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New Portfolio Apr 2022 - New Portfolio

A1

New Portfolio Apr 2022
Individual Investor
Ranked #110,994 out of 769,002 TipRanks' Investors
Success Rate
80%
20 out of 25
profitable transactions
Average Return
24.21%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.28% UNH
10.87% RIOT
10.18% MSFT
8.22% SBUX
7.80% RS
50.65% Others
By Assets
86.37% Stocks
8.56% ETFs
5.07% Cryptocurrency
0.00% Funds
0.00% Cash
By Sector
18.65% Financial
18.07% Healthcare
13.69% Basic Materials
11.69% Consumer Defensive
10.88% Consumer Cyclical
27.01% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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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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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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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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premium
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premium
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AAPL
Apple
$228.52
$0.48
(0.21%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.45T
20.12%
CAT
Caterpillar
$389.59
$8.09
(2.12%)
premium
5 Buy
5 Hold
4 Sell
Hold
premium
$184.59B
52.96%
KO
Coca-Cola
$63.76
$0.77
(1.22%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$269.63B
8.55%
MSFT
Microsoft
$412.87
$1.79
(0.43%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
11.37%
PG
Procter & Gamble
$172.75
$1.86
(1.09%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$402.15B
14.22%
RS
Reliance Steel
$316.43
$2.9
(0.92%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$16.72B
17.24%
TGT
Target
$121.59
$0.13
(0.11%)
premium
14 Buy
14 Hold
0 Sell
Moderate Buy
premium
$71.87B
-6.94%
TRV
Travelers Companies
$260.81
$3.62
(1.41%)
premium
4 Buy
9 Hold
2 Sell
Hold
premium
$58.86B
46.06%
UNH
UnitedHealth
$597.49
$3.01
(0.5%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$531.00B
10.43%
TSN
Tyson Foods
$63.77
$0.52
(0.82%)
premium
2 Buy
4 Hold
1 Sell
Hold
premium
$21.95B
31.82%
KOF
Coca Cola Femsa SAB De CV
$77.92
$0.07
(0.09%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.09B
-8.26%
NOMD
Nomad Foods
$17.59
$0.49
(2.87%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.74B
5.23%
WFG
West Fraser Timber Co
$95.51
$2.09
(2.24%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$7.41B
22.29%
DHI
DR Horton
$161.86
$1.26
(0.77%)
premium
8 Buy
7 Hold
1 Sell
Moderate Buy
premium
$52.92B
28.69%
DHR
Danaher
$235.05
$1.95
(0.84%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$166.73B
7.00%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$545.64
$2.74
(0.5%)
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
$566.51B
30.35%
VBR
VBR
< ETF >
Vanguard Small Cap Value ETF
$211.20
$3.46
(1.67%)
premium
2K Buy
2K Hold
351 Sell
Hold
premium
$32.01B
27.63%
VOE
VOE
< ETF >
Vanguard Mid-Cap Value ETF
$173.09
$2.31
(1.35%)
premium
1K Buy
940 Hold
115 Sell
Moderate Buy
premium
$18.17B
26.87%
RIOT
Riot Platforms
$11.76
$0.39
(3.21%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.08B
8.77%
MARA
Marathon Digital Holdings
$24.18
$1.55
(6.85%)
premium
3 Buy
4 Hold
1 Sell
Hold
premium
$6.39B
119.49%
CLSK
Cleanspark
$12.96
$1.035
(7.39%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.65B
209.05%
ETH-USD
Ethereum
$3385.28
$247.043
(7.87%)
premium
premium
$375.83B
52.79%
SBUX
Starbucks
$100.06
$1.8
(1.83%)
premium
15 Buy
6 Hold
4 Sell
Moderate Buy
premium
$111.45B
-5.24%