Schwap: INDIVIDUAL 6734 - New Portfolio

Joe Monsanto

Schwap: INDIVIDUAL 6734
Individual Investor
Ranked #135,841 out of 754,519 TipRanks' Investors
Success Rate
56%
40 out of 71
profitable transactions
Average Return
20.92%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
14.82% AAPL
9.80% GOLD
7.22% AMZN
6.85% RYCEY
6.24% MSFT
55.07% Others
By Assets
95.31% Stocks
4.69% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
41.86% Technology
15.22% Industrials
11.46% Consumer Cyclical
9.80% Basic Materials
7.78% Financial
13.88% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$229.00
$0.79
(0.34%)
premium
24 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.49T
21.89%
AMZN
Amazon
$178.50
$6.38
(3.71%)
premium
41 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.81T
29.34%
BAND
Bandwidth
$17.16
$0.42
(2.39%)
premium
4 Buy
2 Hold
1 Sell
Moderate Buy
premium
$479.91M
19.41%
CSCO
Cisco Systems
$50.54
$0.15
(0.3%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$203.01B
-11.87%
STT
State Street
$87.10
$1.2
(1.4%)
premium
7 Buy
6 Hold
3 Sell
Hold
premium
$25.65B
26.71%
IIPR
Innovative Industrial Properties
$124.28
$0.56
(0.45%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.51B
42.39%
HON
Honeywell International
$207.91
$0.4
(0.19%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$134.81B
10.63%
HP
Helmerich & Payne
$32.63
$0.56
(1.69%)
premium
2 Buy
8 Hold
2 Sell
Hold
premium
$3.28B
-18.40%
IBM
International Business Machines
$202.13
$3.23
(1.62%)
premium
5 Buy
6 Hold
1 Sell
Moderate Buy
premium
$183.22B
37.66%
INTC
Intel
$22.04
$1.91
(9.49%)
premium
1 Buy
26 Hold
5 Sell
Hold
premium
$86.08B
-37.28%
LMT
Lockheed Martin
$568.10
$1.25
(0.22%)
premium
8 Buy
6 Hold
1 Sell
Moderate Buy
premium
$135.11B
26.71%
MSFT
Microsoft
$417.14
$4.02
(0.97%)
premium
31 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.07T
27.27%
RYCEY
Rolls-Royce
$6.51
$0.04
(0.61%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$55.86B
131.59%
SOFI
SoFi Technologies
$7.99
$0.04
(0.5%)
premium
5 Buy
7 Hold
3 Sell
Hold
premium
$8.56B
-7.74%
TSLA
Tesla
$214.11
$7.83
(3.8%)
premium
11 Buy
15 Hold
8 Sell
Hold
premium
$658.99B
-17.04%
BEP
Brookfield Renewable Partners
$24.49
$0.085
(0.35%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$16.51B
-3.66%
FIS
Fidelity National Info
$82.45
$1.12
(1.38%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$44.37B
47.60%
PFE
Pfizer
$29.01
$0.29
(1.01%)
premium
7 Buy
10 Hold
0 Sell
Moderate Buy
premium
$162.75B
-18.00%
GOLD
Barrick Gold
$20.19
$0.03
(0.15%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$35.63B
24.55%