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New Portfolio Apr 2024 - New Portfolio

Juan Carlos Zambrano Laurens

New Portfolio Apr 2024
Individual Investor
Ranked #109,219 out of 777,622 TipRanks' Investors
Success Rate
65%
42 out of 65
profitable transactions
Average Return
21.22%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
77.84% AAPL
5.89% UNH
3.48% AXP
3.28% KO
1.80% NKE
7.71% Others
By Assets
80.71% Stocks
17.50% Cash
1.79% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
80.41% Technology
5.89% Healthcare
3.51% Consumer Cyclical
3.48% Financial
3.28% Consumer Defensive
3.44% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$243.85
$6.57
(2.62%)
Pre
0.17%
premium
19 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.79T
34.89%
AXP
American Express
$298.43
$1.64
(0.55%)
Pre
0.17%
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$209.07B
59.29%
BAC
Bank of America
$44.29
$0.34
(0.77%)
Pre
0.41%
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$337.22B
31.08%
CVX
Chevron
$146.71
$1.87
(1.29%)
Pre
0.54%
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$260.29B
-3.10%
KHC
Kraft Heinz
$30.77
$0.06
(0.2%)
Pre
0.26%
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$37.13B
-19.35%
KO
Coca-Cola
$61.84
$0.42
(0.67%)
Pre
0.29%
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$268.20B
3.84%
MCO
Moody's
$472.84
$0.53
(0.11%)
Pre
0%
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$85.77B
23.98%
MSFT
Microsoft
$418.58
$2.92
(0.69%)
Pre
0.7%
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.13T
13.65%
NVDA
Nvidia
$138.31
$4.02
(2.99%)
Pre
0.72%
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.29T
178.79%
OXY
Occidental Petroleum
$49.81
$0.4
(0.81%)
Pre
0.32%
premium
6 Buy
14 Hold
1 Sell
Hold
premium
$46.36B
-18.48%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$510.23
$1
(0.2%)
Pre
0.55%
premium
1K Buy
605 Hold
72 Sell
Moderate Buy
premium
$322.34B
28.09%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$584.64
$1.44
(0.25%)
Pre
0.42%
premium
4K Buy
3K Hold
321 Sell
Moderate Buy
premium
$628.44B
24.71%
USB
US Bancorp
$47.86
$0.03
(0.06%)
premium
11 Buy
8 Hold
0 Sell
Moderate Buy
premium
$74.62B
8.93%
UNH
UnitedHealth
$504.51
$1.35
(0.27%)
Pre
0.31%
premium
20 Buy
1 Hold
0 Sell
Strong Buy
premium
$465.54B
-6.21%
SBUX
Starbucks
$92.17
$0.92
(1.01%)
Pre
0.21%
premium
12 Buy
6 Hold
4 Sell
Moderate Buy
premium
$103.46B
-2.58%
TGLS
Tecnoglass
$78.89
$0.43
(0.54%)
Pre
0.61%
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.73B
75.64%
NKE
Nike
$73.67
$2
(2.64%)
Pre
0.53%
premium
14 Buy
15 Hold
0 Sell
Moderate Buy
premium
$112.63B
-27.27%
HD
Home Depot
$388.46
$0.53
(0.14%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$386.41B
14.84%
CSCO
Cisco Systems
$59.10
$0.1
(0.17%)
Pre
0.3%
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$235.78B
17.20%
MELI
Mercadolibre
$1765.00
$64.56
(3.8%)
Pre
0.57%
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$86.21B
17.67%
FLG
Flagstar Financial
$9.24
$0.09
(0.96%)
Pre
1.62%
premium
2 Buy
8 Hold
0 Sell
Hold
premium
$3.87B
-69.89%
LOW
Lowe's
$246.98
$0.18
(0.07%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$139.36B
16.27%
AMZN
Amazon
$220.22
$0.83
(0.38%)
Pre
0.9%
premium
45 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.31T
46.33%
TSLR
TSLR
< ETF >
GraniteShares 1.75x Long TSLA Daily ETF
$37.95
$5.3
(12.25%)
Pre
3.08%
premium
premium
$210.13M
67.90%
FBL
FBL
< ETF >
GraniteShares 1.5x Long Meta Daily ETF
$34.52
$1.51
(4.57%)
Pre
0.81%
premium
premium
$134.71M
119.98%
SOXL
SOXL
< ETF >
Direxion Daily Semiconductor Bull 3x Shares
$27.67
$0.36
(1.32%)
Pre
2.24%
premium
premium
$9.70B
5.41%
NVDL
NVDL
< ETF >
GraniteShares 1.5x Long NVDA Daily ETF
$70.30
$3.91
(5.89%)
Pre
1.42%
premium
premium
$5.60B
363.45%
IVRS
IVRS
< ETF >
iShares Future Metaverse Tech and Communications ETF
$33.09
$0.106
(0.32%)
premium
317 Buy
142 Hold
20 Sell
Moderate Buy
premium
$6.68M
3.59%
ARM
ARM Holdings PLC ADR
$128.20
$4.84
(3.92%)
Pre
0.62%
premium
14 Buy
4 Hold
1 Sell
Moderate Buy
premium
$129.65B
78.99%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$289.26
$0.55
(0.19%)
Pre
0.53%
premium
13K Buy
8K Hold
987 Sell
Moderate Buy
premium
$458.18B
22.99%
XLG
XLG
< ETF >
Invesco S&P 500 Top 50 ETF
$49.81
$0.15
(0.3%)
Pre
1.39%
premium
791 Buy
281 Hold
30 Sell
Moderate Buy
premium
$7.88B
33.58%
FULC
Fulcrum Therapeutics
$4.84
$0.14
(2.98%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$253.51M
-34.81%
ETH-USD
Ethereum
$3444.55
$7.2
(0.21%)
premium
premium
$408.67B
51.62%
EC
Ecopetrol SA
$8.22
$0.3
(3.79%)
premium
0 Buy
3 Hold
4 Sell
Moderate Sell
premium
$15.63B
-33.28%
SMCX
SMCX
< ETF >
Defiance Daily Target 2X Long SMCI ETF
$38.21
$1.075
(2.74%)
Pre
1.96%
premium
premium
$151.47M
-89.57%