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Portfolio mayo 2021 - New Portfolio

Portfolio mayo 2021
Individual Investor
Ranked #194,676 out of 747,498 TipRanks' Investors
Success Rate
57%
104 out of 182
profitable transactions
Average Return
6.63%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.75% CNSWF
6.27% MSTR
5.86% AAPL
5.20% LLY
4.44% BLK
70.48% Others
By Assets
98.28% Stocks
1.71% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
31.54% Technology
21.00% Financial
17.40% Consumer Cyclical
10.32% Industrials
6.65% Healthcare
13.09% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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V
Visa
$266.89
$1.43
(0.54%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$531.18B
11.12%
COIN
Coinbase Global
$264.40
$6.61
(2.56%)
premium
7 Buy
9 Hold
2 Sell
Moderate Buy
premium
$63.31B
160.79%
CNSWF
Constellation Software
$3147.86
$77.86
(2.54%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$65.06B
50.44%
BRK.B
Berkshire Hathaway B
$436.35
$1.88
(0.43%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$936.56B
24.27%
AON
Aon
$299.84
$3.67
(1.24%)
premium
1 Buy
8 Hold
3 Sell
Hold
premium
$64.40B
-12.82%
BABA
Alibaba
$76.86
$1.59
(2.11%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$162.02B
-19.15%
BN
Brookfield Corporation
$46.81
$0.75
(1.63%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$75.73B
30.74%
CRM
Salesforce
$254.92
$7.29
(2.94%)
premium
28 Buy
10 Hold
1 Sell
Moderate Buy
premium
$239.95B
10.05%
SONY
Sony Group
$92.76
$0.07
(0.08%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$114.32B
-0.89%
SBGSY
Schneider Electric SE
$49.52
$0.94
(1.93%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$136.76B
35.80%
PYPL
PayPal Holdings
$60.63
$1.3
(2.19%)
premium
14 Buy
17 Hold
0 Sell
Moderate Buy
premium
$62.06B
-19.49%
EL
The Estée Lauder Companies
$100.83
$1.65
(1.66%)
premium
8 Buy
12 Hold
0 Sell
Moderate Buy
premium
$35.56B
-42.88%
MA
Mastercard
$446.78
$3.09
(0.7%)
premium
22 Buy
2 Hold
0 Sell
Strong Buy
premium
$412.46B
10.26%
MCD
McDonald's
$259.05
$1.77
(0.69%)
premium
19 Buy
8 Hold
0 Sell
Moderate Buy
premium
$185.50B
-10.81%
LMT
Lockheed Martin
$473.75
$1.17
(0.25%)
premium
2 Buy
8 Hold
1 Sell
Hold
premium
$113.95B
6.90%
QSR
Restaurant Brands International
$72.51
$0.23
(0.32%)
premium
11 Buy
5 Hold
1 Sell
Moderate Buy
premium
$32.75B
-2.34%
ASML
ASML Holding
$937.10
$41.73
(4.66%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$355.27B
31.77%
GLD
GLD
< ETF >
SPDR Gold Shares
$221.55
$0.18
(0.08%)
premium
premium
$66.53B
22.23%
ICE
Intercontinental Exchange
$149.27
$1.59
(1.08%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$84.71B
28.76%
NDAQ
Nasdaq
$63.18
$0.67
(1.07%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$36.04B
24.42%
DIS
Walt Disney
$93.71
$2.03
(2.12%)
premium
21 Buy
5 Hold
0 Sell
Strong Buy
premium
$174.54B
11.43%
MSTR
Microstrategy
$1788.65
$10.15
(0.57%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$31.55B
312.70%
LRCX
Lam Research
$971.26
$54.15
(5.9%)
premium
15 Buy
8 Hold
0 Sell
Moderate Buy
premium
$119.90B
44.92%
TXN
Texas Instruments
$204.57
$5.47
(2.75%)
premium
6 Buy
13 Hold
4 Sell
Hold
premium
$181.28B
11.70%
NSRGF
Nestlé SA
$104.56
$0.214
(0.2%)
premium
8 Buy
4 Hold
1 Sell
Moderate Buy
premium
$271.26B
-12.92%
BLK
BlackRock
$841.84
$11.14
(1.34%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$123.44B
12.76%
SHOP
Shopify
$62.88
$0.28
(0.44%)
premium
18 Buy
13 Hold
0 Sell
Moderate Buy
premium
$81.44B
-4.55%
CP
Canadian Pacific Kansas City
$83.51
$0.05
(0.06%)
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$77.98B
2.33%
AMZN
Amazon
$183.94
$0.81
(0.44%)
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.91T
42.18%
MNST
Monster Beverage
$50.17
$0.72
(1.41%)
premium
10 Buy
5 Hold
2 Sell
Moderate Buy
premium
$53.01B
-12.83%
VZ
Verizon
$39.03
$2.59
(6.22%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$175.19B
31.38%
MRK
Merck & Company
$125.74
$0.03
(0.02%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$318.55B
18.68%
BMY
Bristol-Myers Squibb
$42.60
$0.04
(0.09%)
premium
5 Buy
10 Hold
2 Sell
Hold
premium
$86.44B
-30.87%
KR
Kroger Company
$54.72
$0.205
(0.38%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$39.34B
14.56%
SBUX
Starbucks
$76.49
$2.78
(3.51%)
premium
8 Buy
18 Hold
0 Sell
Moderate Buy
premium
$89.79B
-20.97%
BERY
Berry Global Group
$63.17
$0.35
(0.56%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$7.19B
-4.92%
IDT
IDT
$37.15
$0.15
(0.41%)
premium
premium
$937.53M
58.66%
PAR
Par Technology
$54.07
$0.8
(1.5%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.81B
62.56%
APG
APi Group
$37.80
$1.08
(2.94%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$10.22B
30.26%
GFL
GFL Environmental
$39.47
$0.55
(1.41%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$14.65B
4.23%
TSE:PBH
Premium Brands
C$93.74
C$0.05
(0.05%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
C$4.16B
-10.48%
MIDD
The Middleby
$128.56
$1.63
(1.28%)
premium
6 Buy
1 Hold
1 Sell
Moderate Buy
premium
$6.82B
-12.47%
TSE:ENGH
Enghouse Systems
C$30.56
C$0.21
(0.69%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
C$1.68B
-1.86%
ROKU
Roku
$61.67
$0.88
(1.41%)
premium
8 Buy
5 Hold
2 Sell
Moderate Buy
premium
$9.02B
-12.96%
DE:MOB
Monster Beverage
€46.70
€0.23
(0.49%)
premium
10 Buy
5 Hold
2 Sell
Moderate Buy
premium
€48.70B
-12.83%
MSFT
Microsoft
$443.38
$6.27
(1.43%)
premium
34 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.25T
27.65%
AAPL
Apple
$224.96
$0.65
(0.29%)
premium
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.44T
16.99%
TSLA
Tesla
$250.82
$11.62
(4.86%)
premium
13 Buy
13 Hold
8 Sell
Hold
premium
$762.86B
-11.10%
GOOGL
Alphabet Class A
$182.20
$4.54
(2.56%)
premium
33 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.21T
46.35%
LLY
Eli Lilly & Co
$868.50
$11.03
(1.29%)
premium
17 Buy
4 Hold
0 Sell
Strong Buy
premium
$814.94B
88.08%
UNP
Union Pacific
$242.14
$0.18
(0.07%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$147.84B
14.21%
CNI
Canadian National Railway
$121.80
$1.13
(0.94%)
premium
4 Buy
10 Hold
1 Sell
Hold
premium
$76.77B
3.49%