Tony - New Portfolio

tonyheppenstall@hotmail.co.Uk

Tony
Individual Investor
Ranked #25,182 out of 767,017 TipRanks' Investors
Success Rate
79%
64 out of 81
profitable transactions
Average Return
31.45%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
37.00% ZIM
20.70% GOOD
12.76% TSLY
12.22% APLE
8.58% KLIP
8.74% Others
By Assets
78.66% Stocks
21.34% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
37.00% Industrials
33.44% Real Estate
21.34% General
6.95% Energy
1.27% Financial
0.00% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
bwgr1qa
bwgr1qa
bwgr1qa
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bwgr1qa
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bwgr1qa
bwgr1qa
bwgr1qa
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2zkvizgwecq
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wk3ipmtaxdj
wk3ipmtaxdj
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wk3ipmtaxdj
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wk3ipmtaxdj
wk3ipmtaxdj
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7jcrniqqki8
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7jcrniqqki8
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wm3g983setq
wm3g983setq
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wm3g983setq
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wm3g983setq
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xx6fqeoewe
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cmv5hilbx3e
cmv5hilbx3e
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cmv5hilbx3e
premium
cmv5hilbx3e
cmv5hilbx3e
cmv5hilbx3e
iqfqj0rp7bs
iqfqj0rp7bs
iqfqj0rp7bs
premium
iqfqj0rp7bs
premium
iqfqj0rp7bs
iqfqj0rp7bs
iqfqj0rp7bs
stzn30vmleq
stzn30vmleq
stzn30vmleq
premium
stzn30vmleq
premium
stzn30vmleq
stzn30vmleq
stzn30vmleq
5wzad8zvw0h
5wzad8zvw0h
5wzad8zvw0h
premium
5wzad8zvw0h
premium
5wzad8zvw0h
5wzad8zvw0h
5wzad8zvw0h
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BHP
BHP Group
$52.32
$0.28
(0.53%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$135.58B
-9.92%
PBR
Petroleo Brasileiro SA- Petrobras
$13.81
$0.09
(0.66%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$86.26B
-11.60%
ZIM
ZIM Integrated Shipping Services
$25.01
$0.84
(3.48%)
premium
0 Buy
2 Hold
4 Sell
Moderate Sell
premium
$2.91B
238.99%
CWH
Camping World Holdings
$23.68
$0.48
(2.07%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.31B
21.98%
GOGL
Golden Ocean Group
$11.70
$0.11
(0.93%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$2.36B
57.68%
LPX
Louisiana-Pacific
$111.45
$1.33
(1.18%)
premium
3 Buy
4 Hold
2 Sell
Hold
premium
$7.92B
94.62%
PARA
Paramount Global Class B
$11.16
$0.29
(2.53%)
premium
3 Buy
7 Hold
5 Sell
Hold
premium
$8.07B
-4.58%
JEF
Jefferies
$74.58
$0.26
(0.35%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.27B
119.17%
CVX
Chevron
$158.72
$3.43
(2.21%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$279.07B
7.84%
BAC
Bank of America
$45.87
$0.01
(0.02%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$351.88B
65.56%
KO
Coca-Cola
$63.00
$0.2
(0.32%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$272.25B
10.68%
KHC
Kraft Heinz
$32.13
$0.13
(0.41%)
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$38.69B
-4.71%
AXP
American Express
$287.64
$0.87
(0.3%)
premium
5 Buy
9 Hold
1 Sell
Moderate Buy
premium
$203.24B
86.93%
TSM
Taiwan Semiconductor Manufacturing
$186.66
$5.11
(2.66%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$839.47B
98.89%
AAPL
Apple
$225.12
$0.89
(0.4%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.39T
21.34%
ZI
ZoomInfo Technologies
$10.53
$2.55
(19.5%)
premium
5 Buy
7 Hold
3 Sell
Hold
premium
$4.78B
4.22%
QDEL
QuidelOrtho
$40.02
$1.12
(2.72%)
premium
2 Buy
0 Hold
1 Sell
Moderate Buy
premium
$2.77B
-29.55%
TSMCX
TSMCX
< FUND >
Touchstone Dynamic Global Allocation Fund Class C
$10.82
$0
(0%)
premium
premium
2.75%
SQM
Sociedad Quimica Y Minera SA
$38.38
$1.35
(3.65%)
premium
4 Buy
3 Hold
1 Sell
Moderate Buy
premium
$10.22B
-23.03%
EFC
Ellington Financial
$12.21
$0.06
(0.49%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.11B
-2.31%
HTGC
Hercules Capital
$19.20
$0.12
(0.62%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.22B
23.44%
BRSP
BrightSpire Capital
$6.25
$0.02
(0.32%)
premium
2 Buy
2 Hold
1 Sell
Hold
premium
$807.94M
-1.27%
BBDC
Barings BDC
$9.96
$0.25
(2.57%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$1.02B
11.10%
RITM
Rithm Capital
$10.74
$0.01
(0.09%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.58B
10.39%
CTRA
Coterra Energy
$25.61
$0.4
(1.59%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$18.57B
-6.59%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$60.02
$0.05
(0.08%)
premium
1K Buy
605 Hold
52 Sell
Moderate Buy
premium
$37.07B
11.47%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.65
$0.01
(0.02%)
premium
1K Buy
532 Hold
63 Sell
Moderate Buy
premium
$18.51B
16.73%
ET
Energy Transfer
$17.10
$0.05
(0.29%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$58.38B
29.26%
EOG
EOG Resources
$134.35
$1.22
(0.92%)
premium
10 Buy
10 Hold
0 Sell
Moderate Buy
premium
$74.88B
8.18%
OMF
OneMain Holdings
$54.64
$0.52
(0.96%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.46B
45.80%
ARCC
Ares Capital
$21.54
$0.01
(0.05%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$13.91B
9.85%
OP
OceanPal Inc
$1.50
$0.04
(2.74%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$10.88M
-34.82%
EFSH
1847 Holdings
$0.45
$0.62
(57.94%)
premium
premium
$58.57K
-99.73%
NVDA
Nvidia
$146.27
$2.02
(1.36%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.64T
205.00%
VTS
Vitesse Energy, Inc.
