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New Portfolio - New Portfolio

Tom

New Portfolio
Individual Investor
Ranked #194,552 out of 770,014 TipRanks' Investors
Success Rate
55%
77 out of 139
profitable transactions
Average Return
15.68%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
20.00% TBIL
9.35% QQQ
5.41% META
4.63% EOG
3.53% VYM
57.08% Others
By Assets
50.20% Stocks
48.56% ETFs
1.24% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
49.17% General
16.53% Energy
8.97% Consumer Defensive
5.41% Communication Services
4.59% Technology
15.34% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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O
Realty Income
$57.75
$0.3
(0.52%)
After
0.05%
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.28B
6.57%
WPC
W. P. Carey Inc.
$56.84
$0.7
(1.22%)
After
0.25%
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$12.59B
-2.19%
MS
Morgan Stanley
$131.28
$2.38
(1.78%)
After
0.19%
premium
5 Buy
10 Hold
0 Sell
Moderate Buy
premium
$215.33B
69.94%
COP
Conocophillips
$106.78
$0.68
(0.64%)
After
0.2%
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$137.25B
-8.13%
JNJ
Johnson & Johnson
$154.52
$0.02
(0.01%)
After
0.05%
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$375.06B
2.15%
VTV
VTV
< ETF >
Vanguard Value ETF
$181.34
$0.13
(0.07%)
After
0.15%
premium
2K Buy
2K Hold
199 Sell
Moderate Buy
premium
$133.31B
26.99%
PM
Philip Morris
$132.28
$1.57
(1.2%)
After
0.12%
premium
7 Buy
0 Hold
1 Sell
Strong Buy
premium
$203.23B
38.55%
CVX
Chevron
$162.53
$2.17
(1.35%)
After
0.19%
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$288.18B
10.67%
WMT
Walmart
$91.31
$1.81
(2.02%)
After
0.14%
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$719.42B
72.05%
PSX
Phillips 66
$134.25
$0.97
(0.73%)
After
0%
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$55.04B
12.35%
PG
Procter & Gamble
$179.31
$1.92
(1.08%)
After
0%
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$417.76B
17.18%
PPG
PPG Industries
$123.35
$2.44
(1.94%)
After
0%
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$29.18B
-7.81%
AAPL
Apple
$235.06
$2.19
(0.94%)
After
0.2%
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.52T
22.58%
LMT
Lockheed Martin
$521.45
$0.44
(0.08%)
After
0.07%
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$123.71B
15.46%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$134.46
$0.04
(0.03%)
After
0.25%
premium
2K Buy
2K Hold
311 Sell
Moderate Buy
premium
$61.08B
26.46%
ABT
Abbott Laboratories
$117.96
$0.17
(0.14%)
After
0%
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$204.89B
14.83%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$552.31
$3.08
(0.56%)
After
0.08%
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
$579.35B
31.09%
IBM
International Business Machines
$228.83
$2.7
(1.19%)
After
0.25%
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$209.09B
43.68%
CNQ
Canadian Natural
$33.20
$0.83
(2.44%)
After
0%
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$71.00B
4.19%
MO
Altria Group
$57.59
$0.84
(1.48%)
After
0.16%
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$96.18B
36.84%
EOG
EOG Resources
$132.54
$0.56
(0.42%)
After
0%
premium
10 Buy
12 Hold
0 Sell
Moderate Buy
premium
$74.23B
6.87%
KO
Coca-Cola
$64.55
$0.17
(0.26%)
After
0.05%
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$277.34B
9.92%
META
Meta Platforms
$573.54
$8.43
(1.49%)
After
0.06%
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.43T
67.08%
TSLA
Tesla
$338.23
$0.36
(0.11%)
After
0.29%
premium
11 Buy
14 Hold
9 Sell
Hold
premium
$1.09T
43.80%
BOTZ
BOTZ
< ETF >
Global X Robotics & Artificial Intelligence ETF
$33.27
$0.14
(0.42%)
After
0.18%
premium
155 Buy
94 Hold
15 Sell
Moderate Buy
premium
$2.64B
27.28%
AMD
Advanced Micro Devices
$137.72
$3.41
(2.42%)
After
0.25%
premium
23 Buy
7 Hold
0 Sell
Strong Buy
premium
$229.03B
15.39%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$52.21
$0.17
(0.33%)
After
0.08%
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
$2.35B
9.67%
TGT
Target
$126.55
$3.98
(3.05%)
After
0.12%
premium
13 Buy
15 Hold
0 Sell
Moderate Buy
premium
$60.13B
-0.71%
TBIL
TBIL
< ETF >
US Treasury 3 Month Bill ETF
$50.00
$0.02
(0.04%)
After
0%
premium
premium
$4.39B
-0.12%
XOM
Exxon Mobil
$117.97
$2
(1.67%)
After
0.12%
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$527.28B
14.73%
IYM
IYM
< ETF >
iShares U.S. Basic Materials ETF
$146.86
$0.922
(0.62%)
After
1.87%
premium
177 Buy
152 Hold
18 Sell
Moderate Buy
premium
$569.75M
13.24%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$241.42
$2.24
(0.92%)
After
0.11%
premium
289 Buy
135 Hold
19 Sell
Moderate Buy
premium
$23.60B
51.32%
OXY
Occidental Petroleum
$49.85
$0.59
(1.17%)
After
0.06%
premium
6 Buy
13 Hold
1 Sell
Hold
premium
$47.33B
-16.16%
CEG
Constellation Energy Corporation
$266.73
$17.8
(7.15%)
After
0.1%
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$77.86B
100.98%
GLD
GLD
< ETF >
SPDR Gold Shares
$242.95
$0.47
(0.19%)
After
0.02%
premium
premium
$75.22B
33.77%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$509.31
$2.72
(0.54%)
After
0.07%
premium
1K Buy
628 Hold
73 Sell
Moderate Buy
premium
$310.27B
29.97%