Sumo - New Portfolio

oiram1188@yahoo.ca

Sumo
Individual Investor
Ranked #46,740 out of 757,492 TipRanks' Investors
Success Rate
71%
233 out of 329
profitable transactions
Average Return
16.04%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
5.11% GS
4.66% BRK.B
3.64% PSA
2.50% ALX
2.17% IBM
81.92% Others
By Assets
89.59% Stocks
10.33% ETFs
0.08% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
30.59% Financial
20.11% Real Estate
12.31% Energy
10.41% General
4.67% Technology
21.90% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AVGO
Broadcom
$167.42
$6.28
(3.9%)
Pre
0.7%
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$781.95B
90.38%
JPM
JPMorgan Chase & Co.
$210.48
$2.95
(1.42%)
Pre
0.1%
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$598.85B
39.35%
UPS
United Parcel
$132.13
$1.48
(1.13%)
Pre
2.49%
premium
8 Buy
10 Hold
1 Sell
Moderate Buy
premium
$113.18B
-17.32%
TSE:GRT.UN
Granite Real Estate
C$81.31
C$0.51
(0.62%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
C$5.10B
8.63%
TSE:BCE
BCE
C$47.73
C$0.79
(1.63%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
C$43.54B
-12.18%
DVN
Devon Energy
$40.97
$0.6
(1.49%)
Pre
0.49%
premium
11 Buy
8 Hold
0 Sell
Moderate Buy
premium
$25.66B
-17.59%
TSE:BMO
Bank Of Montreal
C$120.41
C$2.08
(1.76%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
C$87.83B
-0.94%
TSE:BNS
Bank Of Nova Scotia
C$72.01
C$0.55
(0.77%)
premium
0 Buy
10 Hold
1 Sell
Hold
premium
C$88.54B
8.73%
TSE:TRP
TC Energy
C$61.03
C$1.66
(2.65%)
premium
5 Buy
6 Hold
1 Sell
Moderate Buy
premium
C$63.32B
23.62%
WPC
W. P. Carey Inc.
$63.12
$0.41
(0.65%)
Pre
0%
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$13.81B
-1.30%
PEP
PepsiCo
$174.66
$0.55
(0.31%)
Pre
1.12%
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$239.91B
-1.74%
TSE:CM
Canadian Bank of Commerce
C$83.63
C$0.69
(0.83%)
premium
8 Buy
3 Hold
1 Sell
Moderate Buy
premium
C$78.38B
48.68%
MTB
M&T Bank
$179.86
$5.81
(3.34%)
premium
7 Buy
7 Hold
1 Sell
Moderate Buy
premium
$30.04B
42.05%
LYB
LyondellBasell
$96.09
$2.15
(2.29%)
premium
5 Buy
9 Hold
1 Sell
Moderate Buy
premium
$31.24B
-0.97%
JNJ
Johnson & Johnson
$164.82
$1.33
(0.8%)
Pre
0.05%
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$396.76B
2.44%
IRM
Iron Mountain
$114.13
$2.32
(1.99%)
Pre
0%
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$33.48B
79.87%
IBM
International Business Machines
$213.89
$1.05
(0.49%)
Pre
0.16%
premium
5 Buy
6 Hold
2 Sell
Hold
premium
$197.02B
46.70%
FRT
Federal Realty
$114.22
$1.3
(1.13%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$9.63B
17.05%
$133.84
$0.48
(0.36%)
Pre
0.07%
premium
5 Buy
3 Hold
2 Sell
Moderate Buy
premium
$73.53B
33.05%
IIPR
Innovative Industrial Properties
$135.68
$0.88
(0.65%)
Pre
0.21%
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.84B
59.02%
GS
Goldman Sachs Group
$503.83
$19.25
(3.97%)
Pre
0.03%
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$159.11B
41.73%
WHR
Whirlpool
$103.37
$2.44
(2.42%)
premium
2 Buy
1 Hold
2 Sell
Hold
premium
$5.67B
-24.19%
TSE:RY
Royal Bank Of Canada
C$166.93
C$0.12
(0.07%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
C$235.74B
35.04%
RILY
B Riley Financial
$5.78
$0.235
(3.91%)
Pre
0.52%
premium
premium
$175.11M
-86.99%
TSE:IFC
Intact Financial Corporation
C$251.84
C$0.56
(0.22%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
C$44.92B
26.05%
TSE:TD
Toronto Dominion Bank
C$87.32
C$2.06
(2.42%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
C$152.63B
1.46%
TSE:LIF
Labrador Iron Ore
C$31.50
C$1.04
(3.41%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
C$2.02B
-9.59%
ABBV
AbbVie
$193.62
$0.68
(0.35%)
Pre
0.07%
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$342.00B
25.70%
LAMR
Lamar Advertising
$131.60
$0.65
(0.5%)
Pre
0.3%
premium
1 Buy
4 Hold
0 Sell
Hold
premium
$13.46B
55.35%
RIO
Rio Tinto
$65.18
$2.27
(3.61%)
Pre
0.81%
