New Portfolio - New Portfolio

Performance Portfolio Details

MARK

New Portfolio

Individual Investor

Ranked #138,043 out of 796,734 TipRanks' Investors

Success Rate

2447 out of 4232
profitable transactions

Average Return

9.40%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

1.61% TFLO

1.22% EPD

1.13% SCHD

1.06% UTG

1.05% DUK

93.93% Others

By Assets

58.64% Stocks

24.52% ETFs

16.84% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

41.10% General

15.34% Financial

10.65% Energy

9.80% Real Estate

5.75% Industrials

17.32% Other

Portfolio Holdings

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To view investors' portfolios

VPL < ETF >

$74.14

$0.445

(0.6%)

premium

2K Buy

1K Hold

239 Sell

Hold

premium

$6.77B

-0.36%

VNQ < ETF >

$86.94

$0.26

(0.3%)

premium

546 Buy

478 Hold

54 Sell

Moderate Buy

premium

$32.19B

5.72%

VNQI < ETF >

$42.50

$0.23

(0.54%)

premium

―

premium

$3.20B

2.97%

VWO < ETF >

$44.61

$0.58

(1.32%)

premium

―

premium

$78.64B

4.26%

VTV < ETF >

$163.91

$1.58

(0.97%)

premium

3K Buy

2K Hold

190 Sell

Moderate Buy

premium

$123.36B

0.39%

VIG < ETF >

$186.69

$2.31

(1.25%)

premium

2K Buy

1K Hold

135 Sell

Moderate Buy

premium

$81.14B

2.03%

VICI

$32.48

$0.49

(1.49%)

premium

12 Buy

1 Hold

0 Sell

Strong Buy

premium

$34.84B

15.36%

VHT < ETF >

$247.97

$2.62

(1.07%)

premium

3K Buy

966 Hold

83 Sell

Moderate Buy

premium

$14.78B

-6.62%

VGK < ETF >

$71.35

$0.46

(0.65%)

premium

3K Buy

2K Hold

542 Sell

Moderate Buy

premium

$21.91B

4.73%

VEXRX < FUND >

$91.12

$2.14

(2.41%)

premium

605 Buy

134 Hold

7 Sell

Moderate Buy

premium

―

-13.83%

VYM < ETF >

$122.24

$1.18

(0.97%)

premium

3K Buy

2K Hold

327 Sell

Moderate Buy

premium

$54.22B

1.50%

$227.69

$2.265

(0.98%)

premium

12 Buy

7 Hold

0 Sell

Moderate Buy

premium

$92.52B

10.14%

WMT

$94.98

$0.13

(0.14%)

premium

29 Buy

2 Hold

0 Sell

Strong Buy

premium

$760.40B

53.66%

WPC

$60.82

$1.22

(1.97%)

premium

2 Buy

4 Hold

2 Sell

Hold

premium

$13.59B

8.88%

XLE < ETF >

$81.04

$0.35

(0.43%)

premium

252 Buy

119 Hold

6 Sell

Moderate Buy

premium

$26.00B

-17.43%

XFLT < FUND >

$5.52

$0.06

(1.1%)

premium

―

premium

$211.39M

-22.81%

XLU < ETF >

$78.21

$0.21

(0.27%)

premium

165 Buy

139 Hold

14 Sell

Moderate Buy

premium

$17.19B

14.99%

XLK < ETF >

$199.30

$6.84

(3.55%)

premium

790 Buy

381 Hold

44 Sell

Moderate Buy

premium

$58.26B

-4.69%

XLP < ETF >

$81.50

$0.745

(0.91%)

premium

251 Buy

281 Hold

35 Sell

Moderate Buy

premium

$15.60B

7.90%

XLRE < ETF >

$40.48

$0.06

(0.15%)

premium

228 Buy

161 Hold

7 Sell

Moderate Buy

premium

$6.93B

9.51%

XLY < ETF >

$192.18

$6.02

(3.23%)

premium

588 Buy

353 Hold

41 Sell

Moderate Buy

premium

$17.72B

4.58%

XYLD < ETF >

$37.86

$0.32

(0.85%)

premium

4K Buy

3K Hold

298 Sell

Moderate Buy

premium

$2.91B

-7.22%

NVDA

$103.22

$4.33

(4.38%)

premium

37 Buy

5 Hold

0 Sell

Strong Buy

premium

$2.41T

19.98%

NRDBY

$13.28

$0.03

(0.23%)

premium

―

premium

$45.61B

9.58%

RITM

$10.40

$0.09

(0.87%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$5.47B

-10.02%

NSC

$224.84

$4.84

(2.2%)

