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My Portfolio - New Portfolio

Matthew Sparkes-Brown

My Portfolio
Individual Investor
Ranked #76,187 out of 781,107 TipRanks' Investors
Success Rate
78%
50 out of 64
profitable transactions
Average Return
8.48%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.25% GB:VUSD
11.28% V
11.28% SCHD
10.78% ASML
8.44% WSM
42.97% Others
By Assets
67.37% Stocks
32.63% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
22.62% Financial
17.37% General
11.89% Consumer Cyclical
10.78% Technology
7.50% Communication Services
14.59% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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premium
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premium
8mdcl538j67
premium
8mdcl538j67
8mdcl538j67
8mdcl538j67
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p3btw7b3
p3btw7b3
premium
p3btw7b3
premium
p3btw7b3
p3btw7b3
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premium
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premium
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premium
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premium
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uw54m145btk
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3gj1yb2
premium
3gj1yb2
premium
3gj1yb2
3gj1yb2
3gj1yb2
npap0u9cpp
npap0u9cpp
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premium
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premium
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premium
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premium
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MO
Altria Group
$51.47
$0.39
(0.75%)
premium
4 Buy
2 Hold
2 Sell
Hold
premium
$87.89B
28.59%
ABBV
AbbVie
$172.61
$1.05
(0.61%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$303.17B
4.12%
V
Visa
$323.63
$4.01
(1.25%)
premium
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$626.79B
17.98%
O
Realty Income
$55.26
$0.64
(1.17%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$47.80B
-3.36%
SBUX
Starbucks
$97.98
$2.85
(3%)
premium
11 Buy
6 Hold
3 Sell
Moderate Buy
premium
$107.86B
1.35%
TROW
T Rowe Price
$113.80
$0.59
(0.52%)
premium
0 Buy
7 Hold
3 Sell
Moderate Sell
premium
$25.15B
3.39%
WSM
Williams-Sonoma
$209.82
$6.99
(3.45%)
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$24.97B
96.52%
GB:VUSD
VUSD
< ETF >
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
$114.35
$0.1
(0.09%)
premium
8K Buy
5K Hold
600 Sell
Strong Buy
premium
$45.96B
24.19%
GOOGL
Alphabet Class A
$198.05
$2.05
(1.05%)
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.41T
33.90%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.22
$0.23
(0.82%)
premium
421 Buy
416 Hold
68 Sell
Moderate Buy
premium
$67.47B
9.17%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.95
$0.45
(0.77%)
premium
1K Buy
547 Hold
52 Sell
Moderate Buy
premium
$37.92B
5.10%
FNF
Fidelity National Financial
$58.79
$0.75
(1.29%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$15.88B
18.00%
BAC
Bank of America
$46.66
$0.13
(0.28%)
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$357.02B
44.41%
UPS
United Parcel
$132.87
$3.14
(2.42%)
premium
13 Buy
4 Hold
2 Sell
Moderate Buy
premium
$110.71B
-17.31%
ASML
ASML Holding
$763.00
$6.67
(0.88%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$300.76B
-0.20%