My Portfolio - New Portfolio

Matthew Sparkes-Brown

My Portfolio
Individual Investor
Ranked #101,923 out of 758,358 TipRanks' Investors
Success Rate
76%
37 out of 49
profitable transactions
Average Return
6.62%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
18.13% GB:VUSD
11.91% V
10.34% SCHD
7.82% JEPI
7.74% GOOGL
44.06% Others
By Assets
59.59% Stocks
33.95% ETFs
6.46% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
25.27% Financial
18.16% General
11.92% Consumer Cyclical
7.74% Communication Services
6.50% Consumer Defensive
12.27% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
9rxml3
9rxml3
9rxml3
premium
9rxml3
premium
9rxml3
9rxml3
9rxml3
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xi19f8fdhjg
xi19f8fdhjg
premium
xi19f8fdhjg
premium
xi19f8fdhjg
xi19f8fdhjg
xi19f8fdhjg
zguf3u
zguf3u
zguf3u
premium
zguf3u
premium
zguf3u
zguf3u
zguf3u
52vtafux7ni
52vtafux7ni
52vtafux7ni
premium
52vtafux7ni
premium
52vtafux7ni
52vtafux7ni
52vtafux7ni
c8xg5fn
c8xg5fn
c8xg5fn
premium
c8xg5fn
premium
c8xg5fn
c8xg5fn
c8xg5fn
8d9mmqzinfv
8d9mmqzinfv
8d9mmqzinfv
premium
8d9mmqzinfv
premium
8d9mmqzinfv
8d9mmqzinfv
8d9mmqzinfv
xa2rvy
xa2rvy
xa2rvy
premium
xa2rvy
premium
xa2rvy
xa2rvy
xa2rvy
d1thhkdlvag
d1thhkdlvag
d1thhkdlvag
premium
d1thhkdlvag
premium
d1thhkdlvag
d1thhkdlvag
d1thhkdlvag
igmddum2til
igmddum2til
igmddum2til
premium
igmddum2til
premium
igmddum2til
igmddum2til
igmddum2til
474la37oqdn
474la37oqdn
474la37oqdn
premium
474la37oqdn
premium
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MO
Altria Group
$51.09
$0.05
(0.1%)
After
0.22%
premium
3 Buy
2 Hold
3 Sell
Hold
premium
$87.09B
21.81%
ABBV
AbbVie
$191.90
$0.64
(0.33%)
After
0.18%
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$337.83B
24.27%
V
Visa
$271.69
$2.06
(0.76%)
After
0.19%
premium
23 Buy
5 Hold
0 Sell
Strong Buy
premium
$532.76B
17.41%
O
Realty Income
$62.48
$0.16
(0.26%)
After
0.11%
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$54.55B
24.63%
SBUX
Starbucks
$97.47
$1.85
(1.93%)
After
0.12%
premium
15 Buy
7 Hold
2 Sell
Moderate Buy
premium
$108.36B
3.93%
TROW
T Rowe Price
$109.38
$1.92
(1.79%)
After
0%
premium
0 Buy
6 Hold
2 Sell
Hold
premium
$23.92B
4.03%
WSM
Williams-Sonoma
$151.25
$2.35
(1.58%)
After
0.58%
premium
5 Buy
8 Hold
2 Sell
Hold
premium
$18.81B
93.79%
GB:VUSD
VUSD
< ETF >
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
$108.65
$0.065
(0.06%)
premium
4K Buy
3K Hold
307 Sell
Moderate Buy
premium
$44.05B
33.85%
GOOGL
Alphabet Class A
$162.73
$1.24
(0.77%)
After
0.18%
premium
29 Buy
9 Hold
0 Sell
Strong Buy
premium
$2.00T
25.61%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$83.74
$0.37
(0.44%)
After
0.11%
premium
406 Buy
460 Hold
68 Sell
Hold
premium
$61.62B
18.04%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.32
$0.19
(0.32%)
After
0.25%
premium
1K Buy
559 Hold
50 Sell
Moderate Buy
premium
$35.74B
10.32%
FNF
Fidelity National Financial
$60.34
$0.18
(0.3%)
After
0.27%
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$16.55B
48.01%
BAC
Bank of America
$39.52
$0.27
(0.69%)
After
0.1%
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$304.56B
44.46%
UPS
United Parcel
$133.33
$1.82
(1.38%)
After
0.02%
premium
8 Buy
10 Hold
1 Sell
Moderate Buy
premium
$112.65B
-13.42%