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$110.40B
-3.82%
EXR
Extra Space Storage
$180.09
$1.56
(0.86%)
Pre
0.05%
premium
6 Buy
5 Hold
2 Sell
Moderate Buy
premium
$39.72B
41.20%
PNC
PNC Financial
$187.20
$4.63
(2.54%)
premium
10 Buy
3 Hold
2 Sell
Moderate Buy
premium
$74.41B
51.03%
CCI
Crown Castle
$115.17
$2.61
(2.22%)
Pre
0.16%
premium
2 Buy
10 Hold
0 Sell
Hold
premium
$50.05B
19.05%
ALX
Alexander's
$246.40
$1.53
(0.62%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$1.26B
22.74%
TSE:CWB
Canadian Western Bank
C$53.51
C$0.56
(1.06%)
premium
1 Buy
4 Hold
0 Sell
Hold
premium
C$5.17B
82.86%
TSE:CU
Canadian Utilities A
C$35.00
C$0.34
(0.96%)
premium
0 Buy
5 Hold
0 Sell
Hold
premium
C$7.17B
13.45%
TSE:CTC.A
Canadian Tire
C$158.52
C$0.08
(0.05%)
premium
3 Buy
4 Hold
1 Sell
Hold
premium
C$9.06B
3.28%
TSE:ENB
Enbridge
C$54.82
C$0.36
(0.65%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
C$119.37B
15.94%
TSE:FTS
Fortis
C$60.48
C$0.67
(1.1%)
premium
1 Buy
5 Hold
1 Sell
Hold
premium
C$29.95B
9.81%
KHC
Kraft Heinz
$34.99
$0.15
(0.43%)
Pre
0.23%
premium
6 Buy
7 Hold
1 Sell
Moderate Buy
premium
$42.31B
3.54%
O
Realty Income
$60.70
$1.49
(2.4%)
Pre
0.18%
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$52.86B
15.17%
USB
US Bancorp
$46.47
$1.29
(2.86%)
Pre
0%
premium
7 Buy
11 Hold
0 Sell
Moderate Buy
premium
$72.52B
30.61%
VZ
Verizon
$43.94
$0.06
(0.14%)
Pre
0.11%
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$184.97B
31.38%
BRK.B
Berkshire Hathaway B
$459.71
$3.11
(0.68%)
Pre
>0.01%
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$989.74B
23.24%
BP
BP
$32.76
$0.33
(1.02%)
Pre
0.21%
premium
4 Buy
4 Hold
0 Sell
Moderate Buy
premium
$88.42B
-16.46%
STAG
Stag Industrial
$39.97
$0.35
(0.88%)
Pre
1.8%
premium
4 Buy
4 Hold
0 Sell
Moderate Buy
premium
$7.43B
10.41%
MPLX
MPLX
$44.13
$0.08
(0.18%)
Pre
0.29%
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$45.04B
25.80%
SHEL
Shell
$69.17
$1
(1.47%)
Pre
0.46%
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$214.07B
4.60%
YY
JOYY
$35.61
$0.82
(2.36%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$2.03B
-10.30%
BHP
BHP Group
$55.19
$2.14
(4.03%)
Pre
1.01%
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$138.74B
-3.97%
FBAK
First National Bank Alaska
$205.00
$0
(0%)
premium
premium
$680.60M
11.44%
EXSR
Exchange Bank (Santa Rosa)
$108.00
<$0.001
(0%)
premium
premium
$185.11M
13.33%
TSE:SLF
Sun Life Financial
C$77.12
C$0.33
(0.43%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
C$44.54B
12.92%
EOG
EOG Resources
$125.20
$0.82
(0.66%)
Pre
0.16%
premium
11 Buy
11 Hold
0 Sell
Moderate Buy
premium
$71.19B
-3.58%
SPG
Simon Property
$167.06
$2.71
(1.65%)
Pre
0.33%
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$62.63B
43.84%
PSA
Public Storage
$358.62
$2.1
(0.58%)
premium
7 Buy
6 Hold
0 Sell
Moderate Buy
premium
$62.77B
33.42%
AAP
Advance Auto Parts
$42.43
$0.36
(0.86%)
Pre
0.54%
premium
1 Buy
13 Hold
0 Sell
Hold
premium
$2.53B
-29.42%
CVI
CVR Energy
$24.60
$0.67
(2.8%)
premium
1 Buy
2 Hold
3 Sell
Moderate Sell
premium
$2.47B
-27.09%
VNOM
Viper Energy
$45.45
$0.41
(0.91%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$8.49B
60.32%
DMLP
Dorchester Minerals
$31.13
$0.41
(1.33%)
premium
premium
$1.25B
8.28%
$79.19
$1.77
(2.29%)
premium
premium
$382.78M
-5.68%
ETR
Entergy
$127.68
$0.93
(0.72%)
premium
7 Buy
2 Hold
1 Sell
Moderate Buy
premium
$27.30B
30.01%
TSE:CAR.UN
Canadian Apartment
C$54.82
C$0.21
(0.38%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
C$9.25B
12.67%
GLP
Global Partners
$43.92
$0.41
(0.94%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.49B
33.94%
ADC
Agree Realty
$74.13
$1.51
(2%)
Pre
0.13%
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$7.46B
28.77%
CVX
Chevron
$144.99
$1.03
(0.72%)
Pre
0%
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$265.17B
-13.02%
TSE:IGM
IGM Financial
C$39.86
C$0.42
