New Portfolio Jan 2023 - New Portfolio

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New Portfolio Jan 2023
Individual Investor
Ranked #64,324 out of 757,311 TipRanks' Investors
Success Rate
72%
324 out of 450
profitable transactions
Average Return
4.08%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
16.80% UNH
12.66% QQQ
12.33% KO
9.08% HUM
5.18% XLE
43.95% Others
By Assets
81.94% Stocks
17.79% ETFs
0.26% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
28.82% Healthcare
17.84% General
16.43% Consumer Defensive
9.15% Industrials
6.35% Energy
21.40% 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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dc6k6xn5t8o
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
r9grrc
premium
r9grrc
r9grrc
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premium
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premium
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premium
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premium
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premium
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KO
Coca-Cola
$70.62
$1.13
(1.57%)
premium
12 Buy
7 Hold
0 Sell
Moderate Buy
premium
$309.23B
23.32%
OXY
Occidental Petroleum
$52.03
$0.28
(0.54%)
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$46.87B
-21.36%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$483.36
$11.92
(2.53%)
premium
1K Buy
613 Hold
63 Sell
Moderate Buy
premium
$285.18B
27.46%
UNH
UnitedHealth
$577.07
$3.58
(0.62%)
premium
21 Buy
0 Hold
0 Sell
Strong Buy
premium
$536.18B
20.80%
VZ
Verizon
$43.94
$0.06
(0.14%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$184.71B
31.38%
HUM
Humana
$312.00
$3.29
(1.04%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$37.96B
-33.45%
SPOT
Spotify Technology SA
$360.22
$16.25
(4.72%)
premium
22 Buy
6 Hold
1 Sell
Moderate Buy
premium
$67.42B
114.75%
TGT
Target
$156.49
$2.89
(1.88%)
premium
17 Buy
10 Hold
0 Sell
Moderate Buy
premium
$70.76B
27.82%
ALGM
Allegro MicroSystems
$23.79
$0.61
(2.63%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.26B
-29.80%
PD
PagerDuty
$18.17
$0.65
(3.71%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$1.63B
-25.61%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$88.96
$1.05
(1.19%)
premium
216 Buy
112 Hold
7 Sell
Moderate Buy
premium
$34.37B
-3.66%
BNTX
BioNTech SE
$112.51
$3.11
(2.69%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$27.49B
4.70%
TECK
Teck Resources
$48.97
$1.87
(3.97%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$24.45B
10.77%
BTU
Peabody Energy Comm
$22.81
$0.18
(0.8%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.85B
-5.31%
AMRC
Ameresco
$35.74
$0.56
(1.54%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.90B
-12.99%
CEG
Constellation Energy Corporation
$208.50
$8.17
(4.08%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$62.64B
81.23%
TT
Trane Technologies
$381.39
$9.8
(2.64%)
premium
3 Buy
7 Hold
1 Sell
Hold
premium
$83.86B
82.95%
DELL
Dell Technologies
$117.77
$1.78
(1.53%)
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$81.47B
65.94%
ETN
Eaton
$328.92
$14.27
(4.54%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$125.26B
45.56%
NEE
NextEra Energy
$82.29
$1.99
(2.36%)
premium
7 Buy
3 Hold
1 Sell
Moderate Buy
premium
$173.23B
24.69%
PDD
PDD Holdings
$99.98
$1.75
(1.78%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$136.42B
-0.12%