New Portfolio - New Portfolio

Andrew D

New Portfolio
Individual Investor
Ranked #53,922 out of 753,381 TipRanks' Investors
Success Rate
71%
79 out of 112
profitable transactions
Average Return
12.12%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.18% SPY
12.11% VOO
11.79% VYM
10.41% VTI
6.28% GOOG
46.23% Others
By Assets
43.86% Stocks
43.42% ETFs
8.57% Cash
4.14% Funds
0.00% Cryptocurrency
By Sector
52.03% General
19.67% Technology
11.47% Healthcare
6.67% Financial
6.28% Communication Services
3.88% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$226.84
$2.31
(1.03%)
premium
24 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.45T
28.61%
KO
Coca-Cola
$69.79
$0.46
(0.66%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$300.79B
16.10%
SNY
Sanofi
$56.21
$0.98
(1.77%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$141.74B
6.14%
UNM
Unum Group
$54.24
$0.19
(0.35%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$10.08B
11.17%
VRTX
Vertex Pharmaceuticals
$481.24
$1.35
(0.28%)
premium
16 Buy
6 Hold
2 Sell
Moderate Buy
premium
$124.21B
38.78%
GOOG
Alphabet Class C
$167.43
$1.94
(1.17%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.05T
28.38%
AVGO
Broadcom
$166.36
$4.02
(2.48%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$774.39B
94.70%
LLY
Eli Lilly & Co
$952.74
$1.43
(0.15%)
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$905.51B
73.86%
GSK
GlaxoSmithKline
$42.63
$0.68
(1.62%)
premium
3 Buy
2 Hold
1 Sell
Moderate Buy
premium
$86.36B
23.67%
MRK
Merck & Company
$116.60
$0.05
(0.04%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$295.56B
6.53%
MU
Micron
$102.85
$1.41
(1.35%)
premium
25 Buy
2 Hold
0 Sell
Strong Buy
premium
$114.04B
61.48%
MSFT
Microsoft
$416.79
$1.24
(0.3%)
premium
30 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.10T
30.26%
NVDA
Nvidia
$129.37
$5.63
(4.55%)
premium
31 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.18T
174.30%
MDLZ
Mondelez International
$71.23
$0.4
(0.56%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$95.15B
0.54%
HPE
Hewlett Packard Enterprise
$19.21
$0.44
(2.34%)
premium
2 Buy
8 Hold
0 Sell
Hold
premium
$24.97B
15.03%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$562.13
$5.91
(1.06%)
premium
4K Buy
3K Hold
282 Sell
Moderate Buy
premium
$564.00B
28.67%
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%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$125.77
$1.56
(1.26%)
premium
2K Buy
2K Hold
277 Sell
Moderate Buy
premium
$56.85B
18.86%
BMY
Bristol-Myers Squibb
$48.11
$0.49
(1.03%)
premium
2 Buy
9 Hold
3 Sell
Hold
premium
$97.54B
-21.49%
BRK.B
Berkshire Hathaway B
$453.38
$4.35
(0.97%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$977.20B
27.96%
HLN
Haleon PLC Sponsored ADR
$9.90
$0.02
(0.2%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$44.77B
19.85%
NUE
Nucor
$147.73
$1.51
(1.03%)
premium
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
$35.06B
-10.48%
PG
Procter & Gamble
$169.17
$0.98
(0.58%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$398.23B
10.90%
ASML
ASML Holding
$907.26
$0.45
(0.05%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$361.04B
40.05%
FPURX
FPURX
< FUND >
Fidelity Puritan Fund
$26.52
$0.27
(1.03%)
premium
premium
17.45%
TSM
Taiwan Semiconductor Manufacturing
$171.28
$4.84
(2.91%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$773.60B
85.11%
KKR
KKR & Co
$122.23
$3.5
(2.95%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$108.47B
105.26%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$277.59
$3.47
(1.27%)
premium
12K Buy
7K Hold
905 Sell
Moderate Buy
premium
$427.70B
27.86%
FIFNX
FIFNX
< FUND >
Fidelity Founders Fund
$22.08
$0.37
(1.7%)
premium
103 Buy
22 Hold
0 Sell
Moderate Buy
premium
31.18%