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New Portfolio - New Portfolio

evchau

New Portfolio
Individual Investor
Ranked #7,425 out of 770,014 TipRanks' Investors
Success Rate
82%
137 out of 167
profitable transactions
Average Return
58.09%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
54.99% ET
17.76% EPD
5.99% OXLC
5.44% RYLD
3.94% MRK
11.88% Others
By Assets
78.62% Stocks
16.85% Cash
4.53% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
75.11% Energy
7.51% Financial
6.87% Healthcare
5.44% General
2.71% Industrials
2.36% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$95.21
$0.14
(0.15%)
premium
234 Buy
112 Hold
9 Sell
Moderate Buy
premium
$38.74B
14.94%
STAG
Stag Industrial
$36.92
$0.24
(0.65%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$6.91B
3.36%
SJT
San Juan Basin Royalty
$4.08
$0.021
(0.53%)
premium
premium
$189.23M
-43.30%
SLRC
SLR Investment Corp.
$16.57
$0.065
(0.39%)
premium
2 Buy
3 Hold
2 Sell
Hold
premium
$907.79M
11.23%
SCHV
SCHV
< ETF >
Schwab U.S. Large-Cap Value ETF
$27.93
$0.07
(0.25%)
premium
3K Buy
3K Hold
298 Sell
Moderate Buy
premium
$12.03B
25.87%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$29.29
$0.225
(0.76%)
premium
428 Buy
434 Hold
68 Sell
Moderate Buy
premium
$65.66B
23.25%
RYLD
RYLD
< ETF >
Global X Russell 2000 Covered Call ETF
$16.67
$0.03
(0.18%)
premium
premium
$1.46B
0.30%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.16
$0.025
(0.14%)
premium
1K Buy
628 Hold
73 Sell
Moderate Buy
premium
$8.29B
6.16%
VPU
VPU
< ETF >
Vanguard Utilities ETF
$178.04
$1.51
(0.86%)
premium
245 Buy
201 Hold
30 Sell
Moderate Buy
premium
$6.84B
30.28%
VNQ
VNQ
< ETF >
Vanguard Real Estate ETF
$97.52
$0.06
(0.06%)
premium
484 Buy
505 Hold
53 Sell
Moderate Buy
premium
$36.61B
20.22%
TSLA
Tesla
$341.89
$3.3
(0.97%)
premium
11 Buy
14 Hold
9 Sell
Hold
premium
$1.09T
43.80%
PSEC
Prospect Capital
$4.74
$0.025
(0.52%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$2.10B
-17.44%
PSX
Phillips 66
$133.56
$0.285
(0.21%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$55.04B
12.35%
PFE
Pfizer
$25.61
$0.555
(2.12%)
premium
7 Buy
11 Hold
1 Sell
Moderate Buy
premium
$148.31B
-15.90%
OXLC
Oxford Lane Capital
$5.21
$0.01
(0.19%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
6.53%
PCAR
Paccar
$115.34
$1.2
(1.03%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$61.10B
26.67%
O
Realty Income
$57.57
$0.12
(0.21%)
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.28B
6.57%
OKE
Oneok
$113.78
$2.26
(2.03%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$65.15B
65.66%
NGL
NGL Energy Partners
$4.63
$0.05
(1.09%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$604.62M
12.81%
MAIN
Main Street Capital
$54.73
$0.22
(0.4%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.81B
32.05%
LCID
Lucid Group
$2.20
$0.03
(1.38%)
premium
1 Buy
6 Hold
2 Sell
Hold
premium
$6.54B
-50.47%
MRCC
Monroe Capital
$8.43
$0.06
(0.71%)
premium
premium
$183.95M
21.11%
MRK
Merck & Company
$100.30
$0.86
(0.85%)
premium
16 Buy
5 Hold
0 Sell
Strong Buy
premium
$255.90B
-2.64%
ECC
Eagle Point Credit Company
$9.05
$0.055
(0.6%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
-4.00%
EFC
Ellington Financial
$12.44
$0.045
(0.36%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.13B
-4.28%
DLR
Digital Realty
$191.69
$1.13
(0.59%)
premium
11 Buy
5 Hold
1 Sell
Moderate Buy
premium
$63.96B
41.26%
EPD
Enterprise Products Partners
$32.55
$0.215
(0.66%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$70.10B
20.94%
ENB
Enbridge
$42.49
$0.46
(1.07%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$92.42B
26.38%
ET
Energy Transfer
$19.08
$0.11
(0.58%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$64.95B
38.27%
JNJ
Johnson & Johnson
$153.63
$0.91
(0.59%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$375.06B
2.15%
HRZN
Horizon Technology
$9.24
$0.02
(0.22%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
-24.71%
IMMP
Immutep
$1.93
$0.09
(4.46%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$310.38M
5.21%
GD
General Dynamics
$282.08
$0.73
(0.26%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$77.36B
13.71%
GNL
Global Net Lease
$7.52
$0.04
(0.53%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$1.74B
-13.40%
HAL
Halliburton
$31.67
$0.32
(1%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$28.10B
-16.08%
CRT
Cross Timbers Royalty
$10.70
$0.08
(0.74%)
premium
premium
$64.68M
-46.61%
CLM
CLM
< FUND >
Cornerstone Strategic Value Fund Inc
$8.91
$0.05
(0.56%)
premium
premium
$1.95B
21.58%
ABBV
AbbVie
$178.92
$1.86
(1.05%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$312.89B
27.61%
AVGO
Broadcom
$164.10
$0.72
(0.44%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$769.80B
68.38%
ATOS
Atossa Therapeutics
$1.30
$0.025
(1.95%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$161.03M
62.23%
ZIM
ZIM Integrated Shipping Services
$21.49
$0.74
(3.33%)
premium
1 Buy
1 Hold
5 Sell
Moderate Sell
premium
$2.68B
244.64%
RYCEF
Rolls-Royce Holdings
$6.79
$0.001
(0.01%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$57.80B
124.22%