tiprankstipranks

My Stocks - New Portfolio

Carl M Quirico

My Stocks
Individual Investor
Ranked #93,215 out of 746,321 TipRanks' Investors
Success Rate
68%
135 out of 200
profitable transactions
Average Return
6.23%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
30.66% SCHD
8.12% MSFT
7.76% GOOGL
7.61% AMZN
6.13% JEPI
39.72% Others
By Assets
39.90% Stocks
30.73% ETFs
21.38% Cash
7.99% Funds
0.00% Cryptocurrency
By Sector
49.24% General
11.85% Healthcare
11.75% Technology
10.38% Consumer Cyclical
8.02% Communication Services
8.76% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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ENB
Enbridge
$36.01
$0.22
(0.61%)
Pre
0.58%
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$76.52B
6.41%
FNILX
FNILX
< FUND >
Fidelity ZERO Large Cap Index Fund
$20.17
$0.13
(0.65%)
premium
418 Buy
90 Hold
4 Sell
Moderate Buy
premium
25.09%
MPLX
MPLX
$42.23
$0.13
(0.31%)
premium
7 Buy
2 Hold
1 Sell
Moderate Buy
premium
$42.91B
34.15%
EPD
Enterprise Products Partners
$29.61
$0.01
(0.03%)
Pre
0.41%
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$64.30B
19.54%
MSFT
Microsoft
$449.52
$4.44
(0.98%)
Pre
1.39%
premium
33 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.34T
32.33%
SDY
SDY
< ETF >
SPDR S&P Dividend ETF
$132.39
$2.18
(1.67%)
premium
641 Buy
590 Hold
83 Sell
Hold
premium
$19.96B
5.57%
BIDU
Baidu
$93.73
$0.58
(0.62%)
Pre
0.29%
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$33.89B
-37.76%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$81.26
$1.33
(1.66%)
Pre
0.09%
premium
398 Buy
420 Hold
67 Sell
Hold
premium
$56.24B
9.21%
CHPT
ChargePoint Holdings
$2.37
$0.19
(8.72%)
Pre
1.27%
premium
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
$1.01B
-74.83%
AVA
Avista
$36.88
$1.09
(3.05%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$2.88B
-1.89%
GOOGL
Alphabet Class A
$183.92
$2.61
(1.4%)
Pre
0.88%
premium
32 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.28T
49.81%
FXAIX
FXAIX
< FUND >
Fidelity 500 Index Fund
$196.86
$1.25
(0.64%)
premium
393 Buy
105 Hold
8 Sell
Moderate Buy
premium
24.58%
FZROX
FZROX
< FUND >
Fidelity Total Market Index Fund
$19.71
$0.17
(0.87%)
premium
2K Buy
716 Hold
76 Sell
Moderate Buy
premium
23.36%
CSCO
Cisco Systems
$47.42
$0.02
(0.04%)
Pre
0.46%
premium
6 Buy
12 Hold
0 Sell
Moderate Buy
premium
$191.05B
-3.68%
AMZN
Amazon
$193.02
$0.3
(0.16%)
Pre
0.78%
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.01T
44.52%
AAPL
Apple
$234.82
$0.42
(0.18%)
Pre
1.43%
premium
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.60T
21.48%
PZZA
Papa John's International
$44.52
$2.52
(6%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.47B
-39.76%
TSLA
Tesla
$256.56
$3.92
(1.55%)
Pre
1.56%
premium
13 Buy
13 Hold
9 Sell
Hold
premium
$818.22B
-13.00%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$57.22
$0.36
(0.63%)
Pre
0.12%
premium
1K Buy
506 Hold
55 Sell
Moderate Buy
premium
$33.97B
2.67%
JNJ
Johnson & Johnson
$151.01
$1.77
(1.19%)
Pre
0.65%
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$363.43B
-2.09%
MSTY
MSTY
< ETF >
YieldMax MSTR Option Income Strategy ETF
$28.19
$0.14
(0.5%)
Pre
0.11%
premium
premium
$362.90M
32.36%
BMY
Bristol-Myers Squibb
$41.20
$1.05
(2.62%)
Pre
0.49%
premium
5 Buy
11 Hold
1 Sell
Hold
premium
$83.52B
-31.87%
CVS
CVS Health
$60.06
$1.39
(2.37%)
Pre
0.3%
premium
11 Buy
9 Hold
0 Sell
Moderate Buy
premium
$75.40B
-14.60%