New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #46,513 out of 755,539 TipRanks' Investors
Success Rate
66%
205 out of 309
profitable transactions
Average Return
18.33%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.33% ABBV
6.56% EXR
5.53% T
5.04% KO
4.73% MAIN
65.81% Others
By Assets
97.48% Stocks
2.52% Funds
0.00% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
20.00% Consumer Defensive
19.36% Healthcare
17.89% Real Estate
11.85% Financial
6.10% Communication Services
24.80% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$220.82
$1.56
(0.7%)
premium
24 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.38T
24.36%
BA
Boeing
$157.62
$4.53
(2.79%)
premium
13 Buy
4 Hold
2 Sell
Moderate Buy
premium
$99.91B
-27.04%
BF.A
Brown Forman A
$44.89
$0.22
(0.49%)
premium
premium
$21.36B
-31.82%
CNP
Centerpoint Energy
$27.28
$0.48
(1.73%)
premium
1 Buy
8 Hold
1 Sell
Hold
premium
$18.09B
-2.40%
KO
Coca-Cola
$71.14
$0.03
(0.04%)
premium
12 Buy
7 Hold
0 Sell
Moderate Buy
premium
$306.73B
21.96%
FRO
Frontline
$22.22
$0.05
(0.22%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.96B
34.83%
MAIN
Main Street Capital
$48.63
$0.635
(1.29%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.31B
20.88%
PFE
Pfizer
$28.56
$0.05
(0.18%)
premium
7 Buy
11 Hold
0 Sell
Moderate Buy
premium
$161.56B
-16.69%
BF.B
Brown-Forman B
$45.14
$0.08
(0.18%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$21.36B
-29.69%
AAL
American Airlines
$10.80
$0
(0%)
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$7.09B
-22.86%
AVAL
Grupo Aval Acciones y Valores SA Pfd
$2.07
$0
(0%)
premium
premium
$2.37B
-7.17%
PTY
PTY
< FUND >
Pimco Corporate Opportunity Fund PIMCO Corporate & Income Opportunity Fund
$14.32
$0
(0%)
premium
premium
$2.19B
0.92%
DOW
Dow Inc
$50.68
$0.63
(1.23%)
premium
3 Buy
11 Hold
0 Sell
Hold
premium
$35.96B
-6.32%
T
AT&T
$20.97
$0.32
(1.55%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$148.07B
43.53%
WBA
Walgreens Boots Alliance
$8.77
$0.03
(0.34%)
premium
2 Buy
7 Hold
3 Sell
Hold
premium
$7.55B
-60.21%
MO
Altria Group
$53.69
$0.58
(1.07%)
premium
3 Buy
2 Hold
3 Sell
Hold
premium
$92.60B
22.80%
NLY
Annaly Capital
$20.17
$0.03
(0.15%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$10.09B
2.13%
KDP
Keurig Dr Pepper
$36.86
$0.11
(0.3%)
premium
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
$50.13B
10.66%
OHI
Omega Healthcare
$39.64
$0.35
(0.88%)
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$10.31B
25.16%
PM
Philip Morris
$125.81
$0.63
(0.5%)
premium
7 Buy
0 Hold
1 Sell
Strong Buy
premium
$194.63B
34.87%
NYMT
New York Mortgage
$6.38
$0.03
(0.47%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$580.61M
-30.65%
ABBV
AbbVie
$193.40
$0.54
(0.28%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$340.66B
29.88%
DHC
Diversified Healthcare Trust
$3.21
$0.05
(1.53%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$784.27M
36.59%
KHC
Kraft Heinz
$35.84
$0.29
(0.8%)
premium
6 Buy
7 Hold
1 Sell
Moderate Buy
premium
$43.68B
9.67%
AAVVF
Advantage Energy
$6.65
$0.14
