Brokerage Acct - New Portfolio

Dan Carlson

Brokerage Acct
Individual Investor
Ranked #227,542 out of 767,938 TipRanks' Investors
Success Rate
67%
8 out of 12
profitable transactions
Average Return
29.07%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
34.56% ABBV
20.66% CVX
14.91% VZ
12.88% ET
10.79% XOM
6.20% Others
By Assets
99.99% Stocks
0.01% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
44.33% Energy
40.76% Healthcare
14.91% Communication Services

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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PFE
Pfizer
$24.80
$1.22
(4.69%)
premium
7 Buy
12 Hold
1 Sell
Moderate Buy
premium
$140.54B
-12.60%
XOM
Exxon Mobil
$119.31
$1.25
(1.04%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$524.38B
17.66%
ET
Energy Transfer
$17.29
$0.14
(0.82%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$59.20B
31.18%
VZ
Verizon
$41.65
$0.78
(1.91%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$175.33B
15.12%
CVX
Chevron
$161.42
$0.38
(0.23%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$290.09B
11.16%
ABBV
AbbVie
$164.99
$4.64
(2.74%)
premium
13 Buy
7 Hold
0 Sell
Moderate Buy
premium
$291.56B
23.28%