New Portfolio - New Portfolio

Jeff grunow

New Portfolio
Individual Investor
Ranked #22,439 out of 757,311 TipRanks' Investors
Success Rate
87%
40 out of 46
profitable transactions
Average Return
38.19%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
20.36% BRK.B
15.59% AGNC
14.10% EPD
13.20% OXLC
9.96% VITSX
26.79% Others
By Assets
87.57% Stocks
12.43% Funds
0.00% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
45.58% Financial
17.22% Energy
16.08% Real Estate
12.43% General
8.70% Industrials

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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OXSQ
Oxford Square Capital
$2.80
$0.04
(1.41%)
premium
premium
$181.07M
-4.70%
EPD
Enterprise Products Partners
$29.39
$0.1
(0.34%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$64.00B
9.26%
THW
THW
< FUND >
Tekla World Healthcare Fund
$13.33
$0.04
(0.3%)
premium
premium
$508.27M
5.73%
BAC
Bank of America
$40.87
$1.25
(3.15%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$307.43B
38.29%
DAL
Delta Air Lines
$47.13
$0.21
(0.45%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$30.28B
18.93%
BRK.B
Berkshire Hathaway B
$459.71
$3.11
(0.68%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$985.08B
23.24%
PFLT
Pennantpark $
$11.56
$0.03
(0.26%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$846.54M
7.16%
SCM
Stellus Capital
$13.70
$0.05
(0.36%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$357.25M
-3.37%
GLAD
Gladstone Capital
$23.50
$0.24
(1.03%)
premium
premium
$506.01M
14.02%
AM
Antero Midstream
$14.58
$0.4
(2.67%)
premium
1 Buy
1 Hold
1 Sell
Hold
premium
$7.21B
28.36%
OXLC
Oxford Lane Capital
$5.20
$0.01
(0.19%)
premium
premium
5.25%
ORC
Orchid Island Capital
$8.39
$0.04
(0.48%)
premium
premium
$595.68M
-11.26%
XOM
Exxon Mobil
$116.00
$1.42
(1.24%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$509.06B
-2.34%
CRF
CRF
< FUND >
Cornerstone Total Return Fund Inc
$7.89
$0.01
(0.13%)
premium
premium
$823.17M
-1.00%
CLM
CLM
< FUND >
Cornerstone Strategic Value Fund Inc
$7.52
$0.04
(0.53%)
premium
premium
$1.65B
-7.20%
AGNC
AGNC Investment
$10.56
$0.1
(0.94%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$8.34B
5.33%
VITSX
VITSX
< FUND >
Vanguard Index Trust Total Stock Market Index Fund Institutional Share
$134.99
$0.33
(0.24%)
premium
2K Buy
1K Hold
78 Sell
Moderate Buy
premium
25.76%