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Portfolio mayo 2021 - New Portfolio

Portfolio mayo 2021
Individual Investor
Ranked #90,080 out of 780,441 TipRanks' Investors
Success Rate
63%
115 out of 182
profitable transactions
Average Return
18.26%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.89% MSTR
6.58% CNSWF
6.18% TSLA
5.49% AAPL
4.60% BLK
66.26% Others
By Assets
98.27% Stocks
1.73% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
33.65% Technology
21.49% Financial
18.65% Consumer Cyclical
8.95% Industrials
5.34% Healthcare
11.92% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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V
Visa
$309.09
$2.17
(0.71%)
Pre
1.73%
premium
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$606.14B
16.18%
COIN
Coinbase Global
$255.37
$4.17
(1.66%)
Pre
3.87%
premium
10 Buy
10 Hold
1 Sell
Moderate Buy
premium
$63.93B
92.08%
CNSWF
Constellation Software
$2955.25
$38.859
(1.3%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$62.95B
17.94%
BRK.B
Berkshire Hathaway B
$450.03
$6.12
(1.38%)
Pre
1.3%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$970.84B
23.76%
AON
Aon
$362.65
$7.97
(2.25%)
Pre
2.04%
premium
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
$78.43B
20.79%
BABA
Alibaba
$81.68
$1.14
(1.42%)
Pre
1.31%
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$195.62B
12.11%
BN
Brookfield Corporation
$55.39
$0.45
(0.82%)
Pre
2.76%
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$83.54B
40.22%
CRM
Salesforce
$323.54
$4.47
(1.4%)
Pre
2.46%
premium
31 Buy
8 Hold
2 Sell
Moderate Buy
premium
$309.63B
17.34%
SONY
Sony Group
$19.88
$0.33
(1.63%)
Pre
3.12%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$122.08B
-0.35%
SBGSY
Schneider Electric SE
$51.48
$0.48
(0.94%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$144.43B
31.49%
PYPL
PayPal Holdings
$87.18
$3.19
(3.8%)
Pre
2.23%
premium
15 Buy
13 Hold
0 Sell
Moderate Buy
premium
$87.40B
37.69%
EL
The Estée Lauder Companies
$73.87
$1.13
(1.51%)
Pre
2.41%
premium
4 Buy
19 Hold
1 Sell
Hold
premium
$26.52B
-44.37%
MA
Mastercard
$509.02
$4.11
(0.81%)
Pre
1.39%
premium
21 Buy
3 Hold
0 Sell
Strong Buy
premium
$467.19B
18.63%
MCD
McDonald's
$281.58
$2.05
(0.72%)
Pre
0.68%
premium
16 Buy
9 Hold
0 Sell
Moderate Buy
premium
$201.79B
-3.35%
LMT
Lockheed Martin
$484.46
$1.3
(0.27%)
Pre
0.73%
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$114.83B
4.59%
QSR
Restaurant Brands International
$60.87
$0.07
(0.11%)
Pre
1.2%
premium
13 Buy
4 Hold
1 Sell
Moderate Buy
premium
$27.43B
-22.32%
ASML
ASML Holding
$736.29
$8.88
(1.22%)
Pre
0.49%
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$284.58B
3.23%
GLD
GLD
< ETF >
SPDR Gold Shares
$247.03
$1.29
(0.52%)
Pre
0.43%
premium
premium
$74.85B
29.53%
ICE
Intercontinental Exchange
$145.25
$1.36
(0.95%)
Pre
1.85%
premium
10 Buy
3 Hold
0 Sell
Strong Buy
premium
$83.40B
14.41%
NDAQ
Nasdaq
$76.25
$0.07
(0.09%)
Pre
1.18%
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$43.83B
33.94%
DIS
Walt Disney
$108.12
$0.04
(0.04%)
Pre
1.22%
premium
17 Buy
5 Hold
0 Sell
Strong Buy
premium
$195.80B
19.67%
MSTR
Microstrategy
$342.17
$13.77
(4.19%)
Pre
4.52%
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$84.10B
576.37%
LRCX
Lam Research
$75.06
$0.61
(0.82%)
Pre
1.49%
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$96.58B
