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Individual - TOD
- New Portfolio
Performance
Portfolio Details
Individual - TOD
Individual Investor
Ranked #336,391 out of 775,923 TipRanks' Investors
Success Rate
63%
5 out of 8
profitable transactions
Average Return
11.43%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
18.53%
SHOP
13.11%
AMZN
12.33%
BWXT
11.71%
PGR
11.59%
JPM
32.73%
Others
By Assets
92.27%
Stocks
7.73%
Cash
0.00%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
By Sector
23.30%
Financial
21.85%
Communication Services
18.53%
Technology
13.11%
Consumer Cyclical
12.33%
Industrials
10.88%
Other
Portfolio Holdings
Select Columns
8
Results | Showing
1
out of
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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MCK
McKesson
$579.74
$0.52
(
0.09%
)
premium
13
Buy
2
Hold
0
Sell
Strong Buy
premium
$73.59B
27.64%
META
Meta Platforms
$585.25
$10.32
(
1.73%
)
premium
40
Buy
3
Hold
1
Sell
Strong Buy
premium
$1.48T
65.61%
JPM
JPMorgan Chase & Co.
$237.60
$4.64
(
1.99%
)
premium
9
Buy
5
Hold
1
Sell
Moderate Buy
premium
$668.92B
41.94%
PGR
Progressive
$239.97
$0.26
(
0.11%
)
premium
12
Buy
5
Hold
0
Sell
Moderate Buy
premium
$140.58B
52.11%
AMZN
Amazon
$224.92
$1.63
(
0.73%
)
premium
46
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.37T
46.60%
BWXT
BWX Technologies
$113.28
$0.32
(
0.28%
)
premium
6
Buy
1
Hold
1
Sell
Moderate Buy
premium
$10.36B
47.02%
SHOP
Shopify
$108.95
$1.88
(
1.76%
)
premium
18
Buy
11
Hold
3
Sell
Moderate Buy
premium
$141.19B
41.81%
GOOG
Alphabet Class C
$192.96
$3.26
(
1.72%
)
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.35T
35.20%
8
Results | Showing
1
out of
1
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