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my port - New Portfolio

Terry Freeman

my port
Individual Investor
Ranked #62,032 out of 788,370 TipRanks' Investors
Success Rate
73%
88 out of 121
profitable transactions
Average Return
11.20%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
18.59% ABBV
16.20% MSFT
10.68% PRU
7.01% EPD
6.89% IYW
40.63% Others
By Assets
77.32% Stocks
16.99% ETFs
5.69% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
24.36% Healthcare
22.68% General
16.98% Technology
15.10% Financial
13.02% Energy
7.86% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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sl9jf8i
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i9592jdx2qh
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m34dswwqe
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m34dswwqe
m34dswwqe
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3zdo4ouf6oq
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3zdo4ouf6oq
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3zdo4ouf6oq
3zdo4ouf6oq
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b51qjzxb1u5
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b51qjzxb1u5
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vspbh6gdxt
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smq1losm
smq1losm
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smq1losm
smq1losm
smq1losm
3mayuwpoubi
3mayuwpoubi
3mayuwpoubi
premium
3mayuwpoubi
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3mayuwpoubi
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ABBV
AbbVie
$202.08
$1.2
(0.6%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$354.62B
14.33%
CPNG
Coupang
$24.82
$0.31
(1.23%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$45.21B
58.25%
EPD
Enterprise Products Partners
$33.34
$0.24
(0.71%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$72.79B
20.88%
ET
Energy Transfer
$19.39
$0.55
(2.76%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$68.42B
31.10%
IHI
IHI
< ETF >
iShares U.S. Medical Devices ETF
$64.36
$0.48
(0.74%)
premium
295 Buy
144 Hold
8 Sell
Moderate Buy
premium
$5.13B
13.00%
IRM
Iron Mountain
$91.78
$1.72
(1.84%)
premium
5 Buy
0 Hold
1 Sell
Moderate Buy
premium
$27.46B
27.30%
JNJ
Johnson & Johnson
$162.30
$2.62
(1.64%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$384.45B
1.15%
MGA
Magna International
$38.08
$0.68
(1.75%)
premium
4 Buy
10 Hold
1 Sell
Hold
premium
$11.08B
-30.31%
MGV
MGV
< ETF >
Vanguard Mega Cap Value ETF
$130.90
$1.53
(1.16%)
premium
1K Buy
805 Hold
63 Sell
Moderate Buy
premium
$8.93B
15.60%
FLG
Flagstar Financial
$12.20
$0.67
(5.21%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$5.34B
-11.98%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.21
$0.11
(0.39%)
premium
425 Buy
427 Hold
67 Sell
Moderate Buy
premium
$69.12B
9.40%
SOXX
SOXX
< ETF >
iShares Semiconductor ETF
$223.98
$7.09
(3.07%)
premium
344 Buy
163 Hold
24 Sell
Moderate Buy
premium
$13.32B
7.74%
USB
US Bancorp
$45.87
$0.89
(1.9%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$72.95B
10.93%
BDX
Becton Dickinson
$227.43
$0.5
(0.22%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$65.45B
-6.44%
FRME
First Merchants
$43.42
$0.68
(1.54%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.59B
28.12%
MSFT
Microsoft
$408.21
$7.92
(1.9%)
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
3.47%
T
AT&T
$26.62
$0.47
(1.8%)
premium
20 Buy
4 Hold
0 Sell
Strong Buy
premium
$187.71B
60.46%
HPS
HPS
< FUND >
John Hancock Preferred Income Fund III
$15.38
$0.03
(0.19%)
premium
premium
$490.99M
3.35%
VTV
VTV
< ETF >
Vanguard Value ETF
$176.34
$2.06
(1.15%)
premium
3K Buy
2K Hold
177 Sell
Moderate Buy
premium
$138.14B
14.70%
GIS
General Mills
$61.00
$1.81
(3.06%)
premium
2 Buy
12 Hold
0 Sell
Hold
premium
$32.63B
-6.25%
KVUE
Kenvue, Inc.
$23.32
$0.93
(4.15%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$42.93B
16.01%
SNV
Synovus
$51.81
$2.21
(4.09%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$7.63B
39.27%
SCHA
SCHA
< ETF >
Schwab U.S. Small-Cap ETF
$25.61
$0.72
(2.73%)
premium
5K Buy
3K Hold
454 Sell
Hold
premium
$18.69B
12.54%
PRU
Prudential Financial
$109.50
$1.63
(1.47%)
premium
1 Buy
9 Hold
1 Sell
Hold
premium
$39.34B
3.22%
SUN
Sunoco
$57.95
$0.05
(0.09%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.84B
-6.70%
IYW
IYW
< ETF >
iShares U.S. Technology ETF
$161.55
$4.34
(2.62%)
premium
1K Buy
717 Hold
86 Sell
Moderate Buy
premium
$20.91B
24.78%
BSM
Black Stone Minerals
$14.94
$0.27
(1.78%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$3.20B
-3.11%
SPXX
SPXX
< FUND >
Nuveen S&P 500 Dynamic Overwrite Fund of Benef Interest
$18.27
$0.13
(0.71%)
premium
premium
$328.13M
20.03%
RDNT
Radnet
$59.47
$3.2
(5.11%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.64B
60.90%
HEQ
HEQ
< FUND >
John Hancock Hedged Equity & Income Fund
$10.59
$0.06
(0.56%)
premium
premium
$128.68M
2.70%
SNOW
Snowflake
$177.89
$7.07
(3.82%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$61.06B
-14.45%
PRBLX
PRBLX
< FUND >
Parnassus Core Equity Fund-Investor Shares
$61.31
$0.83
(1.34%)
premium
39 Buy
1 Hold
0 Sell
Moderate Buy
premium
9.23%
AB
AllianceBernstein
$35.73
$0.4
(1.11%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$4.00B
6.40%