US Portfolio - New Portfolio

Daniel Carini

US Portfolio
Individual Investor
Ranked #14,017 out of 758,358 TipRanks' Investors
Success Rate
83%
96 out of 116
profitable transactions
Average Return
22.08%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
44.27% SGOV
5.76% MSFT
5.11% AMZN
5.06% LLY
4.71% WFC
35.09% Others
By Assets
47.04% Stocks
37.37% ETFs
15.59% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
44.27% General
18.19% Technology
9.12% Consumer Cyclical
8.33% Communication Services
7.04% Financial
13.05% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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MSFT
Microsoft
$431.31
$0.8
(0.19%)
premium
28 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.21T
38.43%
LLY
Eli Lilly & Co
$909.32
$15.24
(1.65%)
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$878.73B
68.10%
AAPL
Apple
$227.52
$1.15
(0.51%)
premium
23 Buy
10 Hold
1 Sell
Moderate Buy
premium
$3.44T
31.64%
GOOGL
Alphabet Class A
$162.73
$1.24
(0.77%)
premium
29 Buy
9 Hold
0 Sell
Strong Buy
premium
$2.00T
25.61%
DIS
Walt Disney
$95.20
$1.28
(1.36%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$170.33B
17.33%
COST
Costco
$901.44
$6.98
(0.77%)
premium
15 Buy
7 Hold
0 Sell
Moderate Buy
premium
$402.73B
64.28%
WFC
Wells Fargo
$56.39
$2.78
(5.19%)
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
$182.48B
31.88%
HON
Honeywell International
$207.03
$0.25
(0.12%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$134.34B
10.05%
PG
Procter & Gamble
$173.21
$0.95
(0.55%)
premium
12 Buy
7 Hold
0 Sell
Moderate Buy
premium
$404.76B
15.36%
MS
Morgan Stanley
$104.60
$2.26
(2.21%)
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$165.57B
24.55%
AMD
Advanced Micro Devices
$167.49
$5.47
(3.38%)
premium
26 Buy
6 Hold
0 Sell
Strong Buy
premium
$262.23B
68.84%
AMZN
Amazon
$191.16
$1.37
(0.71%)
premium
43 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.02T
52.83%
AVGO
Broadcom
$178.09
$2.57
(1.46%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$819.78B
115.05%
SGOV
SGOV
< ETF >
iShares 0-3 Month Treasury Bond ETF
$100.68
$0.01
(<0.01%)
premium
premium
$25.62B
0.09%
ABT
Abbott Laboratories
$112.73
$0.12
(0.11%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$195.93B
17.02%
ETN
Eaton
$333.02
$4.47
(1.36%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$130.80B
55.66%