tiprankstipranks

taxable - New Portfolio

tim.a

taxable
Individual Investor
Ranked #26,929 out of 770,014 TipRanks' Investors
Success Rate
75%
458 out of 615
profitable transactions
Average Return
32.03%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
20.94% SPTM
12.25% SPYG
6.77% GOOGL
6.39% CVX
3.77% JPM
49.88% Others
By Assets
57.45% Stocks
42.55% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
42.55% General
13.90% Financial
10.91% Energy
8.75% Technology
7.84% Communication Services
16.05% 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
$425.37
$6.58
(1.57%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
10.96%
GOOGL
Alphabet Class A
$168.92
$1.27
(0.76%)
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.06T
22.65%
SPTM
SPTM
< ETF >
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$73.41
$0.19
(0.26%)
premium
7K Buy
5K Hold
709 Sell
Moderate Buy
premium
$9.62B
31.04%
SPYG
SPYG
< ETF >
SPDR Portfolio S&P 500 Growth ETF
$86.99
$0.62
(0.72%)
premium
2K Buy
1K Hold
161 Sell
Moderate Buy
premium
$32.69B
37.22%
XLK
XLK
< ETF >
Technology Select Sector SPDR Fund
$234.02
$0.43
(0.18%)
premium
747 Buy
382 Hold
49 Sell
Moderate Buy
premium
$73.03B
26.68%
XLF
XLF
< ETF >
Financial Select Sector SPDR Fund
$51.04
$0.02
(0.04%)
premium
512 Buy
409 Hold
50 Sell
Moderate Buy
premium
$51.50B
43.87%
SPG
Simon Property
$181.75
$1.64
(0.91%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$67.63B
49.05%
UNM
Unum Group
$75.84
$0.37
(0.49%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$13.92B
75.68%
EPD
Enterprise Products Partners
$32.53
$0.19
(0.59%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$70.10B
20.94%
XBI
XBI
< ETF >
SPDR S&P BIOTECH ETF
$98.49
$0.86
(0.88%)
premium
1K Buy
268 Hold
28 Sell
Moderate Buy
premium
$6.80B
31.42%
XLV
XLV
< ETF >
Health Care Select Sector SPDR Fund
$145.54
$0.15
(0.1%)
premium
539 Buy
318 Hold
33 Sell
Moderate Buy
premium
$38.75B
10.63%
JPM
JPMorgan Chase & Co.
$249.43
$0.86
(0.34%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$704.65B
61.88%
BRK.B
Berkshire Hathaway B
$477.00
$0.43
(0.09%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.03T
31.40%
PRU
Prudential Financial
$128.39
$0.32
(0.25%)
premium
2 Buy
7 Hold
0 Sell
Hold
premium
$45.82B
34.44%
CVX
Chevron
$162.01
$1.65
(1.03%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$288.18B
12.05%
ABBV
AbbVie
$179.29
$2.23
(1.26%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$312.89B
27.61%
GD
General Dynamics
$282.20
$0.85
(0.3%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$77.36B
13.71%
CSCO
Cisco Systems
$59.08
$0.335
(0.57%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$233.95B
21.46%
HPE
Hewlett Packard Enterprise
$22.06
$0.15
(0.68%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
$28.84B
40.30%
VXUS
VXUS
< ETF >
Vanguard Total International Stock ETF
$60.68
$0.43
(0.7%)
premium
premium
$75.82B
9.22%
DOW
Dow Inc
$44.20
$1.67
(3.64%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$32.11B
-11.22%
AAPL
Apple
$234.45
$1.58
(0.68%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.52T
22.58%
AVGO
Broadcom
$163.52
$1.3
(0.79%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$769.80B
68.38%
F
Ford Motor
$11.13
$0.265
(2.32%)
premium
4 Buy
9 Hold
1 Sell
Hold
premium
$45.31B
9.62%
VICI
VICI Properties
$32.48
$0.05
(0.15%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$34.29B
13.50%
TMUS
T Mobile US
$243.38
$3.44
(1.43%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$278.45B
59.94%
CRWD
CrowdStrike Holdings
$364.48
$0.8
(0.22%)
premium
34 Buy
6 Hold
0 Sell
Strong Buy
premium
$89.15B
72.64%
KHC
Kraft Heinz
$31.97
$0.05
(0.16%)
premium
4 Buy
8 Hold
1 Sell
Hold
premium
$38.72B
-8.96%
FCX
Freeport-McMoRan
$43.29
$1.09
(2.46%)
premium
10 Buy
3 Hold
0 Sell
Strong Buy
premium
$63.77B
20.47%
GPC
Genuine Parts Company
$127.73
$1.74
(1.34%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$18.00B
-5.77%
LOW
Lowe's
$271.52
$3.8
(1.38%)
premium
18 Buy
8 Hold
0 Sell
Moderate Buy
premium
$156.19B
38.30%
PSX
Phillips 66
$133.11
$0.17
(0.13%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$55.04B
12.35%
GLDM
GLDM
< ETF >
SPDR Gold MiniShares Trust
$52.04
$0
(0%)
premium
premium
$9.18B
34.15%
OBDC
Blue Owl Capital
$15.16
$0.025
(0.16%)
premium
4 Buy
1 Hold
1 Sell
Moderate Buy
premium
$5.93B
2.50%
ARCC
Ares Capital
$21.99
$0.01
(0.05%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.21B
10.61%
CCI
Crown Castle
$106.59
$0.51
(0.48%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$46.10B
1.80%
IGIB
IGIB
< ETF >
iShares 5-10 Year Investment Grade Corporate Bond ETF
$52.28
$0.175
(0.33%)
premium
premium
$14.60B
4.12%
MP
MP Materials
$20.30
$0.54
(2.59%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.40B
29.36%
STBA
S&T Bancorp
$43.51
$0.61
(1.38%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$1.69B
56.12%
CAT
Caterpillar
$405.75
$0.1
(0.02%)
premium
5 Buy
5 Hold
4 Sell
Hold
premium
$195.85B
60.69%
WPC
W. P. Carey Inc.
$56.89
$0.65
(1.13%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$12.59B
-2.94%