tiprankstipranks

Sumo - New Portfolio

oiram1188@yahoo.ca

Sumo
Individual Investor
Ranked #47,373 out of 781,066 TipRanks' Investors
Success Rate
72%
237 out of 329
profitable transactions
Average Return
19.07%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
6.34% GS
4.74% BRK.B
3.00% PSA
2.62% JPM
2.40% AVGO
80.90% Others
By Assets
89.69% Stocks
10.22% ETFs
0.09% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
33.06% Financial
17.02% Real Estate
13.16% Energy
10.31% General
5.50% Technology
20.95% 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
$237.44
$8.03
(3.5%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.08T
107.57%
JPM
JPMorgan Chase & Co.
$259.16
$4.89
(1.92%)
premium
11 Buy
8 Hold
1 Sell
Moderate Buy
premium
$715.86B
51.88%
UPS
United Parcel
$129.73
$0.21
(0.16%)
premium
13 Buy
4 Hold
2 Sell
Moderate Buy
premium
$110.89B
-17.12%
TSE:GRT.UN
Granite Real Estate
C$68.12
C$0.31
(0.45%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
C$4.29B
-8.77%
TSE:BCE
BCE
C$33.50
C$0.66
(2.01%)
premium
0 Buy
9 Hold
3 Sell
Hold
premium
C$29.96B
-44.23%
DVN
Devon Energy
$37.95
$0.47
(1.22%)
premium
14 Buy
7 Hold
0 Sell
Moderate Buy
premium
$25.24B
-7.62%
TSE:BMO
Bank Of Montreal
C$143.32
C$0.48
(0.34%)
premium
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
C$104.23B
5.74%
TSE:BNS
Bank Of Nova Scotia
C$73.57
C$0.86
(1.16%)
premium
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
C$91.52B
11.97%
TSE:TRP
TC Energy
C$68.56
C$2.12
(3.19%)
premium
10 Buy
3 Hold
1 Sell
Moderate Buy
premium
C$68.95B
22.32%
WPC
W. P. Carey Inc.
$55.79
$0.25
(0.45%)
premium
1 Buy
4 Hold
1 Sell
Hold
premium
$12.15B
-14.74%
PEP
PepsiCo
$148.25
$1.71
(1.17%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$201.05B
-11.32%
TSE:CM
Canadian Bank of Commerce
C$90.66
C$0.35
(0.39%)
premium
5 Buy
2 Hold
1 Sell
Moderate Buy
premium
C$84.64B
38.63%
MTB
M&T Bank
$196.76
$0.66
(0.34%)
premium
8 Buy
6 Hold
1 Sell
Moderate Buy
premium
$32.54B
48.07%
LYB
LyondellBasell
$77.30
$0.67
(0.87%)
premium
5 Buy
9 Hold
1 Sell
Moderate Buy
premium
$24.89B
-17.88%
JNJ
Johnson & Johnson
$147.03
$0.74
(0.5%)
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$355.77B
-8.34%
IRM
Iron Mountain
$109.22
$1.03
(0.93%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$32.35B
65.64%
IBM
International Business Machines
$224.79
$2.13
(0.96%)
premium
4 Buy
6 Hold
1 Sell
Moderate Buy
premium
$205.88B
34.73%
FRT
Federal Realty
$105.39
$0
(0%)
premium
10 Buy
3 Hold
0 Sell
Strong Buy
premium
$9.02B
6.37%
$141.03
$1.85
(1.33%)
premium
5 Buy
3 Hold
2 Sell
Moderate Buy
premium
$75.79B
30.76%
IIPR
Innovative Industrial Properties
$68.11
$1.17
(1.75%)
premium
0 Buy
5 Hold
1 Sell
Hold
premium
$1.90B
-25.74%
GS
Goldman Sachs Group
$625.94
$12.95
(2.11%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$192.42B
62.63%
WHR
Whirlpool
$130.01
$1.14
(0.88%)
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$7.11B
15.68%
TSE:RY
Royal Bank Of Canada
C$174.28
C$1.42
(0.82%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
C$244.60B
22.79%
RILY
B Riley Financial
$5.00
$0.21
(4.38%)
premium
premium
$146.09M
-76.69%
TSE:IFC
Intact Financial Corporation
C$253.75
C$1.42
(0.56%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
C$45.51B
24.37%
TSE:TD
Toronto Dominion Bank
C$83.13
C$3.53
(4.43%)
premium
5 Buy
4 Hold
1 Sell
Moderate Buy
premium
C$139.32B
-3.23%
TSE:LIF
Labrador Iron Ore
C$30.60
C$0.27
(0.89%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
C$1.94B
-6.42%
ABBV
AbbVie
$171.56
$2.14
(1.23%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$306.95B
5.06%
LAMR
Lamar Advertising
$125.25
$3.6
(2.96%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$12.45B
20.96%
RIO
Rio Tinto
$61.10
$1.31
