tiprankstipranks

Portfolio #1 - New Portfolio

Lee Andrew

Portfolio #1
Individual Investor
Ranked #93 out of 775,913 TipRanks' Investors
Success Rate
82%
50 out of 61
profitable transactions
Average Return
547.25%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
32.04% SCHD
22.78% JEPI
11.60% NVDA
8.99% GOOGL
8.24% TSLA
16.35% Others
By Assets
53.36% ETFs
43.97% Stocks
2.67% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
54.82% General
16.36% Technology
9.81% Communication Services
8.90% Consumer Cyclical
6.54% Industrials
3.57% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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BAC
Bank of America
$44.17
$0.79
(1.82%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$338.91B
33.04%
T
AT&T
$22.75
$0.18
(0.8%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$163.24B
37.46%
AAPL
Apple
$254.49
$4.7
(1.88%)
premium
20 Buy
9 Hold
2 Sell
Moderate Buy
premium
$3.85T
30.72%
$129.28
$2.15
(1.69%)
premium
5 Buy
3 Hold
2 Sell
Moderate Buy
premium
$70.40B
22.47%
AMD
Advanced Micro Devices
$119.21
$0.33
(0.28%)
premium
22 Buy
8 Hold
0 Sell
Moderate Buy
premium
$193.45B
-14.79%
NIO
Nio
$4.54
$0.14
(3.18%)
premium
6 Buy
4 Hold
2 Sell
Moderate Buy
premium
$9.41B
-45.23%
BRK.B
Berkshire Hathaway B
$453.20
$3.86
(0.86%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$978.78B
27.25%
V
Visa
$317.71
$2.83
(0.9%)
premium
19 Buy
4 Hold
0 Sell
Strong Buy
premium
$623.04B
22.41%
WMT
Walmart
$92.24
$1.16
(1.24%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$741.00B
78.76%
WFC
Wells Fargo
$70.34
$1.49
(2.16%)
premium
11 Buy
9 Hold
0 Sell
Moderate Buy
premium
$234.20B
42.24%
UL
Unilever
$57.16
$0.39
(0.68%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$141.83B
18.83%
TSLA
Tesla
$421.06
$15.11
(3.46%)
premium
13 Buy
12 Hold
9 Sell
Hold
premium
$1.35T
65.44%
TM
Toyota Motor
$178.17
$3.96
(2.27%)
premium
premium
$238.62B
-1.49%
SSY
Sunlink Health Systems
$0.77
$0.022
(2.93%)
premium
premium
$5.44M
-16.09%
GIC
Global Industrial Company
$25.20
$0.12
(0.47%)
premium
premium
$963.41M
-35.35%
SONY
Sony Group
$21.02
$0.36
(1.74%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$128.26B
13.30%
SIEGY
Siemens AG
$98.69
$0.44
(0.45%)
premium
premium
$154.60B
6.82%
MSFT
Microsoft
$436.60
$0.43
(0.1%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.25T
16.88%
LMT
Lockheed Martin
$489.02
$9.36
(1.95%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$115.91B
9.15%
NOK
Nokia
$4.43
$0
(0%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$23.99B
35.06%
NVDA
Nvidia
$134.70
$4.02
(3.08%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.30T
174.95%
PEP
PepsiCo
$152.79
$1.32
(0.87%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$209.63B
-8.49%
PFE
Pfizer
$26.36
$0.59
(2.29%)
premium
8 Buy
10 Hold
1 Sell
Moderate Buy
premium
$149.38B
-6.89%
PG
Procter & Gamble
$168.06
$1.13
(0.67%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$395.79B
16.50%
QCOM
Qualcomm
$152.89
$2.49
(1.66%)
premium
11 Buy
10 Hold
1 Sell
Moderate Buy
premium
$169.86B
7.34%
HMC
Honda Motor Company
$23.89
$0.19
(0.8%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$37.90B
-21.90%
HRL
Hormel Foods
$31.68
$0.1
(0.32%)
premium
1 Buy
4 Hold
2 Sell
Hold
premium
$17.39B
-0.25%
INTC
Intel
$19.52
$0.46
(2.41%)
premium
1 Buy
21 Hold
5 Sell
Hold
premium
$84.19B
-58.54%
GOOGL
Alphabet Class A
$191.41
$2.9
(1.54%)
premium
27 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.35T
36.31%
GE
GE Aerospace
$168.37
$3.57
(2.17%)
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$182.23B
32.61%
GM
General Motors
$51.81
$1.47
(2.92%)
premium
10 Buy
6 Hold
2 Sell
Moderate Buy
premium
$56.97B
43.84%
META
Meta Platforms
$585.25
$10.32
(1.73%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.48T
65.28%
CSCO
Cisco Systems
$58.52
$0.89
(1.54%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$233.07B
17.75%
KO
Coca-Cola
$62.55
$0.1
(0.16%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$269.45B
7.86%
BLK
BlackRock
$1028.69
$12.36
(1.22%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$159.32B
28.73%
CAT
Caterpillar
$366.04
$5.67
(1.57%)
premium
5 Buy
5 Hold
4 Sell
Hold
premium
$176.73B
26.06%
GEHC
GE Healthcare Technologies Inc
$78.91
$1.48
(1.91%)
premium
8 Buy
2 Hold
1 Sell
Moderate Buy
premium
$36.05B
2.23%
SCHD
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
7.17%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.20
$0.56
(0.97%)
premium
1K Buy
602 Hold
55 Sell
Moderate Buy
premium
$36.75B
5.72%