New Portfolio Nov 2022 - New Portfolio

guentherkeller

New Portfolio Nov 2022
Individual Investor
Ranked #16,128 out of 757,492 TipRanks' Investors
Success Rate
90%
44 out of 49
profitable transactions
Average Return
46.16%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
43.81% RITM
6.93% CCAP
6.67% TCPC
4.60% CGBD
4.35% SPXX
33.64% Others
By Assets
81.01% Stocks
15.86% Funds
3.13% Cash
0.00% ETFs
0.00% Cryptocurrency
By Sector
55.13% Real Estate
24.12% Financial
16.37% General
1.67% Energy
1.15% Communication Services
1.55% 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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premium
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premium
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6vek2yz40h
premium
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ABBV
AbbVie
$193.62
$0.68
(0.35%)
Pre
0.08%
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$342.00B
25.70%
HQL
HQL
< FUND >
Tekla Life Sciences Investors of Benef Interest
$15.54
$0.18
(1.17%)
Pre
3.93%
premium
premium
$399.06M
23.43%
IGD
IGD
< FUND >
Voya Global Equity Dividend and Premium Opportunity Fund
$5.64
$0.03
(0.53%)
premium
premium
$447.90M
12.35%
MPW
Medical Properties
$5.77
$0.17
(2.86%)
Pre
1.73%
premium
1 Buy
5 Hold
0 Sell
Hold
premium
$3.46B
2.59%
OHI
Omega Healthcare
$40.48
$0.81
(1.96%)
Pre
0%
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$10.44B
24.93%
OKE
Oneok
$93.77
$0.13
(0.14%)
Pre
0.25%
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$54.77B
38.54%
QQQX
QQQX
< FUND >
Nuveen NASDAQ 100 Dynamic Overwrite Fund
$25.03
$0.28
(1.13%)
premium
122 Buy
32 Hold
2 Sell
Moderate Buy
premium
$1.21B
13.05%
RITM
Rithm Capital
$11.91
$0.1
(0.85%)
Pre
0.67%
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.83B
17.86%
HQH
HQH
< FUND >
Tekla Healthcare Investors of Benef Interest
$18.90
$0.02
(0.11%)
premium
premium
$894.80M
20.38%
RMT
RMT
< FUND >
Royce Micro-Cap Trust Inc
$9.67
$0.21
(2.22%)
premium
premium
$447.42M
15.39%
SACH
Sachem Capital
$2.70
$0.1
(3.85%)
Pre
0%
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$127.69M
-26.43%
SPXX
SPXX
< FUND >
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
$16.55
$0.12
(0.73%)
premium
premium
$297.24M
12.00%
TCPC
BlackRock TCP Capital
$8.46
$0.02
(0.24%)
Pre
0.35%
premium
0 Buy
2 Hold
1 Sell
Moderate Sell
premium
$724.10M
-30.08%
TRIN
Trinity Capital
$14.12
$0.09
(0.64%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$753.59M
-5.84%
TSE:BIP.UN
Brookfield Infrastructure
C$45.44
C$1.03
(2.32%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
C$29.65B
2.61%
TSE:ENB
Enbridge
C$54.82
C$0.36
(0.65%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
C$119.37B
15.94%
TSE:TRP
TC Energy
C$61.03
C$1.66
(2.65%)
premium
5 Buy
6 Hold
1 Sell
Moderate Buy
premium
C$63.32B
23.62%
RVT
RVT
< FUND >
Royce Value Trust Inc
$15.53
$0.25
(1.64%)
premium
premium
$1.68B
19.46%
GNL
Global Net Lease
$8.79
$0.07
(0.79%)
Pre
1.93%
premium
2 Buy
5 Hold
0 Sell
Moderate Buy
premium
$2.03B
-17.96%
GLO
GLO
< FUND >
Clough Global Opportunities Fund
$5.35
$0.04
(0.75%)
premium
premium
$232.97M
16.56%
GBDC
Golub Capital Bdc
$14.92
$0.03
(0.2%)
Pre
0.94%
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.95B
3.25%
ABR
Arbor Realty
$15.16
$0.13
(0.86%)
Pre
0.2%
premium
2 Buy
1 Hold
2 Sell
Hold
premium
$2.86B
-4.69%
ARQ
Arq Inc
$6.17
$0.06
(0.98%)
Pre
9.24%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$225.29M
265.87%
ADX
ADX
< FUND >
Adams Diversified Equity Fund Inc Shs
$21.51
$0.27
(1.27%)
premium
premium
$2.67B
25.50%
ARCC
Ares Capital
$20.75
$0.41
(2.02%)
Pre
0.58%
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$13.08B
5.12%
ARI
Apollo Real Estate
$9.81
$0.12
(1.24%)
Pre
0.1%
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$1.36B
-9.52%
AVK
AVK
< FUND >
Advent Convertible and Income Fund
$12.17
$0.11
(0.91%)
premium
premium
$421.01M
12.27%
BST
BST
< FUND >
BlackRock Science & Technology Trust
$34.96
$0.63
(1.84%)
premium
premium
$774.64M
11.16%
BSTZ
BSTZ
< FUND >
BlackRock Science and Technology Trust II
$18.97
$0.28
(1.5%)
Pre
0%
premium
premium
$420.33M
12.52%
CCAP
Crescent Capital BDC
$18.98
$0.27
(1.44%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$703.43M
10.06%
CGBD
TCG BDC
$17.50
$0.02
(0.11%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$889.85M
17.14%
CTO
CTO Realty Growth
$19.44
$0.13
(0.67%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$449.46M
17.11%
DUK
Duke Energy
$115.14
$0.74
(0.64%)
Pre
0%
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$88.91B
23.49%
FAX
FAX
< FUND >
Aberdeen Asia-Pacific Income Fund Inc
$17.46
$0.12
(0.69%)
premium
premium
$4.32B
563.88%
GAIN
Gladstone Investment
$13.63
$0.18
(1.34%)
Pre
2.35%
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$500.07M
3.62%
GB:TW
Taylor Wimpey
167.50p
1.15p
(0.68%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
£5.98B
38.74%
VICI
VICI Properties
$32.81
$0.25
(0.76%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$34.36B
6.68%
VZ
Verizon
$43.94
$0.06
(0.14%)
Pre
0.27%
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$184.97B
31.38%