor
Ranked #179,912 out of 735,028 TipRanks' Investors
Success Rate
88%
7 out of 8
profitable transactions
Average Return
8.01%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
30.62% JEPI
23.63% DIA
10.79% ESS
9.95% FRT
9.53% O
15.48% Others
By Assets
49.54% ETFs
41.79% Stocks
8.67% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
54.24% General
30.27% Real Estate
5.87% Technology
4.86% Consumer Defensive
4.75% Healthcare

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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kgpcupcv
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kgpcupcv
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m6p8i4ibpzi
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premium
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mrn8sye8lob
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premium
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ABBV
AbbVie
$164.56
$1.86
(1.12%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$293.88B
19.51%
AVGO
Broadcom
$1414.03
$18.74
(1.34%)
premium
21 Buy
3 Hold
0 Sell
Strong Buy
premium
$646.61B
109.75%
DIA
DIA
< ETF >
SPDR Dow Jones Industrial Average ETF Trust
$398.10
$1.85
(0.46%)
premium
434 Buy
197 Hold
22 Sell
Moderate Buy
premium
$33.87B
22.38%
ESS
Essex Property
$263.41
$2.88
(1.08%)
premium
6 Buy
9 Hold
1 Sell
Moderate Buy
premium
$17.70B
31.44%
FRT
Federal Realty
$101.01
$1.32
(1.29%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$8.55B
18.53%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$57.32
$0.07
(0.12%)
premium
1K Buy
523 Hold
58 Sell
Moderate Buy
premium
$33.73B
13.02%
KO
Coca-Cola
$62.57
$0.46
(0.73%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$271.53B
5.74%
O
Realty Income
$54.98
$0.15
(0.27%)
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$48.01B
-3.35%