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New Portfolio Feb 2023 - New Portfolio

New Portfolio Feb 2023
Individual Investor
Ranked #42,249 out of 747,498 TipRanks' Investors
Success Rate
73%
64 out of 88
profitable transactions
Average Return
15.22%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
21.37% MSFT
16.15% ABBV
14.15% PRU
7.04% IRM
5.56% JNJ
35.73% Others
By Assets
83.30% Stocks
14.74% ETFs
1.95% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
25.51% Healthcare
21.50% Technology
18.23% Financial
16.69% General
8.26% Energy
9.80% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
xl1w7ofidhp
xl1w7ofidhp
xl1w7ofidhp
premium
xl1w7ofidhp
premium
xl1w7ofidhp
xl1w7ofidhp
xl1w7ofidhp
kytu4rli
kytu4rli
kytu4rli
premium
kytu4rli
premium
kytu4rli
kytu4rli
kytu4rli
wvfbiaronqr
wvfbiaronqr
wvfbiaronqr
premium
wvfbiaronqr
premium
wvfbiaronqr
wvfbiaronqr
wvfbiaronqr
4scpm810f6
4scpm810f6
4scpm810f6
premium
4scpm810f6
premium
4scpm810f6
4scpm810f6
4scpm810f6
xi2n7stis8
xi2n7stis8
xi2n7stis8
premium
xi2n7stis8
premium
xi2n7stis8
xi2n7stis8
xi2n7stis8
k24qdt
k24qdt
k24qdt
premium
k24qdt
premium
k24qdt
k24qdt
k24qdt
6j8lkytnmp
6j8lkytnmp
6j8lkytnmp
premium
6j8lkytnmp
premium
6j8lkytnmp
6j8lkytnmp
6j8lkytnmp
tvboo82
tvboo82
tvboo82
premium
tvboo82
premium
tvboo82
tvboo82
tvboo82
7glaejue7us
7glaejue7us
7glaejue7us
premium
7glaejue7us
premium
7glaejue7us
7glaejue7us
7glaejue7us
kaxigpdu5r
kaxigpdu5r
kaxigpdu5r
premium
kaxigpdu5r
premium
kaxigpdu5r
kaxigpdu5r
kaxigpdu5r
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ABBV
AbbVie
$173.61
$1.29
(0.75%)
After
0.21%
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$304.29B
25.00%
CVS
CVS Health
$58.33
$0.575
(0.98%)
After
0.07%
premium
11 Buy
9 Hold
0 Sell
Moderate Buy
premium
$74.78B
-19.40%
EPD
Enterprise Products Partners
$29.98
$0.02
(0.07%)
After
0.03%
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$65.15B
19.38%
ET
Energy Transfer
$16.38
$0.06
(0.36%)
After
0.06%
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$55.43B
35.42%
GIS
General Mills
$64.60
$0.22
(0.34%)
After
0.02%
premium
1 Buy
12 Hold
0 Sell
Hold
premium
$35.93B
-13.54%
IHI
IHI
< ETF >
iShares U.S. Medical Devices ETF
$56.91
$0.5
(0.89%)
After
0.02%
premium
302 Buy
145 Hold
19 Sell
Moderate Buy
premium
$4.98B
-1.72%
IRM
Iron Mountain
$100.13
$1.85
(1.88%)
After
2.63%
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$28.81B
63.85%
MGA
Magna International
$44.51
$0.87
(1.99%)
After
0.02%
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$12.55B
-27.52%
MGV
MGV
< ETF >
Vanguard Mega Cap Value ETF
$122.19
$0.48
(0.39%)
premium
1K Buy
727 Hold
59 Sell
Moderate Buy
premium
$7.86B
13.26%
MSFT
Microsoft
$442.94
$5.83
(1.33%)
After
0.14%
premium
34 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.25T
27.65%
PRU
Prudential Financial
$124.61
$0.85
(0.69%)
After
0%
premium
2 Buy
7 Hold
2 Sell
Hold
premium
$44.43B
34.73%
USB
US Bancorp
$45.04
$0.28
(0.63%)
After
0%
premium
7 Buy
10 Hold
0 Sell
Moderate Buy
premium
$69.85B
19.84%
CPNG
Coupang
$20.61
$0.42
(2.08%)
After
0%
premium
6 Buy
1 Hold
1 Sell
Moderate Buy
premium
$36.10B
17.38%
JNJ
Johnson & Johnson
$154.24
$0.45
(0.29%)
After
<0.01%
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$372.29B
-6.75%
HPS
HPS
< FUND >
John Hancock Preferred Income Fund III
$16.05
$0.09
(0.56%)
premium
premium
$515.25M
14.55%
NYCB
NY Community
$11.02
$0.16
(1.43%)
After
1%
premium
1 Buy
9 Hold
0 Sell
Hold
premium
$3.93B
-68.20%
SNV
Synovus
$45.89
$0.8
(1.77%)
After
0%
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.60B
42.55%
VTV
VTV
< ETF >
Vanguard Value ETF
$165.87
$0.8
(0.48%)
After
0.22%
premium
2K Buy
2K Hold
180 Sell
Moderate Buy
premium
$120.54B
12.16%
SCHA
SCHA
< ETF >
Schwab U.S. Small-Cap ETF
$50.70
$0.78
(1.56%)
After
0.06%
premium
5K Buy
3K Hold
494 Sell
Moderate Buy
premium
$17.58B
9.91%
FRME
First Merchants
$39.36
$0.64
(1.65%)
After
0%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$2.27B
24.82%
T
AT&T
$18.55
$0.57
(2.98%)
After
0.05%
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$137.09B
36.67%
BDX
Becton Dickinson
$231.09
$0.35
(0.15%)
After
0.39%
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$66.69B
-16.30%
SOXX
SOXX
< ETF >
iShares Semiconductor ETF
$246.24
$9.8
(4.14%)
After
0.77%
premium
332 Buy
149 Hold
17 Sell
Moderate Buy
premium
$15.18B
38.91%
AAPL
Apple
$223.96
$0.35
(0.16%)
After
0.03%
premium
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.44T
16.99%
IYW
IYW
< ETF >
iShares U.S. Technology ETF
$151.02
$3.01
(2.03%)
After
0.41%
premium
1K Buy
683 Hold
75 Sell
Moderate Buy
premium
$18.88B
33.93%
KVUE
Kenvue, Inc.
$18.23
$0.02
(0.11%)
After
0.22%
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$34.95B
-21.40%
SUN
Sunoco
$57.31
$0.42
(0.73%)
After
0%
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.74B
37.09%