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New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #27,240 out of 788,174 TipRanks' Investors
Success Rate
78%
2044 out of 2622
profitable transactions
Average Return
23.53%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
4.96% T
3.52% MAIN
3.39% GB:VOD
3.24% LOW
2.83% BEKE
82.06% Others
By Assets
59.33% Cash
40.67% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
20.69% Financial
15.17% Communication Services
12.03% Real Estate
10.61% Technology
9.72% Consumer Defensive
31.77% 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
$245.55
$0.28
(0.11%)
premium
18 Buy
11 Hold
4 Sell
Moderate Buy
premium
$3.69T
34.83%
LTC
LTC Properties
$34.44
$0.17
(0.49%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.57B
7.79%
MAIN
Main Street Capital
$62.27
$0.47
(0.75%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$5.53B
39.80%
MCD
McDonald's
$304.81
$1.76
(0.58%)
premium
15 Buy
11 Hold
0 Sell
Moderate Buy
premium
$217.17B
3.11%
$144.98
$4.1
(2.75%)
premium
7 Buy
3 Hold
2 Sell
Moderate Buy
premium
$80.94B
61.64%
NUE
Nucor
$135.23
$4.72
(3.37%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$32.86B
-25.02%
O
Realty Income
$57.09
$0.57
(1.01%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$49.47B
7.27%
PEP
PepsiCo
$153.50
$4.4
(2.95%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$204.49B
-11.69%
PG
Procter & Gamble
$170.23
$3.02
(1.81%)
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$392.08B
4.25%
PPG
PPG Industries
$114.80
$2.41
(2.06%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$27.35B
-17.36%
PSEC
Prospect Capital
$4.44
$0.01
(0.22%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$1.97B
-23.67%
ROP
Roper Technologies
$574.05
$7.37
(1.27%)
premium
7 Buy
1 Hold
1 Sell
Moderate Buy
premium
$62.35B
5.90%
RY
Royal Bank Of Canada
$118.88
$0.78
(0.65%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$168.37B
21.93%
SBUX
Starbucks
$111.75
$1.59
(1.4%)
premium
15 Buy
5 Hold
1 Sell
Moderate Buy
premium
$128.74B
18.33%
SHW
Sherwin-Williams Company
$344.57
$5.45
(1.56%)
premium
12 Buy
4 Hold
1 Sell
Moderate Buy
premium
$88.15B
11.37%
STAG
Stag Industrial
$35.20
$0.07
(0.2%)
premium
4 Buy
4 Hold
0 Sell
Moderate Buy
premium
$6.69B
-9.29%
SYY
Sysco
$73.22
$2
(2.81%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$34.84B
-11.46%
T
AT&T
$26.62
$0.47
(1.8%)
premium
20 Buy
4 Hold
0 Sell
Strong Buy
premium
$187.71B
53.82%
LOW
Lowe's
$239.17
$7.25
(2.94%)
premium
13 Buy
7 Hold
0 Sell
Moderate Buy
premium
$139.14B
8.18%
TROW
T Rowe Price
$106.27
$2.22
(2.05%)
premium
0 Buy
6 Hold
3 Sell
Moderate Sell
premium
$24.15B
-0.77%
KMB
Kimberly Clark
$140.26
$1.29
(0.93%)
premium
4 Buy
8 Hold
2 Sell
Hold
premium
$46.09B
14.80%
JNJ
Johnson & Johnson
$162.30
$2.62
(1.64%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$384.45B
0.63%
ADP
Automatic Data Processing
$310.76
$1.21
(0.39%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$126.93B
22.46%
AFL
AFLAC
$102.16
$2.12
(2.03%)
premium
4 Buy
8 Hold
2 Sell
Hold
premium
$57.93B
31.57%
AGNC
AGNC Investment
$10.54
$0.01
(0.09%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$9.45B
11.43%
BMO
Bank Of Montreal
$100.46
$0.46
(0.46%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$73.29B
7.02%
BNS
Bank Of Nova Scotia
$50.50
$0.63
(1.23%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$62.60B
7.91%
CAH
Cardinal Health
$127.06
$0.32
(0.25%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$30.77B
20.65%
CAT
Caterpillar
$340.04
$9.11
(2.61%)
premium
5 Buy
5 Hold
2 Sell
Hold
premium
$166.87B
10.09%
CB
Chubb
$267.25
$0.24
(0.09%)
premium
7 Buy
7 Hold
1 Sell
