CMA-Edge - New Portfolio

CMA-Edge
Individual Investor
Ranked #13,238 out of 762,027 TipRanks' Investors
Success Rate
94%
34 out of 36
profitable transactions
Average Return
81.68%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.49% AAPL
8.47% MSFT
6.43% GOOGL
6.24% AMZN
5.48% AVGO
64.89% Others
By Assets
77.91% Cash
22.09% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
27.96% Technology
19.97% Healthcare
18.47% Consumer Cyclical
15.22% Financial
7.80% Industrials
10.58% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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MRK
Merck & Company
$108.70
$1.05
(0.96%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$278.20B
8.23%
SPGI
S&P Global
$524.80
$5.84
(1.13%)
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$162.43B
46.77%
SBUX
Starbucks
$96.84
$1.57
(1.65%)
premium
15 Buy
6 Hold
3 Sell
Moderate Buy
premium
$107.96B
2.56%
ADBE
Adobe
$494.90
$1.93
(0.39%)
premium
22 Buy
5 Hold
2 Sell
Moderate Buy
premium
$218.70B
-10.95%
UNP
Union Pacific
$244.10
$2.38
(0.98%)
premium
12 Buy
7 Hold
0 Sell
Moderate Buy
premium
$147.26B
16.05%
ACN
Accenture
$376.86
$1.71
(0.46%)
premium
12 Buy
7 Hold
0 Sell
Moderate Buy
premium
$234.41B
24.40%
PEP
PepsiCo
$175.06
$0.39
(0.22%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$239.65B
9.03%
LIN
Linde
$486.45
$0.39
(0.08%)
premium
13 Buy
5 Hold
1 Sell
Moderate Buy
premium
$232.09B
31.42%
SYK
Stryker
$369.56
$9.83
(2.73%)
premium
15 Buy
4 Hold
0 Sell
Strong Buy
premium
$137.08B
37.68%
ABBV
AbbVie
$188.86
$0.29
(0.15%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$333.08B
29.78%
LMT
Lockheed Martin
$611.81
$2.19
(0.36%)
premium
9 Buy
6 Hold
1 Sell
Moderate Buy
premium
$145.31B
36.20%
TMO
Thermo Fisher
$601.71
$2.46
(0.41%)
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$228.91B
28.11%
HD
Home Depot
$415.00
$0.6
(0.14%)
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$412.81B
44.71%
CAT
Caterpillar
$393.86
$0.63
(0.16%)
premium
6 Buy
6 Hold
3 Sell
Hold
premium
$191.29B
55.99%
BLK
BlackRock
$1007.02
$4.52
(0.45%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$148.50B
61.04%
JPM
JPMorgan Chase & Co.
$225.37
$0.95
(0.42%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$638.51B
55.12%
V
Visa
$290.62
$0.23
(0.08%)
premium
23 Buy
5 Hold
0 Sell
Strong Buy
premium
$573.78B
24.30%
UNH
UnitedHealth
$569.61
$3.58
(0.63%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$522.68B
5.59%
MA
Mastercard
$516.34
$2.58
(0.5%)
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$474.63B
33.12%
LLY
Eli Lilly & Co
$917.97
$0.85
(0.09%)
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$871.65B
55.38%
NVO
Novo Nordisk
$118.09
$0.13
(0.11%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$527.60B
17.55%
AVGO
Broadcom
$179.89
$1.64
(0.9%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$847.85B
107.29%
AMZN
Amazon
$188.99
$1.46
(0.78%)
premium
45 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.97T
47.19%
COST
Costco
$889.56
$4.27
(0.48%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$392.25B
57.27%
GOOGL
Alphabet Class A
$163.42
$0.49
(0.3%)
premium
30 Buy
9 Hold
0 Sell
Strong Buy
premium
$2.01T
18.63%
MSFT
Microsoft
$418.16
$1.44
(0.35%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.10T
26.21%
AAPL
Apple
$235.00
$2.85
(1.23%)
premium
23 Buy
10 Hold
1 Sell
Moderate Buy
premium
$3.53T
33.93%
TJX
TJX Companies
$117.71
$0.23
(0.2%)
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$132.50B
29.88%
NVDA
Nvidia
$138.00
$1.07
(0.78%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.36T
227.78%
LVMUY
LVMH Moet Hennessy Louis Vuitton SE
$135.30
$4.34
(3.31%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$330.79B
-3.86%