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New Portfolio Jan 2023 - New Portfolio

New Portfolio Jan 2023
Individual Investor
Ranked #80,213 out of 775,923 TipRanks' Investors
Success Rate
66%
174 out of 265
profitable transactions
Average Return
17.43%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.80% GOOGL
8.28% AMZN
5.56% MSCI
5.02% NFLX
4.83% COST
67.51% Others
By Assets
90.75% Stocks
5.33% Cash
3.91% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
35.03% Consumer Cyclical
20.28% Financial
18.35% Technology
13.82% Communication Services
5.49% Real Estate
7.03% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$254.49
$4.7
(1.88%)
premium
19 Buy
9 Hold
2 Sell
Moderate Buy
premium
$3.85T
31.45%
AMZN
Amazon
$224.92
$1.63
(0.73%)
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.37T
46.60%
MSFT
Microsoft
$436.60
$0.43
(0.1%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.25T
16.56%
PLTR
Palantir Technologies
$80.55
$6.34
(8.54%)
premium
2 Buy
9 Hold
6 Sell
Hold
premium
$183.49B
362.67%
TSLA
Tesla
$421.06
$15.11
(3.46%)
premium
13 Buy
12 Hold
9 Sell
Hold
premium
$1.35T
66.73%
GOOGL
Alphabet Class A
$191.41
$2.9
(1.54%)
premium
27 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.35T
35.28%
SPGI
S&P Global
$491.81
$5.25
(1.08%)
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$152.61B
13.10%
MCO
Moody's
$466.35
$4.26
(0.92%)
premium
9 Buy
4 Hold
1 Sell
Moderate Buy
premium
$84.50B
20.32%
FICO
Fair Isaac
$2090.98
$46.09
(2.25%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$50.91B
78.89%
ABNB
Airbnb
$134.21
$4.86
(3.76%)
premium
7 Buy
19 Hold
6 Sell
Hold
premium
$85.09B
-5.54%
COST
Costco
$954.07
$0.73
(0.08%)
premium
18 Buy
8 Hold
0 Sell
Moderate Buy
premium
$423.51B
42.06%
BKNG
Booking Holdings
$5048.59
$68.19
(1.37%)
premium
20 Buy
11 Hold
0 Sell
Moderate Buy
premium
$167.09B
42.79%
CMG
Chipotle
$61.87
$0.13
(0.21%)
premium
14 Buy
8 Hold
0 Sell
Moderate Buy
premium
$84.30B
34.25%
CP
Canadian Pacific Kansas City
$72.26
$1.16
(1.63%)
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$67.55B
-9.07%
ELF
e.l.f. Beauty
$128.66
$0.43
(0.33%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$7.25B
-10.55%
INTU
Intuit
$643.39
$6.44
(1.01%)
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$180.10B
3.09%
MA
Mastercard
$528.03
$4.75
(0.91%)
premium
22 Buy
2 Hold
0 Sell
Strong Buy
premium
$484.64B
24.51%
MSCI
MSCI
$604.80
$4.22
(0.7%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$47.40B
7.56%
NFLX
Netflix
$909.05
$7.01
(0.78%)
premium
22 Buy
11 Hold
2 Sell
Moderate Buy
premium
$388.58B
86.76%
TXRH
Texas Roadhouse
$181.38
$1.48
(0.81%)
premium
10 Buy
12 Hold
0 Sell
Moderate Buy
premium
$12.10B
49.76%
V
Visa
$317.71
$2.83
(0.9%)
premium
19 Buy
4 Hold
0 Sell
Strong Buy
premium
$623.04B
22.41%
VICI
VICI Properties
$28.79
$0.52
(1.84%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$30.35B
-8.14%
GB:DTLA
DTLA
< ETF >
iShares $ Treasury Bond 20+ Yr UCITS ETF USD (Accumulating)
$4.43
$0.015
(0.34%)
premium
premium
$2.19B
-7.14%
GB:IB01
IB01
< ETF >
iShares $ Treasury Bond 0-1yr UCITS ETF USD (Accumulating)
$113.82
$0.057
(0.05%)
premium
premium
$13.62B
5.17%
O
Realty Income
$52.79
$1.03
(1.99%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$46.20B
-7.21%
DELL
Dell Technologies
$115.77
$3.81
(3.4%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$81.09B
52.91%
AVB
AvalonBay
$222.17
$5.01
(2.31%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$31.60B
18.62%
EPRT
Essential Properties Realty
$31.53
$0.71
(2.3%)
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.55B
21.97%
MO
Altria Group
$53.84
$0.85
(1.6%)
premium
4 Buy
1 Hold
2 Sell
Moderate Buy
premium
$91.25B
33.40%
WPC
W. P. Carey Inc.
$54.25
$0.81
(1.52%)
premium
2 Buy
4 Hold
1 Sell
Hold
premium
$11.87B
-16.41%
MAA
Mid-America Apartment
$153.40
$3.97
(2.66%)
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$18.40B
15.23%
CRM
Salesforce
$343.65
$7.42
(2.21%)
premium
31 Buy
9 Hold
1 Sell
Moderate Buy
premium
$328.87B
29.03%
SBUX
Starbucks
$87.97
$0.79
(0.89%)
premium
13 Buy
6 Hold
4 Sell
Moderate Buy
premium
$99.74B
-7.67%
BBY
Best Buy Co
$85.55
$0.35
(0.41%)
premium
8 Buy
8 Hold
1 Sell
Moderate Buy
premium
$18.29B
12.36%
JPM
JPMorgan Chase & Co.
$237.60
$4.64
(1.99%)
premium
9 Buy
5 Hold
1 Sell
Moderate Buy
premium
$668.92B
41.94%
NVDA
Nvidia
$134.70
$4.02
(3.08%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.30T
175.86%
DECK
Deckers Outdoor
$210.97
$5.69
(2.77%)
premium
10 Buy
9 Hold
0 Sell
Moderate Buy
premium
$32.05B
82.48%
DUOL
Duolingo
$342.12
$6.9
(2.06%)
premium
7 Buy
6 Hold
0 Sell
Moderate Buy
premium
$15.05B
43.40%
LULU
Lululemon Athletica
$379.42
$5.88
(1.57%)
premium
13 Buy
10 Hold
1 Sell
Moderate Buy
premium
$48.15B
-25.60%
WMT
Walmart
$92.24
$1.16
(1.24%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$741.00B
76.65%
TM
Toyota Motor
$178.17
$3.96
(2.27%)
premium
premium
$238.62B
-0.20%
ZTS
Zoetis
$164.84
$1.32
(0.81%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$74.37B
-15.46%
BAM
Brookfield Asset Management Ltd. Class A
$54.42
$0.2
(0.37%)
premium
5 Buy
3 Hold
2 Sell
Moderate Buy
premium
$22.90B
48.31%
GIS
General Mills
$63.61
$0.4
(0.62%)
premium
2 Buy
11 Hold
0 Sell
Hold
premium
$35.06B
-1.40%