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My Stocks - New Portfolio

Carl M Quirico

My Stocks
Individual Investor
Ranked #119,797 out of 777,626 TipRanks' Investors
Success Rate
66%
132 out of 200
profitable transactions
Average Return
7.30%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
29.73% SCHD
8.32% AMZN
7.68% GOOGL
7.32% MSFT
6.08% BMY
40.87% Others
By Assets
41.31% Stocks
29.94% ETFs
20.73% Cash
8.02% Funds
0.00% Cryptocurrency
By Sector
47.88% General
12.09% Healthcare
12.04% Consumer Cyclical
11.05% Technology
7.90% Communication Services
9.04% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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k2t1uufzazo
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k2t1uufzazo
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k2t1uufzazo
k2t1uufzazo
k2t1uufzazo
0z2u9twbix2
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0z2u9twbix2
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mtxra1c9
mtxra1c9
mtxra1c9
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18f51bsvnag
18f51bsvnag
18f51bsvnag
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2whfose0g5
2whfose0g5
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2whfose0g5
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4y5y49acre9
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krks3tdv18c
krks3tdv18c
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ENB
Enbridge
$42.43
$0.31
(0.74%)
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$92.59B
17.79%
FNILX
FNILX
< FUND >
Fidelity ZERO Large Cap Index Fund
$20.92
$0.09
(0.43%)
premium
414 Buy
94 Hold
4 Sell
Moderate Buy
premium
24.15%
MPLX
MPLX
$47.86
$0.17
(0.36%)
premium
9 Buy
2 Hold
1 Sell
Moderate Buy
premium
$48.76B
30.34%
EPD
Enterprise Products Partners
$31.36
$0.16
(0.51%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$67.98B
19.01%
MSFT
Microsoft
$421.50
$3.33
(0.78%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.13T
12.09%
SDY
SDY
< ETF >
SPDR S&P Dividend ETF
$132.10
$0.44
(0.33%)
premium
695 Buy
640 Hold
91 Sell
Hold
premium
$20.26B
5.35%
BIDU
Baidu
$84.31
$0.26
(0.31%)
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$29.88B
-29.20%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.32
$0.09
(0.33%)
premium
430 Buy
432 Hold
74 Sell
Moderate Buy
premium
$65.29B
7.31%
CHPT
ChargePoint Holdings
$1.07
$0.04
(3.6%)
premium
1 Buy
7 Hold
1 Sell
Hold
premium
$473.30M
-54.27%
AVA
Avista
$36.63
$0.04
(0.11%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$2.90B
2.49%
GOOGL
Alphabet Class A
$189.30
$1.94
(1.01%)
premium
24 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.32T
35.51%
FXAIX
FXAIX
< FUND >
Fidelity 500 Index Fund
$204.19
$0.86
(0.42%)
premium
396 Buy
104 Hold
6 Sell
Moderate Buy
premium
23.39%
FZROX
FZROX
< FUND >
Fidelity Total Market Index Fund
$20.37
$0.07
(0.34%)
premium
2K Buy
748 Hold
72 Sell
Moderate Buy
premium
22.56%
CSCO
Cisco Systems
$59.20
$0.01
(0.02%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$235.78B
17.18%
AMZN
Amazon
$219.39
$1.91
(0.86%)
premium
45 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.31T
44.39%
AAPL
Apple
$250.42
$1.78
(0.71%)
premium
19 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.79T
30.07%
PZZA
Papa John's International
$41.07
$0.98
(2.44%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$1.34B
-46.12%
TSLA
Tesla
$403.84
$13.57
(3.25%)
premium
13 Buy
11 Hold
9 Sell
Hold
premium
$1.30T
62.52%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$57.53
$0.035
(0.06%)
premium
1K Buy
581 Hold
58 Sell
Moderate Buy
premium
$37.16B
4.64%
JNJ
Johnson & Johnson
$144.62
$1.28
(0.89%)
premium
5 Buy
11 Hold
0 Sell
Moderate Buy
premium
$348.19B
-7.73%
MSTY
MSTY
< ETF >
YieldMax MSTR Option Income Strategy ETF
$26.31
$1.17
(4.26%)
premium
premium
$1.62B
24.15%
BMY
Bristol-Myers Squibb
$56.56
$0.5
(0.89%)
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$114.71B
10.23%
CVS
CVS Health
$44.89
$0.95
(2.16%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$56.49B
-43.15%