-2.00%
TXN
Texas Instruments
$193.50
$2.41
(1.26%)
Pre
2.4%
premium
8 Buy
11 Hold
2 Sell
Moderate Buy
premium
$176.51B
17.36%
NSRGF
Nestlé SA
$81.21
$0.16
(0.2%)
premium
7 Buy
10 Hold
1 Sell
Moderate Buy
premium
$208.92B
-29.03%
BLK
BlackRock
$963.17
$8.16
(0.85%)
Pre
5.28%
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$149.17B
19.43%
SHOP
Shopify
$101.61
$0.15
(0.15%)
Pre
2.89%
premium
20 Buy
13 Hold
3 Sell
Moderate Buy
premium
$131.24B
25.01%
CP
Canadian Pacific Kansas City
$74.19
$0.43
(0.58%)
Pre
1.08%
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$69.27B
-4.17%
AMZN
Amazon
$217.76
$0.7
(0.32%)
Pre
2%
premium
48 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.29T
40.84%
MNST
Monster Beverage
$50.10
$0.11
(0.22%)
Pre
1.44%
premium
9 Buy
6 Hold
2 Sell
Moderate Buy
premium
$48.72B
-15.16%
VZ
Verizon
$38.28
$0.16
(0.42%)
Pre
0.6%
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$161.14B
-0.73%
MRK
Merck & Company
$99.65
$1.33
(1.32%)
Pre
0.67%
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$252.08B
-14.88%
BMY
Bristol-Myers Squibb
$55.74
$0.38
(0.69%)
Pre
0.57%
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$113.05B
10.79%
KR
Kroger Company
$59.92
$0.43
(0.72%)
Pre
0.88%
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$43.36B
30.18%
SBUX
Starbucks
$93.07
$0.44
(0.47%)
Pre
1.41%
premium
11 Buy
6 Hold
3 Sell
Moderate Buy
premium
$105.52B
1.66%
BERY
Berry Global Group
$66.12
$0.09
(0.14%)
Pre
0.51%
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$7.65B
1.49%
IDT
IDT
$47.09
$1.05
(2.28%)
Pre
1.06%
premium
premium
$1.19B
44.54%
PAR
Par Technology
$71.79
$4.26
(6.31%)
Pre
2.15%
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.61B
78.94%
APG
APi Group
$37.12
$1.34
(3.75%)
Pre
5.68%
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$10.44B
13.55%
GFL
GFL Environmental
$43.69
$0.52
(1.18%)
Pre
0.87%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$17.18B
33.89%
TSE:PBH
Premium Brands
C$78.60
C$0.06
(0.08%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
C$3.52B
-16.75%
MIDD
The Middleby
$139.30
$2.59
(1.89%)
Pre
0.5%
premium
5 Buy
1 Hold
1 Sell
Moderate Buy
premium
$7.49B
-0.31%
TSE:ENGH
Enghouse Systems
C$26.13
C$0.52
(1.95%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
C$1.45B
-34.55%
ROKU
Roku
$74.80
$1.86
(2.43%)
Pre
2.74%
premium
9 Buy
10 Hold
2 Sell
Moderate Buy
premium
$10.86B
-10.91%
DE:MOB
Monster Beverage
€48.63
€0.16
(0.33%)
premium
9 Buy
6 Hold
2 Sell
Moderate Buy
premium
€47.30B
-15.16%
MSFT
Microsoft
$415.67
$1.52
(0.36%)
Pre
1.33%
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.09T
7.00%
AAPL
Apple
$233.28
$1.12
(0.48%)
Pre
0.79%
premium
19 Buy
7 Hold
3 Sell
Moderate Buy
premium
$3.51T
25.47%
TSLA
Tesla
$396.36
$6.95
(1.72%)
Pre
3.33%
premium
13 Buy
12 Hold
9 Sell
Hold
premium
$1.27T
84.25%
GOOGL
Alphabet Class A
$189.66
$1.35
(0.71%)
Pre
1.56%
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.33T
33.90%
LLY
Eli Lilly & Co
$744.91
$52.57
(6.59%)
Pre
1.15%
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$707.15B
15.86%
UNP
Union Pacific
$229.38
$2.62
(1.16%)
Pre
1.88%
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$139.06B
-3.50%
CNI
Canadian National Railway
$100.29
$0.03
(0.03%)
Pre
1.06%
premium
13 Buy
9 Hold
0 Sell
Moderate Buy
premium
$63.03B
-20.56%