New Portfolio - New Portfolio

Roberto

New Portfolio
Individual Investor
Ranked #33,963 out of 757,311 TipRanks' Investors
Success Rate
69%
151 out of 218
profitable transactions
Average Return
26.35%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.56% PLTR
9.13% MO
8.04% ABBV
7.63% BMY
6.32% PRU
59.32% Others
By Assets
97.08% Stocks
2.92% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
26.16% Real Estate
15.68% Technology
15.67% Healthcare
15.29% Financial
9.13% Consumer Defensive
18.06% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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wt4ynp7ykm
wt4ynp7ykm
premium
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premium
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hamscfaxjt
hamscfaxjt
premium
hamscfaxjt
premium
hamscfaxjt
hamscfaxjt
hamscfaxjt
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jga92wopex
jga92wopex
premium
jga92wopex
premium
jga92wopex
jga92wopex
jga92wopex
13uebp7
13uebp7
13uebp7
premium
13uebp7
premium
13uebp7
13uebp7
13uebp7
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yvbfptpjfie
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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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MO
Altria Group
$50.23
$0.4
(0.79%)
premium
3 Buy
2 Hold
3 Sell
Hold
premium
$86.39B
17.58%
CRWD
CrowdStrike Holdings
$277.38
$10.26
(3.84%)
premium
35 Buy
5 Hold
1 Sell
Strong Buy
premium
$65.48B
61.40%
ABBV
AbbVie
$193.62
$0.68
(0.35%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$340.80B
25.70%
WPC
W. P. Carey Inc.
$63.12
$0.41
(0.65%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$13.90B
1.05%
PINS
Pinterest
$30.52
$0.63
(2.11%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$20.51B
14.04%
ADSK
Autodesk
$269.76
$5.55
(2.1%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$56.81B
24.59%
OKTA
Okta
$75.02
$1.13
(1.53%)
premium
10 Buy
16 Hold
1 Sell
Moderate Buy
premium
$12.55B
-9.93%
BNT
Brookfield Wealth Solutions
$52.16
$2.11
(4.22%)
premium
premium
$8.60B
40.20%
SKT
Tanger Factory
$31.95
$0.65
(2.08%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.42B
35.15%
$133.84
$0.48
(0.36%)
premium
5 Buy
3 Hold
2 Sell
Moderate Buy
premium
$73.26B
33.05%
PSA
Public Storage
$358.62
$2.1
(0.58%)
premium
7 Buy
6 Hold
0 Sell
Moderate Buy
premium
$63.13B
33.42%
BN
Brookfield Corporation
$52.20
$2.25
(4.5%)
premium
4 Buy
0 Hold
1 Sell
Moderate Buy
premium
$75.26B
42.14%
SLV
SLV
< ETF >
iShares Silver Trust
$28.09
$0.85
(3.12%)
premium
premium
$14.25B
28.07%
BMY
Bristol-Myers Squibb
$49.02
$0.72
(1.45%)
premium
2 Buy
8 Hold
3 Sell
Hold
premium
$100.84B
-15.16%
PRU
Prudential Financial
$121.80
$2.36
(1.98%)
premium
2 Buy
9 Hold
0 Sell
Hold
premium
$42.64B
20.74%
T
AT&T
$21.36
$0.37
(1.7%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$155.81B
42.87%
MELI
Mercadolibre
$2109.40
$6.76
(0.32%)
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$106.60B
56.60%
PLTR
Palantir Technologies
$36.83
$0.45
(1.24%)
premium
4 Buy
5 Hold
6 Sell
Hold
premium
$81.47B
140.13%
TWO
Two Harbors
$14.09
$0.01
(0.07%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$1.46B
0.43%
SPG
Simon Property
$167.06
$2.71
(1.65%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$61.61B
43.84%
O
Realty Income
$60.70
$1.49
(2.4%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$54.16B
15.17%
MPW
Medical Properties
$5.77
$0.17
(2.86%)
premium
1 Buy
5 Hold
0 Sell
Hold
premium
$3.57B
-1.33%
GCT
GigaCloud Technology, Inc. Class A
$19.43
$2.08
(11.99%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$713.91M
64.92%
SOLV
Solventum Corporation
$72.34
$0.21
(0.29%)
premium
0 Buy
5 Hold
0 Sell
Hold
premium
$12.46B
BAM
Brookfield Asset Management Ltd. Class A
$47.70
$2.03
(4.44%)
premium
5 Buy
5 Hold
1 Sell
Moderate Buy
premium
$19.11B
29.93%
NLOP
Net Lease Office Properties
$31.81
$0.63
(2.02%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$461.00M
ASC
Ardmore Shipping
$17.96
$0.36
(2.05%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$734.43M
40.02%
CMCSA
Comcast
$40.27
$0.45
(1.13%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$154.20B
-12.92%
AMT
American Tower
$232.31
$3.64
(1.54%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$110.21B
33.03%
TWLO
Twilio
$62.63
$2.13
(3.52%)
premium
8 Buy
9 Hold
1 Sell
Moderate Buy
premium
$9.72B
-0.26%