New Portfolio Dec 2022 - New Portfolio

stephen

New Portfolio Dec 2022
Individual Investor
Ranked #77,465 out of 757,311 TipRanks' Investors
Success Rate
67%
163 out of 245
profitable transactions
Average Return
10.60%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
31.36% ECC
18.00% TRMD
13.86% PBR
11.48% VOOG
10.28% JEPQ
15.02% Others
By Assets
72.16% Stocks
21.75% ETFs
6.09% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
40.30% Financial
31.86% Energy
27.84% General

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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meqt6e83mr
meqt6e83mr
premium
meqt6e83mr
premium
meqt6e83mr
meqt6e83mr
meqt6e83mr
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5jsmfiy6sii
5jsmfiy6sii
premium
5jsmfiy6sii
premium
5jsmfiy6sii
5jsmfiy6sii
5jsmfiy6sii
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ib4c99g2mn
ib4c99g2mn
premium
ib4c99g2mn
premium
ib4c99g2mn
ib4c99g2mn
ib4c99g2mn
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tpuvco0w4yg
tpuvco0w4yg
premium
tpuvco0w4yg
premium
tpuvco0w4yg
tpuvco0w4yg
tpuvco0w4yg
repa03cyoo7
repa03cyoo7
repa03cyoo7
premium
repa03cyoo7
premium
repa03cyoo7
repa03cyoo7
repa03cyoo7
gr7ti3p5fa4
gr7ti3p5fa4
gr7ti3p5fa4
premium
gr7ti3p5fa4
premium
gr7ti3p5fa4
gr7ti3p5fa4
gr7ti3p5fa4
wdss1i26w67
wdss1i26w67
wdss1i26w67
premium
wdss1i26w67
premium
wdss1i26w67
wdss1i26w67
wdss1i26w67
m1zdtmg3
m1zdtmg3
m1zdtmg3
premium
m1zdtmg3
premium
m1zdtmg3
m1zdtmg3
m1zdtmg3
c8ifafxq
c8ifafxq
c8ifafxq
premium
c8ifafxq
premium
c8ifafxq
c8ifafxq
c8ifafxq
7m49ji
7m49ji
7m49ji
premium
7m49ji
premium
7m49ji
7m49ji
7m49ji
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PBR
Petroleo Brasileiro SA- Petrobras
$14.64
$0.06
(0.41%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$90.43B
-4.58%
MAIN
Main Street Capital
$50.40
$0.23
(0.46%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.37B
23.06%
VOOG
VOOG
< ETF >
Vanguard S&P 500 Growth ETF
$343.21
$8.31
(2.48%)
premium
2K Buy
1K Hold
126 Sell
Moderate Buy
premium
$12.55B
30.92%
ECC
Eagle Point Credit Company
$9.77
$0.03
(0.31%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
-3.83%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$54.42
$0.85
(1.59%)
premium
1K Buy
521 Hold
59 Sell
Moderate Buy
premium
$16.11B
11.05%
BRK.B
Berkshire Hathaway B
$459.71
$3.11
(0.68%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$985.08B
23.24%
FSPGX
FSPGX
< FUND >
Fidelity Large Cap Growth Index Fund
$36.47
$0.85
(2.39%)
premium
354 Buy
80 Hold
9 Sell
Strong Buy
premium
32.32%
FXAIX
FXAIX
< FUND >
Fidelity 500 Index Fund
$198.99
$3.33
(1.7%)
premium
404 Buy
95 Hold
7 Sell
Moderate Buy
premium
26.45%
TRMD
Torm
$36.44
$0.39
(1.08%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.46B
38.97%