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Core Portfolio - New Portfolio

Kevin Kelly

Core Portfolio
Individual Investor
Ranked #289,256 out of 777,622 TipRanks' Investors
Success Rate
56%
37 out of 66
profitable transactions
Average Return
6.07%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.28% AMZN
7.11% CRWD
5.68% BRK.B
5.28% T
4.96% MO
69.69% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
25.04% Consumer Cyclical
17.67% Energy
17.42% Technology
15.13% Financial
8.95% Communication Services
15.79% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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PFE
Pfizer
$26.61
$0.08
(0.3%)
Pre
0.56%
premium
8 Buy
10 Hold
1 Sell
Moderate Buy
premium
$150.35B
-10.76%
RIO
Rio Tinto
$58.77
$0.04
(0.07%)
Pre
0.37%
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$101.00B
-20.80%
SBSW
Sibanye Stillwater
$3.47
$0.17
(5.15%)
Pre
1.73%
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$2.25B
-32.49%
TGT
Target
$137.19
$2.01
(1.49%)
Pre
0.5%
premium
13 Buy
15 Hold
0 Sell
Moderate Buy
premium
$61.94B
-2.52%
TTE
TotalEnergies
$55.08
$0.58
(1.06%)
Pre
0.58%
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$126.08B
-18.53%
SONY
Sony Group
$21.09
$0.07
(0.33%)
Pre
0.66%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$130.69B
14.15%
SKM
Sk Telecom
$21.17
$0.13
(0.62%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$7.97B
1.39%
STLA
Stellantis
$12.78
$0.27
(2.07%)
Pre
1.17%
premium
6 Buy
9 Hold
1 Sell
Moderate Buy
premium
$38.67B
-43.38%
SQ
Block
$86.75
$1.76
(2.07%)
Pre
3.14%
premium
23 Buy
4 Hold
1 Sell
Strong Buy
premium
$52.68B
23.84%
HMC
Honda Motor Company
$28.43
$0.12
(0.42%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$47.00B
-7.09%
HD
Home Depot
$388.46
$0.53
(0.14%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$386.41B
14.84%
MSFT
Microsoft
$418.58
$2.92
(0.69%)
Pre
0.7%
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.13T
13.65%
NKE
Nike
$73.67
$2
(2.64%)
Pre
0.53%
premium
14 Buy
15 Hold
0 Sell
Moderate Buy
premium
$112.63B
-27.27%
MS
Morgan Stanley
$124.78
$0.94
(0.75%)
Pre
0.06%
premium
5 Buy
10 Hold
0 Sell
Moderate Buy
premium
$202.54B
35.76%
CRM
Salesforce
$330.66
$3.67
(1.1%)
Pre
0.32%
premium
31 Buy
9 Hold
1 Sell
Moderate Buy
premium
$319.95B
32.75%
COST
Costco
$909.81
$6.46
(0.71%)
Pre
0.35%
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$406.73B
40.82%
CVS
CVS Health
$44.22
$0.67
(1.49%)
Pre
0.86%
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$56.49B
-44.48%
CRWD
CrowdStrike Holdings
$347.34
$5.18
(1.51%)
Pre
0.57%
premium
29 Buy
5 Hold
0 Sell
Strong Buy
premium
$84.28B
38.59%
CI
Cigna
$274.49
$1.65
(0.6%)
Pre
<0.01%
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$76.81B
-9.61%
CMG
Chipotle
$59.89
$0.41
(0.68%)
Pre
0%
premium
13 Buy
8 Hold
0 Sell
Moderate Buy
premium
$82.16B
34.31%
ENB
Enbridge
$42.98
$0.55
(1.3%)
Pre
0.07%
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$92.45B
16.89%
BP
BP
$29.93
$0.37
(1.25%)
Pre
1.14%
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$77.88B
-16.73%
BNS
Bank Of Nova Scotia
$53.64
$0.08
(0.15%)
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
$66.04B
14.22%
BRK.B
Berkshire Hathaway B
$451.10
$2.18
(0.48%)
Pre
0.31%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$978.01B
25.06%
AMZN
Amazon
$220.22
$0.83
(0.38%)
Pre
0.9%
premium
45 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.31T
46.33%
AMX
America Movil
$14.42
$0.11
(0.77%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$43.94B
-20.81%
AFL
AFLAC
$102.36
$1.08
(1.04%)
premium
3 Buy
6 Hold
2 Sell
Hold
premium
$57.46B
23.04%
VZ
Verizon
$40.21
$0.22
(0.55%)
Pre
0.27%
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$168.34B
2.85%
CVX
Chevron
$146.71
$1.87
(1.29%)
Pre
0.54%
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$260.29B
-3.10%
T
AT&T
$22.83
$0.06
(0.26%)
Pre
0.09%
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$163.38B
32.50%
DVN
Devon Energy
$33.40
$0.67
(2.05%)
Pre
0.66%
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
$21.50B
-28.60%
LOW
Lowe's
$246.98
$0.18
(0.07%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$139.36B
16.27%
MO
Altria Group
$52.51
$0.22
(0.42%)
Pre
0.4%
premium
4 Buy
2 Hold
2 Sell
Hold
premium
$88.62B
25.76%
C
Citigroup
$69.94
$0.45
(0.64%)
Pre
0.94%
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$133.13B
30.39%
CAT
Caterpillar
$359.77
$2.99
(0.82%)
Pre
0.47%
premium
5 Buy
5 Hold
4 Sell
Hold
premium
$175.14B
26.55%
BAC
Bank of America
$44.29
$0.34
(0.77%)
Pre
0.41%
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$337.22B
31.08%
BBD
Banco Bradesco SA
$1.96
$0.05
(2.62%)
Pre
0%
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$18.68B
-42.69%
SU
Suncor Energy
$36.04
$0.36
(1.01%)
Pre
0.5%
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$44.88B
6.12%
JNJ
Johnson & Johnson
$144.02
$0.6
(0.41%)
Pre
0.33%
premium
5 Buy
11 Hold
0 Sell
Moderate Buy
premium
$348.19B
-10.16%