New Portfolio 21.1.24 - New Portfolio

Juan Carlos Garcia Ulibarri

New Portfolio 21.1.24
Individual Investor
Ranked #206,297 out of 766,026 TipRanks' Investors
Success Rate
59%
132 out of 223
profitable transactions
Average Return
7.70%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
42.14% NVDA
22.70% NFLX
16.82% META
14.12% ADBE
2.21% SYY
2.01% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
56.91% Technology
39.52% Communication Services
2.21% Consumer Defensive
1.36% Energy
0.00% Healthcare
0.00% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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KO
Coca-Cola
$63.92
$0.26
(0.41%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$275.35B
12.81%
VIST
Vista Oil & Gas SAB de CV
$47.63
$0.93
(1.92%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$4.50B
82.77%
T
AT&T
$22.34
$0.3
(1.36%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$160.30B
42.93%
PEP
PepsiCo
$165.11
$1.11
(0.68%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$226.53B
-0.63%
VZ
Verizon
$40.48
$0.09
(0.22%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$170.41B
13.64%
CVX
Chevron
$156.93
$0.16
(0.1%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$282.02B
10.56%
MRK
Merck & Company
$102.92
$1.75
(1.73%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$260.35B
1.51%
BP
BP
$28.93
$0.88
(2.95%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$75.90B
-17.53%
UNH
UnitedHealth
$615.81
$10.36
(1.71%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$566.72B
14.25%
MO
Altria Group
$54.05
$0.51
(0.95%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$91.60B
34.75%
ORCL
Oracle
$189.25
$2.88
(1.55%)
premium
19 Buy
13 Hold
0 Sell
Moderate Buy
premium
$524.42B
68.70%
BRK.B
Berkshire Hathaway B
$463.41
$3.28
(0.71%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$999.72B
33.09%
DEO
Diageo
$120.43
$1.32
(1.08%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$66.59B
-14.71%
XLF
XLF
< ETF >
Financial Select Sector SPDR Fund
$49.19
$0.44
(0.9%)
premium
509 Buy
405 Hold
50 Sell
Moderate Buy
premium
$48.73B
45.06%
AAPL
Apple
$226.96
$0.27
(0.12%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.43T
24.42%
AMZN
Amazon
$208.18
$1.87
(0.89%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.19T
48.07%
GOOGL
Alphabet Class A
$178.35
$2.4
(1.33%)
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.19T
36.94%
META
Meta Platforms
$589.34
$2.36
(0.4%)
premium
41 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.49T
83.85%
NVDA
Nvidia
$147.63
$1.25
(0.84%)
premium
38 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.62T
214.44%
VALE
Vale SA
$10.59
$0.62
(5.53%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$45.13B
-27.42%
DIS
Walt Disney
$99.02
$0.09
(0.09%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$179.58B
9.61%
IWM
IWM
< ETF >
iShares Russell 2000 ETF
$238.12
$1.74
(0.74%)
premium
5K Buy
3K Hold
367 Sell
Hold
premium
$78.92B
40.81%
MELI
Mercadolibre
$1872.01
$97.96
(5.52%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$94.91B
39.56%
MSFT
Microsoft
$422.54
$2.89
(0.68%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.14T
17.15%
NFLX
Netflix
$795.04
$1.5
(0.19%)
premium
25 Buy
10 Hold
2 Sell
Moderate Buy
premium
$339.85B
77.77%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$514.14
$0.6
(0.12%)
premium
1K Buy
618 Hold
70 Sell
Moderate Buy
premium
$306.10B
35.88%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$598.19
$2.58
(0.43%)
premium
4K Buy
3K Hold
313 Sell
Moderate Buy
premium
$619.52B
35.76%
TSM
Taiwan Semiconductor Manufacturing
$201.20
$0.01
(<0.01%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$876.48B
119.60%
ADBE
Adobe
$494.68
$6.24
(1.25%)
premium
23 Buy
5 Hold
2 Sell
Moderate Buy
premium
$217.76B
-14.38%
SYY
Sysco
$77.39
$0.52
(0.68%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$38.02B
14.92%
PBR
Petroleo Brasileiro SA- Petrobras
$13.68
$0.2
(1.48%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$85.16B
-10.00%
V
Visa
$307.87
$2.07
(0.68%)
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$587.69B
27.41%
CRM
Salesforce
$321.95
$11.17
(3.59%)
premium
32 Buy
9 Hold
1 Sell
Moderate Buy
premium
$307.78B
53.30%
BMY
Bristol-Myers Squibb
$54.14
$0.57
(1.04%)
premium
3 Buy
10 Hold
2 Sell
Hold
premium
$109.81B
6.97%
MDT
Medtronic
$87.72
$0.4
(0.45%)
premium
10 Buy
11 Hold
2 Sell
Moderate Buy
premium
$112.50B
25.15%
MCD
McDonald's
$298.97
$4.31
(1.46%)
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$214.25B
12.01%
COST
Costco
$943.80
$29.87
(3.27%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$418.17B
67.56%
TXN
Texas Instruments
$220.29
$2.75
(1.26%)
premium
9 Buy
13 Hold
3 Sell
Hold
premium
$200.95B
53.76%
SPGI
S&P Global
$502.82
$5.72
(1.15%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$156.03B
29.70%
RIO
Rio Tinto
$64.43
$3.04
(4.51%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$110.12B
-1.57%
LMT
Lockheed Martin
$564.56
$12.72
(2.31%)
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$133.82B
26.90%
NKE
Nike
$75.88
$0.04
(0.05%)
premium
14 Buy
14 Hold
0 Sell
Moderate Buy
premium
$112.95B
-28.49%
PYPL
PayPal Holdings
$83.01
$1.66
(2.04%)
premium
12 Buy
17 Hold
0 Sell
Moderate Buy
premium
$83.22B
52.93%
UL
Unilever
$59.00
$0.135
(0.23%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$145.08B
21.80%
LLY
Eli Lilly & Co
$831.54
$34.09
(4.27%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$789.39B
40.62%
PG
Procter & Gamble
$167.71
$4.3
(2.63%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$394.96B
11.55%
LRCX
Lam Research
$78.20
$1.01
(1.28%)
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$100.62B
14.09%
PLD
Prologis
$115.83
$1.62
(1.42%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$109.96B
10.79%
$134.34
$1.27
(0.95%)
premium
4 Buy
3 Hold
2 Sell
Hold
premium
$73.16B
44.75%
YPF
YPF Sociedad Anonima
$29.24
$0.08
(0.27%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$13.25B
183.33%
AXP
American Express
$287.60
$0.78
(0.27%)
premium
5 Buy
9 Hold
1 Sell
Moderate Buy
premium
$202.60B
86.29%
C
Citigroup
$68.63
$0.52
(0.76%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$129.80B
63.09%
DIA
DIA
< ETF >
SPDR Dow Jones Industrial Average ETF Trust
$440.11
$2.72
(0.62%)
premium
415 Buy
195 Hold
24 Sell
Moderate Buy
premium
$38.11B
28.31%