New Portfolio - New Portfolio

steve.chv@gmail.com

New Portfolio
Individual Investor
Ranked #9,019 out of 765,740 TipRanks' Investors
Success Rate
69%
189 out of 273
profitable transactions
Average Return
94.20%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.27% COST
6.82% AAPL
6.76% ISRG
5.58% MSFT
5.14% ITT
67.43% Others
By Assets
98.65% Stocks
1.36% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
32.19% Technology
13.13% Financial
13.07% Healthcare
12.51% Consumer Cyclical
11.83% Industrials
17.25% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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BSRTF
BSR Real Estate Investment Trust
$12.85
$0.035
(0.27%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$694.75M
21.99%
BRK.B
Berkshire Hathaway B
$464.30
$4.17
(0.91%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$991.16B
32.87%
CVX
Chevron
$157.10
$0.33
(0.21%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$286.72B
10.09%
BN
Brookfield Corporation
$57.18
$0.34
(0.59%)
premium
5 Buy
0 Hold
1 Sell
Moderate Buy
premium
$86.68B
78.74%
DOW
Dow Inc
$46.63
$2.27
(4.64%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$34.23B
1.24%
ITT
ITT
$153.12
$1.26
(0.83%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$12.38B
50.82%
GS
Goldman Sachs Group
$591.50
$9.33
(1.6%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$182.75B
79.37%
TGT
Target
$150.20
$0.71
(0.47%)
premium
17 Buy
10 Hold
0 Sell
Moderate Buy
premium
$69.52B
37.38%
SCHW
Charles Schwab
$74.69
$1.765
(2.42%)
premium
7 Buy
7 Hold
1 Sell
Moderate Buy
premium
$133.85B
33.28%
SHEL
Shell
$66.96
$1.65
(2.4%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$207.64B
6.50%
NSRGY
Nestle SA Reg
$90.25
$0.62
(0.68%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$234.02B
-17.24%
AAPL
Apple
$227.40
$0.17
(0.07%)
premium
23 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.44T
24.38%
CB
Chubb
$281.21
$3.22
(1.16%)
premium
7 Buy
6 Hold
1 Sell
Moderate Buy
premium
$112.06B
26.93%
DD
DuPont de Nemours
$83.95
$2.64
(3.05%)
premium
8 Buy
3 Hold
2 Sell
Moderate Buy
premium
$36.19B
26.57%
AX
Axos Financial
$80.33
$1
(1.26%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$4.53B
111.43%
AMZN
Amazon
$208.52
$1.53
(0.73%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.21T
47.84%
RYN
Rayonier
$31.20
$0.44
(1.39%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$4.71B
10.90%
HASI
HASI
$29.08
$3.01
(9.38%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.74B
59.33%
BX
Blackstone Group
$177.60
$1.3
(0.74%)
premium
6 Buy
11 Hold
1 Sell
Moderate Buy
premium
$213.83B
77.87%
INTC
Intel
$26.03
$0.2
(0.76%)
premium
1 Buy
22 Hold
7 Sell
Hold
premium
$113.13B
-30.83%
ISRG
Intuitive Surgical
$537.59
$13.31
(2.54%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$186.74B
88.64%
MDT
Medtronic
$88.07
$0.05
(0.06%)
premium
10 Buy
11 Hold
2 Sell
Moderate Buy
premium
$113.01B
25.66%
F
Ford Motor
$10.91
$0.05
(0.46%)
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$43.56B
9.05%
WFC
Wells Fargo
$69.92
$0.5
(0.72%)
premium
12 Buy
10 Hold
0 Sell
Moderate Buy
premium
$232.47B
76.84%
GE
GE Aerospace
$184.76
$5.91
(3.3%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$193.57B
57.09%
GHC
Graham Holdings
$956.60
$41.03
(4.48%)
premium
premium
$3.97B
47.96%
NXPI
