tiprankstipranks

New Portfolio - New Portfolio

John Velez

New Portfolio
Individual Investor
Ranked #12,285 out of 788,374 TipRanks' Investors
Success Rate
79%
111 out of 141
profitable transactions
Average Return
46.11%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
29.82% AMZN
13.47% WMT
11.35% UAN
7.89% T
6.34% APLD
31.13% Others
By Assets
96.05% Stocks
3.95% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
29.82% Consumer Cyclical
16.85% Consumer Defensive
13.73% Financial
13.35% Communication Services
11.35% Basic Materials
14.89% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CMCSA
Comcast
$36.24
$0.17
(0.47%)
premium
12 Buy
9 Hold
0 Sell
Moderate Buy
premium
$137.02B
-13.51%
T
AT&T
$26.62
$0.47
(1.8%)
premium
20 Buy
4 Hold
0 Sell
Strong Buy
premium
$191.08B
60.46%
KO
Coca-Cola
$71.35
$1.31
(1.87%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$306.88B
16.58%
AAPL
Apple
$245.55
$0.28
(0.11%)
premium
18 Buy
11 Hold
4 Sell
Moderate Buy
premium
$3.69T
34.53%
AMZN
Amazon
$216.58
$6.3
(2.83%)
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.30T
24.06%
V
Visa
$348.53
$1.96
(0.56%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$680.88B
22.89%
WMT
Walmart
$94.78
$2.43
(2.5%)
premium
27 Buy
1 Hold
0 Sell
Strong Buy
premium
$761.40B
62.10%
O
Realty Income
$57.09
$0.57
(1.01%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$49.97B
8.08%
WFC
Wells Fargo
$77.50
$1.13
(1.44%)
premium
11 Buy
8 Hold
0 Sell
Moderate Buy
premium
$254.89B
43.89%
DVN
Devon Energy
$37.49
$1.06
(2.75%)
premium
15 Buy
6 Hold
0 Sell
Moderate Buy
premium
$24.33B
-14.56%
VNQ
VNQ
< ETF >
Vanguard Real Estate ETF
$91.64
$0.91
(0.98%)
premium
486 Buy
434 Hold
49 Sell
Moderate Buy
premium
$35.87B
8.05%
PSEC
Prospect Capital
$4.44
$0.01
(0.22%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$1.97B
-22.65%
GOOGL
Alphabet Class A
$179.66
$4.9
(2.65%)
premium
27 Buy
10 Hold
0 Sell
Moderate Buy
premium
$2.20T
24.69%
APLD
Applied Digital Corporation
$10.65
$0.47
(4.62%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.37B
145.96%
UAN
CVR Partners
$79.74
$0.99
(1.23%)
premium
premium
$842.82M
16.19%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.13
$0.58
(0.97%)
premium
1K Buy
565 Hold
50 Sell
Moderate Buy
premium
$39.83B
3.96%
LMB
Limbach Holdings
$80.13
$3.22
(3.86%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$903.31M
89.93%
MAIN
Main Street Capital
$62.27
$0.47
(0.75%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$5.49B
36.14%