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New Portfolio May 2024
- New Portfolio
Performance
Portfolio Details
1FF2C882
New Portfolio May 2024
Individual Investor
Ranked #300,266 out of 769,002 TipRanks' Investors
Success Rate
70%
7 out of 10
profitable transactions
Average Return
8.79%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
10.00%
AAPL
10.00%
AXP
10.00%
BAC
10.00%
CVX
10.00%
KHC
50.00%
Others
By Assets
100.00%
Stocks
0.00%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
0.00%
Cash
By Sector
40.00%
Financial
20.00%
Technology
20.00%
Energy
20.00%
Consumer Defensive
Portfolio Holdings
Select Columns
10
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ltnowm2qg7i
hwxrlftbxe
hwxrlftbxe
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bhigybr46na
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premium
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premium
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AAPL
Apple
$228.52
$0.48
(
0.21%
)
After
0.12%
premium
24
Buy
8
Hold
2
Sell
Moderate Buy
premium
$3.45T
20.12%
AXP
American Express
$293.00
$5.29
(
1.84%
)
After
0.14%
premium
6
Buy
9
Hold
1
Sell
Moderate Buy
premium
$201.15B
77.28%
BAC
Bank of America
$46.46
$0.4
(
0.87%
)
After
0.04%
premium
14
Buy
2
Hold
0
Sell
Strong Buy
premium
$356.10B
55.29%
CVX
Chevron
$161.63
$0.3
(
0.19%
)
After
0%
premium
10
Buy
4
Hold
0
Sell
Moderate Buy
premium
$286.82B
12.00%
KHC
Kraft Heinz
$31.09
$0.21
(
0.68%
)
After
0.35%
premium
4
Buy
8
Hold
1
Sell
Hold
premium
$36.98B
-9.57%
KO
Coca-Cola
$63.76
$0.77
(
1.22%
)
After
0.2%
premium
11
Buy
4
Hold
0
Sell
Moderate Buy
premium
$269.63B
8.55%
MCO
Moody's
$477.92
$3.33
(
0.7%
)
After
0.21%
premium
8
Buy
4
Hold
1
Sell
Moderate Buy
premium
$84.94B
30.45%
MSFT
Microsoft
$412.87
$1.79
(
0.43%
)
After
0.07%
premium
27
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.11T
11.37%
OXY
Occidental Petroleum
$51.54
$0.63
(
1.24%
)
After
0.06%
premium
6
Buy
12
Hold
1
Sell
Moderate Buy
premium
$47.39B
-16.20%
USB
US Bancorp
$51.39
$0.65
(
1.28%
)
After
0%
premium
8
Buy
11
Hold
0
Sell
Moderate Buy
premium
$78.63B
37.10%
10
Results | Showing
1
out of
1
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