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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #228,312 out of 775,923 TipRanks' Investors
Success Rate
60%
81 out of 136
profitable transactions
Average Return
3.95%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.51% V
5.92% PAYC
5.71% SPGI
5.37% ULTA
5.30% ZTS
69.19% Others
By Assets
99.78% Stocks
0.22% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
24.10% Financial
23.87% Technology
17.76% Healthcare
16.05% Consumer Cyclical
6.22% Industrials
12.00% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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APD
Air Products and Chemicals
$294.99
$1.82
(0.62%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$65.60B
8.12%
V
Visa
$317.71
$2.83
(0.9%)
premium
19 Buy
4 Hold
0 Sell
Strong Buy
premium
$623.04B
22.94%
MKL
Markel
$1727.20
$26.93
(1.58%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$22.22B
24.54%
SPGI
S&P Global
$491.81
$5.25
(1.08%)
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$152.61B
13.10%
AOS
A. O. Smith Corporation
$68.72
$0.28
(0.41%)
premium
1 Buy
7 Hold
1 Sell
Hold
premium
$10.02B
-15.92%
ZTS
Zoetis
$164.84
$1.32
(0.81%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$74.37B
-15.46%
ELV
Elevance Health
$365.96
$0.52
(0.14%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$84.87B
-21.57%
PAYC
Paycom
$207.23
$0.24
(0.12%)
premium
0 Buy
14 Hold
0 Sell
Hold
premium
$11.58B
0.79%
A
Agilent
$134.51
$1.32
(0.99%)
premium
8 Buy
3 Hold
1 Sell
Moderate Buy
premium
$38.65B
-3.62%
FTNT
Fortinet
$97.19
$2.34
(2.47%)
premium
11 Buy
18 Hold
1 Sell
Moderate Buy
premium
$74.49B
63.98%
EW
Edwards Lifesciences
$74.81
$0.88
(1.19%)
premium
9 Buy
12 Hold
2 Sell
Moderate Buy
premium
$44.12B
-1.34%
ULTA
Ulta Beauty
$430.01
$4.49
(1.06%)
premium
11 Buy
10 Hold
2 Sell
Moderate Buy
premium
$19.94B
-8.77%
GOOGL
Alphabet Class A
$191.41
$2.9
(1.54%)
premium
27 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.35T
35.28%
NKE
Nike
$76.94
$0.16
(0.21%)
premium
15 Buy
17 Hold
0 Sell
Moderate Buy
premium
$114.52B
-28.79%
MSCI
MSCI
$604.80
$4.22
(0.7%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$47.40B
7.56%
BILL
Bill.com Holdings
$89.52
$1.08
(1.22%)
premium
10 Buy
7 Hold
1 Sell
Moderate Buy
premium
$9.27B
7.12%
ABNB
Airbnb
$134.21
$4.86
(3.76%)
premium
7 Buy
19 Hold
6 Sell
Hold
premium
$85.09B
-5.54%
BKNG
Booking Holdings
$5048.59
$68.19
(1.37%)
premium
20 Buy
11 Hold
0 Sell
Moderate Buy
premium
$167.09B
42.79%
IEX
IDEX
$212.38
$2.12
(1.01%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$16.08B
-0.93%
SLB
Schlumberger
$36.83
$0.08
(0.22%)
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$52.01B
-30.61%
LRCX
Lam Research
$71.79
$0.58
(0.81%)
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$92.37B
-7.96%
RLI
RLI
$166.61
$1.46
(0.88%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$7.63B
25.52%
AMAT
Applied Materials
$163.59
$2.15
(1.33%)
premium
14 Buy
6 Hold
1 Sell
Moderate Buy
premium
$133.11B
0.95%
MSFT
Microsoft
$436.60
$0.43
(0.1%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.25T
16.56%
IDXX
Idexx Laboratories
$412.26
$3.23
(0.79%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$33.76B
-25.59%