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Minha Carteira - New Portfolio

Wellington Yamamoto

Minha Carteira
Individual Investor
Ranked #13,922 out of 747,498 TipRanks' Investors
Success Rate
77%
113 out of 147
profitable transactions
Average Return
34.94%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.19% MCD
11.50% AAPL
10.07% RWR
9.39% AMZN
9.11% GOOGL
46.74% Others
By Assets
89.93% Stocks
10.07% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
36.39% Consumer Cyclical
29.23% Technology
11.24% Communication Services
10.07% General
7.93% Healthcare
5.14% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$227.41
$3.1
(1.38%)
premium
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.44T
16.99%
$103.09
$0.83
(0.8%)
premium
6 Buy
3 Hold
1 Sell
Moderate Buy
premium
$57.51B
25.80%
MSFT
Microsoft
$442.90
$5.79
(1.32%)
premium
34 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.25T
27.65%
PG
Procter & Gamble
$168.37
$0.41
(0.24%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$396.41B
12.25%
JPM
JPMorgan Chase & Co.
$210.80
$1.02
(0.49%)
premium
16 Buy
6 Hold
0 Sell
Moderate Buy
premium
$602.42B
36.11%
KO
Coca-Cola
$64.68
$0.61
(0.93%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$281.27B
7.88%
HYLN
Hyliion Holdings
$2.15
$0.065
(2.93%)
premium
premium
$386.36M
23.33%
PLTR
Palantir Technologies
$28.09
$0.49
(1.71%)
premium
3 Buy
5 Hold
6 Sell
Hold
premium
$63.65B
75.12%
COST
Costco
$848.10
$9.97
(1.19%)
premium
19 Buy
6 Hold
0 Sell
Strong Buy
premium
$371.57B
53.04%
XOM
Exxon Mobil
$114.71
$1.36
(1.17%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$520.68B
13.87%
ABBV
AbbVie
$172.60
$0.28
(0.16%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$304.29B
25.00%
AMD
Advanced Micro Devices
$155.45
$3.87
(2.55%)
premium
29 Buy
7 Hold
0 Sell
Strong Buy
premium
$245.00B
37.04%
AMZN
Amazon
$183.70
$0.57
(0.31%)
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.91T
42.18%
GOOGL
Alphabet Class A
$181.29
$3.63
(2.04%)
premium
33 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.21T
46.35%
AXP
American Express
$240.95
$1.43
(0.59%)
premium
6 Buy
8 Hold
1 Sell
Moderate Buy
premium
$174.34B
46.40%
BK
Bank of New York Mellon Corporation
$62.29
$0.07
(0.11%)
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$46.88B
42.57%
XLRE
XLRE
< ETF >
Real Estate Select Sector SPDR Fund
$40.51
$0
(0%)
premium
193 Buy
134 Hold
7 Sell
Moderate Buy
premium
$6.46B
3.95%
RWR
RWR
< ETF >
SPDR Dow Jones REIT ETF
$97.76
$0.44
(0.45%)
premium
339 Buy
315 Hold
47 Sell
Moderate Buy
premium
$1.49B
3.62%
PEP
PepsiCo
$168.63
$0.73
(0.43%)
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
$232.63B
-8.58%
JNJ
Johnson & Johnson
$153.95
$0.74
(0.48%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$372.29B
-6.75%
XLU
XLU
< ETF >
Utilities Select Sector SPDR Fund
$70.60
$0.47
(0.67%)
premium
134 Buy
95 Hold
11 Sell
Moderate Buy
premium
$14.72B
2.71%
SBUX
Starbucks
$76.32
$2.95
(3.72%)
premium
8 Buy
18 Hold
0 Sell
Moderate Buy
premium
$89.79B
-20.97%
TSM
Taiwan Semiconductor Manufacturing
$167.66
$1.89
(1.14%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$766.57B
72.77%
ABEV
Ambev SA
$2.12
$0.01
(0.47%)
premium
2 Buy
1 Hold
1 Sell
Hold
premium
$33.33B
-29.90%
DRS
Leonardo Drs
$27.94
$0.15
(0.54%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$7.31B
64.44%
CAT
Caterpillar
$342.37
$3.85
(1.11%)
premium
7 Buy
5 Hold
1 Sell
Moderate Buy
premium
$170.01B
35.84%
MCD
McDonald's
$257.44
$0.16
(0.06%)
premium
19 Buy
8 Hold
0 Sell
Moderate Buy
premium
$185.50B
-10.81%
VZ
Verizon
$38.87
$2.75
(6.61%)
premium
7 Buy
6 Hold
0 Sell
Moderate Buy
premium
$175.19B
31.38%
RY
Royal Bank Of Canada
$111.11
$0.02
(0.02%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$157.02B
15.70%
TSCO
Tractor Supply
$266.63
$1.82
(0.68%)
premium
12 Buy
7 Hold
2 Sell
Moderate Buy
premium
$28.94B
27.40%
MNST
Monster Beverage
$50.03
$0.86
(1.69%)
premium
10 Buy
5 Hold
2 Sell
Moderate Buy
premium
$53.01B
-12.83%
HD
Home Depot
$362.33
$1.03
(0.28%)
premium
18 Buy
8 Hold
2 Sell
Moderate Buy
premium
$360.31B
14.70%