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New Portfolio 21.1.24 - New Portfolio

Juan Carlos Garcia Ulibarri

New Portfolio 21.1.24
Individual Investor
Ranked #228,927 out of 775,286 TipRanks' Investors
Success Rate
58%
129 out of 223
profitable transactions
Average Return
8.32%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
38.49% NVDA
26.18% NFLX
17.82% META
12.91% ADBE
2.23% SYY
2.37% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
52.12% Technology
44.00% Communication Services
2.23% Consumer Defensive
1.64% Energy
0.00% Healthcare
0.00% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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KO
Coca-Cola
$63.45
$0.05
(0.08%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$273.11B
5.98%
VIST
Vista Oil & Gas SAB de CV
$57.24
$0.86
(1.48%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.52B
102.73%
T
AT&T
$22.66
$0.175
(0.77%)
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$163.81B
38.76%
PEP
PepsiCo
$154.90
$1.24
(0.79%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$214.22B
-7.63%
VZ
Verizon
$40.83
$0.05
(0.12%)
premium
6 Buy
10 Hold
0 Sell
Moderate Buy
premium
$171.67B
9.39%
CVX
Chevron
$146.87
$1.24
(0.84%)
premium
15 Buy
4 Hold
0 Sell
Strong Buy
premium
$266.17B
-0.21%
MRK
Merck & Company
$99.99
$0.07
(0.07%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$253.12B
-5.64%
BP
BP
$29.11
$0.03
(0.1%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$75.42B
-17.57%
UNH
UnitedHealth
$500.40
$14.88
(3.06%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$446.82B
-7.79%
MO
Altria Group
$53.78
$0.35
(0.65%)
premium
4 Buy
1 Hold
2 Sell
Moderate Buy
premium
$91.74B
28.27%
ORCL
Oracle
$170.22
$0.51
(0.3%)
premium
17 Buy
12 Hold
0 Sell
Moderate Buy
premium
$474.67B
63.08%
BRK.B
Berkshire Hathaway B
$456.29
$0.63
(0.14%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$982.94B
26.57%
DEO
Diageo
$127.87
$0.67
(0.52%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$71.63B
-9.83%
XLF
XLF
< ETF >
Financial Select Sector SPDR Fund
$49.23
$0.13
(0.26%)
premium
528 Buy
400 Hold
55 Sell
Moderate Buy
premium
$49.35B
32.61%
AAPL
Apple
$253.04
$0.44
(0.17%)
premium
20 Buy
9 Hold
2 Sell
Moderate Buy
premium
$3.83T
29.40%
AMZN
Amazon
$230.79
$0.36
(0.16%)
premium
45 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.43T
50.03%
GOOGL
Alphabet Class A
$195.76
$0.34
(0.17%)
premium
27 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.40T
44.81%
META
Meta Platforms
$622.52
$3.08
(0.5%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.56T
79.75%
NVDA
Nvidia
$135.51
$5.12
(3.93%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.19T
160.38%
VALE
Vale SA
$8.95
$0.245
(2.67%)
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
$39.24B
-39.54%
DIS
Walt Disney
$115.61
$2.59
(2.29%)
premium
16 Buy
6 Hold
0 Sell
Moderate Buy
premium
$204.67B
20.73%
IWM
IWM
< ETF >
iShares Russell 2000 ETF
$231.48
$0.41
(0.18%)
premium
5K Buy
3K Hold
417 Sell
Hold
premium
$80.09B
18.94%
MELI
Mercadolibre
$1822.39
$13.27
(0.73%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$91.72B
10.94%
MSFT
Microsoft
$449.89
$4.57
(1.01%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.38T
21.18%
NFLX
Netflix
$918.21
$0.92
(0.1%)
premium
23 Buy
11 Hold
2 Sell
Moderate Buy
premium
$392.89B
89.48%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$535.82
$0.02
(<0.01%)
premium
1K Buy
637 Hold
74 Sell
Moderate Buy
premium
$327.04B
32.20%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$605.41
$1.12
(0.19%)
premium
4K Buy
3K Hold
333 Sell
Moderate Buy
premium
$652.90B
28.57%
TSM
Taiwan Semiconductor Manufacturing
$203.04
$2.38
(1.19%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$857.40B
94.95%
ADBE
Adobe
$452.99
$2.24
(0.49%)
premium
20 Buy
5 Hold
1 Sell
Moderate Buy
premium
$200.39B
-22.97%
SYY
Sysco
$78.41
$0.38
(0.49%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$38.33B
8.77%
PBR
Petroleo Brasileiro SA- Petrobras
$13.25
$0.27
(2%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$84.62B
-13.42%
V
Visa
$320.63
$2.33
(0.73%)
premium
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$624.20B
22.26%
CRM
Salesforce
$351.31
$0.74
(0.21%)
premium
31 Buy
9 Hold
1 Sell
Moderate Buy
premium
$335.88B
35.52%
BMY
Bristol-Myers Squibb
$58.35
$0.7
(1.21%)
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$116.92B
8.82%
MDT
Medtronic
$81.32
$0.05
(0.06%)
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$104.34B
-2.06%
MCD
McDonald's
$296.98
$0.9
(0.3%)
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$212.18B
2.58%
COST
Costco
$979.88
$2.2
(0.22%)
premium
18 Buy
8 Hold
0 Sell
Moderate Buy
premium
$436.00B
44.16%
TXN
Texas Instruments
$190.79
$2.67
(1.42%)
premium
9 Buy
12 Hold
2 Sell
Moderate Buy
premium
$171.61B
13.16%
SPGI
S&P Global
$502.75
$2.235
(0.45%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$155.31B
15.23%
RIO
Rio Tinto
$60.69
$0.775
(1.26%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$104.58B
-15.89%
LMT
Lockheed Martin
$486.67
$3.94
(0.8%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$116.29B
10.01%
NKE
Nike
$78.31
$0.31
(0.4%)
premium
16 Buy
14 Hold
0 Sell
Moderate Buy
premium
$116.10B
-36.27%
PYPL
PayPal Holdings
$90.46
$0.4
(0.44%)
premium
15 Buy
14 Hold
0 Sell
Moderate Buy
premium
$91.09B
48.53%
UL
Unilever
$58.78
$0.52
(0.88%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$146.37B
24.44%
LLY
Eli Lilly & Co
$777.16
$1.46
(0.19%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$739.16B
34.37%
PG
Procter & Gamble
$169.25
$1.08
(0.63%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$401.13B
16.53%
LRCX
Lam Research
$78.09
$0.28
(0.36%)
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$100.12B
1.06%
PLD
Prologis
$109.08
$0.21
(0.19%)
premium
9 Buy
6 Hold
1 Sell
Moderate Buy
premium
$103.35B
-17.95%
$128.34
$0.29
(0.23%)
premium
5 Buy
3 Hold
2 Sell
Moderate Buy
premium
$69.73B
22.29%
YPF
YPF Sociedad Anonima
$44.25
$0.63
(1.4%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$19.73B
154.45%
AXP
American Express
$302.88
$1.54
(0.51%)
premium
6 Buy
11 Hold
1 Sell
Moderate Buy
premium
$212.28B
66.10%
C
Citigroup
$71.36
$0.245
(0.34%)
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$134.51B
43.96%
DIA
DIA
< ETF >
SPDR Dow Jones Industrial Average ETF Trust
$437.12
$1.55
(0.36%)
premium
455 Buy
183 Hold
18 Sell
Moderate Buy
premium
$38.94B
17.53%