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New Portfolio Jul 2024
- New Portfolio
Performance
Portfolio Details
Shawn Myers
New Portfolio Jul 2024
Individual Investor
Ranked #472,324 out of 775,913 TipRanks' Investors
Success Rate
50%
4 out of 8
profitable transactions
Average Return
-0.18%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
12.50%
AXP
12.50%
BAC
12.50%
CVX
12.50%
KHC
12.50%
KO
37.50%
Others
By Assets
100.00%
Stocks
0.00%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
0.00%
Cash
By Sector
50.00%
Financial
25.00%
Energy
25.00%
Consumer Defensive
Portfolio Holdings
Select Columns
8
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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AXP
American Express
$298.65
$5.57
(
1.9%
)
premium
6
Buy
11
Hold
1
Sell
Moderate Buy
premium
$210.38B
61.61%
BAC
Bank of America
$44.17
$0.79
(
1.82%
)
premium
14
Buy
2
Hold
0
Sell
Strong Buy
premium
$338.91B
33.04%
CVX
Chevron
$142.85
$1.7
(
1.2%
)
premium
14
Buy
5
Hold
0
Sell
Moderate Buy
premium
$256.71B
-5.21%
KHC
Kraft Heinz
$30.52
$0.42
(
1.4%
)
premium
4
Buy
8
Hold
1
Sell
Hold
premium
$36.90B
-15.13%
KO
Coca-Cola
$62.55
$0.1
(
0.16%
)
premium
12
Buy
2
Hold
0
Sell
Strong Buy
premium
$269.45B
7.86%
MCO
Moody's
$466.35
$4.26
(
0.92%
)
premium
9
Buy
4
Hold
1
Sell
Moderate Buy
premium
$84.50B
20.77%
OXY
Occidental Petroleum
$47.13
$1.77
(
3.9%
)
premium
6
Buy
14
Hold
1
Sell
Hold
premium
$44.22B
-22.50%
USB
US Bancorp
$47.92
$0.51
(
1.08%
)
premium
10
Buy
9
Hold
0
Sell
Moderate Buy
premium
$74.76B
10.64%
8
Results | Showing
1
out of
1
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