New Portfolio - New Portfolio

dividend1975!

New Portfolio
Individual Investor
Ranked #189,317 out of 753,379 TipRanks' Investors
Success Rate
59%
104 out of 176
profitable transactions
Average Return
4.91%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
14.15% O
8.45% DE:VUSA
6.05% MAIN
5.65% PEP
5.58% MSFT
60.12% Others
By Assets
88.26% Stocks
11.74% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
26.59% Technology
15.58% Consumer Defensive
14.15% Real Estate
13.08% Financial
7.04% Consumer Cyclical
15.09% 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
$107.34
$0.73
(0.68%)
premium
2 Buy
8 Hold
0 Sell
Hold
premium
$60.11B
44.56%
O
Realty Income
$61.09
$0.59
(0.98%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$53.20B
9.09%
IBM
International Business Machines
$196.10
$0.14
(0.07%)
premium
5 Buy
6 Hold
1 Sell
Moderate Buy
premium
$180.64B
34.91%
VZ
Verizon
$41.21
$0.34
(0.83%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$173.47B
23.57%
MSFT
Microsoft
$416.79
$1.24
(0.3%)
premium
30 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.10T
29.04%
MO
Altria Group
$52.44
$0.61
(1.18%)
premium
3 Buy
3 Hold
3 Sell
Hold
premium
$89.47B
20.08%
QCOM
Qualcomm
$173.50
$4.5
(2.66%)
premium
13 Buy
7 Hold
1 Sell
Moderate Buy
premium
$193.28B
57.27%
AAPL
Apple
$226.84
$2.31
(1.03%)
premium
24 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.45T
27.00%
MCD
McDonald's
$289.52
$0.31
(0.11%)
premium
17 Buy
7 Hold
0 Sell
Moderate Buy
premium
$207.69B
1.74%
AVPT
AvePoint
$10.79
$0.04
(0.37%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.01B
65.24%
KO
Coca-Cola
$69.79
$0.46
(0.66%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$300.79B
15.57%
MAIN
Main Street Capital
$49.69
$0.21
(0.42%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.33B
24.94%
TXN
Texas Instruments
$209.88
$6.11
(3%)
premium
8 Buy
13 Hold
3 Sell
Hold
premium
$191.63B
25.07%
TTD
Trade Desk
$105.00
$1.83
(1.77%)
premium
19 Buy
1 Hold
1 Sell
Strong Buy
premium
$51.36B
38.32%
GOOGL
Alphabet Class A
$165.62
$1.82
(1.11%)
premium
28 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.05T
27.52%
AMZN
Amazon
$177.04
$0.91
(0.52%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.86T
32.85%
PEP
PepsiCo
$175.87
$0.13
(0.07%)
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$241.57B
-1.98%
JNJ
Johnson & Johnson
$164.13
$1.78
(1.1%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$395.10B
-1.27%
PG
Procter & Gamble
$169.17
$0.98
(0.58%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$398.23B
10.18%
CRM
Salesforce
$264.00
$5.41
(2.09%)
premium
28 Buy
10 Hold
1 Sell
Moderate Buy
premium
$255.82B
26.03%
V
Visa
$267.44
$0.5
(0.19%)
premium
22 Buy
5 Hold
0 Sell
Strong Buy
premium
$528.44B
10.25%
DE:VBTC
VBTC
< ETF >
VanEck Bitcoin ETN
€29.61
€0.408
(1.4%)
premium
premium
127.00%
DE:VUSA
VUSA
< ETF >
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
€95.48
€0.314
(0.33%)
premium
4K Buy
3K Hold
293 Sell
Moderate Buy
premium
$38.04B
23.58%