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DRAFT Income - New Portfolio

Denis Thibodeau

DRAFT Income
Individual Investor
Ranked #229,588 out of 731,625 TipRanks' Investors
Success Rate
54%
38 out of 71
profitable transactions
Average Return
3.93%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
31.24% VTSAX
20.40% VDIGX
16.21% PRFDX
5.42% PRFRX
3.68% CAH
23.05% Others
By Assets
57.99% Funds
23.62% Cash
18.39% Stocks
0.00% ETFs
0.00% Cryptocurrency
By Sector
75.92% General
6.95% Healthcare
4.84% Communication Services
4.45% Financial
3.38% Technology
4.46% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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premium
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ABBV
AbbVie
$161.72
$0.92
(0.57%)
Pre
0.27%
$186.17
(15.12% Upside)
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$286.35B
10.11%
BEN
Franklin Resources
$22.77
$0.07
(0.31%)
Pre
2.28%
$25.90
(13.75% Upside)
0 Buy
3 Hold
3 Sell
Moderate Sell
premium
$11.98B
-5.48%
PRFRX
PRFRX
< FUND >
T. Rowe Price Floating Rate Fund, Inc.
$9.28
$0
(0%)
premium
1.87%
CVX
Chevron
$159.63
$1.64
(1.02%)
Pre
0.57%
$185.88
(16.44% Upside)
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$294.19B
3.88%
SIRI
Sirius XM Holdings
$3.05
$0.11
(3.74%)
Pre
0%
$4.24
(39.02% Upside)
4 Buy
4 Hold
1 Sell
Moderate Buy
premium
$11.73B
-20.54%
FRT
Federal Realty
$104.28
$0.11
(0.11%)
Pre
1.99%
$113.10
(8.46% Upside)
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$8.72B
13.25%
RITM
Rithm Capital
$11.16
$0.04
(0.36%)
Pre
1.25%
$12.28
(10.04% Upside)
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.39B
52.75%
PLTR
Palantir Technologies
$22.12
$0.15
(0.68%)
Pre
2.26%
$19.64
(-11.21% Downside)
2 Buy
6 Hold
5 Sell
Hold
premium
$49.38B
189.46%
EPD
Enterprise Products Partners
$27.74
$0.34
(1.21%)
$33.27
(19.94% Upside)
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$60.15B
14.99%
U
Unity Software
$24.55
$0.28
(1.15%)
Pre
0.49%
$31.05
(26.48% Upside)
7 Buy
6 Hold
2 Sell
Moderate Buy
premium
$9.59B
-9.44%