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New Portfolio May 2023 - New Portfolio

Sergio

New Portfolio May 2023
Individual Investor
Ranked #25,772 out of 769,002 TipRanks' Investors
Success Rate
88%
36 out of 41
profitable transactions
Average Return
50.25%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.64% NVDA
9.92% LLY
7.88% GS
7.45% META
6.81% MA
56.30% Others
By Assets
68.67% Stocks
31.33% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
32.64% Technology
25.03% Financial
13.73% Consumer Cyclical
12.63% Healthcare
7.45% Communication Services
8.52% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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premium
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i61uunvz9u8
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premium
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premium
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premium
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premium
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premium
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premium
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TSLA
Tesla
$339.64
$2.39
(0.7%)
After
0.15%
premium
11 Buy
14 Hold
9 Sell
Hold
premium
$1.11T
41.80%
NVO
Novo Nordisk
$102.63
$2.64
(2.51%)
After
>0.01%
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$454.52B
2.42%
NVDA
Nvidia
$146.67
$0.78
(0.53%)
After
0.25%
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.61T
192.11%
MSFT
Microsoft
$412.87
$1.79
(0.43%)
After
<0.01%
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
11.37%
META
Meta Platforms
$563.09
$2.43
(0.43%)
After
0.23%
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.42T
67.82%
MCD
McDonald's
$288.47
$2.44
(0.84%)
After
0.06%
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$208.34B
3.72%
MA
Mastercard
$515.10
$2.56
(0.5%)
After
0.17%
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$476.78B
25.33%
LLY
Eli Lilly & Co
$749.92
$3.49
(0.46%)
After
0.12%
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$692.74B
27.14%
HD
Home Depot
$410.45
$10.45
(2.61%)
After
0.14%
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$404.07B
31.00%
CRM
Salesforce
$335.78
$10.08
(3.09%)
After
0.11%
premium
34 Buy
8 Hold
1 Sell
Strong Buy
premium
$309.20B
45.19%
CAT
Caterpillar
$389.59
$8.09
(2.12%)
After
0.07%
premium
5 Buy
5 Hold
4 Sell
Hold
premium
$184.59B
52.96%
BRK.B
Berkshire Hathaway B
$472.06
$3.23
(0.69%)
After
0.01%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.01T
29.87%
AAPL
Apple
$228.52
$0.48
(0.21%)
After
>0.01%
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.45T
20.12%
V
Visa
$309.90
$2.51
(0.82%)
After
0.12%
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$612.40B
21.87%
GS
Goldman Sachs Group
$596.11
$14.18
(2.44%)
After
>0.01%
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$182.50B
73.73%
TSM
Taiwan Semiconductor Manufacturing
$191.24
$2.88
(1.53%)
After
0.13%
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$827.92B
91.40%
KO
Coca-Cola
$63.76
$0.77
(1.22%)
After
0.28%
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$269.63B
8.55%