tiprankstipranks

Big Ballin' - New Portfolio

Tony Zapien

Big Ballin'
Individual Investor
Ranked #53,640 out of 781,066 TipRanks' Investors
Success Rate
75%
43 out of 57
profitable transactions
Average Return
29.73%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.83% O
17.67% JEPI
15.61% VOO
12.67% GOOGL
4.77% SCHD
29.45% Others
By Assets
54.03% Stocks
44.94% ETFs
1.03% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
45.97% General
20.01% Real Estate
12.67% Communication Services
9.76% Consumer Defensive
6.84% Financial
4.74% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
d3kul29nopv
d3kul29nopv
d3kul29nopv
premium
d3kul29nopv
premium
d3kul29nopv
d3kul29nopv
d3kul29nopv
cz54mrg8e4
cz54mrg8e4
cz54mrg8e4
premium
cz54mrg8e4
premium
cz54mrg8e4
cz54mrg8e4
cz54mrg8e4
5bryxo7v1le
5bryxo7v1le
5bryxo7v1le
premium
5bryxo7v1le
premium
5bryxo7v1le
5bryxo7v1le
5bryxo7v1le
epr5qt0ryn
epr5qt0ryn
epr5qt0ryn
premium
epr5qt0ryn
premium
epr5qt0ryn
epr5qt0ryn
epr5qt0ryn
j77q7im8zy
j77q7im8zy
j77q7im8zy
premium
j77q7im8zy
premium
j77q7im8zy
j77q7im8zy
j77q7im8zy
wefpg0xstp
wefpg0xstp
wefpg0xstp
premium
wefpg0xstp
premium
wefpg0xstp
wefpg0xstp
wefpg0xstp
wjl505jkpo
wjl505jkpo
wjl505jkpo
premium
wjl505jkpo
premium
wjl505jkpo
wjl505jkpo
wjl505jkpo
5eflx67
5eflx67
5eflx67
premium
5eflx67
premium
5eflx67
5eflx67
5eflx67
2wva3rmju4p
2wva3rmju4p
2wva3rmju4p
premium
2wva3rmju4p
premium
2wva3rmju4p
2wva3rmju4p
2wva3rmju4p
o62lzj1
o62lzj1
o62lzj1
premium
o62lzj1
premium
o62lzj1
o62lzj1
o62lzj1
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BNL
Broadstone Net Lease
$15.75
$0.12
(0.76%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$2.99B
-4.25%
ABBV
AbbVie
$171.56
$2.14
(1.23%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$306.95B
5.06%
TD
Toronto Dominion Bank
$57.51
$2.19
(3.96%)
premium
5 Buy
4 Hold
1 Sell
Moderate Buy
premium
$96.17B
-3.23%
MCD
McDonald's
$280.95
$1.21
(0.43%)
premium
16 Buy
9 Hold
0 Sell
Moderate Buy
premium
$200.47B
-4.55%
BAC
Bank of America
$46.53
$0.11
(0.24%)
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$357.86B
46.64%
EMO
EMO
< FUND >
ClearBridge Energy Midstream Opportunity Fund Inc
$50.42
$0.16
(0.32%)
premium
premium
$644.74M
47.65%
PEP
PepsiCo
$148.25
$1.71
(1.17%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$201.05B
-11.32%
SPDW
SPDW
< ETF >
SPDR Portfolio Developed World ex-US ETF
$34.66
$0.16
(0.46%)
premium
10K Buy
6K Hold
1K Sell
Strong Buy
premium
$21.42B
4.07%
USB
US Bancorp
$48.36
$0.33
(0.69%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$74.93B
20.45%
VGK
VGK
< ETF >
Vanguard FTSE Europe ETF
$65.07
$0.34
(0.53%)
premium
6K Buy
4K Hold
1K Sell
Strong Buy
premium
$16.75B
3.62%
MSFT
Microsoft
$429.03
$4.45
(1.05%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.16T
8.93%
KMB
Kimberly Clark
$127.22
$0.57
(0.45%)
premium
4 Buy
7 Hold
2 Sell
Hold
premium
$42.24B
3.40%
VUG
VUG
< ETF >
Vanguard Growth ETF
$415.91
$5.41
(1.32%)
premium
4K Buy
2K Hold
204 Sell
Strong Buy
premium
$156.85B
30.27%
JNJ
Johnson & Johnson
$147.03
$0.74
(0.5%)
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$355.77B
-8.79%
VIG
VIG
< ETF >
Vanguard Dividend Appreciation ETF
$199.15
$1.32
(0.67%)
premium
3K Buy
2K Hold
270 Sell
Strong Buy
premium
$87.80B
16.01%
KHC
Kraft Heinz
$29.27
$0.3
(1.04%)
premium
4 Buy
10 Hold
1 Sell
Hold
premium
$35.03B
-20.91%
WMT
Walmart
$91.94
$0.64
(0.7%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$733.45B
68.97%
MAIN
Main Street Capital
$60.04
$0.44
(0.73%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$5.33B
36.92%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.99
$0.16
(0.57%)
premium
852 Buy
838 Hold
138 Sell
Strong Buy
premium
$67.47B
10.29%
GOOGL
Alphabet Class A
$196.00
$3.09
(1.6%)
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.37T
36.60%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$549.46
$5.22
(0.96%)
premium
8K Buy
5K Hold
600 Sell
Strong Buy
premium
$603.12B
24.27%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.50
$0.25
(0.43%)
premium
3K Buy
1K Hold
102 Sell
Strong Buy
premium
$37.92B
5.96%
O
Realty Income
$54.62
$0.04
(0.07%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$47.77B
-2.67%