Trust: Under Agreement - New Portfolio

Performance Portfolio Details

R Slater

Trust: Under Agreement

Individual Investor

Ranked #18,769 out of 861,882 TipRanks' Investors

Success Rate

57 out of 64
profitable transactions

Average Return

78.13%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

15.53% NVDA

12.84% XOM

5.57% BRK.B

5.31% CAT

3.98% FXAIX

56.77% Others

By Assets

80.05% Stocks

8.62% Cash

7.69% ETFs

3.63% Funds

0.00% Cryptocurrency

0.00% Options

0.00% Other

By Sector

26.11% Technology

16.79% Energy

12.39% General

11.26% Industrials

11.12% Financial

7.02% Communication Services

15.30% Other

Portfolio Holdings

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premium

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premium

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premium

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premium

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premium

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premium

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premium

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premium

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To view investors' portfolios

WEC

$112.77

+0.99%

After:

+0.18%

6 Buy

6 Hold

1 Sell

Moderate Buy

premium

▲ 251.78%

DXYZ

$71.24

+30.48%

After:

-4.48%

―

premium

▲ 141.4%

DUK

$124.90

+0.59%

After:

+0.3%

9 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 21%

AMKR

$76.69

+0.1%

After:

+0.67%

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

▲ 256.83%

LLY

$966.99

+1.95%

After:

-0.1%

19 Buy

2 Hold

1 Sell

Strong Buy

premium

▲ 51.12%

LHX

$302.35

+0.9%

After:

+0.13%

10 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 34.23%

RSPF

$74.93

-0.3%

After:

583 Buy

379 Hold

52 Sell

Moderate Buy

premium

▲ 22.7%

MCD

$274.60

-0.42%

After:

-0.01%

16 Buy

13 Hold

0 Sell

Moderate Buy

premium

▲ 16.17%

COWZ

$63.25

-0.11%

After:

-0.24%

925 Buy

584 Hold

78 Sell

Moderate Buy

premium

▲ 33.72%

SOXX

$532.76

+2.39%

After:

-0.16%

414 Buy

136 Hold

14 Sell

Moderate Buy

premium

▲ 203.62%

AMAT

$443.62

+1.88%

After:

+0.75%

28 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 211.59%

$47.23

+0.02%

After:

-0.04%

7 Buy

10 Hold

0 Sell

Moderate Buy

premium

▲ 8.11%

WFC

$73.58

-2.72%

After:

-0.05%

10 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 52.6%

$68.61

+0.72%

After:

+0.35%

4 Buy

4 Hold

1 Sell

Moderate Buy

premium

▲ 20.2%

$289.07

+0.35%

After:

17 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 20.93%

$182.11

+6.5%

After:

-0.2%

8 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 38.4%

OKE

$87.79

+3.09%

After:

8 Buy

9 Hold

0 Sell

Moderate Buy

premium

▲ 56.25%

AFL

$115.48

+2.1%

After:

3 Buy

5 Hold

3 Sell

Hold

premium

▲ 105.66%

OHI

$47.01

-0.38%

After:

+0.15%

4 Buy

5 Hold

1 Sell

Moderate Buy

premium

▲ 54.22%

LMT

$512.25

+1.13%

After:

+0.15%

2 Buy

10 Hold

0 Sell

Hold

premium

▲ 41.5%

GOOG

$386.77

-2.59%

After:

-0.01%

11 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 176.96%

MSFT

$412.66

-0.59%

After:

-0.11%

33 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 43%

$67.41

-0.03%

After:

+0.47%

10 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 323.43%

$19.61

+1.4%

After:

-0.1%

10 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 11.02%

RSPN

$60.72

-0.05%

After:

620 Buy

335 Hold

41 Sell

Moderate Buy

premium

▲ 68.46%

AMZN

$268.99

-1.35%

After:

-0.1%

45 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 91.64%

$588.74

+2.42%

After:

-0.03%

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 60.36%

CAT

$926.79

+3.27%

After:

-0.09%

10 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 185.8%

AVGO

$428.43

-0.37%

After:

-0.22%

26 Buy

4 Hold

0 Sell

Strong Buy

premium

▲ 819.75%

ABBV

$202.78

+0.61%

After:

+0.36%

15 Buy

5 Hold

0 Sell

Strong Buy

premium

▲ 91.03%

JPM

$300.00

-0.7%

After:

-0.07%

9 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 91.74%