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Fillipe - New Portfolio

Fillipe Moreira

Fillipe
Individual Investor
Ranked #37,407 out of 783,619 TipRanks' Investors
Success Rate
71%
115 out of 163
profitable transactions
Average Return
31.13%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.29% IAU
6.38% AVGO
6.09% CEG
4.69% AAPL
4.55% EQIX
71.00% Others
By Assets
89.85% Stocks
10.15% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
36.67% Real Estate
15.17% Technology
10.15% General
9.20% Utilities
5.83% Consumer Defensive
22.98% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AXP
American Express
$318.95
$3.7
(1.17%)
Pre
0.17%
premium
8 Buy
11 Hold
1 Sell
Moderate Buy
premium
$224.68B
57.04%
XOM
Exxon Mobil
$109.57
$0.9
(0.83%)
Pre
0.38%
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$481.57B
6.58%
NRG
NRG Energy
$105.00
$4.43
(4.4%)
Pre
0.48%
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$21.27B
97.96%
PG
Procter & Gamble
$167.41
$1.18
(0.71%)
Pre
0.24%
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$392.55B
6.54%
KO
Coca-Cola
$64.05
$1.22
(1.94%)
Pre
0.25%
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$275.91B
7.66%
UPS
United Parcel
$114.90
$18.88
(14.11%)
Pre
0.52%
premium
10 Buy
2 Hold
2 Sell
Moderate Buy
premium
$98.05B
-19.03%
ABR
Arbor Realty
$13.43
$0.05
(0.37%)
Pre
0.3%
premium
0 Buy
2 Hold
2 Sell
Moderate Sell
premium
$2.53B
-5.77%
INVH
Invitation Homes
$30.99
$0.32
(1.04%)
Pre
0%
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$18.98B
-5.89%
IRM
Iron Mountain
$102.00
$1.39
(1.38%)
Pre
1.27%
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$29.93B
51.07%
KIM
Kimco Realty
$22.68
$0.26
(1.16%)
Pre
0.53%
premium
5 Buy
11 Hold
0 Sell
Moderate Buy
premium
$15.29B
12.28%
PSA
Public Storage
$298.05
$3.79
(1.29%)
Pre
0.44%
premium
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
$52.21B
5.25%
WELL
Welltower
$137.18
$2.25
(1.67%)
Pre
1.08%
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$85.42B
58.57%
IAU
IAU
< ETF >
iShares Gold Trust
$52.76
$0.76
(1.46%)
Pre
0.32%
premium
premium
$34.72B
35.10%
URNM
URNM
< ETF >
NorthShore Global Uranium Mining ETF
$41.42
$0.06
(0.15%)
Pre
0.24%
premium
premium
$1.44B
-23.73%
MSFT
Microsoft
$414.99
$27.34
(6.18%)
Pre
1%
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
8.26%
VZ
Verizon
$39.47
$0.81
(2.01%)
Pre
0.05%
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$166.15B
-5.16%
AVGO
Broadcom
$215.66
$9.31
(4.51%)
Pre
1.46%
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.01T
70.80%
ABBV
AbbVie
$175.65
$0.39
(0.22%)
Pre
4.24%
premium
15 Buy
6 Hold
0 Sell
Moderate Buy
premium
$310.40B
6.84%
CEG
Constellation Energy Corporation
$308.55
$16.66
(5.71%)
Pre
1.09%
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$96.53B
139.49%
AAPL
Apple
$237.59
$1.77
(0.74%)
Pre
3.89%
premium
18 Buy
8 Hold
4 Sell
Moderate Buy
premium
$3.57T
27.29%
AMT
American Tower
$185.82
$2.19
(1.19%)
Pre
0.01%
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$86.83B
-5.02%
CTVA
Corteva
$66.15
$1.15
(1.77%)
Pre
0%
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$45.46B
41.83%
JPM
JPMorgan Chase & Co.
$268.23
$1.65
(0.62%)
Pre
0.14%
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$755.16B
53.84%
VICI
VICI Properties
$29.84
$0.2
(0.67%)
Pre
0.17%
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$31.46B
-1.98%
PLD
Prologis
$120.65
$1.48
(1.24%)
Pre
0.31%
premium
13 Buy
5 Hold
1 Sell
Moderate Buy
premium
$114.54B
-4.77%
EQIX
Equinix
$922.13
$13.9
(1.53%)
Pre
0.62%
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$88.97B
11.13%
O
Realty Income
$54.32
$0.26
(0.48%)
Pre
0.11%
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$47.54B
-0.13%
ARE
Alexandria Equities
$95.85
$0.06
(0.06%)
Pre
0.85%
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$16.59B
-20.77%
MCD
McDonald's
$290.32
$0.21
(0.07%)
Pre
0.08%
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$208.05B
-0.82%
AVB
AvalonBay
$219.88
$4.93
(2.29%)
Pre
0.58%
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
$31.28B
22.83%
SUI
Sun Communities
$126.00
$1.76
(1.42%)
Pre
0.39%
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$16.05B
0.52%
REXR
Rexford Industrial Realty
$40.75
$0.33
(0.82%)
premium
3 Buy
5 Hold
1 Sell
Hold
premium
$9.06B
-22.51%
VNQ
VNQ
< ETF >
Vanguard Real Estate ETF
$90.75
$1.14
(1.27%)
Pre
0%
premium
519 Buy
488 Hold
61 Sell
Moderate Buy
premium
$34.56B
8.18%
MAA
Mid-America Apartment
$151.84
$3.28
(2.21%)
Pre
0.49%
premium
8 Buy
10 Hold
0 Sell
Moderate Buy
premium
$18.21B
20.14%