my port - New Portfolio

Performance Portfolio Details

Terry Freeman

my port

Individual Investor

Ranked #58,722 out of 859,217 TipRanks' Investors

Success Rate

123 out of 159
profitable transactions

Average Return

18.89%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

16.88% ABBV

13.78% MSFT

9.62% IYW

8.47% PRU

7.50% EPD

43.75% Others

By Assets

72.83% Stocks

20.82% ETFs

6.35% Funds

0.00% Cryptocurrency

0.00% Cash

0.00% Options

0.00% Other

By Sector

27.17% General

24.65% Healthcare

14.67% Financial

14.23% Technology

11.85% Energy

5.74% Real Estate

1.70% Other

Portfolio Holdings

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To view investors' portfolios

ABBV

$208.42

-0.05%

After:

-0.15%

14 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 21.56%

CPNG

$21.29

+2.75%

After:

+0.33%

7 Buy

1 Hold

1 Sell

Moderate Buy

premium

▲ 41.46%

EPD

$37.10

-0.4%

After:

<+0.01%

6 Buy

6 Hold

1 Sell

Moderate Buy

premium

▲ 34.38%

$18.71

-0.11%

After:

10 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 19.42%

IRM

$113.55

-0.42%

After:

+0.31%

4 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 67.97%

JNJ

$238.67

-0.6%

After:

-0.32%

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 50.51%

MGA

$56.43

-2.4%

After:

-1.04%

5 Buy

8 Hold

1 Sell

Moderate Buy

premium

▲ 3.71%

MGV

$149.19

-0.42%

After:

-0.23%

1K Buy

705 Hold

70 Sell

Moderate Buy

premium

▲ 28.17%

FLG

$14.13

+0.43%

After:

+0.07%

8 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 2.24%

SCHD

$30.65

-0.2%

After:

+0.07%

446 Buy

483 Hold

68 Sell

Moderate Buy

premium

▲ 20.67%

SOXX

$401.86

+0.15%

After:

-0.1%

394 Buy

147 Hold

17 Sell

Moderate Buy

premium

▲ 92.19%

USB

$56.37

+0.5%

After:

+0.23%

10 Buy

7 Hold

1 Sell

Moderate Buy

premium

▲ 36.43%

BDX

$155.52

-0.13%

After:

+1.43%

4 Buy

7 Hold

0 Sell

Moderate Buy

premium

▼ 34.15%

FRME

$40.52

-0.83%

After:

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

▲ 21.39%

MSFT

$411.22

+4.61%

After:

+0.63%

35 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 0.82%

$25.46

-0.62%

After:

+0.08%

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 51.01%

HPS

$14.46

+0.49%

After:

―

premium

▼ 3.49%

VTV

$202.04

-0.45%

After:

+0.4%

3K Buy

2K Hold

186 Sell

Moderate Buy

premium

▲ 32.91%

SCHA

$31.42

-0.03%

After:

+0.16%

6K Buy

3K Hold

449 Sell

Moderate Buy

premium

▲ 34.55%

PRU

$99.42

+0.67%

After:

-0.09%

0 Buy

11 Hold

2 Sell

Hold

premium

▼ 7.17%

IYW

$205.23

+1.68%

After:

-0.18%

2K Buy

671 Hold

77 Sell

Moderate Buy

premium

▲ 38.27%

BSM

$13.63

+0.96%

After:

+0.15%

0 Buy

1 Hold

0 Sell

Hold

premium

▼ 9.64%

SPXX

$17.35

-0.06%

After:

-0.29%

―

premium

▼ 0.29%

RDNT

$58.22

+0.8%

After:

-1.99%

3 Buy

0 Hold

0 Sell

Strong Buy

premium

▼ 5.09%

HEQ

$11.23

-1.32%

After:

―

premium

▲ 6.86%

SNOW

$144.48

+6.65%

After:

+0.87%

31 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 14.16%

PRBLX

$56.37

+0.93%

36 Buy

2 Hold

0 Sell

Strong Buy

premium

▼ 10.11%

$38.77

-0.08%

After:

+0.72%

1 Buy

4 Hold

0 Sell

Hold

premium

▲ 6.67%

HRTX

$0.96

+2.09%

After:

-0.48%

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

▼ 22.43%

HTGC

$15.68

+2.62%

After:

+0.19%

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

▼ 12.79%

ADBE

$244.66

+3.79%

After:

+0.27%

9 Buy

14 Hold

3 Sell

Hold

premium

▼ 24.53%

PNFP

$93.99

+0.3%

After:

-0.51%

11 Buy

3 Hold

0 Sell

Strong Buy

premium

▼ 1.49%