New Portfolio Aug 2024 - New Portfolio

Daniel 梁

New Portfolio Aug 2024
Individual Investor
Ranked #207,094 out of 758,358 TipRanks' Investors
Success Rate
89%
8 out of 9
profitable transactions
Average Return
4.35%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.11% AXP
11.11% BAC
11.11% CVX
11.11% KHC
11.11% KO
44.45% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
55.56% Financial
22.22% Energy
22.22% Consumer Defensive

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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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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AXP
American Express
$268.15
$1.98
(0.74%)
After
<0.01%
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$189.22B
76.13%
BAC
Bank of America
$39.52
$0.27
(0.69%)
After
0.1%
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$304.56B
44.46%
CVX
Chevron
$141.99
$1.98
(1.38%)
After
0%
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$263.31B
-14.20%
KHC
Kraft Heinz
$34.80
$0.28
(0.81%)
After
0.29%
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$41.74B
0.06%
KO
Coca-Cola
$71.40
$0.05
(0.07%)
After
0.04%
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$307.94B
26.39%
MCO
Moody's
$474.03
$2.12
(0.45%)
After
0.1%
premium
8 Buy
6 Hold
1 Sell
Moderate Buy
premium
$86.71B
50.95%
OXY
Occidental Petroleum
$49.91
$1.21
(2.37%)
After
0.22%
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$46.30B
-19.05%
USB
US Bancorp
$45.30
$0.55
(1.23%)
After
0.31%
premium
7 Buy
11 Hold
0 Sell
Moderate Buy
premium
$69.83B
35.52%
DB
Deutsche Bank AG
$17.36
$0.44
(2.6%)
After
0.29%
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$33.79B
59.62%