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New Portfolio - New Portfolio

Matt Knight

New Portfolio
Individual Investor
Ranked #38,866 out of 730,641 TipRanks' Investors
Success Rate
69%
1215 out of 1771
profitable transactions
Average Return
14.48%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.58% AVGO
5.70% MSFT
3.63% CSWC
3.41% MAIN
3.41% GAIN
71.27% Others
By Assets
84.73% Stocks
14.07% ETFs
1.19% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
31.68% Financial
24.21% Technology
15.17% General
14.06% Real Estate
6.20% Consumer Cyclical
8.67% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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ALLY
Ally Financial
$39.30
$0.16
(0.41%)
$41.67
(6.03% Upside)
5 Buy
5 Hold
2 Sell
Hold
premium
$11.95B
53.63%
GAIN
Gladstone Investment
$14.19
$0.06
(0.42%)
$13.75
(-3.10% Downside)
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$509.28M
20.56%
MAIN
Main Street Capital
$49.13
$0.45
(0.92%)
$44.33
(-9.77% Downside)
0 Buy
3 Hold
0 Sell
Hold
premium
$4.18B
32.96%
O
Realty Income
$53.71
$0.09
(0.17%)
$58.75
(9.38% Upside)
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$46.25B
-10.00%
DGRW
DGRW
< ETF >
WisdomTree US Quality Dividend Growth Fund
$73.69
$0.28
(0.38%)
$82.91
(12.51% Upside)
2K Buy
1K Hold
164 Sell
Moderate Buy
premium
$12.37B
18.89%
MSFT
Microsoft
$406.32
$7.28
(1.82%)
$489.02
(20.35% Upside)
32 Buy
1 Hold
1 Sell
Strong Buy
premium
$3.02T
33.32%
VZ
Verizon
$39.68
$0.46
(1.17%)
$43.55
(9.75% Upside)
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$167.02B
9.79%
NTAP
NetApp
$101.33
$0.39
(0.39%)
$103.79
(2.43% Upside)
3 Buy
9 Hold
2 Sell
Hold
premium
$20.91B
65.00%
ARCC
Ares Capital
$20.78
$0.15
(0.73%)
$21.40
(2.98% Upside)
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.61B
23.98%
TSLX
Sixth Street Specialty Lending
$21.68
$0.55
(2.6%)
$23.00
(6.09% Upside)
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.99B
31.39%