(2.19%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$102.66B
-13.56%
EXR
Extra Space Storage
$150.60
$1
(0.66%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$33.44B
2.84%
PNC
PNC Financial
$198.54
$2
(1.02%)
premium
6 Buy
6 Hold
2 Sell
Moderate Buy
premium
$77.98B
35.72%
CCI
Crown Castle
$91.06
$0.41
(0.45%)
premium
1 Buy
4 Hold
1 Sell
Hold
premium
$39.40B
-15.52%
ALX
Alexander's
$192.06
$1.23
(0.64%)
premium
premium
$974.62M
-11.92%
TSE:CWB
Canadian Western Bank
C$57.80
C$1.08
(1.83%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
C$5.70B
81.73%
TSE:CU
Canadian Utilities A
C$34.41
C$0.37
(1.09%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
C$6.98B
9.69%
TSE:CTC.A
Canadian Tire
C$160.99
C$1.01
(0.62%)
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
C$9.21B
3.77%
TSE:ENB
Enbridge
C$64.38
C$1.07
(1.69%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
C$137.89B
24.36%
TSE:FTS
Fortis
C$60.69
C$0.56
(0.93%)
premium
0 Buy
6 Hold
2 Sell
Hold
premium
C$29.90B
5.16%
KHC
Kraft Heinz
$29.27
$0.3
(1.04%)
premium
4 Buy
10 Hold
1 Sell
Hold
premium
$35.03B
-20.91%
O
Realty Income
$54.62
$0.04
(0.07%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$47.77B
-2.74%
USB
US Bancorp
$48.36
$0.33
(0.69%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$74.93B
20.45%
VZ
Verizon
$38.78
$0.44
(1.15%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$161.40B
-0.41%
BRK.B
Berkshire Hathaway B
$467.95
$5.14
(1.11%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$997.29B
29.13%
BP
BP
$31.69
$0.09
(0.28%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$82.39B
-6.88%
STAG
Stag Industrial
$33.95
$0.68
(1.96%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.44B
-8.56%
MPLX
MPLX
$51.15
$0.34
(0.67%)
premium
9 Buy
3 Hold
1 Sell
Moderate Buy
premium
$51.77B
38.51%
SHEL
Shell
$66.72
$0.27
(0.41%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$198.88B
8.31%
YY
JOYY
$42.94
$1.27
(3.05%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$2.24B
45.12%
BHP
BHP Group
$50.09
$0.53
(1.07%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$125.55B
-17.18%
FBAK
First National Bank Alaska
$221.90
$0.075
(0.03%)
premium
premium
$736.96M
14.26%
EXSR
Exchange Bank (Santa Rosa)
$105.25
$1.99
(1.93%)
premium
premium
$176.99M
1.19%
TSE:SLF
Sun Life Financial
C$85.16
C$0.18
(0.21%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
C$48.94B
16.84%
EOG
EOG Resources
$136.58
$0.495
(0.36%)
premium
11 Buy
12 Hold
0 Sell
Moderate Buy
premium
$77.65B
24.06%
SPG
Simon Property
$174.14
$1.43
(0.83%)
premium
3 Buy
10 Hold
0 Sell
Hold
premium
$64.85B
21.77%
PSA
Public Storage
$296.07
$1.63
(0.55%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$52.15B
1.75%
AAP
Advance Auto Parts
$45.91
$0.18
(0.39%)
premium
2 Buy
14 Hold
2 Sell
Hold
premium
$2.73B
-26.15%
CVI
CVR Energy
$21.08
$0.54
(2.5%)
premium
0 Buy
2 Hold
2 Sell
Moderate Sell
premium
$2.17B
-29.05%
VNOM
Viper Energy
$51.37
$0.43
(0.84%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$9.60B
68.37%
DMLP
Dorchester Minerals
$33.11
$0.51
(1.52%)
premium
premium
$1.59B
1.63%
$81.22
$1.46
(1.83%)
premium
premium
$385.56M
4.52%
ETR
Entergy
$81.99
$0.68
(0.84%)
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$34.87B
65.87%
TSE:CAR.UN
Canadian Apartment
C$40.77
C$0.31
(0.75%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
C$6.83B
-12.10%
GLP
Global Partners
$52.86
$0.38
(0.72%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.78B
20.82%
ADC
Agree Realty
$72.44
$0.29
(0.4%)
premium
15 Buy
2 Hold
1 Sell
Strong Buy
premium
$7.47B
19.13%
CVX
Chevron
$161.47
$2.09
(1.31%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$286.42B
13.86%
TSE:IGM
IGM Financial
C$44.81
C$0.18
