tiprankstipranks

My Stocks - New Portfolio

Carl M Quirico

My Stocks
Individual Investor
Ranked #122,434 out of 769,603 TipRanks' Investors
Success Rate
67%
133 out of 200
profitable transactions
Average Return
7.60%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
31.20% SCHD
7.30% AMZN
7.08% MSFT
6.53% GOOGL
6.18% BMY
41.71% Others
By Assets
39.85% Stocks
31.74% ETFs
20.35% Cash
8.07% Funds
0.00% Cryptocurrency
By Sector
49.97% General
12.99% Healthcare
10.65% Consumer Cyclical
10.43% Technology
7.72% Energy
8.24% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ENB
Enbridge
$43.26
$0.23
(0.53%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$94.18B
28.18%
FNILX
FNILX
< FUND >
Fidelity ZERO Large Cap Index Fund
$21.44
$0.08
(0.37%)
premium
413 Buy
95 Hold
4 Sell
Moderate Buy
premium
31.36%
MPLX
MPLX
$49.50
$1.23
(2.55%)
premium
7 Buy
2 Hold
1 Sell
Moderate Buy
premium
$50.43B
34.91%
EPD
Enterprise Products Partners
$32.82
$0.47
(1.45%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$71.14B
21.16%
MSFT
Microsoft
$417.00
$4.13
(1%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.10T
9.27%
SDY
SDY
< ETF >
SPDR S&P Dividend ETF
$142.31
$1.03
(0.73%)
premium
672 Buy
611 Hold
93 Sell
Hold
premium
$21.43B
19.10%
BIDU
Baidu
$80.33
$1.3
(1.59%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$27.62B
-33.13%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$29.35
$0.37
(1.28%)
premium
424 Buy
434 Hold
68 Sell
Moderate Buy
premium
$65.66B
20.41%
CHPT
ChargePoint Holdings
$1.15
$0.02
(1.77%)
premium
3 Buy
7 Hold
2 Sell
Hold
premium
$496.32M
-42.64%
AVA
Avista
$39.13
$0.09
(0.23%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$3.10B
12.51%
GOOGL
Alphabet Class A
$164.76
$2.87
(1.71%)
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.03T
21.04%
FXAIX
FXAIX
< FUND >
Fidelity 500 Index Fund
$207.67
$0.72
(0.35%)
premium
394 Buy
105 Hold
7 Sell
Moderate Buy
premium
30.93%
FZROX
FZROX
< FUND >
Fidelity Total Market Index Fund
$21.01
$0.11
(0.53%)
premium
2K Buy
738 Hold
68 Sell
Moderate Buy
premium
31.28%
CSCO
Cisco Systems
$58.55
$0.99
(1.72%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$233.19B
21.78%
AMZN
Amazon
$197.12
$1.26
(0.64%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.07T
35.22%
AAPL
Apple
$229.87
$1.35
(0.59%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.47T
19.45%
PZZA
Papa John's International
$49.92
$2.06
(4.3%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$1.63B
-28.47%
TSLA
Tesla
$352.56
$12.92
(3.8%)
premium
11 Buy
14 Hold
9 Sell
Hold
premium
$1.13T
45.02%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$60.16
$0.25
(0.42%)
premium
1K Buy
610 Hold
49 Sell
Moderate Buy
premium
$36.93B
10.22%
JNJ
Johnson & Johnson
$155.17
$0.33
(0.21%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$373.59B
3.10%
MSTY
MSTY
< ETF >
YieldMax MSTR Option Income Strategy ETF
$35.85
$2.11
(6.25%)
premium
premium
$1.57B
59.21%
BMY
Bristol-Myers Squibb
$58.87
$0.64
(1.1%)
premium
6 Buy
9 Hold
2 Sell
Hold
premium
$119.40B
17.83%
CVS
CVS Health
$58.01
$0.91
(1.59%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$73.00B
-17.41%