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taxable - New Portfolio

Performance Portfolio Details

tim.a

taxable

Individual Investor

Ranked #37,379 out of 781,066 TipRanks' Investors

Success Rate

445 out of 636
profitable transactions

Average Return

30.58%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

20.94% SPTM

12.71% SPYG

7.88% GOOGL

6.44% CVX

3.93% JPM

48.10% Others

By Assets

58.05% Stocks

41.95% ETFs

0.00% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

41.94% General

13.84% Financial

11.07% Energy

9.22% Technology

8.85% Communication Services

15.08% Other

Portfolio Holdings

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To view investors' portfolios

MSFT

Microsoft

$429.03

$4.45

(1.05%)

premium

26 Buy

2 Hold

0 Sell

Strong Buy

premium

$3.16T

8.93%

GOOGL

Alphabet Class A

$196.00

$3.09

(1.6%)

premium

24 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.37T

36.60%

SPTM < ETF >

SPDR Portfolio S&P 1500 Composite Stock Market ETF

$72.93

$0.72

(1%)

premium

15K Buy

11K Hold

1K Sell

Strong Buy

premium

$9.90B

23.58%

SPYG < ETF >

SPDR Portfolio S&P 500 Growth ETF

$89.89

$1.16

(1.31%)

premium

4K Buy

2K Hold

220 Sell

Strong Buy

premium

$34.78B

34.13%

XLK < ETF >

Technology Select Sector SPDR Fund

$234.11

$3.61

(1.57%)

premium

2K Buy

726 Hold

102 Sell

Strong Buy

premium

$72.86B

17.81%

XLF < ETF >

Financial Select Sector SPDR Fund

$50.23

$0.42

(0.84%)

premium

1K Buy

746 Hold

84 Sell

Strong Buy

premium

$50.16B

33.43%

SPG

Simon Property

$174.14

$1.43

(0.83%)

premium

3 Buy

10 Hold

0 Sell

Hold

premium

$64.85B

21.77%

UNM

Unum Group

$74.98

$0.68

(0.92%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$13.57B

63.46%

EPD

Enterprise Products Partners

$33.57

$0.1

(0.3%)

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$72.98B

25.68%

XLV < ETF >

Health Care Select Sector SPDR Fund

$140.18

$0.95

(0.67%)

premium

1K Buy

610 Hold

58 Sell

Strong Buy

premium

$37.36B

1.26%

JPM

JPMorgan Chase & Co.

$259.16

$4.89

(1.92%)

premium

11 Buy

8 Hold

1 Sell

Moderate Buy

premium

$715.86B

51.88%

BRK.B

Berkshire Hathaway B

$467.95

$5.14

(1.11%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$997.29B

29.13%

PRU

Prudential Financial

$119.01

$0.61

(0.52%)

premium

2 Buy

8 Hold

0 Sell

Hold

premium

$42.15B

16.26%

CVX

Chevron

$161.47

$2.09

(1.31%)

premium

16 Buy

3 Hold

0 Sell

Strong Buy

premium

$286.42B

13.86%

ABBV

AbbVie

$171.56

$2.14

(1.23%)

premium

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

$306.95B

5.06%

General Dynamics

$266.67

$0.74

(0.28%)

premium

6 Buy

10 Hold

1 Sell

Moderate Buy

premium

$73.92B

6.26%

CSCO

Cisco Systems

$60.23

$0.41

(0.69%)

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$238.25B

17.87%

HPE

Hewlett Packard Enterprise

$23.14

$0.27

(1.15%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$30.79B

54.68%

VXUS < ETF >

Vanguard Total International Stock ETF

$59.50

$0.29

(0.49%)

premium

―

premium

$75.46B

5.43%

DOW

Dow Inc

$41.04

$0.17

(0.42%)

premium

5 Buy

9 Hold

0 Sell

Moderate Buy

premium

$28.61B

-21.98%

AVGO

Broadcom

$237.44

$8.03

(3.5%)

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$1.08T

107.57%

VICI

VICI Properties

$29.35

$0.07

(0.24%)

premium

9 Buy

3 Hold

0 Sell

Strong Buy

premium

$30.87B

-4.25%

TMUS

T Mobile US

$218.97

$3.22

(1.49%)

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$250.37B

30.84%

CRWD

CrowdStrike Holdings

$357.00

$6.38

(1.76%)

premium

29 Buy

4 Hold

0 Sell

Strong Buy

premium

$89.50B

31.53%

KHC

Kraft Heinz

$29.27

$0.3

(1.04%)

premium

4 Buy

10 Hold

1 Sell

Hold

premium

$35.03B

-20.91%

FCX

Freeport-McMoRan

$40.22

$0.19

(0.47%)

premium

6 Buy

4 Hold

0 Sell

Moderate Buy

premium

$57.52B

4.76%

GPC

Genuine Parts Company

$118.52

$0.9

(0.75%)

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$16.60B

-15.01%

LOW

Lowe's

$261.06

$2.28

(0.88%)

premium

16 Buy

8 Hold

0 Sell

Moderate Buy

premium

$146.12B

19.63%

PSX

Phillips 66

$120.53

$0.9

(0.75%)

premium

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

$49.41B

-6.30%

GLDM < ETF >

SPDR Gold MiniShares Trust

$53.53

$0.26

(0.48%)

premium

―

premium

$9.72B

33.49%

OBDC

Blue Owl Capital

$14.84

$0.06

(0.4%)

premium

4 Buy

0 Hold

2 Sell

Moderate Buy

premium

$7.61B

-0.20%

ARCC

Ares Capital

$23.18

$0.18

(0.78%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$14.86B

14.30%

CCI

Crown Castle

$91.06

$0.41

(0.45%)

premium

1 Buy

4 Hold

1 Sell

Hold

premium

$39.40B

-15.52%

MP Materials

$20.94

$0.23

(1.09%)

premium

5 Buy

3 Hold

0 Sell

Moderate Buy

premium

$3.46B

32.03%

STBA

S&T Bancorp

$37.38

$0.38

(1.03%)

premium

―

premium

$1.42B

16.45%

CAT

Caterpillar

$386.02

$5.47

(1.44%)

premium

5 Buy

5 Hold

3 Sell

Hold

premium

$183.73B

36.94%

WPC

W. P. Carey Inc.

$55.79

$0.25

(0.45%)

premium

1 Buy

4 Hold

1 Sell

Hold

premium

$12.15B

-14.74%