taxable - New Portfolio

tim.a

taxable
Individual Investor
Ranked #29,285 out of 766,001 TipRanks' Investors
Success Rate
73%
450 out of 615
profitable transactions
Average Return
30.59%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
20.93% SPTM
12.36% SPYG
7.16% GOOGL
6.20% CVX
3.59% JPM
49.76% Others
By Assets
57.30% Stocks
42.70% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
42.70% General
13.25% Financial
10.45% Energy
8.89% Technology
8.20% Communication Services
16.51% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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MSFT
Microsoft
$422.54
$2.89
(0.68%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.16T
17.15%
GOOGL
Alphabet Class A
$178.35
$2.4
(1.33%)
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.22T
36.94%
SPTM
SPTM
< ETF >
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$73.18
$0.34
(0.47%)
premium
7K Buy
5K Hold
680 Sell
Moderate Buy
premium
$9.54B
37.28%
SPYG
SPYG
< ETF >
SPDR Portfolio S&P 500 Growth ETF
$87.59
$0.24
(0.27%)
premium
2K Buy
1K Hold
151 Sell
Moderate Buy
premium
$31.96B
45.40%
XLK
XLK
< ETF >
Technology Select Sector SPDR Fund
$237.16
$0.26
(0.11%)
premium
751 Buy
364 Hold
47 Sell
Moderate Buy
premium
$72.61B
35.71%
XLF
XLF
< ETF >
Financial Select Sector SPDR Fund
$49.19
$0.44
(0.9%)
premium
509 Buy
405 Hold
50 Sell
Moderate Buy
premium
$48.73B
45.39%
SPG
Simon Property
$179.02
$3.27
(1.86%)
premium
4 Buy
10 Hold
0 Sell
Moderate Buy
premium
$65.89B
57.32%
UNM
Unum Group
$69.42
$0.06
(0.09%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.67B
60.03%
EPD
Enterprise Products Partners
$30.42
$0.17
(0.56%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$65.65B
17.50%
XBI
XBI
< ETF >
SPDR S&P BIOTECH ETF
$104.18
$1.17
(1.14%)
premium
1K Buy
251 Hold
24 Sell
Moderate Buy
premium
$7.82B
54.69%
XLV
XLV
< ETF >
Health Care Select Sector SPDR Fund
$150.18
$1.07
(0.72%)
premium
539 Buy
318 Hold
28 Sell
Moderate Buy
premium
$39.83B
18.79%
JPM
JPMorgan Chase & Co.
$236.98
$0.6
(0.25%)
premium
13 Buy
5 Hold
1 Sell
Moderate Buy
premium
$665.49B
64.24%
BRK.B
Berkshire Hathaway B
$463.41
$3.28
(0.71%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$991.16B
33.09%
PRU
Prudential Financial
$121.89
$1.99
(1.61%)
premium
1 Buy
6 Hold
0 Sell
Hold
premium
$44.10B
34.11%
CVX
Chevron
$156.93
$0.16
(0.1%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$286.72B
10.56%
ABBV
AbbVie
$199.50
$1.01
(0.5%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$354.33B
44.52%
GD
General Dynamics
$309.47
$3.47
(1.13%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$84.14B
28.89%
CSCO
Cisco Systems
$58.06
$0.02
(0.03%)
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$231.51B
11.65%
HPE
Hewlett Packard Enterprise
$22.04
$0.6
(2.8%)
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$27.84B
41.10%
VXUS
VXUS
< ETF >
Vanguard Total International Stock ETF
$62.05
$1.05
(1.66%)
premium
premium
$77.47B
16.31%
DOW
Dow Inc
$46.49
$2.41
(4.93%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$34.23B
-3.87%
AAPL
Apple
$226.96
$0.27
(0.12%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.44T
24.42%
AVGO
Broadcom
$183.64
$0.17
(0.09%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$858.50B
101.50%
F
Ford Motor
$10.97
$0.01
(0.09%)
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$43.56B
13.09%
VICI
VICI Properties
$31.39
$0.46
(1.49%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$32.61B
11.67%
TMUS
T Mobile US
$235.31
$3.82
(1.65%)
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$268.64B
60.19%
CRWD
CrowdStrike Holdings
$330.03
$0.75
(0.23%)
premium
34 Buy
6 Hold
0 Sell
Strong Buy
premium
$81.09B
73.01%
KHC
Kraft Heinz
$33.00
$0.18
(0.55%)
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$39.69B
0.15%
FCX
Freeport-McMoRan
$46.36
$2.22
(4.57%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$68.01B
39.47%
GPC
Genuine Parts Company
$122.41
$0.63
(0.51%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$17.11B
-9.35%
LOW
Lowe's
$271.10
$4.8
(1.8%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$151.07B
42.32%
PSX
Phillips 66
$126.45
$0.23
(0.18%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$52.32B
14.30%
GLDM
GLDM
< ETF >
SPDR Gold MiniShares Trust
$53.21
$0.36
(0.67%)
premium
premium
$9.26B
37.03%
OBDC
Blue Owl Capital
$14.78
$0.05
(0.34%)
premium
3 Buy
1 Hold
1 Sell
Moderate Buy
premium
$5.79B
4.67%
ARCC
Ares Capital
$21.53
$0.2
(0.94%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$13.78B
10.64%
CCI
Crown Castle
$105.85
$1.64
(1.57%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$45.29B
10.70%
IGIB
IGIB
< ETF >
iShares 5-10 Year Investment Grade Corporate Bond ETF
$52.40
$0.07
(0.13%)
premium
premium
$14.41B
8.04%
MP
MP Materials
$19.50
$0.48
(2.4%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.30B
27.62%
STBA
S&T Bancorp
$42.16
$0.58
(1.39%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$1.59B
57.55%
CAT
Caterpillar
$393.37
$14.84
(3.64%)
premium
5 Buy
5 Hold
3 Sell
Hold
premium
$197.08B
68.00%
WPC
W. P. Carey Inc.
$56.73
$1.03
(1.85%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$12.19B
4.51%