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New Portfolio Oct 2024
- New Portfolio
Performance
Portfolio Details
Daniel Akanyene
New Portfolio Oct 2024
Individual Investor
Ranked #386,104 out of 769,603 TipRanks' Investors
Success Rate
56%
5 out of 9
profitable transactions
Average Return
4.29%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
11.11%
AXP
11.11%
BAC
11.11%
CVX
11.11%
KHC
11.11%
KO
44.45%
Others
By Assets
66.67%
Cash
55.56%
Stocks
0.00%
ETFs
0.00%
Cryptocurrency
-22.22%
Funds
By Sector
44.44%
Financial
22.22%
Energy
22.22%
Consumer Defensive
11.11%
General
Portfolio Holdings
Select Columns
9
Results | Showing
1
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1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AXP
American Express
$301.30
$8.3
(
2.83%
)
premium
6
Buy
9
Hold
1
Sell
Moderate Buy
premium
$212.25B
78.89%
BAC
Bank of America
$47.00
$0.54
(
1.16%
)
premium
14
Buy
2
Hold
0
Sell
Strong Buy
premium
$360.63B
58.62%
CVX
Chevron
$162.36
$0.73
(
0.45%
)
premium
10
Buy
4
Hold
0
Sell
Moderate Buy
premium
$291.78B
11.99%
KHC
Kraft Heinz
$31.81
$0.72
(
2.32%
)
premium
4
Buy
8
Hold
1
Sell
Hold
premium
$38.46B
-10.35%
KO
Coca-Cola
$63.92
$0.16
(
0.25%
)
premium
11
Buy
4
Hold
0
Sell
Moderate Buy
premium
$275.35B
9.14%
MCO
Moody's
$480.66
$3.59
(
0.75%
)
premium
8
Buy
4
Hold
1
Sell
Moderate Buy
premium
$87.10B
31.10%
OXY
Occidental Petroleum
$51.93
$0.39
(
0.76%
)
premium
6
Buy
12
Hold
1
Sell
Moderate Buy
premium
$48.73B
-13.75%
USB
US Bancorp
$52.49
$1.1
(
2.14%
)
premium
8
Buy
11
Hold
0
Sell
Moderate Buy
premium
$81.89B
39.53%
BIT
< FUND >
BlackRock Multi-Sector Income Trust
$14.65
$0.09
(
0.62%
)
premium
―
premium
$552.68M
-1.29%
9
Results | Showing
1
out of
1
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