Kristen Portfolio - New Portfolio

Kristen

Kristen Portfolio
Individual Investor
Ranked #326,246 out of 748,626 TipRanks' Investors
Success Rate
51%
162 out of 319
profitable transactions
Average Return
1.12%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
16.42% AMZN
12.50% UPS
11.07% NVDA
10.76% COP
9.52% PEP
39.73% Others
By Assets
89.06% Stocks
10.94% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
22.41% Consumer Cyclical
13.80% Technology
12.50% Industrials
10.94% General
10.76% Energy
29.59% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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CSWC
Capital Southwest
$25.87
$0.21
(0.82%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$1.18B
33.56%
HD
Home Depot
$361.18
$7.89
(2.23%)
premium
18 Buy
7 Hold
2 Sell
Moderate Buy
premium
$350.33B
10.01%
PLTR
Palantir Technologies
$27.21
$0.585
(2.2%)
premium
3 Buy
5 Hold
6 Sell
Hold
premium
$59.30B
62.08%
NVDA
Nvidia
$114.33
$2.05
(1.83%)
premium
37 Buy
4 Hold
0 Sell
Strong Buy
premium
$2.76T
147.09%
AMZN
Amazon
$182.89
$3.04
(1.69%)
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.87T
41.11%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$92.56
$0.66
(0.72%)
premium
209 Buy
111 Hold
5 Sell
Moderate Buy
premium
$38.67B
6.69%
GOOG
Alphabet Class C
$169.29
$0.13
(0.08%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.08T
30.61%
XLV
XLV
< ETF >
Health Care Select Sector SPDR Fund
$150.78
$1.66
(1.11%)
premium
503 Buy
266 Hold
28 Sell
Moderate Buy
premium
$40.37B
9.82%
MET
Metlife
$76.01
$0.69
(0.92%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$53.56B
23.82%
VZ
Verizon
$40.14
$0.19
(0.48%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$168.16B
23.93%
IFRA
IFRA
< ETF >
iShares U.S. Infrastructure ETF
$45.81
$0.785
(1.74%)
premium
482 Buy
334 Hold
43 Sell
Hold
premium
$2.57B
11.32%
COP
Conocophillips
$111.34
$0.31
(0.28%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$129.27B
-2.28%
NKE
Nike
$72.70
$1.29
(1.81%)
premium
13 Buy
17 Hold
2 Sell
Moderate Buy
premium
$107.79B
-33.73%
MDT
Medtronic
$79.20
$0.74
(0.94%)
premium
6 Buy
6 Hold
2 Sell
Moderate Buy
premium
$100.61B
-10.21%
PEP
PepsiCo
$172.32
$1.3
(0.76%)
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$234.91B
-8.01%
UPS
United Parcel
$129.36
$2.28
(1.79%)
premium
8 Buy
9 Hold
1 Sell
Moderate Buy
premium
$108.72B
-28.06%
LTRX
Lantronix
$3.91
$0.08
(2.09%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$143.93M
-16.92%