Moderate Buy
premium
$107.82B
6.16%
CNQ
Canadian Natural
$29.97
$0.76
(2.47%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$64.47B
-5.53%
CVX
Chevron
$156.92
$1.87
(1.18%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$285.36B
2.15%
ECL
Ecolab
$264.69
$2.65
(0.99%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$75.70B
21.67%
EMR
Emerson Electric Company
$121.85
$2.9
(2.32%)
premium
11 Buy
3 Hold
1 Sell
Moderate Buy
premium
$70.35B
18.48%
GB:BATS
British American Tobacco
2965.00p
70p
(2.31%)
premium
4 Buy
3 Hold
1 Sell
Moderate Buy
premium
£66.71B
28.03%
GD
General Dynamics
$243.06
$3.14
(1.28%)
premium
7 Buy
11 Hold
1 Sell
Moderate Buy
premium
$66.56B
-9.59%
GWW
WW Grainger
$1007.90
$16.4
(1.6%)
premium
1 Buy
5 Hold
1 Sell
Hold
premium
$49.88B
8.85%
IBM
International Business Machines
$261.48
$3.26
(1.23%)
premium
7 Buy
6 Hold
1 Sell
Moderate Buy
premium
$244.79B
47.32%
ITW
Illinois Tool Works
$264.28
$1.26
(0.47%)
premium
2 Buy
6 Hold
2 Sell
Hold
premium
$77.94B
2.66%
JPM
JPMorgan Chase & Co.
$264.24
$2.56
(0.96%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$746.00B
47.48%
WMT
Walmart
$94.78
$2.43
(2.5%)
premium
27 Buy
1 Hold
0 Sell
Strong Buy
premium
$780.93B
67.90%
GB:RKT
Reckitt
5262.00p
24p
(0.45%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
£36.18B
-8.96%
CTVA
Corteva
$62.76
$1.07
(1.68%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$43.76B
17.72%
GOOD
Gladstone Commercial
$15.72
$0.1
(0.63%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$704.06M
26.46%
MOS
Mosaic Co
$25.76
$0.86
(3.23%)
premium
1 Buy
6 Hold
1 Sell
Hold
premium
$8.46B
-11.94%
NTR
Nutrien
$52.59
$0.56
(1.05%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$26.10B
5.37%
QCOM
Qualcomm
$165.43
$8.27
(4.76%)
premium
11 Buy
9 Hold
1 Sell
Moderate Buy
premium
$192.11B
14.27%
GOOGL
Alphabet Class A
$179.66
$4.9
(2.65%)
premium
27 Buy
10 Hold
0 Sell
Moderate Buy
premium
$2.26T
29.47%
MA
Mastercard
$557.51
$5.77
(1.02%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$513.55B
19.45%
NEE
NextEra Energy
$71.58
$1.44
(2.05%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$144.28B
22.84%
C
Citigroup
$79.65
$1.69
(2.08%)
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$152.68B
47.01%
KO
Coca-Cola
$71.35
$1.31
(1.87%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$301.72B
14.37%
MO
Altria Group
$55.05
$0.72
(1.33%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$92.08B
34.25%
ADC
Agree Realty
$72.83
$1.48
(2.07%)
premium
13 Buy
2 Hold
1 Sell
Strong Buy
premium
$7.65B
24.93%
META
Meta Platforms
$683.55
$11.29
(1.62%)
premium
44 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.76T
48.46%
MSFT
Microsoft
$408.21
$7.92
(1.9%)
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
3.47%
NVS
Novartis
$109.35
$2.04
(1.9%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$213.23B
4.63%
GB:ULVR
Unilever
4397.00p
17p
(0.39%)
premium
9 Buy
2 Hold
3 Sell
Moderate Buy
premium
£110.43B
8.03%
SNY
Sanofi
$54.46
$0.33
(0.61%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$136.02B
13.24%
MPW
Medical Properties
$4.87
$0.12
(2.4%)
premium
0 Buy
2 Hold
2 Sell
Moderate Sell
premium
$3.00B
31.98%
DX
Dynex Capital
$14.06
$0.19
(1.37%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.10B
12.40%
DE:AIL
Air Liquide
€178.24
€5.5
(3.18%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
€99.70B
2.77%
DE:MUV2
Munich Reinsurance
€515.00
€0
(0%)
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
€68.89B
24.64%
DE:OMV
OMV AG
€39.90
€0.02
(0.05%)
premium
1 Buy
3 Hold
2 Sell
Hold
premium
€12.98B
-3.55%
GB:BHP
BHP Group Ltd
2059.00p
1p
(0.05%)
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
