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New Portfolio - New Portfolio

Tom

New Portfolio
Individual Investor
Ranked #226,005 out of 781,066 TipRanks' Investors
Success Rate
53%
74 out of 139
profitable transactions
Average Return
15.37%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.96% TBIL
9.56% QQQ
5.77% META
4.77% EOG
3.46% VYM
56.48% Others
By Assets
50.24% Stocks
48.52% ETFs
1.24% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
49.13% General
16.35% Energy
8.48% Consumer Defensive
5.77% Communication Services
4.39% Technology
15.88% 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
$54.62
$0.04
(0.07%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$47.77B
-2.74%
WPC
W. P. Carey Inc.
$55.79
$0.25
(0.45%)
premium
1 Buy
4 Hold
1 Sell
Hold
premium
$12.15B
-14.74%
MS
Morgan Stanley
$137.87
$2.06
(1.52%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$218.79B
64.33%
COP
Conocophillips
$105.85
$0.24
(0.23%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$136.61B
-1.23%
JNJ
Johnson & Johnson
$147.03
$0.74
(0.5%)
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$355.77B
-8.34%
VTV
VTV
< ETF >
Vanguard Value ETF
$174.68
$0.98
(0.56%)
premium
5K Buy
4K Hold
364 Sell
Strong Buy
premium
$132.13B
17.42%
PM
Philip Morris
$121.59
$1.79
(1.49%)
premium
6 Buy
0 Hold
1 Sell
Moderate Buy
premium
$186.27B
28.55%
CVX
Chevron
$161.47
$2.09
(1.31%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$286.42B
13.86%
WMT
Walmart
$91.94
$0.64
(0.7%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$733.45B
68.97%
PSX
Phillips 66
$120.53
$0.9
(0.75%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$49.41B
-6.30%
PG
Procter & Gamble
$161.13
$0.63
(0.39%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$377.98B
8.77%
PPG
PPG Industries
$120.24
$0.64
(0.54%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
$27.75B
-17.05%
AAPL
Apple
$229.98
$1.72
(0.75%)
premium
19 Buy
7 Hold
3 Sell
Moderate Buy
premium
$3.43T
24.95%
LMT
Lockheed Martin
$490.32
$3.46
(0.71%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$115.40B
6.66%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$131.69
$0.97
(0.74%)
premium
5K Buy
4K Hold
580 Sell
Strong Buy
premium
$61.07B
18.43%
ABT
Abbott Laboratories
$113.48
$0.43
(0.38%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$197.57B
-0.02%
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%
IBM
International Business Machines
$224.79
$2.13
(0.96%)
premium
4 Buy
6 Hold
1 Sell
Moderate Buy
premium
$205.88B
34.07%
CNQ
Canadian Natural
$31.12
$0.32
(1.04%)
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
$64.56B
-0.56%
MO
Altria Group
$51.86
$0.7
(1.37%)
premium
4 Buy
2 Hold
2 Sell
Hold
premium
$86.71B
25.58%
EOG
EOG Resources
$136.58
$0.495
(0.36%)
premium
11 Buy
12 Hold
0 Sell
Moderate Buy
premium
$77.65B
24.79%
KO
Coca-Cola
$62.71
$0.46
(0.74%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$268.16B
3.47%
META
Meta Platforms
$612.77
$1.47
(0.24%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.54T
62.52%
TSLA
Tesla
$426.50
$12.68
(3.06%)
premium
13 Buy
12 Hold
9 Sell
Hold
premium
$1.33T
91.98%
BOTZ
BOTZ
< ETF >
Global X Robotics & Artificial Intelligence ETF
$33.03
$0.44
(1.35%)
premium
288 Buy
192 Hold
34 Sell
Strong Buy
premium
$2.65B
16.10%
AMD
Advanced Micro Devices
$121.46
$3.02
(2.55%)
premium
21 Buy
10 Hold
1 Sell
Moderate Buy
premium
$192.21B
-26.05%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.68
$0.31
(0.6%)
premium
8K Buy
5K Hold
600 Sell
Strong Buy
premium
$2.78B
6.78%
TGT
Target
$133.61
$0.36
(0.27%)
premium
15 Buy
15 Hold
0 Sell
Moderate Buy
premium
$61.06B
-2.76%
TBIL
TBIL
< ETF >
US Treasury 3 Month Bill ETF
$49.96
$0.02
(0.04%)
premium
premium
$4.84B
-0.06%
XOM
Exxon Mobil
$112.32
$1
(0.9%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$489.26B
14.79%
IYM
IYM
< ETF >
iShares U.S. Basic Materials ETF
$137.47
$1.09
(0.8%)
premium
374 Buy
324 Hold
32 Sell
Strong Buy
premium
$532.04M
3.50%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$258.25
$5.96
(2.36%)
premium
598 Buy
286 Hold
38 Sell
Strong Buy
premium
$23.92B
39.92%
OXY
Occidental Petroleum
$51.97
$0.33
(0.63%)
premium
7 Buy
12 Hold
1 Sell
Moderate Buy
premium
$49.08B
-7.38%
CEG
Constellation Energy Corporation
$316.36
$1.12
(0.36%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$98.62B
181.67%
GLD
GLD
< ETF >
SPDR Gold Shares
$249.27
$1.33
(0.53%)
premium
premium
$76.74B
33.75%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$521.74
$8.66
(1.69%)
premium
3K Buy
1K Hold
142 Sell
Strong Buy
premium
$322.41B
24.23%