New Portfolio Apr 2024 - New Portfolio

Ihatecactus

New Portfolio Apr 2024
Individual Investor
Ranked #121,210 out of 748,394 TipRanks' Investors
Success Rate
83%
15 out of 18
profitable transactions
Average Return
9.26%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.67% SCHD
8.99% WMT
8.28% PSA
7.81% LOW
7.77% AVGO
53.48% Others
By Assets
76.46% Stocks
23.54% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
23.54% General
22.66% Real Estate
18.54% Consumer Defensive
15.66% Technology
7.81% Consumer Cyclical
11.79% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$220.69
$2.15
(0.98%)
premium
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.35T
13.47%
AVGO
Broadcom
$153.25
$1.91
(1.26%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$704.47B
67.76%
FRT
Federal Realty
$108.57
$1.32
(1.23%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$8.96B
9.47%
GOOGL
Alphabet Class A
$173.21
$0.58
(0.34%)
premium
34 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.14T
41.42%
KHC
Kraft Heinz
$33.38
$0.325
(0.98%)
premium
7 Buy
7 Hold
1 Sell
Moderate Buy
premium
$40.13B
-5.27%
LOW
Lowe's
$238.38
$6.71
(2.9%)
premium
10 Buy
11 Hold
0 Sell
Moderate Buy
premium
$132.01B
3.47%
O
Realty Income
$57.85
$0.59
(1.03%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$49.86B
-3.84%
PANW
Palo Alto Networks
$328.51
$4.27
(1.32%)
premium
31 Buy
7 Hold
0 Sell
Strong Buy
premium
$104.99B
33.48%
PSA
Public Storage
$297.45
$1.9
(0.64%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$51.94B
5.06%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$81.76
$1.06
(1.31%)
premium
398 Buy
431 Hold
62 Sell
Moderate Buy
premium
$57.02B
7.13%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$547.09
$5.86
(1.08%)
premium
4K Buy
3K Hold
295 Sell
Moderate Buy
premium
$568.18B
18.84%
SYY
Sysco
$72.28
$1.08
(1.52%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$35.46B
-3.05%
VICI
VICI Properties
$30.81
$0.6
(1.99%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$31.51B
-2.74%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$502.77
$5.48
(1.1%)
premium
4K Buy
3K Hold
295 Sell
Moderate Buy
premium
$489.46B
18.81%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$270.93
$3.4
(1.27%)
premium
12K Buy
7K Hold
906 Sell
Moderate Buy
premium
$420.61B
17.91%
WMT
Walmart
$70.23
$0.37
(0.52%)
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$567.87B
34.96%
EPD
Enterprise Products Partners
$29.85
$0.15
(0.51%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$64.50B
17.86%