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New Portfolio
- New Portfolio
Performance
Portfolio Details
Andrew D
New Portfolio
Individual Investor
Ranked #75,027 out of 775,923 TipRanks' Investors
Success Rate
69%
79 out of 115
profitable transactions
Average Return
12.84%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
12.74%
SPY
11.74%
VOO
10.41%
VYM
10.11%
VTI
6.70%
SCHD
48.30%
Others
By Assets
47.59%
ETFs
40.80%
Stocks
7.93%
Cash
3.67%
Funds
0.00%
Cryptocurrency
By Sector
55.69%
General
19.25%
Technology
9.02%
Healthcare
6.73%
Financial
6.65%
Communication Services
2.66%
Other
Portfolio Holdings
Select Columns
30
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$254.49
$4.7
(
1.88%
)
premium
19
Buy
9
Hold
2
Sell
Moderate Buy
premium
$3.85T
31.45%
SNY
Sanofi
$47.71
$0.21
(
0.44%
)
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$119.55B
-2.11%
UNM
Unum Group
$72.01
$1.05
(
1.48%
)
premium
8
Buy
3
Hold
0
Sell
Moderate Buy
premium
$13.15B
60.24%
VRTX
Vertex Pharmaceuticals
$397.27
$0.63
(
0.16%
)
premium
18
Buy
10
Hold
2
Sell
Moderate Buy
premium
$102.31B
-1.97%
GOOG
Alphabet Class C
$192.96
$3.26
(
1.72%
)
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.35T
35.20%
AVGO
Broadcom
$220.79
$2.47
(
1.13%
)
premium
23
Buy
3
Hold
0
Sell
Strong Buy
premium
$1.03T
96.79%
LLY
Eli Lilly & Co
$767.76
$10.22
(
1.35%
)
premium
16
Buy
2
Hold
0
Sell
Strong Buy
premium
$728.85B
34.60%
GSK
GlaxoSmithKline
$33.60
$0.17
(
0.51%
)
premium
1
Buy
3
Hold
1
Sell
Hold
premium
$67.76B
-9.16%
MRK
Merck & Company
$98.05
$1.47
(
1.48%
)
premium
12
Buy
6
Hold
0
Sell
Moderate Buy
premium
$248.03B
-8.96%
MU
Micron
$90.12
$3.03
(
3.48%
)
premium
22
Buy
2
Hold
0
Sell
Strong Buy
premium
$100.41B
4.20%
MSFT
Microsoft
$436.60
$0.43
(
0.1%
)
premium
27
Buy
2
Hold
0
Sell
Strong Buy
premium
$3.25T
16.56%
NVDA
Nvidia
$134.70
$4.02
(
3.08%
)
premium
37
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.30T
175.86%
MDLZ
Mondelez International
$59.39
$0.12
(
0.2%
)
premium
15
Buy
2
Hold
0
Sell
Strong Buy
premium
$79.42B
-16.60%
HPE
Hewlett Packard Enterprise
$21.61
$0.85
(
4.09%
)
premium
7
Buy
4
Hold
0
Sell
Moderate Buy
premium
$28.42B
26.45%
SPY
< ETF >
SPDR S&P 500 ETF Trust
$591.15
$7.016
(
1.2%
)
premium
4K
Buy
3K
Hold
332
Sell
Moderate Buy
premium
$603.50B
24.81%
VOO
< ETF >
Vanguard S&P 500 ETF
$545.04
$6.1
(
1.13%
)
premium
4K
Buy
3K
Hold
332
Sell
Moderate Buy
premium
$574.46B
25.21%
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$127.12
$1.404
(
1.12%
)
premium
2K
Buy
2K
Hold
325
Sell
Moderate Buy
premium
$58.93B
14.57%
BMY
Bristol-Myers Squibb
$57.33
$1.03
(
1.83%
)
premium
6
Buy
10
Hold
1
Sell
Moderate Buy
premium
$116.28B
9.64%
BRK.B
Berkshire Hathaway B
$453.20
$3.86
(
0.86%
)
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
$978.78B
27.13%
HLN
Haleon PLC Sponsored ADR
$9.69
$0.01
(
0.1%
)
premium
3
Buy
0
Hold
0
Sell
Strong Buy
premium
$43.41B
18.89%
NUE
Nucor
$116.58
$0.8
(
0.69%
)
premium
7
Buy
3
Hold
0
Sell
Moderate Buy
premium
$27.37B
-34.53%
PG
Procter & Gamble
$168.06
$1.13
(
0.67%
)
premium
12
Buy
6
Hold
0
Sell
Moderate Buy
premium
$395.79B
15.68%
ASML
ASML Holding
$705.68
$4.58
(
0.64%
)
premium
5
Buy
1
Hold
0
Sell
Strong Buy
premium
$281.73B
-6.22%
FPURX
< FUND >
Fidelity Puritan Fund
$25.01
$0.26
(
1.03%
)
premium
―
premium
―
7.75%
TSM
Taiwan Semiconductor Manufacturing
$197.21
$2.57
(
1.32%
)
premium
6
Buy
0
Hold
0
Sell
Strong Buy
premium
$822.12B
91.19%
KKR
KKR & Co
$147.58
$4.05
(
2.82%
)
premium
10
Buy
2
Hold
0
Sell
Strong Buy
premium
$131.08B
80.15%
VTI
< ETF >
Vanguard Total Stock Market ETF
$293.28
$3.3
(
1.14%
)
premium
13K
Buy
8K
Hold
1K
Sell
Moderate Buy
premium
$456.49B
23.94%
FIFNX
< FUND >
Fidelity Founders Fund
$23.75
$0.42
(
1.74%
)
premium
106
Buy
19
Hold
1
Sell
Moderate Buy
premium
―
30.42%
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.29
$0.36
(
1.34%
)
premium
435
Buy
438
Hold
76
Sell
Moderate Buy
premium
$64.08B
7.94%
SMH
< ETF >
VanEck Semiconductor ETF
$242.71
$3.84
(
1.61%
)
premium
304
Buy
139
Hold
18
Sell
Moderate Buy
premium
$24.00B
40.07%
30
Results | Showing
1
out of
1
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