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$49.77B

-10.21%

NTST

$16.11

$0.345

(2.1%)

premium

8 Buy

0 Hold

1 Sell

Strong Buy

premium

$1.35B

-6.00%

NURE < ETF >

$29.63

$0.2

(0.68%)

premium

129 Buy

137 Hold

11 Sell

Moderate Buy

premium

$43.95M

-2.09%

NOBL < ETF >

$97.54

$0.22

(0.23%)

premium

463 Buy

390 Hold

63 Sell

Hold

premium

$11.23B

-2.94%

NNN

$40.86

$0.61

(1.47%)

premium

3 Buy

6 Hold

1 Sell

Hold

premium

$7.80B

0.73%

NFG

$77.40

$0.8

(1.02%)

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$7.08B

45.49%

MRK

$78.81

$0.16

(0.2%)

premium

11 Buy

7 Hold

0 Sell

Moderate Buy

premium

$198.72B

-37.76%

MTB

$166.84

$4.84

(2.99%)

premium

7 Buy

5 Hold

1 Sell

Moderate Buy

premium

$26.34B

10.31%

MSM

$76.93

$0.87

(1.14%)

premium

0 Buy

5 Hold

0 Sell

Hold

premium

$4.24B

-18.44%

MSFT

$376.72

$9.9

(2.7%)

premium

32 Buy

4 Hold

0 Sell

Strong Buy

premium

$2.73T

-10.00%

PFLT

$9.79

$0.2

(2.09%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$843.50M

-18.11%

PFFA < ETF >

$20.25

$0.12

(0.6%)

premium

―

premium

$1.36B

-1.90%

PFFD < ETF >

$18.63

$0.2

(1.09%)

premium

―

premium

$2.24B

-6.94%

PINE

$16.43

$0.14

(0.84%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$239.87M

7.59%

PLD

$102.10

$2.15

(2.15%)

premium

9 Buy

8 Hold

2 Sell

Moderate Buy

premium

$94.99B

-4.66%

PDI

$18.16

$0.29

(1.62%)

premium

―

premium

―

-5.93%

PDO

$13.31

$0.18

(1.37%)

premium

―

premium

―

0.77%

PEP

$141.94

$1.52

(1.06%)

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$196.73B

-16.21%

PFE

$22.39

$0.145

(0.64%)

premium

5 Buy

12 Hold

0 Sell

Moderate Buy

premium

$127.78B

-14.40%

PBA

$37.75

$0.53

(1.38%)

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$22.21B

5.92%

PAGP

$19.02

$0.16

(0.85%)

premium

3 Buy

2 Hold

1 Sell

Moderate Buy

premium

$14.58B

-2.23%

OKE

$84.62

$0.57

(0.68%)

premium

7 Buy

5 Hold

0 Sell

Moderate Buy

premium

$52.50B

4.60%

OGE

$45.07

$0.2

(0.44%)

premium

2 Buy

6 Hold

0 Sell

Hold

premium

$9.11B

33.46%

$57.58

$0.94

(1.61%)

premium

2 Buy

10 Hold

0 Sell

Hold

premium

$52.19B

8.56%

OCSL

$14.45

$0.22

(1.55%)

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$1.17B

-27.54%

OBDC

$14.07

$0.28

(2.03%)

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$7.05B

-12.39%

ORI

$37.86

$0.12

(0.32%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$9.39B

25.30%

OTIS

$93.36

$5.59

(5.65%)

premium

1 Buy

3 Hold

1 Sell

Hold

premium

$39.15B

0.79%

OMF

$47.53

$1.71

(3.73%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$5.47B

-9.12%

JPM

$243.49

$7.9

(3.35%)

premium

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

$655.65B

22.61%

JPC < FUND >

$7.60

$0.12

(1.6%)

premium

―

premium

$2.53B

4.73%

KMB

$131.94

$5.98

(4.34%)

premium

4 Buy

8 Hold

2 Sell

Hold

premium

$45.74B

1.38%

KBWY < ETF >

$15.41

$0.01

(0.06%)

premium

56 Buy

81 Hold

13 Sell

Hold

premium

$204.34M

-11.53%

LAMR

$112.11

$1.63

(1.48%)

premium

1 Buy

4 Hold

0 Sell

Hold

premium

$11.33B

-3.63%

LAZ

$38.24

$1.84

(5.05%)

premium

2 Buy

3 Hold

2 Sell

Hold

premium

$3.27B

-8.15%

LBNDX < FUND >

$6.92

$0.02

(0.29%)

premium

―

premium

―

-1.28%

$71.33

$1.655

(2.27%)

premium

9 Buy

4 Hold

1 Sell

Moderate Buy

premium

$48.23B

29.98%

KREF

$9.36

$0.08

(0.86%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$639.57M

-7.38%

ITOT < ETF >

$117.54

$2.59

(2.25%)

premium

12K Buy

7K Hold

891 Sell

Moderate Buy

premium

$59.41B

0.91%

IVV < ETF >

$540.58

$11.2

(2.12%)

