New Portfolio Jan 2023 - New Portfolio

New Portfolio Jan 2023
Individual Investor
Ranked #106,867 out of 753,381 TipRanks' Investors
Success Rate
64%
169 out of 265
profitable transactions
Average Return
8.77%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.63% GOOGL
7.38% AMZN
5.95% MSCI
5.24% MCO
5.22% SPGI
67.58% Others
By Assets
89.43% Stocks
6.00% Cash
4.57% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
33.14% Consumer Cyclical
22.03% Financial
16.71% Technology
12.92% Communication Services
6.93% Real Estate
8.27% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$226.84
$2.31
(1.03%)
premium
24 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.45T
28.61%
AMZN
Amazon
$177.04
$0.91
(0.52%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.86T
34.28%
MSFT
Microsoft
$416.79
$1.24
(0.3%)
premium
30 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.10T
30.26%
PLTR
Palantir Technologies
$31.78
$0.14
(0.44%)
premium
3 Buy
5 Hold
6 Sell
Hold
premium
$71.17B
124.75%
TSLA
Tesla
$220.32
$9.66
(4.59%)
premium
10 Buy
15 Hold
8 Sell
Hold
premium
$703.84B
-4.23%
GOOGL
Alphabet Class A
$165.62
$1.82
(1.11%)
premium
28 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.05T
27.62%
SPGI
S&P Global
$500.59
$1.87
(0.37%)
premium
15 Buy
0 Hold
0 Sell
Strong Buy
premium
$156.68B
29.34%
MCO
Moody's
$479.38
$0.62
(0.13%)
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$87.30B
44.81%
FICO
Fair Isaac
$1745.38
$8.22
(0.47%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$42.79B
106.09%
ABNB
Airbnb
$116.85
$1.4
(1.21%)
premium
8 Buy
21 Hold
5 Sell
Hold
premium
$75.10B
-9.90%
COST
Costco
$879.21
$1.65
(0.19%)
premium
20 Buy
6 Hold
0 Sell
Strong Buy
premium
$389.78B
65.35%
BKNG
Booking Holdings
$3830.58
$62.49
(1.66%)
premium
20 Buy
7 Hold
0 Sell
Moderate Buy
premium
$128.42B
26.57%
CMG
Chipotle
$53.71
$0.26
(0.49%)
premium
18 Buy
9 Hold
0 Sell
Moderate Buy
premium
$73.55B
43.43%
CP
Canadian Pacific Kansas City
$82.02
$1.66
(2.07%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$76.47B
4.98%
ELF
e.l.f. Beauty
$170.95
$0.51
(0.3%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$9.64B
42.81%
INTU
Intuit
$619.85
$45.44
(6.83%)
premium
19 Buy
3 Hold
0 Sell
Strong Buy
premium
$173.28B
24.34%
MA
Mastercard
$466.44
$2.38
(0.51%)
premium
23 Buy
2 Hold
0 Sell
Strong Buy
premium
$430.91B
17.29%
MSCI
MSCI
$571.19
$6.46
(1.14%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$44.92B
7.27%
NFLX
Netflix
$686.73
$2.23
(0.32%)
premium
24 Buy
12 Hold
1 Sell
Moderate Buy
premium
$294.72B
68.76%
TXRH
Texas Roadhouse
$168.59
$0.27
(0.16%)
premium
11 Buy
12 Hold
0 Sell
Moderate Buy
premium
$11.24B
60.62%
V
Visa
$267.44
$0.5
(0.19%)
premium
22 Buy
5 Hold
0 Sell
Strong Buy
premium
$528.44B
11.68%
VICI
VICI Properties
$32.90
$0.57
(1.76%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$34.45B
8.44%
GB:DTLA
DTLA
< ETF >
iShares $ Treasury Bond 20+ Yr UCITS ETF USD (Accumulating)
$4.85
$0.015
(0.31%)
premium
premium
$3.05B
7.80%
GB:IB01
IB01
< ETF >
iShares $ Treasury Bond 0-1yr UCITS ETF USD (Accumulating)
$112.00
$0
(0%)
premium
premium
$11.79B
5.47%
O
Realty Income
$61.09
$0.59
(0.98%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$53.20B
8.39%
DELL
Dell Technologies
$112.01
$3.03
(2.78%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$79.23B
97.51%
AVB
AvalonBay
$221.73
$3.71
(1.7%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$31.53B
22.60%
EPRT
Essential Properties Realty
$31.62
$0.47
(1.51%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$5.56B
34.44%
MO
Altria Group
$52.44
$0.61
(1.18%)
premium
3 Buy
3 Hold
3 Sell
Hold
premium
$89.47B
20.83%
WPC
W. P. Carey Inc.
$60.05
$1.32
(2.25%)
premium
2 Buy
7 Hold
0 Sell
Hold
premium
$13.14B
-7.01%
MAA
Mid-America Apartment
$156.63
$2.42
(1.57%)
premium
6 Buy
8 Hold
1 Sell
Moderate Buy
premium
$18.79B
9.40%
CRM
Salesforce
$264.00
$5.41
(2.09%)
premium
28 Buy
10 Hold
1 Sell
Moderate Buy
premium
$255.82B
28.46%
SBUX
Starbucks
$94.02
$1.59
(1.72%)
premium
15 Buy
9 Hold
1 Sell
Moderate Buy
premium
$106.54B
-0.85%
BBY
Best Buy Co
$88.15
$2.4
(2.8%)
premium
8 Buy
7 Hold
1 Sell
Moderate Buy
premium
$19.02B
20.54%
JPM
JPMorgan Chase & Co.
$218.31
$1.68
(0.78%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$621.13B
48.28%
NVDA
Nvidia
$129.37
$5.63
(4.55%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.18T
174.30%
DECK
Deckers Outdoor
$974.56
$19.67
(2.06%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$24.76B
86.78%
DUOL
Duolingo
$212.57
$3.9
(1.87%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$9.26B
61.90%
LULU
Lululemon Athletica
$268.55
$5.1
(1.94%)
premium
13 Buy
9 Hold
1 Sell
Moderate Buy
premium
$34.94B
-25.45%
WMT
Walmart
$75.70
$0.12
(0.16%)
premium
28 Buy
2 Hold
0 Sell
Strong Buy
premium
$608.90B
44.75%
TM
Toyota Motor
$185.09
$3.59
(1.98%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$250.21B
13.71%
ZTS
Zoetis
$180.90
$1.27
(0.7%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$81.96B
-0.36%
BAM
Brookfield Asset Management Ltd. Class A
$41.59
$1.51
(3.77%)
premium
5 Buy
4 Hold
1 Sell
Moderate Buy
premium
$17.40B
25.00%
GIS
General Mills
$70.83
$0.16
(0.23%)
premium
2 Buy
11 Hold
0 Sell
Hold
premium
$39.53B
4.15%