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New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #35,450 out of 781,066 TipRanks' Investors
Success Rate
75%
1946 out of 2593
profitable transactions
Average Return
20.17%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
4.94% T
4.20% LOW
4.08% GB:VOD
4.04% MAIN
3.60% GOOGL
79.14% Others
By Assets
83.39% Stocks
16.61% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
19.69% Financial
16.94% Communication Services
11.71% Real Estate
9.89% Technology
9.26% Consumer Defensive
32.50% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$229.98
$1.72
(0.75%)
premium
19 Buy
7 Hold
3 Sell
Moderate Buy
premium
$3.43T
21.92%
LTC
LTC Properties
$34.93
$0.12
(0.34%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$1.58B
10.29%
MAIN
Main Street Capital
$60.04
$0.44
(0.73%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$5.33B
37.92%
MCD
McDonald's
$280.95
$1.21
(0.43%)
premium
16 Buy
9 Hold
0 Sell
Moderate Buy
premium
$200.47B
-3.92%
$141.03
$1.85
(1.33%)
premium
5 Buy
3 Hold
2 Sell
Moderate Buy
premium
$75.79B
30.76%
NUE
Nucor
$124.53
$1.17
(0.95%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$28.97B
-25.16%
O
Realty Income
$54.62
$0.04
(0.07%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$47.77B
-2.74%
PEP
PepsiCo
$148.25
$1.71
(1.17%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$201.05B
-11.96%
PG
Procter & Gamble
$161.13
$0.63
(0.39%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$377.98B
8.77%
PPG
PPG Industries
$120.24
$0.64
(0.54%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
$27.75B
-17.05%
PSEC
Prospect Capital
$4.33
$0.01
(0.23%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$1.88B
-27.88%
ROP
Roper Technologies
$522.32
$3.22
(0.62%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$55.66B
-3.62%
RY
Royal Bank Of Canada
$120.54
$0.46
(0.38%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$168.84B
23.18%
SBUX
Starbucks
$95.13
$0.7
(0.74%)
premium
10 Buy
6 Hold
3 Sell
Moderate Buy
premium
$107.06B
1.92%
SHW
Sherwin-Williams Company
$353.98
$0.19
(0.05%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$89.20B
15.54%
STAG
Stag Industrial
$33.95
$0.68
(1.96%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.44B
-8.56%
SYY
Sysco
$73.07
$0.15
(0.2%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$35.97B
-2.83%
T
AT&T
$22.29
$0.27
(1.23%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$158.00B
35.91%
LOW
Lowe's
$261.06
$2.28
(0.88%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$146.12B
19.63%
TROW
T Rowe Price
$113.21
$1.08
(0.96%)
premium
0 Buy
7 Hold
3 Sell
Moderate Sell
premium
$24.91B
6.52%
KMB
Kimberly Clark
$127.22
$0.57
(0.45%)
premium
4 Buy
7 Hold
2 Sell
Hold
premium
$42.24B
3.40%
JNJ
Johnson & Johnson
$147.03
$0.74
(0.5%)
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$355.77B
-8.34%
ADP
Automatic Data Processing
$296.18
$0.05
(0.02%)
premium
2 Buy
7 Hold
0 Sell
Hold
premium
$120.70B
25.46%
AFL
AFLAC
$106.49
$0.56
(0.53%)
premium
3 Buy
7 Hold
2 Sell
Hold
premium
$58.85B
27.37%
AGNC
AGNC Investment
$9.61
$0.06
(0.63%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$8.46B
-2.15%
BMO
Bank Of Montreal
$99.07
$0.13
(0.13%)
premium
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
$71.95B
5.88%
BNS
Bank Of Nova Scotia
$50.88
$0.82
(1.59%)
premium
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
$63.17B
11.97%
CAH
Cardinal Health
$126.27
$0.76
(0.6%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$30.74B
18.68%
CAT
Caterpillar
$386.02
$5.47
(1.44%)
premium
5 Buy
5 Hold
3 Sell
Hold
premium
$183.73B
36.94%
CB
Chubb
$269.48
$4.05
(1.48%)
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
$110.26B
17.15%
CNQ
Canadian Natural
$31.12
$0.32
(1.04%)
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
$64.56B
-0.56%
CVX
Chevron
$161.47
$2.09
(1.31%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$286.42B
13.86%
ECL
Ecolab
$237.42
$1.73
(0.72%)
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
$67.72B
18.44%
EMR
Emerson Electric Company
$124.53
$1.24
(1.01%)
premium
12 Buy
4 Hold
1 Sell
Moderate Buy
premium
$70.22B
32.93%
GB:BATS
British American Tobacco
2962.00p
51p
(1.75%)
premium
2 Buy
4 Hold
1 Sell
Hold
premium
£64.11B
29.40%
GD
General Dynamics
$266.67
$0.74
(0.28%)
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$73.92B
6.26%
GWW
WW Grainger
$1113.60
$3.25
(0.29%)
premium
0 Buy
7 Hold
0 Sell
Hold
premium
$54.07B
27.68%
IBM
International Business Machines
$224.79
$2.13
(0.96%)
premium
4 Buy
6 Hold
1 Sell
Moderate Buy
premium
$205.88B
34.07%
ITW
Illinois Tool Works
$256.38
$0.45
(0.18%)
premium
3 Buy
7 Hold
2 Sell
Hold
premium
$75.58B
1.42%
JPM
JPMorgan Chase & Co.
