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New Portfolio - New Portfolio

dividend1975!

New Portfolio
Individual Investor
Ranked #148,622 out of 781,348 TipRanks' Investors
Success Rate
62%
115 out of 187
profitable transactions
Average Return
12.88%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.01% O
10.77% MAIN
7.93% DE:VUSA
5.43% DE:VBTC
5.21% AMZN
59.65% Others
By Assets
86.65% Stocks
13.36% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
24.83% Technology
17.77% Financial
13.02% Consumer Defensive
11.96% Consumer Cyclical
11.01% Real Estate
13.48% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AFL
AFLAC
$105.62
$0.77
(0.72%)
premium
3 Buy
7 Hold
2 Sell
Hold
premium
$59.10B
26.02%
O
Realty Income
$54.54
$0.72
(1.3%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$48.36B
-0.57%
IBM
International Business Machines
$220.99
$3.27
(1.46%)
premium
4 Buy
6 Hold
1 Sell
Moderate Buy
premium
$207.36B
31.09%
MSFT
Microsoft
$441.96
$13.46
(3.14%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.19T
8.07%
MO
Altria Group
$50.70
$0.77
(1.5%)
premium
4 Buy
2 Hold
2 Sell
Hold
premium
$87.23B
28.59%
MCD
McDonald's
$281.86
$0.75
(0.27%)
premium
16 Buy
9 Hold
0 Sell
Moderate Buy
premium
$202.52B
-6.51%
AVPT
AvePoint
$18.01
$0.59
(3.39%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.27B
115.39%
KO
Coca-Cola
$62.12
$0.3
(0.48%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$268.89B
4.78%
MAIN
Main Street Capital
$60.80
$0.04
(0.07%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$5.36B
35.99%
TXN
Texas Instruments
$197.75
$2.52
(1.29%)
premium
7 Buy
9 Hold
2 Sell
Moderate Buy
premium
$178.09B
11.67%
TTD
Trade Desk
$122.88
$1.62
(1.3%)
premium
24 Buy
4 Hold
1 Sell
Strong Buy
premium
$61.45B
79.42%
GOOGL
Alphabet Class A
$199.34
$1.29
(0.65%)
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.43T
33.90%
AMZN
Amazon
$234.76
$4.05
(1.76%)
premium
49 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.43T
49.06%
PEP
PepsiCo
$148.88
$0.33
(0.22%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$203.81B
-10.57%
JNJ
Johnson & Johnson
$143.34
$4.81
(3.25%)
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$356.69B
-8.81%
PG
Procter & Gamble
$165.99
$4.27
(2.64%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$380.86B
9.37%
CRM
Salesforce
$329.70
$2.86
(0.88%)
premium
32 Buy
7 Hold
2 Sell
Moderate Buy
premium
$312.79B
16.60%
V
Visa
$323.41
$0.22
(0.07%)
premium
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$634.65B
19.33%
DE:VBTC
VBTC
< ETF >
VanEck Bitcoin ETN
€54.08
€0.13
(0.24%)
premium
premium
169.64%
DE:VUSA
VUSA
< ETF >
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
€110.83
€1.01
(0.92%)
premium
8K Buy
5K Hold
604 Sell
Strong Buy
premium
$44.15B
29.91%
PLTR
Palantir Technologies
$76.37
$3.3
(4.52%)
premium
2 Buy
9 Hold
7 Sell
Moderate Sell
premium
$166.45B
327.71%
NVDA
Nvidia
$146.92
$6.09
(4.32%)
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.45T
136.08%
TXRH
Texas Roadhouse
$181.20
$0.84
(0.46%)
premium
9 Buy
11 Hold
0 Sell
Moderate Buy
premium
$12.14B
49.90%