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stocks - New Portfolio

Van Brookshire

stocks
Individual Investor
Ranked #55,910 out of 783,334 TipRanks' Investors
Success Rate
73%
289 out of 395
profitable transactions
Average Return
12.66%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.24% BLK
9.53% FSK
7.47% GBDC
7.20% DE:MUV2
7.19% ARCC
58.37% Others
By Assets
83.50% Stocks
12.18% ETFs
4.32% Cryptocurrency
0.00% Funds
0.00% Cash
By Sector
41.63% Financial
12.26% Technology
12.19% General
11.97% Healthcare
5.93% Real Estate
16.02% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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T
AT&T
$24.02
$0.21
(0.87%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$172.35B
38.22%
IBM
International Business Machines
$258.27
$29.64
(12.96%)
premium
5 Buy
6 Hold
1 Sell
Moderate Buy
premium
$238.81B
21.70%
GILD
Gilead Sciences
$96.95
$1.36
(1.42%)
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$120.83B
23.88%
STLA
Stellantis
$13.52
$0.16
(1.2%)
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$40.14B
-38.91%
BLK
BlackRock
$1071.52
$18.91
(1.8%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$165.96B
35.94%
ABBV
AbbVie
$175.65
$0.39
(0.22%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$310.40B
6.27%
DE:BMT
British American Tobacco
€38.02
€0.02
(0.05%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
€83.62B
34.82%
ARCC
Ares Capital
$23.42
$0.24
(1.04%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.13B
15.77%
CVS
CVS Health
$56.82
$0.08
(0.14%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$71.50B
-22.95%
DE:MUV2
Munich Reinsurance
€526.60
€0
(0%)
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
€70.44B
34.61%
RHHVF
Roche Holding AG
$316.42
$4.32
(1.38%)
premium
2 Buy
5 Hold
3 Sell
Hold
premium
$253.12B
7.99%
FSK
FS KKR Capital
$23.11
$0.44
(1.94%)
premium
0 Buy
7 Hold
0 Sell
Hold
premium
$6.47B
9.36%
DE:GGX5
GGX5
< ETF >
Global X Clean Water ETF
€16.41
€0.074
(0.45%)
premium
82 Buy
47 Hold
5 Sell
Hold
premium
$9.64M
12.44%
O
Realty Income
$54.32
$0.26
(0.48%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$47.54B
-2.03%
DE:A0T
American Tower
€178.28
€0.26
(0.15%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
€83.58B
-6.14%
BTC-USD
Bitcoin
$104159.30
$599.16
(0.57%)
premium
premium
$2.07T
147.14%
DE:VVSM
VVSM
< ETF >
VanEck Semiconductor UCITS ETF Accum A USD
€40.60
€0.635
(1.59%)
premium
284 Buy
121 Hold
17 Sell
Moderate Buy
premium
18.33%
IXC
IXC
< ETF >
iShares Global Energy ETF
$39.94
$0.29
(0.73%)
premium
384 Buy
207 Hold
22 Sell
Moderate Buy
premium
$1.92B
0.56%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$605.04
$3.23
(0.54%)
premium
4K Buy
3K Hold
292 Sell
Moderate Buy
premium
$633.29B
24.63%
ORCL
Oracle
$170.38
$8.36
(5.16%)
premium
15 Buy
11 Hold
1 Sell
Moderate Buy
premium
$476.55B
52.53%
GBDC
Golub Capital Bdc
$15.64
$0.19
(1.23%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$4.13B
-0.45%
AGNC
AGNC Investment
$10.08
$0.25
(2.54%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$8.93B
2.50%
VALE
Vale SA
$9.39
$0.32
(3.53%)
premium
3 Buy
6 Hold
0 Sell
Moderate Buy
premium
$40.00B
-31.41%
HPE
Hewlett Packard Enterprise
$21.19
$0.47
(2.17%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$27.87B
36.31%
D
Dominion Energy
$55.81
$0.71
(1.29%)
premium
2 Buy
10 Hold
0 Sell
Hold
premium
$46.88B
22.07%
BBMC
BBMC
< ETF >
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
$101.43
$1.108
(1.1%)
premium
3K Buy
2K Hold
233 Sell
Moderate Buy
premium
$1.97B
22.18%
DURA
DURA
< ETF >
VanEck Morningstar Durable Dividend ETF
$33.26
$0.073
(0.22%)
premium
526 Buy
504 Hold
52 Sell
Moderate Buy
premium
$46.66M
8.02%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.52
$0.15
(0.26%)
premium
1K Buy
526 Hold
65 Sell
Moderate Buy
premium
$22.58B
10.41%