Forbes1 - New Portfolio

wrf967@gmail.com

Forbes1
Individual Investor
Ranked #87,534 out of 759,673 TipRanks' Investors
Success Rate
71%
31 out of 44
profitable transactions
Average Return
25.28%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
2.33% TGT
2.33% DINO
2.33% FRT
2.33% BLK
2.33% APTV
88.35% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
18.60% Industrials
16.28% Healthcare
13.95% Technology
11.63% Basic Materials
11.63% Financial
27.91% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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TGT
Target
$152.88
$3.28
(2.19%)
premium
18 Buy
10 Hold
0 Sell
Moderate Buy
premium
$70.43B
45.39%
DINO
HF Sinclair Corporation
$46.74
$0.96
(2.01%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$8.92B
-11.06%
FRT
Federal Realty
$111.35
$0.24
(0.22%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$9.39B
26.76%
BLK
BlackRock
$949.19
$2.3
(0.24%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
46.42%
APTV
Aptiv
$70.33
$1.36
(1.97%)
premium
10 Buy
4 Hold
2 Sell
Moderate Buy
premium
$18.69B
-25.23%
UPS
United Parcel
$131.25
$0.53
(0.41%)
premium
8 Buy
10 Hold
1 Sell
Moderate Buy
premium
$112.43B
-14.43%
SYK
Stryker
$351.22
$0.39
(0.11%)
premium
15 Buy
4 Hold
0 Sell
Strong Buy
premium
$133.84B
32.11%
UNH
UnitedHealth
$591.20
$1.55
(0.26%)
premium
21 Buy
0 Hold
0 Sell
Strong Buy
premium
$545.92B
14.52%
SBUX
Starbucks
$96.58
$1.02
(1.07%)
premium
15 Buy
7 Hold
2 Sell
Moderate Buy
premium
$109.44B
4.56%
WFC
Wells Fargo
$56.96
$1.98
(3.6%)
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
$193.88B
44.94%
ECL
Ecolab
$251.02
$0.25
(0.1%)
premium
10 Buy
9 Hold
0 Sell
Moderate Buy
premium
$71.42B
49.03%
MDT
Medtronic
$88.26
$0.49
(0.56%)
premium
9 Buy
12 Hold
2 Sell
Moderate Buy
premium
$113.19B
15.90%
MCD
McDonald's
$303.76
$0.31
(0.1%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$217.90B
20.43%
ADI
Analog Devices
$228.23
$1.67
(0.74%)
premium
15 Buy
6 Hold
0 Sell
Moderate Buy
premium
$113.31B
32.61%
EMR
Emerson Electric Company
$111.44
$1.81
(1.65%)
premium
9 Buy
3 Hold
1 Sell
Moderate Buy
premium
$63.82B
19.07%
LIN
Linde
$468.18
$1.57
(0.33%)
premium
13 Buy
5 Hold
1 Sell
Moderate Buy
premium
$223.56B
26.58%
COST
Costco
$883.11
$7.44
(0.85%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$391.51B
55.06%
COR
Cencora
$219.94
$1.02
(0.46%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$43.34B
19.63%
SPGI
S&P Global
$512.17
$2.43
(0.47%)
premium
16 Buy
1 Hold
0 Sell
Strong Buy
premium
$160.31B
41.77%
PSX
Phillips 66
$138.62
$0.31
(0.22%)
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$58.02B
26.62%
LOW
Lowe's
$267.76
$2.45
(0.91%)
premium
14 Buy
10 Hold
0 Sell
Moderate Buy
premium
$151.90B
34.01%
AAPL
Apple
$226.80
$1.13
(0.5%)
premium
24 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.45T
29.67%
BDX
Becton Dickinson
$238.22
$0.86
(0.36%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$68.86B
-9.22%
CB
Chubb
$290.59
$2.05
(0.71%)
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
$117.44B
38.67%
APD
Air Products and Chemicals
$285.50
$0.08
(0.03%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$63.47B
2.02%
ITW
Illinois Tool Works
$258.41
$1.58
(0.61%)
premium
3 Buy
5 Hold
3 Sell
Hold
premium
$76.72B
10.99%
PPG
PPG Industries
$128.57
$0.73
(0.57%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$30.00B
-2.10%
SYY
Sysco
$75.41
$0.22
(0.29%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$37.04B
18.48%
UNP
Union Pacific
$238.86
$1.77
(0.74%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$145.51B
19.05%
MSFT
Microsoft
$416.06
$0.48
(0.12%)
premium
28 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.09T
30.28%
ABT
Abbott Laboratories
$112.64
$0.41
(0.37%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$195.98B
16.27%
META
Meta Platforms
$595.94
$13.17
(2.26%)
premium
42 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.51T
95.52%
SHW
Sherwin-Williams Company
$371.30
$1.8
(0.48%)
premium
13 Buy
5 Hold
1 Sell
Moderate Buy
premium
$93.66B
46.34%
RTX
RTX
$124.91
$1.24
(1%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$166.16B
80.04%
HON
Honeywell International
$203.78
$0.9
(0.44%)
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
$132.39B
13.20%
ABBV
AbbVie
$194.29
$1.16
(0.59%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$343.18B
31.77%
TREX
Trex Company
$66.25
$1.87
(2.75%)
premium
6 Buy
8 Hold
1 Sell
Moderate Buy
premium
$7.20B
13.02%
XYL
Xylem
$133.47
$0.41
(0.31%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$32.42B
46.72%
TROW
T Rowe Price
$108.47
$1.99
(1.87%)
premium
0 Buy
7 Hold
3 Sell
Moderate Sell
premium
$24.15B
6.40%
IBM
International Business Machines
$226.00
$3.28
(1.47%)
premium
5 Buy
7 Hold
2 Sell
Hold
premium
$208.18B
59.69%
ENPH
Enphase Energy
$105.95
$0.84
(0.79%)
premium
15 Buy
8 Hold
3 Sell
Moderate Buy
premium
$14.35B
-11.09%
SNAP
Snap
$10.80
$0.06
(0.56%)
premium
6 Buy
23 Hold
1 Sell
Hold
premium
$17.92B
23.57%
ZS
Zscaler
$173.93
$4.3
(2.53%)
premium
22 Buy
10 Hold
0 Sell
Moderate Buy
premium
$26.52B
13.46%