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Portfolio - New Portfolio

Kevaleva

Portfolio
Individual Investor
Ranked #353,951 out of 775,923 TipRanks' Investors
Success Rate
52%
50 out of 97
profitable transactions
Average Return
3.81%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
14.87% MA
12.43% AVGO
10.02% IVV
7.60% DGRO
5.37% V
49.71% Others
By Assets
75.20% Stocks
24.80% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
27.68% Financial
24.80% General
15.30% Technology
13.44% Consumer Cyclical
6.70% Industrials
12.07% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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DPZ
Domino's Pizza
$426.18
$1.46
(0.34%)
premium
16 Buy
8 Hold
1 Sell
Moderate Buy
premium
$14.72B
3.99%
WHR
Whirlpool
$114.51
$0.52
(0.46%)
premium
0 Buy
1 Hold
2 Sell
Moderate Sell
premium
$6.31B
-3.88%
CELH
Celsius Holdings
$27.01
$0.93
(3.33%)
premium
10 Buy
4 Hold
1 Sell
Moderate Buy
premium
$6.35B
-46.29%
MCD
McDonald's
$292.68
$2.45
(0.84%)
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$209.74B
0.34%
NOC
Northrop Grumman
$469.54
$2.41
(0.52%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$68.41B
1.38%
UPS
United Parcel
$125.68
$3.03
(2.47%)
premium
12 Buy
5 Hold
2 Sell
Moderate Buy
premium
$107.25B
-20.58%
AAPL
Apple
$254.49
$4.7
(1.88%)
premium
19 Buy
9 Hold
2 Sell
Moderate Buy
premium
$3.85T
31.45%
V
Visa
$317.71
$2.83
(0.9%)
premium
19 Buy
4 Hold
0 Sell
Strong Buy
premium
$623.04B
22.41%
LOW
Lowe's
$247.72
$3.2
(1.31%)
premium
18 Buy
8 Hold
0 Sell
Moderate Buy
premium
$139.88B
10.81%
PYPL
PayPal Holdings
$87.13
$0.35
(0.4%)
premium
15 Buy
14 Hold
0 Sell
Moderate Buy
premium
$87.35B
40.89%
MA
Mastercard
$528.03
$4.75
(0.91%)
premium
22 Buy
2 Hold
0 Sell
Strong Buy
premium
$484.64B
24.51%
JPM
JPMorgan Chase & Co.
$237.60
$4.64
(1.99%)
premium
9 Buy
5 Hold
1 Sell
Moderate Buy
premium
$668.92B
41.94%
AVGO
Broadcom
$220.79
$2.47
(1.13%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.03T
96.79%
AMT
American Tower
$183.73
$4.33
(2.41%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$85.86B
-14.26%
PEP
PepsiCo
$152.79
$1.32
(0.87%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$209.63B
-8.49%
NTR
Nutrien
$44.58
$0.54
(1.23%)
premium
11 Buy
4 Hold
2 Sell
Moderate Buy
premium
$22.06B
-21.88%
VNQ
VNQ
< ETF >
Vanguard Real Estate ETF
$89.33
$1.48
(1.68%)
premium
516 Buy
497 Hold
59 Sell
Moderate Buy
premium
$33.68B
1.85%
DGRO
DGRO
< ETF >
iShares Core Dividend Growth ETF
$61.38
$0.65
(1.07%)
premium
2K Buy
2K Hold
219 Sell
Moderate Buy
premium
$29.59B
14.66%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$593.33
$6.5
(1.11%)
premium
4K Buy
3K Hold
332 Sell
Moderate Buy
premium
$588.25B
24.70%
UNP
Union Pacific
$226.32
$3.17
(1.42%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$137.21B
-7.08%
LAND
Gladstone Land
$10.54
$0.077
(0.73%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$381.39M
-27.41%
SCHB
SCHB
< ETF >
Schwab U.S. Broad Market ETF
$22.90
$0.26
(1.15%)
premium
11K Buy
7K Hold
982 Sell
Moderate Buy
premium
$32.41B
23.81%
SBUX
Starbucks
$87.97
$0.79
(0.89%)
premium
13 Buy
6 Hold
4 Sell
Moderate Buy
premium
$99.74B
-7.67%
DG
Dollar General
$76.40
$2.51
(3.4%)
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$16.80B
-42.21%
SHW
Sherwin-Williams Company
$345.47
$3.09
(0.9%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$87.01B
10.99%