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New Portfolio Aug 2024 - New Portfolio

Tia

New Portfolio Aug 2024
Individual Investor
Ranked #376,245 out of 775,913 TipRanks' Investors
Success Rate
55%
6 out of 11
profitable transactions
Average Return
4.40%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.09% AAPL
9.09% AXP
9.09% BAC
9.09% CVX
9.09% KHC
54.55% Others
By Assets
50.00% Stocks
50.00% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
36.36% Financial
18.18% Technology
18.18% Energy
18.18% Consumer Defensive
9.09% Consumer Cyclical

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
4b4ys4irty
4b4ys4irty
4b4ys4irty
premium
4b4ys4irty
premium
4b4ys4irty
4b4ys4irty
4b4ys4irty
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0plftl6c
0plftl6c
premium
0plftl6c
premium
0plftl6c
0plftl6c
0plftl6c
mgqjowsvsb
mgqjowsvsb
mgqjowsvsb
premium
mgqjowsvsb
premium
mgqjowsvsb
mgqjowsvsb
mgqjowsvsb
4lrr5xmr8
4lrr5xmr8
4lrr5xmr8
premium
4lrr5xmr8
premium
4lrr5xmr8
4lrr5xmr8
4lrr5xmr8
ri8kl366tjo
ri8kl366tjo
ri8kl366tjo
premium
ri8kl366tjo
premium
ri8kl366tjo
ri8kl366tjo
ri8kl366tjo
d83syum4z2
d83syum4z2
d83syum4z2
premium
d83syum4z2
premium
d83syum4z2
d83syum4z2
d83syum4z2
vzelgtd4a
vzelgtd4a
vzelgtd4a
premium
vzelgtd4a
premium
vzelgtd4a
vzelgtd4a
vzelgtd4a
23rcie
23rcie
23rcie
premium
23rcie
premium
23rcie
23rcie
23rcie
hglsy6f9amv
hglsy6f9amv
hglsy6f9amv
premium
hglsy6f9amv
premium
hglsy6f9amv
hglsy6f9amv
hglsy6f9amv
l8ogydmwmgg
l8ogydmwmgg
l8ogydmwmgg
premium
l8ogydmwmgg
premium
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AAPL
Apple
$254.49
$4.7
(1.88%)
premium
20 Buy
9 Hold
2 Sell
Moderate Buy
premium
$3.85T
30.72%
AXP
American Express
$298.65
$5.57
(1.9%)
premium
6 Buy
11 Hold
1 Sell
Moderate Buy
premium
$210.38B
60.94%
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
-5.43%
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
7.25%
MCO
Moody's
$466.35
$4.26
(0.92%)
premium
9 Buy
4 Hold
1 Sell
Moderate Buy
premium
$84.50B
20.77%
MSFT
Microsoft
$436.60
$0.43
(0.1%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.25T
16.88%
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%
AMZN
Amazon
$224.92
$1.63
(0.73%)
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.37T
46.20%