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Fillipe - New Portfolio

Fillipe Moreira

Fillipe
Individual Investor
Ranked #19,938 out of 789,901 TipRanks' Investors
Success Rate
77%
127 out of 166
profitable transactions
Average Return
29.65%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.52% IAU
5.53% AVGO
4.69% AAPL
4.57% CEG
4.48% EQIX
73.21% Others
By Assets
90.23% Stocks
9.77% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
39.19% Real Estate
14.05% Technology
9.77% General
7.54% Utilities
6.31% Consumer Defensive
23.14% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AXP
American Express
$295.49
$5.47
(1.82%)
Pre
0.09%
premium
9 Buy
12 Hold
1 Sell
Moderate Buy
premium
$211.43B
37.01%
XOM
Exxon Mobil
$107.76
$3.57
(3.21%)
Pre
0.24%
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$483.08B
5.19%
NRG
NRG Energy
$100.25
$5.46
(5.17%)
Pre
0.24%
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$20.94B
73.77%
PG
Procter & Gamble
$175.59
$1.75
(1.01%)
Pre
0.08%
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$407.63B
9.44%
KO
Coca-Cola
$72.32
$1.11
(1.56%)
Pre
0.11%
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$306.27B
19.62%
UPS
United Parcel
$119.26
$0.23
(0.19%)
Pre
0.04%
premium
11 Buy
6 Hold
2 Sell
Moderate Buy
premium
$101.67B
-19.61%
ABR
Arbor Realty
$11.98
$0.36
(2.92%)
Pre
0%
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$2.34B
-4.49%
INVH
Invitation Homes
$34.37
$0.36
(1.06%)
Pre
0.52%
premium
3 Buy
11 Hold
0 Sell
Hold
premium
$20.84B
-1.53%
IRM
Iron Mountain
$90.21
$2.96
(3.18%)
Pre
0.28%
premium
4 Buy
0 Hold
1 Sell
Moderate Buy
premium
$27.37B
14.29%
KIM
Kimco Realty
$22.05
$0.05
(0.23%)
Pre
0.5%
premium
5 Buy
10 Hold
0 Sell
Moderate Buy
premium
$15.02B
12.38%
PSA
Public Storage
$311.04
$7.42
(2.44%)
Pre
0.5%
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$53.26B
9.11%
WELL
Welltower
$156.86
$3.35
(2.18%)
Pre
0.29%
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$98.45B
65.56%
IAU
IAU
< ETF >
iShares Gold Trust
$54.57
$0.7
(1.3%)
Pre
0.75%
premium
premium
$38.09B
34.51%
URNM
URNM
< ETF >
NorthShore Global Uranium Mining ETF
$32.66
$2.1
(6.04%)
Pre
1.68%
premium
premium
$1.28B
-32.03%
MSFT
Microsoft
$388.49
$8.5
(2.14%)
Pre
0.59%
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.95T
-4.45%
VZ
Verizon
$43.87
$0.77
(1.79%)
Pre
0.11%
premium
6 Buy
10 Hold
0 Sell
Moderate Buy
premium
$181.44B
7.21%
AVGO
Broadcom
$187.37
$12.06
(6.05%)
Pre
0.11%
premium
24 Buy
2 Hold
0 Sell
Strong Buy
premium
$934.80B
42.22%
ABBV
AbbVie
$211.48
$2.45
(1.17%)
Pre
0.33%
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$369.01B
16.84%
CEG
Constellation Energy Corporation
$232.29
$18.255
(7.29%)
Pre
0.16%
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$78.38B
47.39%
AAPL
Apple
$238.03
$3.81
(1.58%)
Pre
0.18%
premium
18 Buy
11 Hold
4 Sell
Moderate Buy
premium
$3.63T
34.61%
AMT
American Tower
$209.61
$3.99
(1.94%)
Pre
0.6%
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$96.12B
1.91%
CTVA
Corteva
$60.40
$2.41
(3.84%)
Pre
0.65%
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$43.18B
17.37%
JPM
JPMorgan Chase & Co.
$260.62
$4.03
(1.52%)
Pre
0.13%
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$739.99B
42.83%
VICI
VICI Properties
$32.65
$0.16
(0.49%)
Pre
0.15%
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$34.32B
9.84%
PLD
Prologis
$123.54
$0.38
(0.31%)
Pre
0.05%
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$117.75B
-7.54%
EQIX
Equinix
$910.58
$5.96
(0.66%)
Pre
0.06%
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$88.05B
0.45%
O
Realty Income
$57.55
$0.788
(1.39%)
Pre
0.23%
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$50.84B
9.17%
ARE
Alexandria Equities
$101.50
$0.76
(0.74%)
Pre
0.7%
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$17.70B
-17.71%
MCD
McDonald's
$304.29
$2.27
(0.74%)
Pre
0.12%
premium
14 Buy
10 Hold
0 Sell
Moderate Buy
premium
$220.29B
6.05%
AVB
AvalonBay
$228.08
$1.9
(0.84%)
Pre
0.22%
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$32.18B
23.17%
SUI
Sun Communities
$136.43
$0.28
(0.21%)
Pre
2.19%
premium
4 Buy
3 Hold
1 Sell
Moderate Buy
premium
$17.35B
3.25%
REXR
Rexford Industrial Realty
$41.09
$0.23
(0.56%)
Pre
0.49%
premium
5 Buy
9 Hold
1 Sell
Moderate Buy
premium
$9.42B
-20.74%
VNQ
VNQ
< ETF >
Vanguard Real Estate ETF
$94.34
$0.44
(0.47%)
Pre
0.02%
premium
529 Buy
472 Hold
53 Sell
Moderate Buy
premium
$35.73B
7.46%
MAA
Mid-America Apartment
$170.92
$2.8
(1.67%)
Pre
0.05%
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$20.17B
31.72%