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New Portfolio May 2023 - New Portfolio

Sergio

New Portfolio May 2023
Individual Investor
Ranked #28,272 out of 781,066 TipRanks' Investors
Success Rate
85%
35 out of 41
profitable transactions
Average Return
53.26%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.80% NVDA
9.49% LLY
8.18% GS
8.01% META
6.86% MA
56.66% Others
By Assets
68.92% Stocks
31.08% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
32.19% Technology
25.33% Financial
14.60% Consumer Cyclical
11.54% Healthcare
8.01% Communication Services
8.32% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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TSLA
Tesla
$426.50
$12.68
(3.06%)
premium
13 Buy
12 Hold
9 Sell
Hold
premium
$1.33T
101.29%
NVO
Novo Nordisk
$78.69
$4.38
(5.27%)
premium
6 Buy
3 Hold
1 Sell
Moderate Buy
premium
$367.28B
-26.83%
NVDA
Nvidia
$137.71
$4.14
(3.1%)
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.27T
141.14%
MSFT
Microsoft
$429.03
$4.45
(1.05%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.16T
8.93%
META
Meta Platforms
$612.77
$1.47
(0.24%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.54T
62.91%
MCD
McDonald's
$280.95
$1.21
(0.43%)
premium
16 Buy
9 Hold
0 Sell
Moderate Buy
premium
$200.47B
-4.55%
MA
Mastercard
$524.70
$1.56
(0.3%)
premium
21 Buy
3 Hold
0 Sell
Strong Buy
premium
$480.15B
21.82%
LLY
Eli Lilly & Co
$725.72
$31.88
(4.21%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$719.20B
16.42%
HD
Home Depot
$409.38
$0.05
(0.01%)
premium
17 Buy
4 Hold
0 Sell
Strong Buy
premium
$406.61B
14.38%
CRM
Salesforce
$324.56
$4.56
(1.43%)
premium
32 Buy
7 Hold
2 Sell
Moderate Buy
premium
$306.24B
18.25%
CAT
Caterpillar
$386.02
$5.47
(1.44%)
premium
5 Buy
5 Hold
3 Sell
Hold
premium
$183.73B
36.94%
BRK.B
Berkshire Hathaway B
$467.95
$5.14
(1.11%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$997.29B
29.13%
AAPL
Apple
$229.98
$1.72
(0.75%)
premium
19 Buy
7 Hold
3 Sell
Moderate Buy
premium
$3.43T
21.92%
V
Visa
$319.62
$2.37
(0.75%)
premium
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$622.14B
19.20%
GS
Goldman Sachs Group
$625.94
$12.95
(2.11%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$192.42B
66.07%
TSM
TSMC
$211.50
$3.29
(1.53%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$870.45B
87.12%
KO
Coca-Cola
$62.71
$0.46
(0.74%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$268.16B
4.24%