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New Portfolio - New Portfolio

Feuilletin

New Portfolio
Individual Investor
Ranked #166,732 out of 730,435 TipRanks' Investors
Success Rate
57%
101 out of 177
profitable transactions
Average Return
3.75%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.76% MO
7.77% RIO
7.35% ABR
5.97% OKE
5.53% DLR
64.62% Others
By Assets
95.98% Cash
4.02% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
21.33% Energy
18.73% Real Estate
15.89% Basic Materials
14.02% Financial
12.22% Consumer Defensive
17.81% 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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OKE
Oneok
$81.38
$0.43
(0.53%)
$82.80
(1.74% Upside)
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$46.86B
30.86%
RIO
Rio Tinto
$67.78
$0.36
(0.53%)
Pre
1.34%
$76.17
(12.38% Upside)
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$114.14B
17.44%
MO
Altria Group
$43.54
$0.62
(1.44%)
Pre
0.48%
$43.44
(-0.23% Downside)
3 Buy
4 Hold
2 Sell
Hold
premium
$73.63B
-0.23%
ABBV
AbbVie
$167.29
$0.51
(0.3%)
Pre
1.01%
$179.77
(7.46% Upside)
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$300.20B
5.89%
PRU
Prudential Financial
$111.18
$1.58
(1.4%)
$113.88
(2.43% Upside)
0 Buy
7 Hold
3 Sell
Moderate Sell
premium
$40.23B
41.89%
AXAHY
AXA SA
$36.06
$0.61
(1.66%)
premium
$83.70B
20.94%
MAIN
Main Street Capital
$48.68
$0.12
(0.25%)
Pre
0%
$44.33
(-8.94% Downside)
0 Buy
3 Hold
0 Sell
Hold
premium
$4.14B
34.06%
TTE
TotalEnergies
$73.75
$1.01
(1.39%)
Pre
0.73%
$80.78
(9.53% Upside)
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$168.86B
19.78%
CVX
Chevron
$165.28
$1.71
(1.05%)
Pre
0.44%
$185.20
(12.05% Upside)
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$302.46B
3.70%
O
Realty Income
$53.80
$0.13
(0.24%)
Pre
0.28%
$58.75
(9.20% Upside)
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$45.98B
-7.22%