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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #59,328 out of 747,498 TipRanks' Investors
Success Rate
79%
38 out of 48
profitable transactions
Average Return
13.23%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.53% MA
8.40% MSFT
6.68% CAT
6.46% CI
5.10% V
64.83% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
29.04% Financial
17.86% Technology
17.09% Healthcare
12.01% Consumer Defensive
6.74% Consumer Cyclical
17.26% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
409liet
409liet
409liet
premium
409liet
premium
409liet
409liet
409liet
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GOOG
Alphabet Class C
$179.39
$0.17
(0.09%)
Pre
1.59%
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.21T
49.28%
AAPL
Apple
$224.31
$0.13
(0.06%)
Pre
1.2%
premium
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.44T
16.99%
KO
Coca-Cola
$65.29
$0.1
(0.15%)
Pre
0.25%
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$281.27B
7.92%
AXP
American Express
$242.38
$6.82
(2.74%)
Pre
0.2%
premium
6 Buy
8 Hold
1 Sell
Moderate Buy
premium
$174.34B
46.40%
SBUX
Starbucks
$79.27
$5.08
(6.85%)
Pre
1.15%
premium
8 Buy
18 Hold
0 Sell
Moderate Buy
premium
$89.79B
-20.97%
MO
Altria Group
$49.45
$0.12
(0.24%)
Pre
0.14%
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$84.94B
18.56%
BAX
Baxter International
$35.35
$0.33
(0.92%)
Pre
0.19%
premium
2 Buy
7 Hold
1 Sell
Hold
premium
$18.01B
-24.50%
BAC
Bank of America
$42.90
$0.11
(0.26%)
Pre
0.93%
premium
9 Buy
5 Hold
1 Sell
Moderate Buy
premium
$335.49B
35.29%
AU:NAB
National Australia Bank Limited
AU$36.85
AU$0.38
(1.02%)
premium
2 Buy
4 Hold
5 Sell
Moderate Sell
premium
AU$114.95B
31.26%
AU:ZIP
Zip Co Ltd.
AU$1.69
AU$0.01
(0.59%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
AU$1.91B
286.36%
DIS
Walt Disney
$95.74
$1.05
(1.08%)
Pre
0.17%
premium
21 Buy
5 Hold
0 Sell
Strong Buy
premium
$174.54B
11.43%
MRK
Merck & Company
$125.77
$1.52
(1.22%)
Pre
0.1%
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$318.55B
18.68%
CSCO
Cisco Systems
$47.32
$0.72
(1.5%)
Pre
0.25%
premium
6 Buy
12 Hold
0 Sell
Moderate Buy
premium
$190.64B
-8.04%
IBM
International Business Machines
$183.25
$1.97
(1.06%)
Pre
0.23%
premium
6 Buy
7 Hold
1 Sell
Moderate Buy
premium
$168.33B
36.92%
PG
Procter & Gamble
$167.96
$0.526
(0.31%)
Pre
0.1%
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$396.41B
12.25%
C
Citigroup
$65.14
$0.25
(0.39%)
Pre
0.06%
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$124.25B
42.63%
$37.15
$0.23
(0.62%)
Pre
0.54%
premium
5 Buy
5 Hold
1 Sell
Moderate Buy
premium
$36.35B
18.58%
MCD
McDonald's
$257.28
$2.24
(0.86%)
Pre
0.4%
premium
19 Buy
8 Hold
0 Sell
Moderate Buy
premium
$185.50B
-10.81%
CVX
Chevron
$159.15
$2.82
(1.74%)
Pre
0.55%
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$293.31B
4.48%
CI
Cigna
$335.84
$4.68
(1.37%)
Pre
0.1%
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$95.40B
16.33%
CAT
Caterpillar
$347.63
$8.4
(2.36%)
Pre
0.38%
premium
7 Buy
5 Hold
1 Sell
Moderate Buy
premium
$170.01B
35.84%
MA
Mastercard
$443.69
$5.03
(1.12%)
Pre
0.54%
premium
22 Buy
2 Hold
0 Sell
Strong Buy
premium
$412.46B
10.26%
V
Visa
$265.46
$3.69
(1.37%)
Pre
0.89%
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$531.18B
11.82%
PFE
Pfizer
$29.97
$0.26
(0.88%)
Pre
0.17%
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$169.83B
-15.63%
MSFT
Microsoft
$437.11
$3.26
(0.74%)
Pre
0.8%
premium
34 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.25T
27.65%
JNJ
Johnson & Johnson
$154.69
$0.73
(0.47%)
Pre
0.04%
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$372.29B
-6.75%
JPM
JPMorgan Chase & Co.
$209.78
$0.2
(0.1%)
Pre
0.3%
premium
16 Buy
6 Hold
0 Sell
Moderate Buy
premium
$602.42B
38.79%
ABBV
AbbVie
$172.32
$1.18
(0.69%)
Pre
0.06%
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$304.29B
25.00%
PM
Philip Morris
$107.12
$0.34
(0.32%)
Pre
0.25%
premium
5 Buy
0 Hold
1 Sell
Moderate Buy
premium
$166.52B
15.87%
WMT
Walmart
$70.75
$0.07
(0.1%)
Pre
0%
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$569.08B
35.12%
F
Ford Motor
$13.98
$0.57
(3.92%)
Pre
0.29%
premium
7 Buy
5 Hold
1 Sell
Moderate Buy
premium
$55.81B
5.75%
XOM
Exxon Mobil
$116.07
$2.73
(2.3%)
Pre
0.6%
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$520.68B
13.87%
AU:ANZ
ANZ Group Holdings
AU$29.34
AU$0.32
(1.08%)
premium
3 Buy
6 Hold
2 Sell
Hold
premium
AU$89.27B
16.08%