premium

4K Buy

3K Hold

296 Sell

Moderate Buy

premium

$522.84B

2.84%

IXUS < ETF >

$70.51

$0.62

(0.89%)

premium

7K Buy

4K Hold

1K Sell

Hold

premium

$39.26B

3.31%

IMBBY

$39.87

$0.08

(0.2%)

premium

―

premium

$32.76B

78.51%

IJK < ETF >

$81.46

$2.25

(2.84%)

premium

1K Buy

738 Hold

78 Sell

Moderate Buy

premium

$7.78B

-11.16%

IIPR

$52.05

$0.3

(0.57%)

premium

1 Buy

3 Hold

2 Sell

Hold

premium

$1.48B

-46.93%

IFRA < ETF >

$44.67

$0.63

(1.43%)

premium

599 Buy

420 Hold

43 Sell

Hold

premium

$2.13B

2.48%

MLPA < ETF >

$50.00

$0.31

(0.62%)

premium

54 Buy

33 Hold

9 Sell

Moderate Buy

premium

$1.73B

1.25%

MLPX < ETF >

$60.05

$0.23

(0.38%)

premium

133 Buy

67 Hold

11 Sell

Moderate Buy

premium

$2.50B

20.33%

MPLX

$51.48

$0.86

(1.7%)

premium

8 Buy

1 Hold

1 Sell

Moderate Buy

premium

$51.76B

18.66%

$58.20

$0.62

(1.05%)

premium

3 Buy

4 Hold

2 Sell

Hold

premium

$99.19B

34.43%

MORT < ETF >

$9.89

$0.1

(1.02%)

premium

65 Buy

55 Hold

8 Sell

Moderate Buy

premium

$258.11M

-13.72%

$536.55

$9.22

(1.75%)

premium

26 Buy

3 Hold

0 Sell

Strong Buy

premium

$479.50B

13.94%

MAA

$159.99

$1.67

(1.05%)

premium

9 Buy

7 Hold

0 Sell

Moderate Buy

premium

$18.99B

24.18%

MAIN

$53.75

$0.71

(1.34%)

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$4.70B

8.93%

MDIV < ETF >

$15.68

$0.06

(0.38%)

premium

―

premium

$429.79M

-0.38%

MDLZ

$67.52

$0.77

(1.13%)

premium

16 Buy

5 Hold

0 Sell

Strong Buy

premium

$88.47B

-2.38%

MDT

$84.06

$0.69

(0.83%)

premium

9 Buy

9 Hold

1 Sell

Moderate Buy

premium

$106.93B

2.56%

MFC

$29.98

$0.755

(2.58%)

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$50.33B

20.39%

LUKOY

$6.96

(0%)

premium

―

premium

$30.80B

0.00%

LQD < ETF >

$106.92

$1.06

(1%)

premium

―

premium

$28.65B

0.31%

LPLA

$310.35

$10.15

(3.38%)

premium

12 Buy

0 Hold

0 Sell

Strong Buy

premium

$24.01B

12.48%

LOW

$220.76

$2.84

(1.3%)

premium

13 Buy

8 Hold

0 Sell

Moderate Buy

premium

$122.61B

-8.90%

LGGNY

$16.76

$0.08

(0.48%)

premium

―

premium

$19.29B

6.21%

SDIV < ETF >

$20.10

$0.23

(1.16%)

premium

―

premium

$735.96M

-8.21%

SCM

$13.10

$0.24

(1.87%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$353.90M

-12.40%

SCHD < ETF >

$25.45

$0.01

(0.04%)

premium

433 Buy

480 Hold

70 Sell

Moderate Buy

premium

$64.68B

-3.44%

SBLK

$14.02

$0.455

(3.36%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.59B

-43.23%

SFL

$7.76

$0.065

(0.84%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.12B

-40.08%

SDY < ETF >

$129.93

$0.05

(0.04%)

premium

837 Buy

688 Hold

94 Sell

Hold

premium

$18.86B

-0.52%

SEIC

$73.91

$2.01

(2.8%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$9.04B

7.31%

SELF

$5.22

$0.096

(1.88%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$58.05M

20.05%

RTX

$121.22

$7.465

(6.56%)

premium

13 Buy

3 Hold

0 Sell

Strong Buy

premium

$151.87B

12.20%

RVT < FUND >

$13.67

$0.25

(1.86%)

premium

―

premium

$1.54B

-7.31%

RWX < ETF >

$25.86

$0.18

(0.69%)

premium

221 Buy

109 Hold

32 Sell

Hold

premium

$268.21M

2.30%

$3.27

$0.06

(1.87%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$337.92M

-36.05%

RYLD < ETF >

$14.35

$0.135

(0.95%)

premium

―

premium

$1.25B

-13.57%