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FY 20427 Equities Trust - New Portfolio

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FY 20427 Equities Trust
Individual Investor
Ranked #61,703 out of 777,622 TipRanks' Investors
Success Rate
66%
51 out of 77
profitable transactions
Average Return
30.16%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.30% MSFT
8.99% RTX
7.34% SHEL
7.23% IGPT
6.96% PG
59.18% Others
By Assets
85.91% Stocks
14.09% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
19.38% General
18.53% Technology
12.06% Industrials
11.15% Financial
9.41% Consumer Cyclical
29.47% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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KVUE
Kenvue, Inc.
$21.28
$0.07
(0.33%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$40.93B
-1.02%
HLN
Haleon PLC Sponsored ADR
$9.44
$0.1
(1.05%)
Pre
0.64%
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$42.78B
15.92%
GOOGL
Alphabet Class A
$189.43
$0.13
(0.07%)
Pre
0.45%
premium
23 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.32T
37.00%
SHEL
Shell
$63.10
$0.45
(0.72%)
Pre
1.22%
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$188.79B
-4.95%
PG
Procter & Gamble
$165.98
$1.67
(1%)
Pre
0.2%
premium
12 Buy
7 Hold
0 Sell
Moderate Buy
premium
$394.82B
12.71%
NEE
NextEra Energy
$71.61
$0.08
(0.11%)
Pre
0.47%
premium
9 Buy
5 Hold
1 Sell
Moderate Buy
premium
$147.42B
16.44%
MSFT
Microsoft
$418.58
$2.92
(0.69%)
Pre
0.71%
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.13T
13.65%
RTX
RTX
$116.01
$0.29
(0.25%)
Pre
0.19%
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$154.03B
35.79%
INCO
INCO
< ETF >
Columbia India Consumer ETF
$66.07
$1.64
(2.55%)
premium
premium
$379.26M
10.01%
SMIN
SMIN
< ETF >
iShares MSCI India Small Cap ETF
$76.95
$0.5
(0.65%)
premium
premium
$852.50M
9.01%
ONON
On Holding AG
$55.37
$0.6
(1.1%)
Pre
0.58%
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$17.53B
104.67%
HSBC
HSBC Holdings
$48.68
$0.78
(1.58%)
Pre
0.72%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$176.44B
21.70%
GE
GE Aerospace
$168.59
$1.8
(1.08%)
Pre
0.66%
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$180.52B
32.42%
TBBB
BBB Foods, Inc. Class A
$29.66
$1.38
(4.88%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.17B
GEV
GE Vernova Inc.
$338.94
$10.01
(3.04%)
Pre
0.75%
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$90.67B
BLK
BlackRock
$1017.40
$7.71
(0.75%)
Pre
0.25%
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$158.77B
28.09%
KMPR
Kemper
$65.43
$1.01
(1.52%)
Pre
1.41%
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.26B
34.66%
CRWD
CrowdStrike Holdings
$347.34
$5.18
(1.51%)
Pre
0.73%
premium
29 Buy
5 Hold
0 Sell
Strong Buy
premium
$84.28B
38.59%
AMZN
Amazon
$220.22
$0.83
(0.38%)
Pre
0.87%
premium
45 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.31T
46.33%
IGPT
IGPT
< ETF >
Invesco AI and Next Gen Software ETF
$45.59
$0.36
(0.8%)
premium
709 Buy
305 Hold
44 Sell
Moderate Buy
premium
$415.53M
20.71%