NXP Semiconductors
$232.79
$3.325
(1.41%)
premium
13 Buy
5 Hold
1 Sell
Moderate Buy
premium
$60.01B
28.78%
PAX
Patria Investments
$12.07
$0.025
(0.21%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$1.84B
-9.40%
CSCO
Cisco Systems
$58.05
$0.03
(0.05%)
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$231.51B
9.19%
GLW
Corning
$48.63
$0.405
(0.84%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$41.29B
76.57%
COST
Costco
$944.76
$30.83
(3.37%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$404.94B
61.08%
UI
Ubiquiti Networks
$315.06
$53.805
(20.59%)
premium
1 Buy
0 Hold
1 Sell
Hold
premium
$15.80B
142.38%
BK
Bank of New York Mellon Corporation
$77.30
$0.39
(0.5%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$56.49B
72.76%
BMY
Bristol-Myers Squibb
$54.23
$0.48
(0.88%)
premium
3 Buy
10 Hold
2 Sell
Hold
premium
$110.96B
4.37%
NVDA
Nvidia
$147.35
$1.53
(1.03%)
premium
38 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.65T
219.66%
CTVA
Corteva
$58.21
$0.43
(0.73%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$40.59B
20.61%
ALB
Albemarle
$100.10
$0.17
(0.17%)
premium
7 Buy
9 Hold
1 Sell
Moderate Buy
premium
$11.75B
-16.03%
ORCL
Oracle
$189.33
$2.96
(1.59%)
premium
19 Buy
13 Hold
0 Sell
Moderate Buy
premium
$516.44B
65.91%
TTC
The Toro Company
$85.04
$1.38
(1.6%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$8.87B
2.87%
AVGO
Broadcom
$183.50
$0.31
(0.17%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$858.50B
101.74%
BCE
BCE
$28.40
$0.33
(1.18%)
premium
0 Buy
8 Hold
0 Sell
Hold
premium
$25.61B
-25.62%
DIS
Walt Disney
$98.97
$0.04
(0.04%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$179.42B
17.08%
ABT
Abbott Laboratories
$116.96
$1.66
(1.44%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$199.98B
21.70%
DOV
Dover
$201.96
$0.2
(0.1%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$27.68B
55.07%
MU
Micron
$111.90
$1.51
(1.33%)
premium
23 Buy
1 Hold
1 Sell
Strong Buy
premium
$125.74B
56.90%
MSFT
Microsoft
$423.00
$2.43
(0.57%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.16T
17.13%
SPHR
Sphere Entertainment
$44.30
$0.07
(0.16%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$1.59B
37.68%
VZ
Verizon
$40.51
$0.06
(0.15%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$170.78B
13.42%
JPM
JPMorgan Chase & Co.
$237.82
$1.44
(0.61%)
premium
13 Buy
5 Hold
1 Sell
Moderate Buy
premium
$665.49B
63.34%
LITE
Lumentum Holdings
$83.74
$10.1
(13.72%)
premium
9 Buy
3 Hold
2 Sell
Moderate Buy
premium
$5.05B
71.78%
GNTX
Gentex
$30.23
$0.37
(1.21%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$6.96B
2.72%
GMAB
Genmab
$23.13
$0.02
(0.09%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$15.15B
-25.45%
GOOG
Alphabet Class C
$180.27
$2.01
(1.1%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.22T
34.69%
NHYDY
Norsk Hydro
$6.25
$0.33
(5.01%)
premium
premium
$13.12B
19.01%
MSGS
Madison Square Garden Sports
$226.01
$2.425
(1.06%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$5.48B
34.57%
VVX
V2X
$66.08
$0.51
(0.77%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.10B
60.07%
QCOM
Qualcomm
$171.29
$1.62
(0.94%)
premium
11 Buy
8 Hold
1 Sell
Moderate Buy
premium
$192.10B
44.02%
CAT
Caterpillar
$394.73
$13.48
(3.3%)
premium
5 Buy
5 Hold
3 Sell
Hold
premium
$197.08B
73.84%
ABBV
AbbVie
$200.20
