tiprankstipranks

New Portfolio - New Portfolio

evchau

New Portfolio
Individual Investor
Ranked #4,940 out of 732,319 TipRanks' Investors
Success Rate
81%
129 out of 160
profitable transactions
Average Return
51.00%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
49.17% ET
16.76% EPD
6.84% OXLC
6.22% RYLD
5.75% MRK
15.26% Others
By Assets
76.01% Stocks
18.94% Cash
5.04% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
69.23% Energy
10.67% Healthcare
8.72% Financial
6.22% General
2.39% Industrials
2.77% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$93.66
$0.355
(0.38%)
$106.77
(14.00% Upside)
218 Buy
122 Hold
6 Sell
Moderate Buy
premium
$39.23B
20.28%
STAG
Stag Industrial
$35.45
$0.66
(1.9%)
$38.88
(9.68% Upside)
2 Buy
5 Hold
1 Sell
Hold
premium
$6.47B
2.69%
SJT
San Juan Basin Royalty
$4.47
$0.18
(4.2%)
premium
$199.95M
-41.23%
SLRC
SLR Investment Corp.
$15.62
$0.05
(0.32%)
$15.60
(-0.13% Downside)
1 Buy
3 Hold
1 Sell
Hold
premium
$849.42M
22.21%
SCHV
SCHV
< ETF >
Schwab U.S. Large-Cap Value ETF
$73.98
$0.25
(0.34%)
$81.19
(9.75% Upside)
3K Buy
2K Hold
297 Sell
Moderate Buy
premium
$10.52B
15.77%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$78.41
$0.275
(0.35%)
$85.47
(9.01% Upside)
390 Buy
441 Hold
78 Sell
Hold
premium
$54.17B
14.70%
RYLD
RYLD
< ETF >
Global X Russell 2000 Covered Call ETF
$16.53
$0.018
(0.11%)
$19.21
(16.23% Upside)
5K Buy
3K Hold
374 Sell
Hold
premium
$1.40B
3.73%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$17.62
$0.01
(0.06%)
$20.04
(13.72% Upside)
1K Buy
582 Hold
76 Sell
Moderate Buy
premium
$8.03B
13.80%
VPU
VPU
< ETF >
Vanguard Utilities ETF
$150.43
$0.92
(0.62%)
$152.14
(1.13% Upside)
198 Buy
164 Hold
23 Sell
Moderate Buy
premium
$5.33B
3.60%
VNQ
VNQ
< ETF >
Vanguard Real Estate ETF
$82.30
$0.93
(1.14%)
$91.84
(11.60% Upside)
485 Buy
443 Hold
67 Sell
Moderate Buy
premium
$31.50B
2.82%