$27.20
$0.15
(0.55%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$799.15M
22.12%
BDN
Brandywine Realty
$5.22
$0
(0%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$904.01M
40.70%
ACRE
Ares Commercial
$7.12
$0.13
(1.86%)
premium
0 Buy
3 Hold
2 Sell
Moderate Sell
premium
$381.25M
-26.42%
ALRM
Alarm
$60.95
$0.45
(0.74%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$2.99B
9.25%
ZURA
Zura Bio
$4.38
$0.15
(3.31%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$295.78M
13.25%
PG
Procter & Gamble
$166.58
$0.74
(0.45%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$390.56B
8.78%
JNJ
Johnson & Johnson
$153.24
$0.6
(0.39%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$367.50B
3.39%
SFL
SFL Corporation
$10.30
$0.23
(2.28%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.47B
-8.12%
DHT
DHT Holdings
$10.70
$0.55
(5.42%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.64B
-1.07%
PM
Philip Morris
$125.24
$1.02
(0.82%)
premium
7 Buy
0 Hold
1 Sell
Strong Buy
premium
$193.14B
38.02%
TRTX
Tpg Re Finance
$8.84
$0.03
(0.34%)
premium
4 Buy
0 Hold
1 Sell
Moderate Buy
premium
$717.83M
60.40%
VOD
Vodafone
$8.75
$0.28
(3.31%)
premium
premium
$22.24B
-11.03%
RINC
RINC
< ETF >
AXS Real Estate ate Income ETF
$23.14
$0.013
(0.06%)
premium
59 Buy
31 Hold
8 Sell
Hold
premium
$42.52M
-3.45%
TSLY
TSLY
< ETF >
YieldMax TSLA Option Income Strategy ETF
$14.87
$0.15
(1.02%)
premium
premium
$1.01B
-36.11%
OXLC
Oxford Lane Capital
$5.40
$0.05
(0.93%)
premium
premium
5.11%
AJX
Great Ajax
$3.08
$0.01
(0.33%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$139.44M
-35.09%
PDM
Piedmont Office
$9.73
$0.16
(1.62%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.23B
76.61%
ABR
Arbor Realty
$15.32
$0.18
(1.16%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$2.92B
19.41%
ARKK
ARKK
< ETF >
ARK Innovation ETF
$55.84
$0.97
(1.71%)
premium
385 Buy
165 Hold
34 Sell
Hold
premium
$6.92B
44.95%
ARR
ARMOUR Residential REIT
$19.02
$0.01
(0.05%)
premium
premium
$1.06B
14.59%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$29.01
$0.1
(0.35%)
premium
418 Buy
420 Hold
71 Sell
Moderate Buy
premium
$66.07B
26.29%
CRF
CRF
< FUND >
Cornerstone Total Return Fund Inc
$9.17
$0.06
(0.66%)
premium
premium
$949.25M
27.62%
ECC
Eagle Point Credit Company
$9.41
$0.04
(0.43%)
premium
premium
-0.85%
KLIP
KLIP
< ETF >
KraneShares China Internet and Covered Call Strategy ETF
$11.15
$0.06
(0.54%)
premium
premium
$128.86M
-34.14%
APLE
Apple Hospitality REIT
$15.89
$0.01
(0.06%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.81B
-0.25%
GOOD
Gladstone Commercial
$17.06
$0.1
(0.58%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$759.13M
43.24%
OXSQ
Oxford Square Capital
$2.80
$0.05
(1.75%)
premium
premium
$193.49M
-4.36%
MO
Altria Group
$55.25
$0.81
(1.49%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$92.27B
36.10%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.55
$0
(0%)
premium
1K Buy
626 Hold
73 Sell
Moderate Buy
premium
$8.38B
8.86%
$131.45
$1.1
(0.84%)
premium
5 Buy
3 Hold
2 Sell
Moderate Buy
premium
$70.98B
40.63%
OARK
OARK
< ETF >
YieldMax Innovation Option Income Strategy ETF
$10.78
$0.2
(1.82%)
premium
premium
$63.38M
-10.29%
CONY
CONY
< ETF >
YieldMax COIN Option Income Strategy ETF
$17.48
$1.91
(9.85%)
premium
premium
$1.08B
-11.74%
XOM
Exxon Mobil
$121.47
$1.12
(0.93%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$528.95B
14.79%