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New Portfolio
- New Portfolio
Performance
Portfolio Details
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
Select Columns
42
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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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
< 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
< 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
< ETF >
Global X Russell 2000 Covered Call ETF
$16.67
$0.03
(
0.18%
)
premium
―
premium
$1.46B
0.30%
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
< 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
< 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
< 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%
42
Results | Showing
1
out of
1
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