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New Portfolio Jan 2023 - New Portfolio

New Portfolio Jan 2023
Individual Investor
Ranked #107,820 out of 781,107 TipRanks' Investors
Success Rate
63%
168 out of 265
profitable transactions
Average Return
16.48%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.15% GOOGL
8.52% AMZN
5.70% MSCI
4.82% NFLX
4.81% COST
67.00% Others
By Assets
90.71% Stocks
5.35% Cash
3.93% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
34.97% Consumer Cyclical
20.93% Financial
17.30% Technology
13.97% Communication Services
5.73% Real Estate
7.11% 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
$222.64
$7.34
(3.19%)
premium
18 Buy
7 Hold
4 Sell
Moderate Buy
premium
$3.46T
20.06%
AMZN
Amazon
$230.71
$4.77
(2.11%)
premium
49 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.38T
45.45%
MSFT
Microsoft
$428.50
$0.53
(0.12%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.19T
7.61%
PLTR
Palantir Technologies
$73.07
$1.3
(1.81%)
premium
2 Buy
9 Hold
7 Sell
Moderate Sell
premium
$163.49B
327.71%
TSLA
Tesla
$424.07
$2.43
(0.57%)
premium
13 Buy
12 Hold
9 Sell
Hold
premium
$1.37T
101.00%
GOOGL
Alphabet Class A
$198.05
$2.05
(1.05%)
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.41T
33.90%
SPGI
S&P Global
$510.05
$8.19
(1.63%)
premium
15 Buy
0 Hold
0 Sell
Strong Buy
premium
$155.73B
13.55%
MCO
Moody's
$484.75
$8.9
(1.87%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$86.22B
23.01%
FICO
Fair Isaac
$1894.19
$6.35
(0.33%)
premium
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
$46.27B
50.81%
ABNB
Airbnb
$133.07
$2.05
(1.52%)
premium
8 Buy
18 Hold
6 Sell
Hold
premium
$85.66B
-3.44%
COST
Costco
$947.73
$4.54
(0.48%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$418.68B
35.72%
BKNG
Booking Holdings
$4686.41
$240.39
(4.88%)
premium
19 Buy
11 Hold
0 Sell
Moderate Buy
premium
$163.06B
36.23%
CMG
Chipotle
$56.20
$1.32
(2.29%)
premium
14 Buy
8 Hold
0 Sell
Moderate Buy
premium
$78.38B
23.19%
CP
Canadian Pacific Kansas City
$77.68
$2.86
(3.82%)
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$71.08B
-4.70%
ELF
e.l.f. Beauty
$118.49
$8.46
(6.66%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$7.15B
-19.54%
INTU
Intuit
$609.41
$5.28
(0.87%)
premium
15 Buy
3 Hold
1 Sell
Moderate Buy
premium
$169.11B
-2.90%
MA
Mastercard
$528.06
$3.36
(0.64%)
premium
21 Buy
3 Hold
0 Sell
Strong Buy
premium
$481.59B
20.13%
MSCI
MSCI
$617.38
$5.36
(0.88%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$47.96B
10.49%
NFLX
Netflix
$869.68
$11.58
(1.35%)
premium
20 Buy
7 Hold
2 Sell
Moderate Buy
premium
$366.80B
76.67%
TXRH
Texas Roadhouse
$182.04
$3.09
(1.73%)
premium
9 Buy
11 Hold
0 Sell
Moderate Buy
premium
$11.94B
50.66%
V
Visa
$323.63
$4.01
(1.25%)
premium
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$626.79B
17.98%
VICI
VICI Properties
$30.26
$0.91
(3.1%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$30.94B
-3.96%
GB:DTLA
DTLA
< ETF >
iShares $ Treasury Bond 20+ Yr UCITS ETF USD (Accumulating)
$4.43
$0.04
(0.91%)
premium
premium
$2.19B
-4.08%
GB:IB01
IB01
< ETF >
iShares $ Treasury Bond 0-1yr UCITS ETF USD (Accumulating)
$114.20
$0.02
(0.02%)
premium
premium
$13.97B
5.19%
O
Realty Income
$55.26
$0.64
(1.17%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$47.80B
-3.36%
DELL
Dell Technologies
$111.55
$1.91
(1.74%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$76.93B
31.79%
AVB
AvalonBay
$219.24
$1.1
(0.5%)
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$31.03B
20.90%
EPRT
Essential Properties Realty
$32.05
$0.35
(1.1%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$5.58B
26.60%
MO
Altria Group
$51.47
$0.39
(0.75%)
premium
4 Buy
2 Hold
2 Sell
Hold
premium
$87.89B
28.59%
WPC
W. P. Carey Inc.
$56.87
$1.08
(1.94%)
premium
2 Buy
4 Hold
1 Sell
Hold
premium
$12.21B
-15.03%
MAA
Mid-America Apartment
$150.51
$0.01
(>0.01%)
premium
7 Buy
10 Hold
0 Sell
Moderate Buy
premium
$18.06B
11.30%
CRM
Salesforce
$326.84
$2.28
(0.7%)
premium
32 Buy
7 Hold
2 Sell
Moderate Buy
premium
$310.60B
15.55%
SBUX
Starbucks
$97.98
$2.85
(3%)
premium
11 Buy
6 Hold
3 Sell
Moderate Buy
premium
$107.86B
1.35%
BBY
Best Buy Co
$84.53
$2.63
(3.21%)
premium
7 Buy
8 Hold
1 Sell
Moderate Buy
premium
$17.51B
15.35%
JPM
JPMorgan Chase & Co.
$263.03
$3.87
(1.49%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$729.62B
52.17%
NVDA
Nvidia
$140.83
$3.12
(2.27%)
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.37T
131.48%
DECK
Deckers Outdoor
$214.11
$4.2
(2%)
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
$31.89B
68.10%
DUOL
Duolingo
$337.28
$13.85
(3.94%)
premium
7 Buy
6 Hold
0 Sell
Moderate Buy
premium
$15.44B
80.44%
LULU
Lululemon Athletica
$372.81
$0.89
(0.24%)
premium
16 Buy
7 Hold
1 Sell
Moderate Buy
premium
$47.42B
-22.79%
WMT
Walmart
$93.08
$1.14
(1.24%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$738.59B
69.86%
TM
Toyota Motor
$186.93
$6.15
(3.4%)
premium
premium
$248.56B
-9.91%
ZTS
Zoetis
$167.53
$2.14
(1.29%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$74.84B
-11.94%
BAM
Brookfield Asset Management Ltd. Class A
$56.85
$1.28
(2.3%)
premium
4 Buy
3 Hold
2 Sell
Hold
premium
$24.54B
52.30%
GIS
General Mills
$60.06
$0.43
(0.72%)
premium
2 Buy
11 Hold
0 Sell
Hold
premium
$32.87B
-5.57%