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New Portfolio - New Portfolio

Performance Portfolio Details

Andrew D

New Portfolio

Individual Investor

Ranked #75,245 out of 769,291 TipRanks' Investors

Success Rate

80 out of 115
profitable transactions

Average Return

12.48%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

12.86% SPY

11.83% VOO

10.97% VYM

10.25% VTI

7.23% SCHD

46.86% Others

By Assets

48.91% ETFs

39.37% Stocks

7.95% Cash

3.77% Funds

0.00% Cryptocurrency

By Sector

57.23% General

17.64% Technology

9.25% Healthcare

7.13% Financial

5.76% Communication Services

3.00% Other

Portfolio Holdings

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To view investors' portfolios

AAPL

Apple

$229.87

$1.35

(0.59%)

After

0.05%

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.45T

19.45%

SNY

Sanofi

$48.28

$0.3

(0.63%)

After

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$119.95B

3.27%

UNM

Unum Group

$75.84

$0.41

(0.54%)

After

0.74%

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$13.77B

76.53%

VRTX

Vertex Pharmaceuticals

$450.97

$0.6

(0.13%)

After

<0.01%

premium

16 Buy

9 Hold

2 Sell

Moderate Buy

premium

$115.98B

27.50%

GOOG

Alphabet Class C

$166.57

$2.67

(1.58%)

After

0.16%

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.06T

20.87%

AVGO

Broadcom

$164.23

$0.29

(0.18%)

After

>0.01%

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$765.69B

68.66%

LLY

Eli Lilly & Co

$748.01

$1.91

(0.25%)

After

0.07%

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$711.91B

26.02%

GSK

GlaxoSmithKline

$33.96

$0.26

(0.77%)

After

0.53%

premium

1 Buy

3 Hold

1 Sell

Hold

premium

$67.23B

-4.26%

MRK

Merck & Company

$99.18

$0.68

(0.68%)

After

0.17%

premium

16 Buy

5 Hold

0 Sell

Strong Buy

premium

$252.61B

-1.79%

Micron

$102.64

$0.12

(0.12%)

After

0.1%

premium

23 Buy

1 Hold

1 Sell

Strong Buy

premium

$113.93B

33.28%

MSFT

Microsoft

$417.00

$4.13

(1%)

After

0.03%

premium

27 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.07T

9.27%

NVDA

Nvidia

$141.95

$4.72

(3.22%)

After

0.15%

premium

40 Buy

4 Hold

0 Sell

Strong Buy

premium

$3.59T

201.07%

MDLZ

Mondelez International

$64.40

$0.39

(0.6%)

After

0.61%

premium

15 Buy

1 Hold

0 Sell

Strong Buy

premium

$86.64B

-9.37%

HPE

Hewlett Packard Enterprise

$22.10

$0.36

(1.66%)

After

0.09%

premium

4 Buy

8 Hold

0 Sell

Moderate Buy

premium

$28.23B

37.77%

SPY < ETF >

SPDR S&P 500 ETF Trust

$595.51

$1.84

(0.31%)

After

0.14%

premium

4K Buy

3K Hold

326 Sell

Moderate Buy

premium

$621.43B

29.77%

VOO < ETF >

Vanguard S&P 500 ETF

$547.47

$1.83

(0.34%)

After

0.15%

premium

4K Buy

3K Hold

326 Sell

Moderate Buy

premium

$573.83B

29.84%

VYM < ETF >

Vanguard High Dividend Yield Index ETF

$133.62

$1.12

(0.85%)

After

0.19%

premium

2K Buy

2K Hold

310 Sell

Moderate Buy

premium

$60.30B

23.84%

BMY

Bristol-Myers Squibb

$58.87

$0.64

(1.1%)

After

0.03%

premium

6 Buy

9 Hold

2 Sell

Hold

premium

$118.10B

17.83%

BRK.B

Berkshire Hathaway B

$476.57

$4.51

(0.96%)

After

0.13%

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.02T

30.48%

HLN

Haleon PLC Sponsored ADR

$9.65

$0.1

(1.05%)

After

1.04%

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$42.44B

14.51%

NUE

Nucor

$151.92

$1.93

(1.29%)

After

0.08%

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$35.22B

-4.71%

Procter & Gamble

$176.28

$3.53

(2.04%)

After

0.1%

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$406.83B

14.39%

ASML

ASML Holding

$672.88

$0.72

(0.11%)

After

0.02%

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$260.14B

-1.85%

FPURX < FUND >

Fidelity Puritan Fund

$25.47

$0.08

(0.32%)

premium

―

premium

―

12.95%

TSM

Taiwan Semiconductor Manufacturing

$190.08

$1.16

(0.61%)

After

0.17%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$804.60B

93.86%

KKR

KKR & Co

$158.63

$0.96

(0.61%)

After

0.55%

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$140.05B

130.34%

VTI < ETF >

Vanguard Total Stock Market ETF

$296.51

$1.46

(0.49%)

After

0.16%

premium

13K Buy

7K Hold

958 Sell

Moderate Buy

premium

$456.82B

30.14%

FIFNX < FUND >

Fidelity Founders Fund

$24.45

$0.15

(0.62%)

premium

107 Buy

19 Hold

0 Sell

Moderate Buy

premium

―

41.20%

SCHD < ETF >

Schwab US Dividend Equity ETF

$29.35

$0.37

(1.28%)

After

0.14%

premium

424 Buy

434 Hold

68 Sell

Moderate Buy

premium

$65.66B

20.41%

SMH < ETF >

VanEck Semiconductor ETF

$244.62

$1.48

(0.6%)

After

0.07%

premium

292 Buy

136 Hold

19 Sell

Moderate Buy

premium

$23.60B

49.60%