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SAIL - New Portfolio

John Gehl

SAIL
Individual Investor
Ranked #233,546 out of 788,370 TipRanks' Investors
Success Rate
65%
30 out of 46
profitable transactions
Average Return
5.63%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.10% SPY
9.32% BRK.B
8.65% CAT
7.26% DGRO
5.75% ROK
57.92% Others
By Assets
75.20% Stocks
18.36% ETFs
6.44% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
27.48% Industrials
24.80% General
12.03% Technology
11.76% Financial
7.48% Consumer Defensive
16.46% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ABT
Abbott Laboratories
$134.92
$1.75
(1.31%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$234.01B
13.36%
UNP
Union Pacific
$245.55
$2.1
(0.85%)
premium
12 Buy
6 Hold
1 Sell
Moderate Buy
premium
$149.73B
-3.52%
TRN
Trinity Industries
$30.22
$1.14
(3.64%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$2.47B
22.89%
SYK
Stryker
$382.78
$3.63
(0.94%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$146.06B
7.82%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$599.94
$10.44
(1.71%)
premium
4K Buy
3K Hold
284 Sell
Moderate Buy
premium
$636.66B
18.13%
SPG
Simon Property
$183.80
$2.91
(1.56%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
$69.01B
21.31%
ROK
Rockwell Automation
$295.22
$7.96
(2.63%)
premium
9 Buy
5 Hold
2 Sell
Moderate Buy
premium
$33.38B
5.96%
PG
Procter & Gamble
$170.23
$3.02
(1.81%)
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$399.16B
6.02%
NSC
Norfolk Southern
$247.76
$1.65
(0.66%)
premium
10 Buy
7 Hold
1 Sell
Moderate Buy
premium
$56.10B
-3.29%
JPM
JPMorgan Chase & Co.
$264.24
$2.56
(0.96%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$738.84B
44.34%
EMR
Emerson Electric Company
$121.85
$2.9
(2.32%)
premium
11 Buy
3 Hold
1 Sell
Moderate Buy
premium
$68.71B
15.05%
DQICX
DQICX
< FUND >
BNY Mellon Equity Income Fund Class C
$31.04
$0.41
(1.3%)
premium
82 Buy
17 Hold
1 Sell
Moderate Buy
premium
14.62%
DGRO
DGRO
< ETF >
iShares Core Dividend Growth ETF
$63.76
$0.5
(0.78%)
premium
2K Buy
2K Hold
179 Sell
Moderate Buy
premium
$31.49B
14.42%
CVX
Chevron
$156.92
$1.87
(1.18%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$282.00B
0.96%
CSX
CSX
$32.30
$0.16
(0.49%)
premium
14 Buy
7 Hold
0 Sell
Moderate Buy
premium
$62.29B
-14.75%
CAT
Caterpillar
$340.04
$9.11
(2.61%)
premium
5 Buy
5 Hold
2 Sell
Hold
premium
$162.52B
5.57%
BWXT
BWX Technologies
$101.38
$3.44
(3.28%)
premium
3 Buy
1 Hold
1 Sell
Moderate Buy
premium
$9.27B
12.53%
BRK.B
Berkshire Hathaway B
$478.74
$3.06
(0.64%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.03T
15.31%
WMT
Walmart
$94.78
$2.43
(2.5%)
premium
27 Buy
1 Hold
0 Sell
Strong Buy
premium
$761.40B
62.10%
WSTAX
WSTAX
< FUND >
Delaware Ivy Science and Technology Fund Class A
$53.99
$1.36
(2.46%)
premium
33 Buy
6 Hold
0 Sell
Strong Buy
premium
4.27%
MU
Micron
$98.84
$4.34
(4.21%)
premium
21 Buy
2 Hold
0 Sell
Strong Buy
premium
$110.12B
14.93%
ARM
ARM Holdings PLC ADR
$144.84
$6.01
(3.98%)
premium
17 Buy
4 Hold
1 Sell
Moderate Buy
premium
$152.66B
12.69%
PLTR
Palantir Technologies
$101.35
$4.92
(4.63%)
premium
3 Buy
10 Hold
5 Sell
Hold
premium
$237.70B
341.23%
WSM
Williams-Sonoma
$195.18
$14.15
(6.76%)
premium
3 Buy
5 Hold
1 Sell
Hold
premium
$24.03B
73.11%
MRVL
Marvell
$103.81
$4.9
(4.51%)
premium
28 Buy
2 Hold
0 Sell
Strong Buy
premium
$89.83B
48.58%