(0.4%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
C$10.70B
22.14%
TSE:OLY
Olympia Financial
C$108.50
C$1.25
(1.17%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
C$258.08M
4.83%
MED
Medifast
$15.52
$0.08
(0.51%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$170.63M
-70.18%
TROW
T Rowe Price
$113.21
$1.08
(0.96%)
premium
0 Buy
7 Hold
3 Sell
Moderate Sell
premium
$24.91B
6.52%
FNF
Fidelity National Financial
$58.04
$0.35
(0.61%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$15.79B
20.41%
OKE
Oneok
$108.96
$0.3
(0.28%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$63.48B
52.93%
TSE:EIF
Exchange Income
C$53.84
C$0.27
(0.5%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
C$2.59B
16.86%
OMF
OneMain Holdings
$54.75
$0.01
(0.02%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$6.53B
23.53%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.50
$0.25
(0.43%)
premium
3K Buy
1K Hold
102 Sell
Strong Buy
premium
$37.92B
5.96%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.27
$0.69
(1.22%)
premium
1K Buy
534 Hold
67 Sell
Moderate Buy
premium
$21.51B
12.56%
WES
Western Midstream Partners
$41.51
$0.81
(1.99%)
premium
2 Buy
3 Hold
2 Sell
Hold
premium
$15.49B
49.75%
DAC
Danaos
$77.46
$0.49
(0.63%)
premium
premium
$1.51B
1.08%
SUN
Sunoco
$54.59
$0.12
(0.22%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.34B
-9.75%
TIP
TIP
< ETF >
iShares TIPS Bond ETF
$107.18
$0.04
(0.04%)
premium
premium
$13.38B
0.19%
EPD
Enterprise Products Partners
$33.57
$0.1
(0.3%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$72.98B
25.68%
TSE:CNQ
Canadian Natural
C$45.01
C$0.68
(1.53%)
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
C$93.53B
-1.58%
ESEA
Euroseas
$33.01
$0.75
(2.22%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$236.78M
-11.48%
SLG
SL Green Realty
$65.83
$0.49
(0.75%)
premium
2 Buy
11 Hold
0 Sell
Hold
premium
$4.98B
55.08%
C
Citigroup
$79.99
$1.48
(1.89%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$147.37B
56.51%
SCCO
Southern Copper
$98.12
$0.7
(0.72%)
premium
0 Buy
2 Hold
2 Sell
Moderate Sell
premium
$77.00B
27.29%
NVDY
NVDY
< ETF >
YieldMax NVDA Option Income Strategy ETF
$22.69
$0.58
(2.62%)
premium
premium
$1.46B
-5.11%
TSE:BEP.UN
Brookfield Renewable Partners
C$29.84
C$0.27
(0.9%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
C$19.97B
-18.40%
TSE:BEPC
Brookfield Renewable
C$36.66
C$0.83
(2.21%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
C$12.80B
-10.61%
MAIN
Main Street Capital
$60.04
$0.44
(0.73%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$5.33B
37.92%
DUK
Duke Energy
$109.26
$0.2
(0.18%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$84.25B
13.98%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.99
$0.16
(0.57%)
premium
852 Buy
838 Hold
138 Sell
Strong Buy
premium
$67.47B
10.29%
KNTK
Kinetik
$65.17
$0.57
(0.88%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$10.18B
97.48%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.68
$0.31
(0.6%)
premium
8K Buy
5K Hold
600 Sell
Strong Buy
premium
$2.78B
6.78%
TSE:SU
Suncor Energy
C$56.43
C$0.19
(0.34%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
C$70.70B
24.14%
XYLD
XYLD
< ETF >
Global X S&P 500 Covered Call ETF
$42.48
$0
(0%)
premium
8K Buy
5K Hold
598 Sell
Strong Buy
premium
$3.12B
6.79%
MO
Altria Group
$51.86
$0.7
(1.37%)
premium
4 Buy
2 Hold
2 Sell
Hold
premium
$86.71B
28.24%
TSE:CASH
CASH
< ETF >
Horizons High Interest Savings ETF Trust Units A
C$50.07
C$0.01
(0.02%)
premium
premium
-0.10%
DIVO
DIVO
< ETF >
Amplify CWP Enhanced Dividend Income ETF
$41.54
$0.25
(0.61%)
premium
612 Buy
270 Hold
24 Sell
Strong Buy
premium
$3.88B
13.93%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$21.24
$0.14
(0.66%)
premium
premium
$1.16B
-6.76%