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New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #291,056 out of 783,334 TipRanks' Investors
Success Rate
83%
5 out of 6
profitable transactions
Average Return
13.20%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
37.65% MA
22.82% V
17.91% FDX
17.84% JPM
3.11% BAC
0.67% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
81.42% Financial
17.91% Industrials
0.68% Consumer Cyclical

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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BAC
Bank of America
$46.72
$0.03
(0.06%)
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$356.49B
34.38%
F
Ford Motor
$10.16
$0.05
(0.49%)
premium
1 Buy
7 Hold
3 Sell
Hold
premium
$40.06B
-13.33%
FDX
FedEx
$269.24
$5.82
(2.12%)
premium
14 Buy
4 Hold
1 Sell
Moderate Buy
premium
$67.11B
12.83%
JPM
JPMorgan Chase & Co.
$268.23
$1.65
(0.62%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$752.09B
51.23%
MA
Mastercard
$566.01
$17.21
(3.14%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$502.38B
23.27%
V
Visa
$343.05
$7.17
(2.13%)
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$655.93B
21.19%