$0.31
(0.15%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$354.33B
41.17%
STZ
Constellation Brands
$234.64
$1.36
(0.58%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$42.35B
-3.40%
DTEGY
Deutsche Telekom
$30.61
$0.045
(0.15%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$151.67B
33.57%
ANET
Arista Networks
$399.77
$31.25
(7.25%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$135.41B
105.64%
AON
Aon
$384.02
$4.15
(1.09%)
premium
3 Buy
8 Hold
1 Sell
Hold
premium
$82.15B
15.98%
AMBA
Ambarella
$61.78
$0.33
(0.54%)
premium
7 Buy
5 Hold
1 Sell
Moderate Buy
premium
$2.54B
23.98%
TEL
TE Connectivity
$155.57
$0.37
(0.24%)
premium
5 Buy
5 Hold
1 Sell
Moderate Buy
premium
$47.17B
24.12%
LYB
LyondellBasell
$85.18
$2.15
(2.46%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$28.36B
-4.29%
IBM
International Business Machines
$214.36
$0.67
(0.31%)
premium
5 Buy
7 Hold
2 Sell
Hold
premium
$197.59B
44.35%
TROW
T Rowe Price
$117.89
$2.17
(1.81%)
premium
0 Buy
7 Hold
3 Sell
Moderate Sell
premium
$26.67B
26.57%
TTD
Trade Desk
$125.13
$7.4
(5.58%)
premium
21 Buy
3 Hold
2 Sell
Moderate Buy
premium
$65.33B
68.10%
LHX
L3Harris Technologies
$260.95
$6.14
(2.41%)
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$48.33B
40.40%
JNJ
Johnson & Johnson
$155.98
$0.75
(0.48%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$377.35B
4.24%
XYL
Xylem
$124.61
$0.95
(0.77%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$30.04B
27.73%
META
Meta Platforms
$588.51
$3.19
(0.54%)
premium
41 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.49T
85.03%
HIG
Hartford Financial
$117.31
$2.12
(1.84%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$33.39B
57.71%
TSLA
Tesla
$318.75
$21.84
(7.36%)
premium
11 Buy
14 Hold
9 Sell
Hold
premium
$953.10B
33.68%
BNET
Bion Environmental Technologies
$0.28
$0
(0%)
premium
premium
$15.60M
-74.06%
DINO
HF Sinclair Corporation
$41.73
$0.2
(0.48%)
premium
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
$7.81B
-22.01%
BAM
Brookfield Asset Management Ltd. Class A
$56.16
$0.24
(0.43%)
premium
4 Buy
4 Hold
2 Sell
Hold
premium
$23.40B
82.59%
GEHC
GE Healthcare Technologies Inc
$86.45
$1.88
(2.13%)
premium
9 Buy
3 Hold
1 Sell
Moderate Buy
premium
$40.36B
22.74%
CSL
Carlisle Companies
$452.55
$3.9
(0.87%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$20.34B
70.85%
MSGE
Madison Square Garden Entertainment Corp.
$39.28
$3.8
(8.82%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.09B
45.54%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$60.06
$0.39
(0.65%)
premium
1K Buy
602 Hold
52 Sell
Moderate Buy
premium
$36.84B
11.26%
CG
Carlyle Group
$51.88
$0.47
(0.9%)
premium
5 Buy
5 Hold
1 Sell
Moderate Buy
premium
$18.66B
80.28%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.55
$0.12
(0.21%)
premium
1K Buy
523 Hold
59 Sell
Moderate Buy
premium
$18.36B
17.27%
COGT
Cogent Biosciences
$10.30
$0.25
(2.49%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.10B
36.64%
ZS
Zscaler
$195.60
$1.11
(0.56%)
premium
21 Buy
10 Hold
0 Sell
Moderate Buy
premium
$30.00B
12.63%
AUR
Aurora Innovation
$5.55
$0.065
(1.18%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$9.43B
189.85%
LIVR
LIVR
< ETF >
Intelligent Livermore ETF
$26.09
$0.294
(1.11%)
premium
638 Buy
206 Hold
32 Sell
Moderate Buy
premium
$25.71M
5.30%