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New Portfolio May 2023 - New Portfolio

Mar Yono

New Portfolio May 2023
Individual Investor
Ranked #124,875 out of 788,374 TipRanks' Investors
Success Rate
74%
20 out of 27
profitable transactions
Average Return
29.47%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
3.85% AXP
3.85% BAC
3.85% CVX
3.85% KHC
3.85% KO
80.75% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
23.08% Financial
11.54% Basic Materials
11.54% Technology
11.54% Energy
11.54% Communication Services
30.77% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AXP
American Express
$295.40
$8.46
(2.78%)
premium
9 Buy
12 Hold
1 Sell
Moderate Buy
premium
$207.53B
37.68%
BAC
Bank of America
$44.81
$0.49
(1.08%)
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$341.04B
32.10%
CVX
Chevron
$156.92
$1.87
(1.18%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$282.00B
1.46%
KHC
Kraft Heinz
$31.13
$0.97
(3.22%)
premium
2 Buy
13 Hold
2 Sell
Hold
premium
$37.20B
-13.65%
KO
Coca-Cola
$71.35
$1.31
(1.87%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$306.88B
16.58%
MCO
Moody's
$500.28
$11.34
(2.22%)
premium
7 Buy
6 Hold
0 Sell
Moderate Buy
premium
$90.05B
29.77%
OXY
Occidental Petroleum
$50.42
$1.67
(3.21%)
premium
6 Buy
11 Hold
1 Sell
Moderate Buy
premium
$47.32B
-15.99%
USB
US Bancorp
$45.87
$0.89
(1.9%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$71.56B
10.90%
MSFT
Microsoft
$408.21
$7.92
(1.9%)
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.03T
-0.52%
GOOGL
Alphabet Class A
$179.66
$4.9
(2.65%)
premium
27 Buy
10 Hold
0 Sell
Moderate Buy
premium
$2.20T
24.80%
ALB
Albemarle
$81.20
$1.31
(1.59%)
premium
8 Buy
12 Hold
2 Sell
Moderate Buy
premium
$9.55B
-32.70%
O
Realty Income
$57.09
$0.57
(1.01%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$49.97B
7.84%
TSM
TSMC
$198.24
$1.86
(0.93%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$866.06B
53.04%
BHP
BHP Group
$51.44
$0.67
(1.29%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$133.05B
-11.78%
UL
Unilever
$56.13
$0.59
(1.06%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$140.00B
10.80%
SNY
Sanofi
$54.46
$0.33
(0.61%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$136.73B
11.67%
DE
Deere
$489.98
$5.81
(1.17%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$133.45B
34.37%
HSBC
HSBC Holdings
$56.08
$0.11
(0.2%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$199.40B
46.81%
VZ
Verizon
$42.76
$0.27
(0.64%)
premium
6 Buy
10 Hold
0 Sell
Moderate Buy
premium
$180.01B
5.16%
PFE
Pfizer
$26.30
$0.4
(1.54%)
premium
7 Buy
10 Hold
0 Sell
Moderate Buy
premium
$149.04B
-5.26%
JPM
JPMorgan Chase & Co.
$264.24
$2.56
(0.96%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$738.84B
43.62%
QCOM
Qualcomm
$165.43
$8.27
(4.76%)
premium
11 Buy
9 Hold
1 Sell
Moderate Buy
premium
$182.97B
6.79%
TM
Toyota Motor
$177.11
$3.57
(1.98%)
premium
premium
$244.24B
-24.63%
VALE
Vale SA
$10.11
$0.04
(0.39%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$43.33B
-24.94%
XOM
Exxon Mobil
$110.69
$1.31
(1.17%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$480.30B
6.60%
TLK
PT Telekomunikasi Indonesia Tbk
$15.96
$0.19
(1.18%)
premium
premium
$16.10B
-39.57%