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Joint Tenant - New Portfolio

Maynard M Mohn

Joint Tenant
Individual Investor
Ranked #11,237 out of 769,603 TipRanks' Investors
Success Rate
71%
55 out of 78
profitable transactions
Average Return
101.32%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
47.59% COST
24.22% WMT
5.27% ETN
5.23% BWXT
5.09% SAP
12.60% Others
By Assets
99.72% Stocks
0.28% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
47.59% Consumer Cyclical
24.22% Consumer Defensive
11.64% Industrials
11.60% Technology
2.63% Healthcare
2.31% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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NVDA
Nvidia
$141.95
$4.72
(3.22%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.48T
191.38%
ETN
Eaton
$377.41
$6.46
(1.74%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$149.15B
64.87%
BRK.B
Berkshire Hathaway B
$476.57
$4.51
(0.96%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.03T
31.72%
ON
ON Semiconductor
$69.62
$1.15
(1.68%)
premium
16 Buy
4 Hold
1 Sell
Moderate Buy
premium
$29.64B
1.55%
WMT
Walmart
$90.44
$2.05
(2.32%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$726.98B
75.42%
COST
Costco
$964.01
$8.36
(0.87%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$427.13B
63.65%
BWXT
BWX Technologies
$132.89
$0.39
(0.29%)
premium
6 Buy
1 Hold
1 Sell
Moderate Buy
premium
$12.15B
69.59%
CVX
Chevron
$162.36
$0.73
(0.45%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$291.78B
12.49%
ROK
Rockwell Automation
$290.86
$12.56
(4.51%)
premium
5 Buy
7 Hold
4 Sell
Hold
premium
$32.84B
6.62%
CECO
Ceco Environmental
$31.36
$1.16
(3.84%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.10B
57.51%
PATH
UiPath
$14.24
$0.56
(4.09%)
premium
2 Buy
15 Hold
0 Sell
Hold
premium
$7.83B
-22.23%
SAP
SAP AG
$236.25
$0.22
(0.09%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$274.68B
54.25%
MSFT
Microsoft
$417.00
$4.13
(1%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.10T
10.36%
MDXH
MDxHealth
$1.88
$0.17
(9.94%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$93.05M
-24.80%
SDGR
Schrodinger
$20.84
$0.47
(2.31%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.52B
-32.05%
PROP
Prairie Operating Co
$8.77
$0.56
(6.82%)
premium
premium
$201.00M
-32.43%
EXAI
Exscientia Plc
$4.84
$0.15
(3.2%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$632.93M
-17.12%
SOUN
SoundHound AI, Inc Class A
$8.25
$1.27
(18.19%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.05B
280.18%
RXRX
Recursion Pharmaceuticals
$5.70
$0.05
(0.87%)
premium
2 Buy
5 Hold
0 Sell
Moderate Buy
premium
$2.22B
-15.93%
PENG
Penguin Solutions
$17.65
$0.24
(1.38%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$940.57M
7.82%