(2.06%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.13B
-3.34%
CHKR
Chesapeake Granite Wash
$0.42
$0.021
(5.25%)
premium
premium
$18.70M
-61.02%
VTRS
Viatris
$11.27
$0.4
(3.43%)
premium
1 Buy
1 Hold
2 Sell
Hold
premium
$13.93B
12.70%
NHS
NHS
< FUND >
Neuberger Berman High Yield Strategies Fund Inc
$8.27
$0.01
(0.12%)
premium
premium
$160.75M
7.68%
PPL
PPL
$32.07
$0.08
(0.25%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$23.72B
30.79%
TEVA
Teva Pharmaceutical
$18.08
$0.35
(1.9%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$20.95B
93.37%
WFC
Wells Fargo
$54.00
$2.86
(5.03%)
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
$193.54B
33.56%
RC
Ready Capital
$7.93
$0.18
(2.22%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$1.36B
-26.16%
ABNB
Airbnb
$114.28
$1.88
(1.62%)
premium
8 Buy
22 Hold
6 Sell
Hold
premium
$74.66B
-18.06%
TWO
Two Harbors
$13.77
$0.09
(0.65%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$1.44B
2.91%
CCL
Carnival
$15.67
$0.48
(2.97%)
premium
12 Buy
2 Hold
1 Sell
Moderate Buy
premium
$20.26B
2.42%
LUMN
Lumen Technologies
$5.84
$0.34
(6.18%)
premium
0 Buy
5 Hold
2 Sell
Moderate Sell
premium
$5.59B
311.27%
GSBD
Goldman Sachs BDC
$13.85
$0.24
(1.7%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$1.65B
-3.28%
AGNC
AGNC Investment
$10.21
$0.04
(0.39%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$8.02B
6.02%
OCSL
Oaktree Specialty Lending
$16.62
$0.29
(1.71%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$1.39B
-16.94%
PDI
PIMCO Dynamic
$19.34
$0.01
(0.05%)
premium
premium
6.79%
SCCO
Southern Copper
$94.10
$2.56
(2.65%)
premium
1 Buy
1 Hold
5 Sell
Moderate Sell
premium
$75.93B
21.80%
CUBE
Cubesmart
$51.84
$0.76
(1.49%)
premium
2 Buy
7 Hold
1 Sell
Hold
premium
$11.57B
27.15%
CM
Canadian Bank of Commerce
$59.32
$0.41
(0.69%)
premium
8 Buy
3 Hold
1 Sell
Moderate Buy
premium
$55.71B
51.71%
WBD
Warner Bros
$7.22
$0.2
(2.7%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$18.19B
-35.42%
AMZN
Amazon
$171.39
$6.5
(3.65%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.87T
24.33%
GEHC
GE Healthcare Technologies Inc
$85.09
$2.2
(2.52%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$39.86B
30.32%
EXR
Extra Space Storage
$173.58
$0.02
(0.01%)
premium
4 Buy
6 Hold
2 Sell
Hold
premium
$38.28B
36.42%
ARM
ARM Holdings PLC ADR
$117.29
$5.8
(4.71%)
premium
13 Buy
4 Hold
1 Sell
Moderate Buy
premium
$133.92B
SSL
Sasol
$7.17
$0.11
(1.51%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$4.61B
-43.81%
TSM
Taiwan Semiconductor Manufacturing
$156.82
$6.88
(4.2%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$730.07B
74.15%
BMY
Bristol-Myers Squibb
$48.70
$1.1
(2.21%)
premium
2 Buy
8 Hold
3 Sell
Hold
premium
$100.96B
-18.79%
MRVL
Marvell
$66.20
$3.69
(5.28%)
premium
22 Buy
1 Hold
0 Sell
Strong Buy
premium
$60.54B
17.00%
RDDT
Reddit Inc Class A
$56.85
$1.86
(3.17%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$9.74B
SGLRF
Spyglass Resources
<$0.01
$0
(0%)
premium
premium
$128.00
0.00%
INTC
Intel
$18.89
$0.51
(2.63%)
premium
1 Buy
26 Hold
6 Sell
Hold
premium
$82.95B
-50.52%