tiprankstipranks

New Portfolio - New Portfolio

Jeffrey K

New Portfolio
Individual Investor
Ranked #240,800 out of 731,863 TipRanks' Investors
Success Rate
54%
48 out of 89
profitable transactions
Average Return
2.50%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
44.90% OWL
18.82% SCHD
18.06% SPGP
9.95% NEP
4.35% ACMR
3.92% Others
By Assets
63.11% Stocks
36.89% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
44.90% Financial
36.89% General
9.95% Utilities
4.35% Technology
3.92% Real Estate

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
zp06vp77grp
zp06vp77grp
zp06vp77grp
zp06vp77grp
zp06vp77grp
premium
zp06vp77grp
zp06vp77grp
zp06vp77grp
fs39lv4if
fs39lv4if
fs39lv4if
fs39lv4if
fs39lv4if
premium
fs39lv4if
fs39lv4if
fs39lv4if
8widsgys
8widsgys
8widsgys
8widsgys
8widsgys
premium
8widsgys
8widsgys
8widsgys
r77ub8m218
r77ub8m218
r77ub8m218
r77ub8m218
r77ub8m218
premium
r77ub8m218
r77ub8m218
r77ub8m218
z664hvl
z664hvl
z664hvl
z664hvl
z664hvl
premium
z664hvl
z664hvl
z664hvl
wk4qjjrodm
wk4qjjrodm
wk4qjjrodm
wk4qjjrodm
wk4qjjrodm
premium
wk4qjjrodm
wk4qjjrodm
wk4qjjrodm
aji0tb4pzbm
aji0tb4pzbm
aji0tb4pzbm
aji0tb4pzbm
aji0tb4pzbm
premium
aji0tb4pzbm
aji0tb4pzbm
aji0tb4pzbm
7jibl7ctlsa
7jibl7ctlsa
7jibl7ctlsa
7jibl7ctlsa
7jibl7ctlsa
premium
7jibl7ctlsa
7jibl7ctlsa
7jibl7ctlsa
ruad2pp9mx
ruad2pp9mx
ruad2pp9mx
ruad2pp9mx
ruad2pp9mx
premium
ruad2pp9mx
ruad2pp9mx
ruad2pp9mx
satdy9x
satdy9x
satdy9x
satdy9x
satdy9x
premium
satdy9x
satdy9x
satdy9x
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OWL
Blue Owl Capital
$17.95
$0.16
(0.88%)
$21.59
(20.28% Upside)
10 Buy
3 Hold
0 Sell
Strong Buy
premium
$26.39B
77.90%
NEP
Nextera Energy Partners
$30.91
$1.33
(4.5%)
$33.14
(7.21% Upside)
3 Buy
4 Hold
1 Sell
Hold
premium
$2.68B
-40.33%
MPW
Medical Properties
$4.87
$0.03
(0.62%)
$4.79
(-1.64% Downside)
2 Buy
4 Hold
1 Sell
Hold
premium
$2.77B
-34.51%
ACMR
ACM Research
$27.00
$0.49
(1.85%)
$37.75
(39.81% Upside)
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.55B
190.04%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$77.97
$0.7
(0.91%)
$85.26
(9.35% Upside)
397 Buy
442 Hold
80 Sell
Hold
premium
$53.94B
13.67%
SPGP
SPGP
< ETF >
Invesco S&P 500 GARP ETF
$101.51
$1.3
(1.3%)
$113.66
(11.97% Upside)
709 Buy
438 Hold
57 Sell
Moderate Buy
premium
$4.76B
19.45%