(1.06%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
C$9.42B
5.16%
TSE:OLY
Olympia Financial
C$100.60
C$1.67
(1.63%)
premium
premium
C$242.08M
14.91%
MED
Medifast
$18.99
$0.17
(0.9%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$207.70M
-76.87%
TROW
T Rowe Price
$110.55
$2.42
(2.24%)
Pre
0.08%
premium
0 Buy
6 Hold
2 Sell
Hold
premium
$24.61B
-2.23%
FNF
Fidelity National Financial
$60.86
$0.13
(0.21%)
Pre
2.04%
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$16.64B
44.18%
OKE
Oneok
$93.77
$0.13
(0.14%)
Pre
0.25%
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$54.77B
39.93%
TSE:EIF
Exchange Income
C$50.61
C$0.43
(0.86%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
C$2.40B
8.17%
OMF
OneMain Holdings
$50.15
$1.89
(3.92%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$6.01B
18.87%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.21
$0.36
(0.61%)
Pre
0.14%
premium
1K Buy
563 Hold
53 Sell
Moderate Buy
premium
$35.41B
7.69%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$54.42
$0.85
(1.59%)
Pre
0.04%
premium
1K Buy
521 Hold
59 Sell
Moderate Buy
premium
$16.13B
11.05%
WES
Western Midstream Partners
$39.00
$0.63
(1.59%)
premium
1 Buy
5 Hold
0 Sell
Hold
premium
$14.84B
45.20%
DAC
Danaos
$81.73
$1.61
(2.01%)
premium
premium
$1.58B
25.95%
SUN
Sunoco
$53.51
$0.45
(0.83%)
Pre
0.95%
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.16B
11.90%
TIP
TIP
< ETF >
iShares TIPS Bond ETF
$110.70
$0.33
(0.3%)
Pre
0%
premium
premium
$18.38B
5.30%
EPD
Enterprise Products Partners
$29.39
$0.1
(0.34%)
Pre
1.33%
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$63.79B
9.26%
TSE:CNQ
Canadian Natural
C$45.80
C$1.08
(2.42%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
C$97.21B
7.50%
ESEA
Euroseas
$45.94
$1.94
(4.41%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$322.20M
86.14%
SLG
SL Green Realty
$72.21
$0.17
(0.24%)
Pre
0%
premium
2 Buy
8 Hold
2 Sell
Hold
premium
$4.91B
74.13%
C
Citigroup
$63.02
$3.12
(5.21%)
Pre
0%
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$120.23B
40.35%
SCCO
Southern Copper
$104.89
$3.59
(3.54%)
premium
1 Buy
1 Hold
4 Sell
Moderate Sell
premium
$82.39B
36.84%
NVDY
NVDY
< ETF >
YieldMax NVDA Option Income Strategy ETF
$23.21
$0.21
(0.91%)
Pre
0%
premium
premium
$946.45M
5.46%
TSE:BEP.UN
Brookfield Renewable Partners
C$35.78
C$0.06
(0.17%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
C$23.73B
1.19%
TSE:BEPC
Brookfield Renewable
C$40.89
C$0.25
(0.61%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
C$15.31B
9.19%
MAIN
Main Street Capital
$50.40
$0.23
(0.46%)
Pre
0.4%
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.39B
23.06%
DUK
Duke Energy
$115.14
$0.74
(0.64%)
Pre
0%
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$88.91B
22.01%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$84.87
$0.73
(0.87%)
Pre
0.33%
premium
403 Buy
456 Hold
67 Sell
Moderate Buy
premium
$60.72B
14.59%
KNTK
Kinetik
$46.24
$0.39
(0.85%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$7.28B
35.01%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.37
$0.57
(1.12%)
Pre
0.04%
premium
4K Buy
3K Hold
296 Sell
Moderate Buy
premium
$1.92B
3.59%
TSE:SU
Suncor Energy
C$51.13
C$0.77
(1.53%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
C$64.94B
9.40%
XYLD
XYLD
< ETF >
Global X S&P 500 Covered Call ETF
$41.58
$0.07
(0.17%)
Pre
0%
premium
4K Buy
3K Hold
295 Sell
Moderate Buy
premium
$2.85B
5.05%
MO
Altria Group
$50.23
$0.4
(0.79%)
Pre
0.28%
premium
3 Buy
2 Hold
3 Sell
Hold
premium
$85.70B
17.58%
TSE:CASH
CASH
< ETF >
Horizons High Interest Savings ETF Trust Units A
C$50.10
C$0.005
(0.01%)
premium
premium
-0.08%
DIVO
DIVO
< ETF >
Amplify CWP Enhanced Dividend Income ETF
$41.01
$0.48
(1.18%)
Pre
0%
premium
319 Buy
118 Hold
10 Sell
Moderate Buy
premium
$3.51B
15.20%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$22.37
$0.14
(0.63%)
Pre
0.09%
premium
premium
$1.22B
-3.08%