New Portfolio - New Portfolio

JJJDKR

New Portfolio
Individual Investor
Ranked #2,370 out of 753,381 TipRanks' Investors
Success Rate
88%
626 out of 710
profitable transactions
Average Return
59.91%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
34.51% AVGO
13.11% MSFT
8.90% BLK
8.06% VFFSX
6.28% ABBV
29.14% Others
By Assets
86.59% Stocks
8.06% Funds
5.35% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
47.95% Technology
15.41% Financial
13.41% General
7.79% Healthcare
7.16% Industrials
8.28% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
7g0di8s
7g0di8s
7g0di8s
premium
7g0di8s
premium
7g0di8s
7g0di8s
7g0di8s
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rdv3g4drlsj
rdv3g4drlsj
premium
rdv3g4drlsj
premium
rdv3g4drlsj
rdv3g4drlsj
rdv3g4drlsj
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m5bf37rn7qk
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premium
m5bf37rn7qk
premium
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m5bf37rn7qk
m5bf37rn7qk
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im06ofbc34p
im06ofbc34p
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premium
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im06ofbc34p
im06ofbc34p
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njhvxbi8q9n
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premium
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premium
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premium
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premium
qd1cde1zefr
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zerpyit3nr
zerpyit3nr
zerpyit3nr
premium
zerpyit3nr
premium
zerpyit3nr
zerpyit3nr
zerpyit3nr
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premium
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premium
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premium
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premium
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premium
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PH
Parker Hannifin
$593.82
$6.52
(1.11%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$76.36B
49.08%
BX
Blackstone Group
$139.28
$4.49
(3.33%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$170.12B
40.66%
AVGO
Broadcom
$166.36
$4.02
(2.48%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$774.39B
94.70%
FIS
Fidelity National Info
$79.27
$0.57
(0.72%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$43.25B
43.45%
BLK
BlackRock
$882.84
$17.6
(2.03%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$130.77B
31.15%
GS
Goldman Sachs Group
$509.42
$11.67
(2.34%)
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$160.87B
59.21%
PSA
Public Storage
$340.94
$7.7
(2.31%)
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
$59.67B
24.54%
COST
Costco
$879.21
$1.65
(0.19%)
premium
20 Buy
6 Hold
0 Sell
Strong Buy
premium
$389.78B
65.35%
LIN
Linde
$465.74
$4.03
(0.87%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$222.39B
23.23%
HON
Honeywell International
$202.48
$2.34
(1.17%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$131.55B
9.35%
JPM
JPMorgan Chase & Co.
$218.31
$1.68
(0.78%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$621.13B
48.28%
MSFT
Microsoft
$416.79
$1.24
(0.3%)
premium
30 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.10T
30.26%
LMT
Lockheed Martin
$555.01
$2.02
(0.36%)
premium
8 Buy
6 Hold
1 Sell
Moderate Buy
premium
$132.29B
22.64%
HD
Home Depot
$375.59
$10.23
(2.8%)
premium
18 Buy
5 Hold
0 Sell
Strong Buy
premium
$373.07B
16.43%
BA
Boeing
$174.96
$2.2
(1.27%)
premium
13 Buy
5 Hold
1 Sell
Moderate Buy
premium
$107.80B
-19.49%
WM
Waste Management
$209.98
$0.14
(0.07%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$84.27B
33.51%
ABBV
AbbVie
$197.55
$1.18
(0.6%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$348.94B
34.73%
V
Visa
$267.44
$0.5
(0.19%)
premium
22 Buy
5 Hold
0 Sell
Strong Buy
premium
$528.44B
11.68%
JNJ
Johnson & Johnson
$164.13
$1.78
(1.1%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$395.10B
-0.58%
NOC
Northrop Grumman
$509.34
$0.29
(0.06%)
premium
6 Buy
9 Hold
1 Sell
Moderate Buy
premium
$74.49B
17.85%
CVX
Chevron
$147.62
$1.89
(1.3%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$269.98B
-6.53%
DVN
Devon Energy
$44.70
$1.03
(2.36%)
premium
11 Buy
8 Hold
0 Sell
Moderate Buy
premium
$27.99B
-8.48%
MCD
McDonald's
$289.52
$0.31
(0.11%)
premium
17 Buy
7 Hold
0 Sell
Moderate Buy
premium
$207.69B
2.54%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.11
$0.24
(0.41%)
premium
1K Buy
556 Hold
51 Sell
Moderate Buy
premium
$34.56B
6.64%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$53.90
$0.39
(0.73%)
premium
1K Buy
502 Hold
53 Sell
Moderate Buy
premium
$15.81B
13.98%
APD
Air Products and Chemicals
$275.86
$1.43
(0.52%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$61.33B
-3.76%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$516.66
$5.53
(1.08%)
premium
4K Buy
3K Hold
282 Sell
Moderate Buy
premium
$504.99B
28.67%
VFFSX
VFFSX
< FUND >
Vanguard 500 Index Fund Institutional Select Shares
$276.09
$3.14
(1.15%)
premium
400 Buy
96 Hold
8 Sell
Moderate Buy
premium
28.74%
VTV
VTV
< ETF >
Vanguard Value ETF
$170.50
$1.87
(1.11%)
premium
2K Buy
2K Hold
179 Sell
Moderate Buy
premium
$123.48B
20.77%