$259.16
$4.89
(1.92%)
premium
11 Buy
8 Hold
1 Sell
Moderate Buy
premium
$715.86B
51.88%
WMT
Walmart
$91.94
$0.64
(0.7%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$733.45B
68.97%
GB:RKT
Reckitt
5014.00p
125p
(2.56%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
£33.54B
-9.95%
CTVA
Corteva
$62.32
$0.69
(1.12%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$42.36B
40.33%
GOOD
Gladstone Commercial
$16.31
$0.08
(0.49%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$725.07M
23.05%
MOS
Mosaic Co
$27.14
$0.42
(1.57%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$8.49B
-15.50%
NTR
Nutrien
$51.62
$0.12
(0.23%)
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$25.26B
3.26%
QCOM
Qualcomm
$164.56
$3.13
(1.94%)
premium
11 Buy
10 Hold
1 Sell
Moderate Buy
premium
$179.35B
13.26%
GOOGL
Alphabet Class A
$196.00
$3.09
(1.6%)
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.37T
36.36%
MA
Mastercard
$524.70
$1.56
(0.3%)
premium
21 Buy
3 Hold
0 Sell
Strong Buy
premium
$480.15B
22.39%
NEE
NextEra Energy
$70.76
$0.61
(0.85%)
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
$146.77B
22.48%
C
Citigroup
$79.99
$1.48
(1.89%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$147.37B
56.51%
KO
Coca-Cola
$62.71
$0.46
(0.74%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$268.16B
3.47%
MO
Altria Group
$51.86
$0.7
(1.37%)
premium
4 Buy
2 Hold
2 Sell
Hold
premium
$86.71B
25.58%
ADC
Agree Realty
$72.44
$0.29
(0.4%)
premium
15 Buy
2 Hold
1 Sell
Strong Buy
premium
$7.47B
17.57%
META
Meta Platforms
$612.77
$1.47
(0.24%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.54T
62.52%
MSFT
Microsoft
$429.03
$4.45
(1.05%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.16T
8.93%
NVS
Novartis
$97.53
$0.33
(0.34%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$196.17B
-9.41%
GB:ULVR
Unilever
4587.00p
72p
(1.59%)
premium
7 Buy
3 Hold
3 Sell
Moderate Buy
premium
£111.77B
23.69%
SNY
Sanofi
$50.74
$0
(0%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$126.70B
-2.20%
MPW
Medical Properties
$4.09
$0.09
(2.25%)
premium
1 Buy
2 Hold
3 Sell
Moderate Sell
premium
$2.40B
33.22%
DX
Dynex Capital
$12.75
$0.12
(0.95%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.00B
0.63%
DE:AIL
Air Liquide
€161.46
€3.18
(2.01%)
premium
8 Buy
1 Hold
1 Sell
Moderate Buy
premium
€91.33B
1.49%
DE:MUV2
Munich Reinsurance
€503.20
€5.2
(1.04%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
€66.61B
27.86%
DE:OMV
OMV AG
€39.40
€0.18
(0.46%)
premium
2 Buy
2 Hold
1 Sell
Hold
premium
€12.77B
4.37%
GB:BHP
BHP Group Ltd
2064.00p
35p
(1.73%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
£103.10B
-20.48%
FSP
Franklin Street Properties
$1.86
$0.01
(0.54%)
premium
premium
$191.60M
-25.60%
CCI
Crown Castle
$91.06
$0.41
(0.45%)
premium
1 Buy
4 Hold
1 Sell
Hold
premium
$39.40B
-15.90%
WFC
Wells Fargo
$77.08
$1.13
(1.49%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$252.87B
62.74%
USB
US Bancorp
$48.36
$0.33
(0.69%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$74.93B
20.45%
STLA
Stellantis
$12.88
$0.32
(2.55%)
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$37.34B
