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CMA-Edge - New Portfolio

Buckles

CMA-Edge
Individual Investor
Ranked #51,636 out of 769,002 TipRanks' Investors
Success Rate
66%
81 out of 123
profitable transactions
Average Return
29.24%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
16.17% TSM
12.06% FLTR
10.44% HSBC
9.37% MSFT
9.11% SUN
42.85% Others
By Assets
87.94% Stocks
12.06% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
28.68% Technology
20.47% Financial
12.44% Healthcare
12.06% General
11.46% Energy
14.89% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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MSFT
Microsoft
$412.87
$1.79
(0.43%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
11.37%
GOOG
Alphabet Class C
$169.24
$8.09
(4.56%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.19T
27.93%
TSM
Taiwan Semiconductor Manufacturing
$191.24
$2.88
(1.53%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$827.92B
91.40%
NVDA
Nvidia
$146.67
$0.78
(0.53%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.61T
192.11%
PWR
Quanta Services
$340.01
$7.67
(2.31%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$48.83B
81.25%
JNJ
Johnson & Johnson
$155.50
$2.39
(1.56%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$368.37B
1.32%
PG
Procter & Gamble
$172.75
$1.86
(1.09%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$402.15B
14.22%
V
Visa
$309.90
$2.51
(0.82%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$612.40B
21.87%
GE
GE Aerospace
$178.70
$0.72
(0.4%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$192.17B
48.45%
JPM
JPMorgan Chase & Co.
$244.76
$3.98
(1.65%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$684.38B
57.03%
SUN
Sunoco
$54.02
$0.59
(1.1%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.20B
0.77%
VZ
Verizon
$42.50
$0.28
(0.66%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$176.51B
13.34%
HSBC
HSBC Holdings
$46.32
$0.09
(0.19%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$165.55B
21.53%
ABT
Abbott Laboratories
$117.26
$1.33
(1.15%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$203.16B
13.76%
FLTR
FLTR
< ETF >
VanEck Investment Grade Floating Rate ETF
$25.49
$0.01
(0.04%)
premium
premium
$1.79B
1.11%
HAL
Halliburton
$31.87
$0.69
(2.21%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$26.77B
-18.40%
MRK
Merck & Company
$99.86
$2.42
(2.48%)
premium
16 Buy
5 Hold
0 Sell
Strong Buy
premium
$244.21B
-4.17%
DELL
Dell Technologies
$138.92
$4.96
(3.7%)
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$99.00B
81.96%