tiprankstipranks

taxable - New Portfolio

tim.a

taxable
Individual Investor
Ranked #35,950 out of 788,370 TipRanks' Investors
Success Rate
71%
457 out of 648
profitable transactions
Average Return
30.92%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
20.93% SPTM
12.67% SPYG
7.22% GOOGL
6.26% CVX
4.02% JPM
48.90% Others
By Assets
57.90% Stocks
42.10% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
42.10% General
14.17% Financial
10.92% Energy
8.93% Technology
8.39% Communication Services
15.49% 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
$408.21
$7.92
(1.9%)
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
-0.83%
GOOGL
Alphabet Class A
$179.66
$4.9
(2.65%)
premium
27 Buy
10 Hold
0 Sell
Moderate Buy
premium
$2.26T
29.47%
SPTM
SPTM
< ETF >
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$72.94
$1.29
(1.74%)
premium
7K Buy
5K Hold
650 Sell
Moderate Buy
premium
$10.12B
19.48%
SPYG
SPYG
< ETF >
SPDR Portfolio S&P 500 Growth ETF
$89.59
$2.12
(2.31%)
premium
2K Buy
1K Hold
105 Sell
Moderate Buy
premium
$36.31B
28.02%
XLK
XLK
< ETF >
Technology Select Sector SPDR Fund
$234.87
$6.54
(2.71%)
premium
779 Buy
380 Hold
50 Sell
Moderate Buy
premium
$76.27B
17.32%
XLF
XLF
< ETF >
Financial Select Sector SPDR Fund
$50.75
$0.64
(1.25%)
premium
589 Buy
389 Hold
44 Sell
Moderate Buy
premium
$54.82B
28.15%
SPG
Simon Property
$183.80
$2.91
(1.56%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
$70.10B
23.23%
UNM
Unum Group
$74.06
$0.73
(0.98%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$13.66B
49.92%
EPD
Enterprise Products Partners
$33.34
$0.24
(0.71%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$72.79B
20.88%
XLV
XLV
< ETF >
Health Care Select Sector SPDR Fund
$146.43
$0.79
(0.54%)
premium
530 Buy
309 Hold
18 Sell
Moderate Buy
premium
$37.05B
0.04%
JPM
JPMorgan Chase & Co.
$264.24
$2.56
(0.96%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$746.00B
44.34%
BRK.B
Berkshire Hathaway B
$478.74
$3.06
(0.64%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.04T
17.73%
PRU
Prudential Financial
$109.50
$1.63
(1.47%)
premium
1 Buy
9 Hold
1 Sell
Hold
premium
$39.34B
1.09%
CVX
Chevron
$156.92
$1.87
(1.18%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$285.36B
0.96%
ABBV
AbbVie
$202.08
$1.2
(0.6%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$354.62B
14.33%
GD
General Dynamics
$243.06
$3.14
(1.28%)
premium
7 Buy
11 Hold
1 Sell
Moderate Buy
premium
$66.56B
-9.59%
CSCO
Cisco Systems
$63.98
$0.69
(1.07%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$257.28B
31.73%
HPE
Hewlett Packard Enterprise
$21.14
$0.6
(2.76%)
premium
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
$28.55B
40.28%
VXUS
VXUS
< ETF >
Vanguard Total International Stock ETF
$62.83
$0.41
(0.65%)
premium
premium
$81.05B
7.33%
DOW
Dow Inc
$39.51
$0.08
(0.2%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$27.86B
-28.99%
AVGO
Broadcom
$218.66
$8.08
(3.56%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.06T
73.76%
VICI
VICI Properties
$31.28
$0.52
(1.69%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$32.43B
5.32%
TMUS
T Mobile US
$265.17
$0.23
(0.09%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$303.02B
62.13%
CRWD
CrowdStrike Holdings
$406.68
$29.46
(6.75%)
premium
28 Buy
5 Hold
0 Sell
Strong Buy
premium
$107.43B
49.18%
KHC
Kraft Heinz
$31.13
$0.97
(3.22%)
premium
2 Buy
13 Hold
2 Sell
Hold
premium
$36.04B
-17.12%
FCX
Freeport-McMoRan
$36.98
$1.98
(5.08%)
premium
5 Buy
7 Hold
0 Sell
Moderate Buy
premium
$55.99B
0.26%
GPC
Genuine Parts Company
$121.63
$1.64
(1.33%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$17.14B
-16.76%
LOW
Lowe's
$239.17
$7.25
(2.94%)
premium
13 Buy
7 Hold
0 Sell
Moderate Buy
premium
$139.14B
3.76%
PSX
Phillips 66
$128.78
$2.77
(2.11%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$54.33B
-12.17%
GLDM
GLDM
< ETF >
SPDR Gold MiniShares Trust
$58.14
$0.05
(0.09%)
premium
premium
$10.80B
44.84%
OBDC
Blue Owl Capital
$15.43
$0.1
(0.64%)
premium
5 Buy
1 Hold
1 Sell
Moderate Buy
premium
$7.93B
3.53%
ARCC
Ares Capital
$23.28
$0.12
(0.51%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.71B
16.82%
CCI
Crown Castle
$92.19
$0.96
(1.05%)
premium
3 Buy
4 Hold
1 Sell
Hold
premium
$39.65B
-14.62%
MP
MP Materials
$24.30
$1.12
(4.83%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.78B
55.17%
CAT
Caterpillar
$340.04
$9.11
(2.61%)
premium
5 Buy
5 Hold
2 Sell
Hold
premium
$166.87B
8.40%
WPC
W. P. Carey Inc.
$61.64
$0.44
(0.72%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$13.39B
8.92%