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New Portfolio Apr 2022 - New Portfolio

A1

New Portfolio Apr 2022
Individual Investor
Ranked #123,001 out of 783,845 TipRanks' Investors
Success Rate
81%
21 out of 26
profitable transactions
Average Return
19.94%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
14.14% MSTR
11.46% UNH
8.77% MSFT
8.28% RIOT
7.34% RS
50.01% Others
By Assets
85.83% Stocks
8.61% ETFs
5.56% Cryptocurrency
0.00% Funds
0.00% Cash
By Sector
22.91% Technology
14.72% Financial
13.34% Healthcare
12.84% Basic Materials
11.94% Consumer Defensive
24.25% 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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AAPL
Apple
$236.00
$1.59
(0.67%)
premium
19 Buy
9 Hold
4 Sell
Moderate Buy
premium
$3.55T
26.30%
CAT
Caterpillar
$371.44
$3.54
(0.94%)
premium
5 Buy
4 Hold
3 Sell
Hold
premium
$179.33B
17.88%
KO
Coca-Cola
$63.48
$0.57
(0.89%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$273.46B
4.10%
MSFT
Microsoft
$415.06
$0.07
(0.02%)
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
2.79%
PG
Procter & Gamble
$165.99
$1.42
(0.85%)
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$389.22B
4.28%
RS
Reliance Steel
$289.50
$7.04
(2.37%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$15.67B
-0.22%
TGT
Target
$137.91
$2.53
(1.8%)
premium
15 Buy
15 Hold
0 Sell
Moderate Buy
premium
$63.19B
-4.51%
TRV
Travelers Companies
$245.18
$3.91
(1.57%)
premium
8 Buy
5 Hold
3 Sell
Moderate Buy
premium
$55.66B
15.64%
UNH
UnitedHealth
$542.49
$3.08
(0.56%)
premium
20 Buy
0 Hold
0 Sell
Strong Buy
premium
$499.25B
6.97%
TSN
Tyson Foods
$56.49
$0.27
(0.48%)
premium
2 Buy
4 Hold
1 Sell
Hold
premium
$19.72B
-0.25%
KOF
Coca Cola Femsa SAB De CV
$78.49
$1.27
(1.59%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.13B
-23.34%
NOMD
Nomad Foods
$17.86
$0.13
(0.73%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.91B
-1.81%
WFG
West Fraser Timber Co
$86.78
$1.24
(1.41%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$6.95B
7.45%
DHI
DR Horton
$141.90
$4.03
(2.76%)
premium
6 Buy
9 Hold
2 Sell
Hold
premium
$44.72B
-3.69%
DHR
Danaher
$222.74
$0.34
(0.15%)
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$160.88B
-9.13%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$553.33
$2.97
(0.53%)
premium
4K Buy
3K Hold
294 Sell
Moderate Buy
premium
$624.59B
23.71%
VBR
VBR
< ETF >
Vanguard Small Cap Value ETF
$205.32
$1.87
(0.9%)
premium
3K Buy
2K Hold
335 Sell
Hold
premium
$32.43B
16.14%
VOE
VOE
< ETF >
Vanguard Mid-Cap Value ETF
$165.92
$1.07
(0.64%)
premium
1K Buy
938 Hold
109 Sell
Moderate Buy
premium
$18.01B
15.17%
RIOT
Riot Platforms
$11.88
$0.02
(0.17%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$4.09B
5.13%
MARA
Marathon Digital Holdings
$18.34
$0.84
(4.38%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
$6.22B
-1.40%
CLSK
Cleanspark
$10.44
$0.53
(4.83%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.93B
24.88%
ETH-USD
Ethereum
$3118.23
$1.331
(0.04%)
premium
premium
$373.74B
42.52%
SBUX
Starbucks
$107.68
$1.32
(1.21%)
premium
15 Buy
5 Hold
2 Sell
Moderate Buy
premium
$122.31B
15.33%
MSTR
Microstrategy
$334.79
$5.3
(1.56%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$84.12B
564.95%