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REG 541 **3384 - New Portfolio

Marc Todd

REG 541 **3384
Individual Investor
Ranked #45,784 out of 775,923 TipRanks' Investors
Success Rate
59%
16 out of 27
profitable transactions
Average Return
110.13%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
29.07% MSFT
18.83% PM
12.84% JNJ
8.82% MO
7.01% MRK
23.43% Others
By Assets
99.79% Stocks
0.21% Cash
<0.01% Funds
0.00% ETFs
0.00% Cryptocurrency
By Sector
33.89% Consumer Defensive
29.87% Technology
24.33% Healthcare
9.29% Energy
1.10% Industrials
1.52% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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C
Citigroup
$69.19
$0.77
(1.13%)
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$130.86B
36.04%
VBF
VBF
< FUND >
Invesco Bond Fund
$15.53
$0.04
(0.26%)
premium
premium
$177.33M
0.71%
WM
Waste Management
$205.83
$0.3
(0.15%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$82.61B
16.32%
GE
GE Aerospace
$168.37
$3.57
(2.17%)
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$182.23B
32.90%
FLG
Flagstar Financial
$9.05
$0.08
(0.89%)
premium
2 Buy
8 Hold
0 Sell
Hold
premium
$3.76B
-70.07%
F
Ford Motor
$9.88
$0.14
(1.44%)
premium
4 Buy
8 Hold
3 Sell
Hold
premium
$39.27B
-20.00%
VWAGY
Volkswagen AG
$9.41
$0.26
(2.84%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$47.00B
-28.43%
INTC
Intel
$19.52
$0.46
(2.41%)
premium
1 Buy
21 Hold
5 Sell
Hold
premium
$84.19B
-58.54%
SLB
Schlumberger
$36.83
$0.08
(0.22%)
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$52.01B
-30.61%
MRK
Merck & Company
$98.05
$1.47
(1.48%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$248.03B
-8.96%
MDLZ
Mondelez International
$59.39
$0.12
(0.2%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$79.42B
-16.60%
MO
Altria Group
$53.84
$0.85
(1.6%)
premium
4 Buy
1 Hold
2 Sell
Moderate Buy
premium
$91.25B
33.40%
OXY
Occidental Petroleum
$47.13
$1.77
(3.9%)
premium
6 Buy
14 Hold
1 Sell
Hold
premium
$44.22B
-22.50%
PFE
Pfizer
$26.36
$0.59
(2.29%)
premium
8 Buy
10 Hold
1 Sell
Moderate Buy
premium
$149.38B
-7.18%
PM
Philip Morris
$124.22
$2.05
(1.68%)
premium
7 Buy
0 Hold
1 Sell
Strong Buy
premium
$193.14B
33.66%
JNJ
Johnson & Johnson
$144.47
$0.89
(0.62%)
premium
5 Buy
10 Hold
0 Sell
Moderate Buy
premium
$347.83B
-7.07%
MSFT
Microsoft
$436.60
$0.43
(0.1%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.25T
16.56%
GEHC
GE Healthcare Technologies Inc
$78.91
$1.48
(1.91%)
premium
8 Buy
2 Hold
1 Sell
Moderate Buy
premium
$36.05B
2.23%
GEV
GE Vernova Inc.
$342.66
$10.11
(3.04%)
premium
17 Buy
4 Hold
0 Sell
Strong Buy
premium
$94.46B