£102.46B
-11.55%
FSP
Franklin Street Properties
$1.94
$0.08
(3.96%)
premium
premium
$209.20M
-12.55%
CCI
Crown Castle
$92.19
$0.96
(1.05%)
premium
3 Buy
4 Hold
1 Sell
Hold
premium
$39.65B
-15.28%
WFC
Wells Fargo
$77.50
$1.13
(1.44%)
premium
11 Buy
8 Hold
0 Sell
Moderate Buy
premium
$258.61B
49.32%
USB
US Bancorp
$45.87
$0.89
(1.9%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$72.95B
14.55%
STLA
Stellantis
$13.94
$0.17
(1.2%)
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$41.37B
-44.95%
STNG
Scorpio Tankers
$41.23
$1.19
(2.81%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.12B
-36.31%
AER
Aercap Holdings
$101.67
$4.11
(3.89%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$21.42B
35.48%
TECK
Teck Resources
$41.13
$2.23
(5.14%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$21.86B
13.78%
GB:LLOY
Lloyds Banking
67.20p
1.3p
(1.97%)
premium
1 Buy
7 Hold
1 Sell
Hold
premium
£40.00B
43.40%
GB:VOD
Vodafone
66.20p
1.1p
(1.69%)
premium
2 Buy
7 Hold
1 Sell
Hold
premium
£16.33B
-1.30%
FR:ORA
ORANGE SA
€11.07
€0.12
(1.1%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
€29.13B
1.01%
FRO
Frontline
$16.54
$0.22
(1.31%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$3.73B
-27.16%
TX
Ternium SA
$29.39
$0.4
(1.34%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.85B
-25.43%
FR:GLE
Societe Generale
€37.84
€0.365
(0.97%)
premium
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
€26.39B
67.52%
TD
Toronto Dominion Bank
$59.83
$0.53
(0.88%)
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$105.23B
1.50%
UNH
UnitedHealth
$466.42
$36
(7.17%)
premium
20 Buy
0 Hold
0 Sell
Strong Buy
premium
$462.37B
-3.74%
BLK
BlackRock
$974.22
$15.16
(1.53%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$153.23B
21.63%
EPD
Enterprise Products Partners
$33.34
$0.24
(0.71%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$72.79B
21.53%
CTO
CTO Realty Growth
$19.01
$1.2
(5.94%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$605.82M
22.56%
BMY
Bristol-Myers Squibb
$55.83
$0.04
(0.07%)
premium
5 Buy
9 Hold
1 Sell
Moderate Buy
premium
$113.22B
8.69%
CSCO
Cisco Systems
$63.98
$0.69
(1.07%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$257.28B
33.40%
SLB
Schlumberger
$41.74
$0.86
(2.02%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$59.68B
-13.43%
PEN
Penumbra
$291.68
$11.44
(3.77%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$11.67B
17.35%
OGN
Organon
$15.49
$0.2
(1.27%)
premium
1 Buy
3 Hold
2 Sell
Hold
premium
$4.04B
-15.33%
OSK
Oshkosh
$103.17
$7.13
(6.46%)
premium
6 Buy
4 Hold
1 Sell
Moderate Buy
premium
$7.18B
2.61%
EXE
Expand Energy
$104.14
$2.01
(1.89%)
premium
16 Buy
5 Hold
0 Sell
Strong Buy
premium
$24.53B
26.60%
TER
Teradyne
$115.91
$2.64
(2.23%)
premium
12 Buy
1 Hold
2 Sell
Moderate Buy
premium
$19.31B
15.68%
TDY
Teledyne Technologies
$491.03
$9.96
(1.99%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$23.35B
17.47%
DUK
Duke Energy
$115.55
$2.39
(2.11%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$87.81B
21.69%
SBR
Sabine Royalty
$69.12
$0.63
(0.9%)
premium
premium
$1.02B
12.12%
DE:DTE
Deutsche Telekom
€34.52
€0.27
(0.79%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
€170.29B
54.24%
DE:FRE
Fresenius SE & Co. KGaA
€36.49
€0.07
(0.19%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
€20.31B
34.92%
FMC
FMC
$38.25
$0.06
(0.16%)
premium
3 Buy
10 Hold
2 Sell
Hold
premium
$4.77B
-25.28%
BEP
Brookfield Renewable Partners
$23.44
$0.14
(0.59%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.56B
0.30%
CELH
Celsius Holdings
$32.62
$7.09
(27.77%)
premium
10 Buy
5 Hold
1 Sell
Moderate Buy
premium
$6.00B
-58.28%