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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #223,084 out of 747,498 TipRanks' Investors
Success Rate
59%
74 out of 126
profitable transactions
Average Return
1.55%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.30% V
5.90% ZTS
5.73% SPGI
5.57% EW
5.36% ADSK
70.14% Others
By Assets
99.77% Stocks
0.23% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
30.90% Healthcare
21.54% Financial
15.48% Technology
10.66% Consumer Cyclical
8.40% Communication Services
13.01% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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APD
Air Products and Chemicals
$256.26
$6.65
(2.53%)
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
$58.45B
-10.62%
V
Visa
$265.80
$0.34
(0.13%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$531.18B
11.82%
ADSK
Autodesk
$243.80
$1.35
(0.56%)
premium
10 Buy
9 Hold
1 Sell
Moderate Buy
premium
$52.25B
15.16%
ALGN
Align Tech
$247.09
$4.51
(1.79%)
premium
6 Buy
1 Hold
1 Sell
Moderate Buy
premium
$18.94B
-25.34%
SPGI
S&P Global
$483.83
$3.99
(0.83%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$150.14B
14.48%
AOS
A. O. Smith Corporation
$87.03
$0.96
(1.09%)
premium
1 Buy
6 Hold
2 Sell
Hold
premium
$12.91B
18.62%
CMCSA
Comcast
$38.82
$1.26
(3.14%)
premium
8 Buy
6 Hold
1 Sell
Moderate Buy
premium
$157.26B
-4.71%
VEEV
Veeva Systems
$183.00
$0.25
(0.14%)
premium
13 Buy
7 Hold
1 Sell
Moderate Buy
premium
$29.62B
-6.97%
ZTS
Zoetis
$179.27
$0.69
(0.39%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$81.49B
-2.82%
SCHW
Charles Schwab
$63.70
$1.615
(2.6%)
premium
10 Buy
5 Hold
1 Sell
Moderate Buy
premium
$113.49B
-5.25%
CI
Cigna
$335.75
$0.09
(0.03%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$95.40B
16.33%
ELV
Elevance Health
$500.50
$0.38
(0.08%)
premium
13 Buy
1 Hold
0 Sell
Strong Buy
premium
$115.97B
7.50%
PAYC
Paycom
$156.00
$2.1
(1.33%)
premium
1 Buy
15 Hold
0 Sell
Hold
premium
$9.19B
-54.61%
A
Agilent
$131.83
$0.05
(0.04%)
premium
7 Buy
4 Hold
2 Sell
Moderate Buy
premium
$38.45B
3.92%
FTNT
Fortinet
$58.36
$0.12
(0.21%)
premium
8 Buy
18 Hold
2 Sell
Hold
premium
$44.68B
-24.32%
EW
Edwards Lifesciences
$87.64
$1.14
(1.32%)
premium
14 Buy
7 Hold
0 Sell
Moderate Buy
premium
$52.12B
-5.36%
HSY
The Hershey Company
$190.35
$0.8
(0.42%)
premium
2 Buy
12 Hold
0 Sell
Hold
premium
$38.66B
-20.24%
ULTA
Ulta Beauty
$383.96
$6.96
(1.78%)
premium
11 Buy
7 Hold
1 Sell
Moderate Buy
premium
$18.65B
-14.02%
GOOGL
Alphabet Class A
$180.95
$3.29
(1.85%)
premium
33 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.21T
46.35%
NKE
Nike
$73.78
$1.08
(1.49%)
premium
13 Buy
17 Hold
2 Sell
Moderate Buy
premium
$109.74B
-32.21%
MTD
Mettler-Toledo
$1348.62
$4.36
(0.32%)
premium
1 Buy
5 Hold
2 Sell
Hold
premium
$28.71B
-1.30%
MKTX
Marketaxess Holdings
$219.78
$0.62
(0.28%)
premium
2 Buy
8 Hold
2 Sell
Hold
premium
$8.31B
-18.19%
SBUX
Starbucks
$76.39
$2.88
(3.63%)
premium
8 Buy
18 Hold
0 Sell
Moderate Buy
premium
$89.79B
-20.97%
MSCI
MSCI
$498.75
$2.86
(0.58%)
premium
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
$39.29B
-0.24%
BILL
Bill.com Holdings
$52.72
$0.89
(1.66%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$5.69B
-57.07%