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CMA-Edge - New Portfolio

CMA-Edge
Individual Investor
Ranked #14,083 out of 770,014 TipRanks' Investors
Success Rate
97%
35 out of 36
profitable transactions
Average Return
77.19%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.65% MSFT
8.48% AAPL
6.85% AMZN
6.64% GOOGL
5.01% AVGO
64.37% Others
By Assets
77.88% Cash
22.12% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
27.64% Technology
19.63% Consumer Cyclical
18.77% Healthcare
15.88% Financial
7.57% Industrials
10.51% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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MRK
Merck & Company
$101.62
$0.46
(0.45%)
After
0.03%
premium
16 Buy
5 Hold
0 Sell
Strong Buy
premium
$255.90B
-0.70%
SPGI
S&P Global
$521.96
$2.36
(0.45%)
After
0.18%
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$161.51B
25.39%
SBUX
Starbucks
$100.68
$1.16
(1.14%)
After
0.11%
premium
15 Buy
6 Hold
4 Sell
Moderate Buy
premium
$115.47B
-0.91%
ADBE
Adobe
$525.30
$6.57
(1.27%)
After
0.06%
premium
23 Buy
5 Hold
2 Sell
Moderate Buy
premium
$228.34B
-16.26%
UNP
Union Pacific
$245.63
$3.69
(1.48%)
After
4.33%
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$151.15B
11.16%
ACN
Accenture
$363.18
$1.89
(0.52%)
After
0.22%
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$225.75B
8.16%
PEP
PepsiCo
$162.16
$0.89
(0.55%)
After
0%
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$223.70B
-3.73%
LIN
Linde
$456.60
$0.91
(0.2%)
After
0.29%
premium
9 Buy
4 Hold
1 Sell
Moderate Buy
premium
$216.98B
10.01%
SYK
Stryker
$389.71
$4.8
(1.25%)
After
0.15%
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$146.73B
31.08%
ABBV
AbbVie
$181.14
$4.08
(2.3%)
After
0.02%
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$312.89B
27.68%
LMT
Lockheed Martin
$521.45
$0.44
(0.08%)
After
0.01%
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$123.71B
15.46%
TMO
Thermo Fisher
$512.98
$1.22
(0.24%)
After
0.25%
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$196.68B
4.77%
HD
Home Depot
$429.52
$0.85
(0.2%)
After
0.34%
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$425.82B
37.97%
CAT
Caterpillar
$407.83
$2.18
(0.54%)
After
0.15%
premium
5 Buy
5 Hold
4 Sell
Hold
premium
$195.85B
63.99%
BLK
BlackRock
$1026.48
$5.01
(0.49%)
After
0%
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$159.76B
41.28%
JPM
JPMorgan Chase & Co.
$249.97
$0.32
(0.13%)
After
0.14%
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$704.65B
63.01%
V
Visa
$311.82
$1.37
(0.44%)
After
0.31%
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$613.77B
23.16%
UNH
UnitedHealth
$606.79
$0.96
(0.16%)
After
0.01%
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$557.54B
10.73%
MA
Mastercard
$528.48
$1.88
(0.36%)
After
0.11%
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$483.33B
27.66%
LLY
Eli Lilly & Co
$789.32
$34.32
(4.55%)
After
0.08%
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$716.73B
25.60%
NVO
Novo Nordisk
$106.13
$1.57
(1.5%)
After
0.3%
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$463.25B
-0.84%
AVGO
Broadcom
$164.74
$0.08
(0.05%)
After
0.11%
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$769.80B
68.38%
AMZN
Amazon
$207.86
$6.41
(3.18%)
After
0.08%
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.12T
37.28%
COST
Costco
$971.50
$10.61
(1.1%)
After
0%
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$425.74B
62.49%
GOOGL
Alphabet Class A
$169.12
$1.47
(0.88%)
After
0.01%
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.06T
22.65%
MSFT
Microsoft
$427.99
$9.2
(2.2%)
After
0.58%
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
10.96%
AAPL
Apple
$235.06
$2.19
(0.94%)
After
0.17%
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.52T
22.58%
TJX
TJX Companies
$126.20
$1.41
(1.13%)
After
0.16%
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$140.75B
38.70%
NVDA
Nvidia
$136.92
$0.9
(0.66%)
After
0.45%
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.33T
184.70%
LVMUY
LVMH Moet Hennessy Louis Vuitton SE
$124.65
$0.65
(0.52%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$309.15B
-19.86%