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New Portfolio - New Portfolio

6630052C

New Portfolio
Individual Investor
Ranked #335,837 out of 732,069 TipRanks' Investors
Success Rate
44%
208 out of 473
profitable transactions
Average Return
0.88%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
22.56% EPD
16.64% KO
15.54% CNQ
12.76% ET
10.59% VYMI
21.91% Others
By Assets
88.89% Stocks
10.53% ETFs
0.58% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
59.40% Energy
16.64% Consumer Defensive
10.59% General
8.50% Basic Materials
4.87% Financial

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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KO
Coca-Cola
$62.17
$0.18
(0.29%)
$67.07
(7.88% Upside)
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$267.83B
0.68%
CNQ
Canadian Natural
$74.65
$0.21
(0.28%)
$81.37
(9.00% Upside)
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$79.97B
42.52%
EPD
Enterprise Products Partners
$28.10
$0.05
(0.18%)
$33.27
(18.40% Upside)
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$60.93B
19.78%
OZK
Bank OZK
$46.75
$0.5
(1.08%)
$49.57
(6.03% Upside)
3 Buy
4 Hold
1 Sell
Hold
premium
$5.38B
50.56%
PSX
Phillips 66
$143.61
$0.26
(0.18%)
$164.58
(14.60% Upside)
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$60.88B
61.38%
ET
Energy Transfer
$15.89
$0.11
(0.7%)
$18.44
(16.05% Upside)
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$53.51B
38.41%
GLNCY
Glencore
$11.44
$0.13
(1.15%)
premium
$69.54B
11.72%
VYMI
VYMI
< ETF >
Vanguard International High Dividend Yield ETF
$69.17
$0.375
(0.55%)
premium
$7.36B
15.32%