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New Portfolio - New Portfolio

RCMA

New Portfolio
Individual Investor
Ranked #101,051 out of 775,923 TipRanks' Investors
Success Rate
67%
61 out of 91
profitable transactions
Average Return
11.62%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.97% BRK.B
9.20% META
8.63% SPG
7.11% ET
5.97% JPM
59.12% Others
By Assets
94.73% Stocks
2.82% ETFs
2.45% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
28.38% Financial
16.86% Communication Services
11.21% Technology
9.72% Healthcare
9.49% Energy
24.34% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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SPG
Simon Property
$171.61
$2.35
(1.39%)
premium
2 Buy
10 Hold
0 Sell
Hold
premium
$64.43B
20.60%
META
Meta Platforms
$585.25
$10.32
(1.73%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.48T
65.61%
JPM
JPMorgan Chase & Co.
$237.60
$4.64
(1.99%)
premium
9 Buy
5 Hold
1 Sell
Moderate Buy
premium
$668.92B
41.94%
ET
Energy Transfer
$18.86
$0.59
(3.23%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$64.58B
37.06%
CVS
CVS Health
$44.36
$0.58
(1.32%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$55.82B
-43.68%
C
Citigroup
$69.19
$0.77
(1.13%)
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$130.86B
36.04%
BRK.B
Berkshire Hathaway B
$453.20
$3.86
(0.86%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$978.78B
27.13%
BNPQY
BNP Paribas
$29.97
$0.01
(0.03%)
premium
premium
$67.74B
-13.86%
BAYRY
Bayer
$4.91
$0.02
(0.41%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$19.40B
-45.32%
GEHC
GE Healthcare Technologies Inc
$78.91
$1.48
(1.91%)
premium
8 Buy
2 Hold
1 Sell
Moderate Buy
premium
$36.05B
2.23%
AMZN
Amazon
$224.92
$1.63
(0.73%)
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.37T
46.60%
CTRA
Coterra Energy
$23.68
$0.01
(0.04%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$17.44B
-8.14%
HON
Honeywell International
$228.32
$1.44
(0.63%)
premium
9 Buy
10 Hold
0 Sell
Moderate Buy
premium
$148.46B
11.03%
GOOG
Alphabet Class C
$192.96
$3.26
(1.72%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.35T
36.08%
VUG
VUG
< ETF >
Vanguard Growth ETF
$417.78
$4.47
(1.08%)
premium
2K Buy
1K Hold
114 Sell
Moderate Buy
premium
$156.40B
34.52%
AMD
Advanced Micro Devices
$119.21
$0.33
(0.28%)
premium
22 Buy
8 Hold
0 Sell
Moderate Buy
premium
$193.45B
-14.61%
WFC
Wells Fargo
$70.34
$1.49
(2.16%)
premium
11 Buy
9 Hold
0 Sell
Moderate Buy
premium
$234.20B
43.03%
NXT
NEXTracker, Inc. Class A
$35.15
$1.31
(3.87%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$5.12B
-28.82%
CRWD
CrowdStrike Holdings
$362.29
$11.26
(3.21%)
premium
28 Buy
5 Hold
0 Sell
Strong Buy
premium
$89.24B
41.72%
DIS
Walt Disney
$112.03
$0.66
(0.59%)
premium
16 Buy
6 Hold
0 Sell
Moderate Buy
premium
$202.88B
23.08%
STZ
Constellation Brands
$227.63
$0.58
(0.26%)
premium
15 Buy
6 Hold
0 Sell
Moderate Buy
premium
$41.33B
-4.31%
LLY
Eli Lilly & Co
$767.76
$10.22
(1.35%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$728.85B
34.60%