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MW 1st Portfolio - New Portfolio

Michal Weis

MW 1st Portfolio
Individual Investor
Ranked #302,312 out of 783,334 TipRanks' Investors
Success Rate
55%
27 out of 49
profitable transactions
Average Return
10.95%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.00% VOO
17.15% GOOGL
13.35% CVX
8.66% COP
8.45% MRK
33.39% Others
By Assets
73.83% Stocks
26.17% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
26.17% General
22.01% Energy
17.15% Communication Services
11.21% Healthcare
9.07% Consumer Cyclical
14.39% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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PFE
Pfizer
$26.91
$0.29
(1.09%)
premium
7 Buy
10 Hold
1 Sell
Moderate Buy
premium
$151.59B
-1.48%
MRK
Merck & Company
$98.95
$0.67
(0.68%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$246.51B
-19.22%
COP
Conocophillips
$101.46
$0.1
(0.1%)
premium
19 Buy
1 Hold
0 Sell
Strong Buy
premium
$131.14B
-10.95%
CVX
Chevron
$156.32
$0.63
(0.4%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$280.72B
3.71%
PYPL
PayPal Holdings
$89.57
$0.81
(0.91%)
premium
12 Buy
10 Hold
0 Sell
Moderate Buy
premium
$88.41B
39.38%
KO
Coca-Cola
$64.05
$1.22
(1.94%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$268.63B
4.89%
NIO
Nio
$4.44
$0.22
(5.21%)
premium
4 Buy
6 Hold
2 Sell
Hold
premium
$9.06B
-27.12%
GOOGL
Alphabet Class A
$200.87
$5.46
(2.79%)
premium
22 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.40T
29.02%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$556.30
$2.89
(0.52%)
premium
4K Buy
3K Hold
292 Sell
Moderate Buy
premium
$617.83B
22.66%
MRVL
Marvell
$110.33
$3.54
(3.31%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$89.89B
55.15%
BTC-USD
Bitcoin
$104857.29
$1.139K
(1.1%)
premium
premium
$2.08T
142.64%
XLU
XLU
< ETF >
Utilities Select Sector SPDR Fund
$78.34
$1.6
(2.08%)
premium
197 Buy
139 Hold
13 Sell
Moderate Buy
premium
$17.41B
24.62%
AMZN
Amazon
$234.64
$2.43
(1.03%)
premium
49 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.50T
49.10%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.98
$0.03
(0.11%)
premium
411 Buy
414 Hold
69 Sell
Moderate Buy
premium
$68.89B
8.87%