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New Portfolio - New Portfolio

Tom

New Portfolio
Individual Investor
Ranked #188,058 out of 788,174 TipRanks' Investors
Success Rate
56%
78 out of 139
profitable transactions
Average Return
17.38%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.68% TBIL
9.50% QQQ
6.34% META
4.58% EOG
3.56% IBM
56.34% Others
By Assets
50.62% Stocks
48.16% ETFs
1.22% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
48.76% General
15.74% Energy
9.16% Consumer Defensive
6.34% Communication Services
4.78% Technology
15.22% 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
$57.09
$0.57
(1.01%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$49.47B
7.27%
WPC
W. P. Carey Inc.
$61.64
$0.44
(0.72%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$13.39B
7.59%
MS
Morgan Stanley
$131.69
$2.65
(1.97%)
premium
5 Buy
10 Hold
0 Sell
Moderate Buy
premium
$216.43B
56.48%
COP
Conocophillips
$97.94
$4.06
(3.98%)
premium
19 Buy
1 Hold
0 Sell
Strong Buy
premium
$129.78B
-9.63%
JNJ
Johnson & Johnson
$162.30
$2.62
(1.64%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$384.45B
0.63%
VTV
VTV
< ETF >
Vanguard Value ETF
$176.34
$2.06
(1.15%)
premium
3K Buy
2K Hold
176 Sell
Moderate Buy
premium
$138.14B
16.14%
PM
Philip Morris
$154.40
$2.83
(1.87%)
premium
6 Buy
0 Hold
1 Sell
Moderate Buy
premium
$235.67B
67.35%
CVX
Chevron
$156.92
$1.87
(1.18%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$285.36B
2.15%
WMT
Walmart
$94.78
$2.43
(2.5%)
premium
27 Buy
1 Hold
0 Sell
Strong Buy
premium
$780.93B
67.90%
PSX
Phillips 66
$128.78
$2.77
(2.11%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$54.33B
-8.36%
PG
Procter & Gamble
$170.23
$3.02
(1.81%)
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$392.08B
4.25%
PPG
PPG Industries
$114.80
$2.41
(2.06%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$27.35B
-17.36%
AAPL
Apple
$245.55
$0.28
(0.11%)
premium
18 Buy
11 Hold
4 Sell
Moderate Buy
premium
$3.69T
34.83%
LMT
Lockheed Martin
$440.72
$4.43
(1.02%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$102.70B
2.04%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$133.32
$1.28
(0.95%)
premium
2K Buy
2K Hold
283 Sell
Moderate Buy
premium
$62.08B
17.94%
ABT
Abbott Laboratories
$134.92
$1.75
(1.31%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$230.98B
12.98%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$551.75
$9.55
(1.7%)
premium
4K Buy
3K Hold
284 Sell
Moderate Buy
premium
$635.52B
23.35%
IBM
International Business Machines
$261.48
$3.26
(1.23%)
premium
7 Buy
6 Hold
1 Sell
Moderate Buy
premium
$244.79B
47.32%
CNQ
Canadian Natural
$29.97
$0.76
(2.47%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$64.47B
-5.53%
MO
Altria Group
$55.05
$0.72
(1.33%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$92.08B
34.25%
EOG
EOG Resources
$133.08
$2.59
(1.91%)
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
$76.31B
16.59%
KO
Coca-Cola
$71.35
$1.31
(1.87%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$301.72B
14.37%
META
Meta Platforms
$683.55
$11.29
(1.62%)
premium
44 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.76T
48.46%
TSLA
Tesla
$337.80
$16.6
(4.68%)
premium
13 Buy
12 Hold
10 Sell
Hold
premium
$1.14T
81.96%
BOTZ
BOTZ
< ETF >
Global X Robotics & Artificial Intelligence ETF
$33.63
$0.69
(2.01%)
premium
147 Buy
101 Hold
16 Sell
Hold
premium
$2.89B
16.53%
AMD
Advanced Micro Devices
$110.84
$3.33
(2.92%)
premium
25 Buy
11 Hold
1 Sell
Moderate Buy
premium
$185.01B
-30.51%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.65
$0.68
(1.3%)
premium
4K Buy
3K Hold
285 Sell
Moderate Buy
premium
$3.09B
7.19%
TGT
Target
$124.27
$3.86
(3.01%)
premium
11 Buy
9 Hold
0 Sell
Moderate Buy
premium
$58.71B
-13.88%
TBIL
TBIL
< ETF >
US Treasury 3 Month Bill ETF
$49.99
$0.04
(0.08%)
premium
premium
$4.91B
-0.10%
XOM
Exxon Mobil
$110.69
$1.31
(1.17%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$485.98B
6.82%
IYM
IYM
< ETF >
iShares U.S. Basic Materials ETF
$137.66
$2.65
(1.89%)
premium
175 Buy
167 Hold
19 Sell
Moderate Buy
premium
$548.44M
2.40%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$249.99
$7.81
(3.03%)
premium
320 Buy
156 Hold
21 Sell
Moderate Buy
premium
$23.89B
30.95%
OXY
Occidental Petroleum
$50.42
$1.67
(3.21%)
premium
6 Buy
11 Hold
1 Sell
Moderate Buy
premium
$48.89B
-13.86%
CEG
Constellation Energy Corporation
$284.44
$24.98
(8.07%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$96.80B
135.48%
GLD
GLD
< ETF >
SPDR Gold Shares
$270.74
$0.25
(0.09%)
premium
premium
$83.43B
44.47%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$526.08
$11.15
(2.08%)
premium
1K Buy
621 Hold
63 Sell
Moderate Buy
premium
$343.15B
22.63%