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Joint Tenant
- New Portfolio
Performance
Portfolio Details
next_z
Joint Tenant
Individual Investor
Ranked #534,903 out of 731,625 TipRanks' Investors
Success Rate
43%
50 out of 117
profitable transactions
Average Return
-11.98%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
22.58%
EPGFX
20.50%
SCHP
13.92%
TRMLF
8.11%
LMT
5.53%
IJR
29.36%
Others
By Assets
48.66%
Stocks
28.52%
ETFs
22.50%
Funds
0.33%
Cash
0.00%
Cryptocurrency
By Sector
51.19%
General
23.86%
Energy
8.11%
Industrials
5.62%
Technology
5.01%
Healthcare
6.20%
Other
Portfolio Holdings
Select Columns
22
Results | Showing
1
out of
3
10 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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T
AT&T
$16.82
$0.1
(
0.59%
)
Pre
0.12%
$21.05
(25.15% Upside)
9
Buy
2
Hold
0
Sell
Strong Buy
premium
$121.03B
6.21%
BIREF
Birchcliff Energy
$4.05
$0.065
(
1.63%
)
$4.34
(7.16% Upside)
1
Buy
6
Hold
0
Sell
Hold
premium
$1.06B
-22.26%
BUD
Anheuser-Busch Inbev Sa
$59.89
$0.42
(
0.71%
)
Pre
0.42%
$74.25
(23.98% Upside)
2
Buy
1
Hold
0
Sell
Moderate Buy
premium
$122.82B
-5.69%
BTE
Baytex Energy
$3.56
$0.04
(
1.14%
)
$4.76
(33.71% Upside)
6
Buy
3
Hold
0
Sell
Moderate Buy
premium
$2.90B
2.92%
EVCM
EverCommerce
$9.32
$0.09
(
0.98%
)
$10.78
(15.67% Upside)
5
Buy
3
Hold
2
Sell
Moderate Buy
premium
$1.72B
-23.15%
PARA
Paramount Global Class B
$13.86
$1.6
(
13.05%
)
Pre
1.59%
$12.86
(-7.22% Downside)
4
Buy
10
Hold
6
Sell
Hold
premium
$8.55B
-45.90%
KELTF
Kelt Exploration
$4.57
$0.1
(
2.14%
)
$6.37
(39.39% Upside)
8
Buy
0
Hold
0
Sell
Strong Buy
premium
$851.51M
28.07%
RHHBY
Roche Holding
$29.26
$0.49
(
1.65%
)
―
0
Buy
1
Hold
0
Sell
Hold
premium
$194.94B
-24.06%
DALXF
Spartan Delta
$2.99
$0.06
(
1.97%
)
$3.57
(19.40% Upside)
5
Buy
3
Hold
0
Sell
Moderate Buy
premium
$503.40M
-26.72%
WBD
Warner Bros
$7.95
$0.33
(
4.33%
)
Pre
0.13%
$12.85
(61.64% Upside)
9
Buy
6
Hold
1
Sell
Moderate Buy
premium
$18.67B
-39.95%
22
Results | Showing
1
out of
3
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