New Portfolio - New Portfolio

evchau

New Portfolio
Individual Investor
Ranked #5,896 out of 757,311 TipRanks' Investors
Success Rate
83%
138 out of 167
profitable transactions
Average Return
48.75%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
50.73% ET
17.63% EPD
6.64% OXLC
5.92% RYLD
5.14% MRK
13.94% Others
By Assets
76.78% Stocks
18.39% Cash
4.83% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
70.62% Energy
8.87% Healthcare
8.37% Financial
5.92% General
3.07% Industrials
3.14% 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
$88.96
$1.05
(1.19%)
Pre
0.04%
premium
216 Buy
112 Hold
7 Sell
Moderate Buy
premium
$35.24B
-2.75%
STAG
Stag Industrial
$39.97
$0.35
(0.88%)
Pre
1.8%
premium
4 Buy
4 Hold
0 Sell
Moderate Buy
premium
$7.43B
10.41%
SJT
San Juan Basin Royalty
$3.59
$0.04
(1.13%)
premium
premium
$167.33M
-49.93%
SLRC
SLR Investment Corp.
$15.20
$0.05
(0.33%)
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$829.23M
-2.38%
SCHV
SCHV
< ETF >
Schwab U.S. Large-Cap Value ETF
$80.04
$0.72
(0.91%)
premium
3K Buy
2K Hold
279 Sell
Moderate Buy
premium
$11.71B
20.49%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$84.87
$0.73
(0.87%)
Pre
0.07%
premium
403 Buy
456 Hold
67 Sell
Moderate Buy
premium
$60.72B
14.59%
RYLD
RYLD
< ETF >
Global X Russell 2000 Covered Call ETF
$16.32
$0.02
(0.12%)
Pre
0.25%
premium
premium
$1.42B
-4.95%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.12
$0.11
(0.61%)
Pre
0%
premium
1K Buy
612 Hold
63 Sell
Moderate Buy
premium
$8.05B
5.63%
VPU
VPU
< ETF >
Vanguard Utilities ETF
$168.73
$0.86
(0.51%)
premium
186 Buy
160 Hold
21 Sell
Hold
premium
$6.59B
21.43%
VNQ
VNQ
< ETF >
Vanguard Real Estate ETF
$98.18
$0.02
(0.02%)
Pre
0.15%
premium
536 Buy
501 Hold
54 Sell
Moderate Buy
premium
$38.62B
21.54%
TSLA
Tesla
$243.92
$16.72
(7.36%)
Pre
0.65%
premium
12 Buy
16 Hold
8 Sell
Hold
premium
$779.24B
-14.75%
PSEC
Prospect Capital
$5.48
$0.06
(1.11%)
Pre
0.36%
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$2.35B
-11.87%
PSX
Phillips 66
$132.55
$2.24
(1.72%)
Pre
<0.01%
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$55.48B
10.39%
PFE
Pfizer
$29.66
$0.09
(0.3%)
Pre
0.03%
premium
7 Buy
11 Hold
0 Sell
Moderate Buy
premium
$168.07B
-12.47%
OXLC
Oxford Lane Capital
$5.20
$0.01
(0.19%)
Pre
0.19%
premium
premium
5.25%
PCAR
Paccar
$99.52
$3.2
(3.32%)
Pre
0.22%
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$52.17B
13.09%
O
Realty Income
$60.70
$1.49
(2.4%)
Pre
0.13%
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$52.86B
15.17%
OKE
Oneok
$93.77
$0.13
(0.14%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$54.77B
38.54%
NGL
NGL Energy Partners
$4.41
$0.09
(2%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$584.38M
17.80%
MAIN
Main Street Capital
$50.40
$0.23
(0.46%)
Pre
0.62%
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.39B
23.06%
LCID
Lucid Group
$3.61
$0.03
(0.82%)
Pre
0.83%
premium
0 Buy
8 Hold
2 Sell
Hold
premium
$8.37B
-33.82%
MRCC
Monroe Capital
$7.81
$0.24
(2.98%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$169.21M
9.67%
MRK
Merck & Company
$117.23
$1.41
(1.19%)
Pre
0.19%
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$297.16B
9.24%
ECC
Eagle Point Credit Company
$9.77
$0.03
(0.31%)
Pre
1.02%
premium
0 Buy
2 Hold
0 Sell
Hold
premium
-3.83%
EFC
Ellington Financial
$13.25
$0.1
(0.76%)
Pre
0.45%
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.15B
0.30%
DLR
Digital Realty
$158.90
$0.65
(0.41%)
Pre
0.5%
premium
11 Buy
4 Hold
1 Sell
Moderate Buy
premium
$52.03B
24.62%
EPD
Enterprise Products Partners
$29.39
$0.1
(0.34%)
Pre
1.33%
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$63.79B
9.26%
ENB
Enbridge
$40.39
$0.13
(0.32%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$87.99B
15.94%
ET
Energy Transfer
$16.17
$0.06
(0.37%)
Pre
0.19%
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$55.34B
16.57%
JNJ
Johnson & Johnson
$164.82
$1.33
(0.8%)
Pre
0.01%
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$396.76B
2.44%
HRZN
Horizon Technology
$10.78
$0.12
(1.1%)
premium
1 Buy
2 Hold
3 Sell
Moderate Sell
premium
-7.78%
IMMP
Immutep
$2.25
$0.02
(0.9%)
Pre
0%
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$331.17M
13.64%
GD
General Dynamics
$304.73
$2.35
(0.78%)
Pre
0.42%
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$83.73B
35.69%
GNL
Global Net Lease
$8.79
$0.07
(0.79%)
Pre
1.93%
premium
2 Buy
5 Hold
0 Sell
Moderate Buy
premium
$2.03B
-17.96%
HAL
Halliburton
$29.53
$0.43
(1.48%)
Pre
0.47%
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$26.07B
-29.76%
CRT
Cross Timbers Royalty
$9.30
$0.05
(0.54%)
Pre
4.73%
premium
premium
$55.80M
-55.87%
CLM
CLM
< FUND >
Cornerstone Strategic Value Fund Inc
$7.52
$0.04
(0.53%)
Pre
0.13%
premium
premium
$1.66B
-6.93%
ABBV
AbbVie
$193.62
$0.68
(0.35%)
Pre
0.08%
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$342.00B
25.70%
AVGO
Broadcom
$167.42
$6.28
(3.9%)
Pre
0.7%
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$781.95B
90.38%
ATOS
Atossa Therapeutics
$1.46
$0.04
(2.82%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$183.61M
79.07%
ZIM
ZIM Integrated Shipping Services
$20.41
$1.29
(6.75%)
Pre
1.18%
premium
1 Buy
2 Hold
4 Sell
Moderate Sell
premium
$2.46B
62.31%
RYCEF
Rolls-Royce Holdings
$6.93
$0.375
(5.72%)
premium
9 Buy
1 Hold
1 Sell
Moderate Buy
premium
$59.30B
134.11%