Joint Tenant - New Portfolio

Maynard M Mohn

Joint Tenant
Individual Investor
Ranked #9,285 out of 766,001 TipRanks' Investors
Success Rate
73%
57 out of 78
profitable transactions
Average Return
101.06%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
47.77% COST
23.30% WMT
5.25% SAP
5.25% ETN
5.02% BWXT
13.41% Others
By Assets
99.71% Stocks
0.29% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
47.77% Consumer Cyclical
23.30% Consumer Defensive
12.03% Technology
11.29% Industrials
3.30% Healthcare
2.32% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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NVDA
Nvidia
$147.63
$1.25
(0.84%)
premium
38 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.65T
214.44%
ETN
Eaton
$366.67
$6.11
(1.69%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$142.49B
67.90%
BRK.B
Berkshire Hathaway B
$463.41
$3.28
(0.71%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$991.16B
33.09%
ON
ON Semiconductor
$70.41
$1.64
(2.28%)
premium
13 Buy
4 Hold
1 Sell
Moderate Buy
premium
$30.68B
9.42%
WMT
Walmart
$84.83
$0.98
(1.17%)
premium
29 Buy
1 Hold
0 Sell
Strong Buy
premium
$674.01B
55.25%
COST
Costco
$943.80
$29.87
(3.27%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$404.94B
67.56%
BWXT
BWX Technologies
$124.57
$3.52
(2.91%)
premium
4 Buy
1 Hold
1 Sell
Moderate Buy
premium
$11.07B
65.50%
CVX
Chevron
$156.93
$0.16
(0.1%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$286.72B
10.56%
ROK
Rockwell Automation
$272.14
$4.95
(1.79%)
premium
4 Buy
7 Hold
2 Sell
Hold
premium
$31.44B
5.85%
CECO
Ceco Environmental
$25.08
$0.21
(0.83%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$884.62M
32.35%
PATH
UiPath
$13.17
$0.21
(1.57%)
premium
2 Buy
15 Hold
0 Sell
Hold
premium
$7.36B
-20.61%
SAP
SAP AG
$237.56
$2.63
(1.09%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$276.07B
66.77%
MSFT
Microsoft
$422.54
$2.89
(0.68%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.16T
17.15%
MDXH
MDxHealth
$2.03
$0.06
(2.87%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$103.45M
-18.80%
SDGR
Schrodinger
$18.75
$0.03
(0.16%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$1.37B
-29.40%
PROP
Prairie Operating Co
$9.04
$0.37
(3.93%)
premium
premium
$215.67M
-42.60%
EXAI
Exscientia Plc
$5.44
$0.16
(3.03%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$670.65M
0.37%
SOUN
SoundHound AI, Inc Class A
$7.20
$0.25
(3.6%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.49B
316.18%
RXRX
Recursion Pharmaceuticals
$7.10
$0.17
(2.45%)
premium
2 Buy
5 Hold
0 Sell
Moderate Buy
premium
$1.99B
35.75%
PENG
Penguin Solutions
$17.50
$0.44
(2.45%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$956.02M
16.51%