New Portfolio Jun 2024 - New Portfolio

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New Portfolio Jun 2024
Individual Investor
Ranked #335,093 out of 753,381 TipRanks' Investors
Success Rate
57%
8 out of 14
profitable transactions
Average Return
0.24%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
33.67% NVDA
14.63% SPY
9.84% AAPL
7.23% MSFT
7.13% VT
27.50% Others
By Assets
70.53% Stocks
29.47% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
57.78% Technology
29.47% General
6.35% Consumer Cyclical
3.79% Financial
2.62% Utilities

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$226.84
$2.31
(1.03%)
premium
24 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.45T
28.61%
MU
Micron
$102.85
$1.41
(1.35%)
premium
25 Buy
2 Hold
0 Sell
Strong Buy
premium
$114.04B
61.48%
NVDA
Nvidia
$129.37
$5.63
(4.55%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.18T
174.30%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$562.13
$5.91
(1.06%)
premium
4K Buy
3K Hold
282 Sell
Moderate Buy
premium
$564.00B
28.67%
AMD
Advanced Micro Devices
$154.98
$3.28
(2.16%)
premium
28 Buy
6 Hold
0 Sell
Strong Buy
premium
$250.83B
52.24%
MSFT
Microsoft
$416.79
$1.24
(0.3%)
premium
30 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.10T
30.26%
AMZN
Amazon
$177.04
$0.91
(0.52%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.86T
34.28%
ED
Consolidated Edison
$100.60
$0.07
(0.07%)
premium
2 Buy
5 Hold
4 Sell
Hold
premium
$34.82B
12.45%
JPM
JPMorgan Chase & Co.
$218.31
$1.68
(0.78%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$621.13B
48.28%
QCOM
Qualcomm
$173.50
$4.5
(2.66%)
premium
13 Buy
7 Hold
1 Sell
Moderate Buy
premium
$193.28B
59.89%
VIG
VIG
< ETF >
Vanguard Dividend Appreciation ETF
$193.57
$1.58
(0.82%)
premium
2K Buy
1K Hold
138 Sell
Moderate Buy
premium
$83.57B
21.25%
VT
VT
< ETF >
Vanguard Total World Stock ETF
$117.40
$1.68
(1.45%)
premium
premium
$39.20B
23.45%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$83.52
$1.18
(1.43%)
premium
397 Buy
451 Hold
69 Sell
Moderate Buy
premium
$58.99B
14.39%
LEN
Lennar
$185.02
$6.28
(3.51%)
premium
9 Buy
9 Hold
1 Sell
Moderate Buy
premium
$50.37B
59.65%