-41.14%
STNG
Scorpio Tankers
$52.82
$1.6
(2.94%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.89B
-19.51%
AER
Aercap Holdings
$95.70
$0.11
(0.11%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$19.40B
28.11%
TECK
Teck Resources
$43.16
$0.8
(1.89%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$21.88B
13.60%
GB:LLOY
Lloyds Banking
58.54p
1.28p
(2.24%)
premium
2 Buy
8 Hold
1 Sell
Hold
premium
£34.67B
37.74%
GB:VOD
Vodafone
69.58p
0.08p
(0.12%)
premium
2 Buy
6 Hold
1 Sell
Hold
premium
£17.67B
5.57%
FR:ORA
ORANGE SA
€10.22
€0.07
(0.69%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
€26.99B
-7.95%
SEDG
SolarEdge Technologies
$13.91
$0.3
(2.11%)
premium
2 Buy
14 Hold
6 Sell
Hold
premium
$823.47M
-79.17%
TX
Ternium SA
$28.93
$0.07
(0.24%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$5.69B
-25.50%
FR:GLE
Societe Generale
€28.74
€0.02
(0.07%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
€22.93B
24.11%
TD
Toronto Dominion Bank
$57.51
$2.19
(3.96%)
premium
5 Buy
4 Hold
1 Sell
Moderate Buy
premium
$96.17B
-3.23%
UNH
UnitedHealth
$509.76
$0.83
(0.16%)
premium
18 Buy
0 Hold
0 Sell
Strong Buy
premium
$469.89B
-1.11%
BLK
BlackRock
$1004.96
$9.24
(0.93%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$154.22B
25.21%
EPD
Enterprise Products Partners
$33.57
$0.1
(0.3%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$72.98B
25.68%
CTO
CTO Realty Growth
$19.77
$0.14
(0.7%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$596.83M
19.51%
BMY
Bristol-Myers Squibb
$56.29
$0.09
(0.16%)
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$114.35B
12.80%
CSCO
Cisco Systems
$60.23
$0.41
(0.69%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$238.25B
17.87%
SLB
Schlumberger
$43.58
$2.49
(6.06%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$58.03B
-14.20%
PEN
Penumbra
$263.69
$1.38
(0.53%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$10.07B
3.08%
OGN
Organon
$15.74
$0.44
(2.72%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$4.17B
0.32%
OSK
Oshkosh
$95.87
$1.35
(1.43%)
premium
3 Buy
5 Hold
1 Sell
Hold
premium
$6.15B
-8.50%
EXE
Expand Energy
$106.36
$1.42
(1.32%)
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$24.91B
39.99%
TER
Teradyne
$138.40
$0.83
(0.6%)
premium
8 Buy
3 Hold
1 Sell
Moderate Buy
premium
$22.40B
29.76%
TDY
Teledyne Technologies
$473.89
$1.81
(0.38%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$22.00B
9.56%
DUK
Duke Energy
$109.26
$0.2
(0.18%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$84.25B
13.98%
SBR
Sabine Royalty
$66.65
$0.34
(0.51%)
premium
premium
$966.76M
5.71%
DE:DTE
Deutsche Telekom
€30.31
€0
(0%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
€150.70B
32.72%
DE:FRE
Fresenius SE & Co. KGaA
€36.30
€0.7
(1.97%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
€19.85B
37.78%
FMC
FMC
$53.43
$0.1
(0.19%)
premium
6 Buy
7 Hold
1 Sell
Moderate Buy
premium
$6.68B
-3.50%
BEP
Brookfield Renewable Partners
$20.66
$0.27
(1.29%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$13.78B
-18.40%
CELH
Celsius Holdings
$27.23
$0.36
(1.3%)
premium
9 Buy
3 Hold
1 Sell
Moderate Buy
premium
$6.48B
-53.92%