Pages

Sunday, June 11, 2023

Weekend summary on your portfolio: Geezer$Alert ... Roth

Weekend Portfolio Digest

* As of Sun, Jun 11, 2023 07:58 ET
Portfolio Health Check
Score

Your rating score is 3.3 / 5.0

hold
Breakdown
Strong Buy:
2 stocks
Buy:
3 stocks
Hold:
9 stocks
Sell:
4 stocks
Strong Sell:
0 stocks
Yesterday's Performance
Top Gainers
FUN: +0.71%
AGNC: +0.62%
XLY: +0.52%
Top Losers
PAA: -3.26%
KMI: -1.67%
AMT: -1.43%
Top Gainers
Top Losers
FUN: +0.71% PAA: -3.26%
AGNC: +0.62% KMI: -1.67%
XLY: +0.52% AMT: -1.43%
FEATURED: Be a better investor with Premium
Research shows that individual investors collectively underperform the market, because their decisions are often driven by emotions. Stay ahead of the curve with Seeking Alpha Premium's in-depth analysis and data-driven stock ratings.
Related Analysis
JD Henning avatar June MDA Breakout Stocks/ETFs Week 24 - 2023: High-Frequency Gainers To Give You An Edge JD Henning • CVX
Matthew Utesch avatar The Retirees' Dividend Portfolio: John And Jane's May 2023 Taxable Account Update Matthew Utesch • EPD • EPR • ET
Fred Piard avatar VFVA: A High-Volatility Value ETF Fred Piard • CVX
High Yield Investor avatar Retirement Passive Income: SCHD's Flaws And How To Fix Them High Yield Investor • XLU • EPD
Martin Fjeldhoj avatar Occidental Petroleum: Strong Free Cash Flow And Growth Opportunities Ahead Martin Fjeldhoj • BRK.B
Principal Financial Group avatar Rise In Unprofitable Companies: Active Management's Time To Shine Principal Financial Group • EQL
Michael James McDonald avatar XOP And XLE: The Energy Sector Is Powered Up And Ready To Go Michael James McDonald • COP • CVX
Dividend Yield Theorist avatar 4 Factor Dividend Growth Portfolio - Passively Outpacing The Market Dividend Yield Theorist • LMT
Christine Short avatar M&A Revival On The Horizon Amidst Challenging Capital Markets Christine Short • CVX
David Sommer Jr avatar AMLP: Everyone Who Owns This Energy ETF Needs To Consider An Alternative David Sommer Jr • EPD • PAA • ET
High Yield Investor avatar Buy The Dip: 2 'Strong Buy' Renewable Energy Stocks High Yield Investor • NEE • NEP
Franklin Templeton Investments avatar Anatomy Of A Recession Update: U.S. Labor Market Cracks Emerging? Franklin Templeton Investments • EQL
Colorado Wealth Management Fund avatar 3 Fat Yields To Evict Colorado Wealth Management Fund • AGNC
Michael A. Gayed, CFA avatar The Time For Defense Is Now Michael A. Gayed, CFA • XLU
Fredrik Arnold avatar 4 Dividend Aristocrat Buys For June And 5 To Watch Fredrik Arnold • CVX • NEE
Frederik Mueller avatar How To Allocate $25,000 Among My Top 20 Dividend Income Stocks For June 2023 Frederik Mueller • KMI
James Picerno avatar Tech Is The Hot Sector For Stocks So Far In 2023 James Picerno • XLU • XLY
Lipper Alpha Insight avatar Q1 2023 U.S. Retail Scorecard - Update June 8, 2023 Lipper Alpha Insight • XLY
Deep Value Ideas avatar Debt Metrics: How To Interpret Them And When They Matter Deep Value Ideas • LMT
Dividend Derek avatar 15 Upcoming Dividend Increases, Including A Dividend King Dividend Derek • AMT
Hoya Capital avatar Data Center REITs: Physical Epicenter Of AI Hoya Capital • AMT
Fred Piard avatar DJD: Attractive Valuation, Average Quality And Return Fred Piard • CVX
Samuel Smith avatar Up To 10% Yields: 3 Top High Dividend Growth Stocks For June 2023 Samuel Smith • EPD
CME Group avatar Economist Outlook: Inflation And Other Risks To Watch CME Group • EQL
Sensor Unlimited avatar Occidental Petroleum: Berkshire Buys More At A Higher P/E (Rating Downgrade) Sensor Unlimited • BRK.B
Daniel Jones avatar Bowlero: A Gutterball For Now, But A Strike In The Long Run Daniel Jones • FUN
Power Hedge avatar Genesis Energy: A Unique High-Yielder In The Midstream Sector Power Hedge • ET
Mike Zaccardi, CFA, CMT avatar Financials In Focus Ahead Of CPI And The Fed: VFH A Buy Mike Zaccardi, CFA, CMT • BRK.B
Kristina Hooper avatar What Investors Need To Know About A U.S. Recession, China's Recovery, And Eurozone Inflation Kristina Hooper • EQL
Rida Morwa avatar 2 E's To Earn Up To 17% Yields Rida Morwa • EPR
Robert & Sam Kovacs avatar These 14%+ Sucker Yields Could Cut Dividend, But There's A Better Way Robert & Sam Kovacs • EPR
Cullen Roche avatar Should You Worry About 'Recession' Risk? Cullen Roche • EQL

If you believe this has been sent to you in error, please safely unsubscribe.