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New Portfolio
- New Portfolio
Performance
Portfolio Details
Sammi Fitzgerald
New Portfolio
Individual Investor
Ranked #384,841 out of 770,014 TipRanks' Investors
Success Rate
51%
276 out of 541
profitable transactions
Average Return
2.53%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
3.03%
ORI
3.03%
BMY
3.03%
V
3.03%
MA
3.03%
OBDC
84.85%
Others
By Assets
100.00%
Stocks
0.00%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
0.00%
Cash
By Sector
33.33%
Financial
12.12%
Real Estate
12.12%
Industrials
9.09%
Energy
6.06%
Healthcare
27.27%
Other
Portfolio Holdings
Select Columns
33
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ORI
Old Republic International
$38.80
$0
(
0%
)
After
0%
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
$9.84B
33.98%
BMY
Bristol-Myers Squibb
$58.74
$0.04
(
0.07%
)
After
0.36%
premium
6
Buy
9
Hold
2
Sell
Hold
premium
$119.22B
18.13%
V
Visa
$311.82
$1.37
(
0.44%
)
After
<0.01%
premium
22
Buy
3
Hold
0
Sell
Strong Buy
premium
$613.77B
23.16%
MA
Mastercard
$528.48
$1.88
(
0.36%
)
After
0.29%
premium
21
Buy
4
Hold
0
Sell
Strong Buy
premium
$483.33B
27.66%
OBDC
Blue Owl Capital
$15.13
$0.06
(
0.39%
)
After
0.06%
premium
4
Buy
1
Hold
1
Sell
Moderate Buy
premium
$5.93B
2.50%
BEPC
Brookfield Renewable
$31.86
$0.21
(
0.65%
)
After
1.19%
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
$12.00B
21.85%
TTE
TotalEnergies
$57.54
$0.72
(
1.24%
)
After
0.31%
premium
4
Buy
3
Hold
0
Sell
Moderate Buy
premium
$136.23B
-15.29%
CNQ
Canadian Natural
$33.20
$0.83
(
2.44%
)
After
0.15%
premium
6
Buy
6
Hold
0
Sell
Moderate Buy
premium
$71.00B
4.19%
LNC
Lincoln National
$35.36
$0.35
(
0.98%
)
After
0%
premium
1
Buy
7
Hold
0
Sell
Hold
premium
$6.08B
48.42%
BBSI
Barrett Business Services
$43.49
$0.07
(
0.16%
)
After
0%
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$1.13B
61.86%
ARCC
Ares Capital
$22.00
$0
(
0%
)
After
<0.01%
premium
7
Buy
3
Hold
0
Sell
Moderate Buy
premium
$14.21B
10.61%
SFL
SFL Corporation
$10.48
$0.29
(
2.69%
)
After
0.1%
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$1.57B
-5.28%
NHI
National Health Investors
$77.49
$0.49
(
0.64%
)
After
3.45%
premium
3
Buy
2
Hold
0
Sell
Moderate Buy
premium
$3.50B
41.80%
WPC
W. P. Carey Inc.
$56.84
$0.7
(
1.22%
)
After
0%
premium
2
Buy
6
Hold
0
Sell
Hold
premium
$12.59B
-2.19%
PEP
PepsiCo
$162.16
$0.89
(
0.55%
)
After
0.33%
premium
6
Buy
9
Hold
0
Sell
Moderate Buy
premium
$223.70B
-3.73%
WM
Waste Management
$227.45
$1.8
(
0.8%
)
After
0.03%
premium
9
Buy
9
Hold
0
Sell
Moderate Buy
premium
$90.57B
31.18%
JXN
Jackson Financial Incorporation
$102.43
$0.78
(
0.76%
)
After
0.21%
premium
1
Buy
3
Hold
1
Sell
Hold
premium
$7.62B
122.00%
SPGI
S&P Global
$521.96
$2.36
(
0.45%
)
After
0%
premium
14
Buy
1
Hold
0
Sell
Strong Buy
premium
$161.51B
25.39%
PRU
Prudential Financial
$129.11
$0.4
(
0.31%
)
After
0.22%
premium
2
Buy
7
Hold
0
Sell
Hold
premium
$45.82B
34.44%
BIPC
Brookfield Infrastructure
$44.35
$0.48
(
1.07%
)
After
0.13%
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$6.34B
39.40%
MLI
Mueller Industries
$81.34
$0.81
(
0.99%
)
After
1.19%
premium
―
premium
$9.34B
99.20%
KO
Coca-Cola
$64.55
$0.17
(
0.26%
)
After
0.08%
premium
11
Buy
4
Hold
0
Sell
Moderate Buy
premium
$277.34B
9.92%
MCD
McDonald's
$296.33
$0.14
(
0.05%
)
After
0.04%
premium
17
Buy
11
Hold
0
Sell
Moderate Buy
premium
$212.26B
4.83%
CB
Chubb
$288.48
$2.06
(
0.72%
)
After
0.18%
premium
7
Buy
6
Hold
1
Sell
Moderate Buy
premium
$115.46B
26.15%
AGO
Assured Guaranty
$93.32
$1.37
(
1.45%
)
After
0%
premium
2
Buy
1
Hold
0
Sell
Moderate Buy
premium
$4.82B
39.19%
BSX
Boston Scientific
$90.21
$0.96
(
1.08%
)
After
0.83%
premium
19
Buy
1
Hold
0
Sell
Strong Buy
premium
$131.54B
60.44%
SLB
Schlumberger
$43.48
$0.27
(
0.62%
)
After
0.09%
premium
15
Buy
1
Hold
0
Sell
Strong Buy
premium
$61.78B
-16.83%
DIS
Walt Disney
$115.45
$0.55
(
0.47%
)
After
0.06%
premium
15
Buy
5
Hold
0
Sell
Strong Buy
premium
$210.07B
20.76%
AHH
Armada Hoffler Properties
$11.15
$0.15
(
1.36%
)
After
0.36%
premium
2
Buy
0
Hold
1
Sell
Moderate Buy
premium
$1.11B
2.80%
GOOGL
Alphabet Class A
$169.12
$1.47
(
0.88%
)
After
0.01%
premium
27
Buy
7
Hold
0
Sell
Strong Buy
premium
$2.06T
22.65%
MSFT
Microsoft
$427.99
$9.2
(
2.2%
)
After
0.5%
premium
26
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.11T
10.96%
PSA
Public Storage
$350.04
$2.21
(
0.64%
)
After
2.1%
premium
7
Buy
7
Hold
0
Sell
Moderate Buy
premium
$60.91B
36.39%
TX
Ternium SA
$32.55
$1.23
(
3.64%
)
After
0.18%
premium
3
Buy
0
Hold
0
Sell
Strong Buy
premium
$6.63B
-13.78%
33
Results | Showing
1
out of
1
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