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FY 20427 Equities Trust - New Portfolio

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FY 20427 Equities Trust
Individual Investor
Ranked #68,681 out of 789,901 TipRanks' Investors
Success Rate
64%
53 out of 83
profitable transactions
Average Return
27.52%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.35% RTX
8.62% MSFT
6.97% SHEL
6.64% PG
6.24% IGPT
62.18% Others
By Assets
88.72% Stocks
11.28% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
19.94% Technology
13.78% Industrials
13.24% General
13.19% Financial
9.41% Energy
30.43% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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KVUE
Kenvue, Inc.
$23.87
$0.08
(0.34%)
premium
5 Buy
7 Hold
0 Sell
Moderate Buy
premium
$45.11B
25.47%
HLN
Haleon PLC Sponsored ADR
$10.78
$0.195
(1.84%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$45.80B
27.32%
GOOGL
Alphabet Class A
$168.20
$1.19
(0.71%)
premium
26 Buy
11 Hold
0 Sell
Moderate Buy
premium
$2.09T
24.16%
SHEL
Shell
$65.66
$0.8
(1.2%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$201.60B
5.74%
PG
Procter & Gamble
$178.62
$3.03
(1.73%)
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$407.63B
10.05%
NEE
NextEra Energy
$72.45
$0.83
(1.16%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$144.34B
30.29%
MSFT
Microsoft
$385.19
$3.3
(0.85%)
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.95T
-6.37%
RTX
RTX
$130.00
$3.83
(2.86%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$177.16B
47.91%
INCO
INCO
< ETF >
Columbia India Consumer ETF
$55.51
$0.35
(0.63%)
premium
premium
$312.44M
-11.88%
SMIN
SMIN
< ETF >
iShares MSCI India Small Cap ETF
$62.09
$0.55
(0.89%)
premium
premium
$552.87M
-15.46%
ONON
On Holding AG
$49.83
$1.98
(4.14%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$15.67B
39.91%
HSBC
HSBC Holdings
$59.54
$0.79
(1.31%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$211.10B
55.57%
GE
GE Aerospace
$195.40
$6.56
(3.25%)
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$222.15B
25.43%
TBBB
BBB Foods, Inc. Class A
$24.88
$0.84
(3.27%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$2.99B
20.92%
BLK
BlackRock
$940.33
$26.14
(2.7%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$151.80B
17.17%
KMPR
Kemper
$66.78
$1.49
(2.18%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.32B
17.22%
CRWD
CrowdStrike Holdings
$377.70
$5.03
(1.31%)
premium
19 Buy
3 Hold
0 Sell
Strong Buy
premium
$95.98B
21.96%
AMZN
Amazon
$199.91
$5.11
(2.49%)
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.25T
15.45%
IGPT
IGPT
< ETF >
Invesco AI and Next Gen Software ETF
$42.57
$1.06
(2.43%)
premium
747 Buy
319 Hold
45 Sell
Moderate Buy
premium
$419.84M
-1.96%
CVNA
Carvana Co
$200.81
$18.64
(8.49%)
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$49.69B
169.13%
ET
Energy Transfer
$18.36
$0.67
(3.52%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$66.19B
27.72%
OPRA
Opera
$16.80
$0.79
(4.49%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.30B
33.38%
MRVL
Marvell
$85.29
$0.54
(0.63%)
premium
22 Buy
1 Hold
0 Sell
Strong Buy
premium
$79.45B
8.17%
EOSE
Eos Energy Enterprises
$3.83
$0.16
(4.02%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$952.28M
294.55%
ARCC
Ares Capital
$22.88
$0.35
(1.51%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.70B
14.32%