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New Portfolio Jan 2023 - New Portfolio

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New Portfolio Jan 2023
Individual Investor
Ranked #78,873 out of 770,014 TipRanks' Investors
Success Rate
73%
327 out of 450
profitable transactions
Average Return
5.82%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.17% UNH
12.99% QQQ
10.98% KO
8.37% HUM
6.08% SPOT
44.41% Others
By Assets
81.40% Stocks
18.34% ETFs
0.25% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
28.57% Healthcare
18.39% General
14.21% Consumer Defensive
9.64% Industrials
6.69% Communication Services
22.49% 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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f9nui9a
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wd4f0iiem2
wd4f0iiem2
premium
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premium
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wd4f0iiem2
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ogzc9ft42fk
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premium
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premium
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d17rlenz35
d17rlenz35
premium
d17rlenz35
premium
d17rlenz35
d17rlenz35
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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
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premium
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premium
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premium
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KO
Coca-Cola
$64.55
$0.17
(0.26%)
After
0.08%
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$277.34B
9.92%
OXY
Occidental Petroleum
$49.85
$0.59
(1.17%)
After
0.08%
premium
6 Buy
13 Hold
1 Sell
Hold
premium
$47.33B
-16.16%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$509.31
$2.72
(0.54%)
After
0.06%
premium
1K Buy
628 Hold
73 Sell
Moderate Buy
premium
$310.27B
29.97%
UNH
UnitedHealth
$606.79
$0.96
(0.16%)
After
0.01%
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$557.54B
10.73%
VZ
Verizon
$44.37
$0.39
(0.89%)
After
0.02%
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$185.14B
17.56%
HUM
Humana
$295.59
$8.59
(2.82%)
After
0.05%
premium
6 Buy
16 Hold
0 Sell
Moderate Buy
premium
$36.63B
-41.31%
SPOT
Spotify Technology SA
$476.61
$4.77
(0.99%)
After
0.97%
premium
21 Buy
6 Hold
0 Sell
Strong Buy
premium
$94.35B
164.93%
TGT
Target
$126.55
$3.98
(3.05%)
After
0.12%
premium
13 Buy
15 Hold
0 Sell
Moderate Buy
premium
$60.13B
-0.71%
ALGM
Allegro MicroSystems
$21.57
$0.76
(3.4%)
After
0.51%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$4.11B
-19.76%
PD
PagerDuty
$20.91
$0.26
(1.26%)
After
1.24%
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$1.92B
-5.32%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$95.22
$0.13
(0.14%)
After
0.05%
premium
234 Buy
112 Hold
9 Sell
Moderate Buy
premium
$38.74B
14.94%
BNTX
BioNTech SE
$118.54
$2.22
(1.84%)
After
1.81%
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$28.95B
22.19%
TECK
Teck Resources
$46.30
$0.8
(1.7%)
After
0.07%
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$24.21B
28.39%
BTU
Peabody Energy Comm
$24.11
$1.88
(7.23%)
After
0.58%
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.16B
8.43%
AMRC
Ameresco
$26.19
$1.01
(3.71%)
After
0%
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.43B
-4.66%
CEG
Constellation Energy Corporation
$266.73
$17.8
(7.15%)
After
0.1%
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$77.86B
100.98%
TT
Trane Technologies
$419.14
$5.82
(1.41%)
After
0%
premium
4 Buy
11 Hold
2 Sell
Hold
premium
$93.01B
80.84%
DELL
Dell Technologies
$141.74
$2.42
(1.68%)
After
10.05%
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$105.02B
93.74%
ETN
Eaton
$377.29
$0.61
(0.16%)
After
<0.01%
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$148.86B
64.69%
NEE
NextEra Energy
$77.49
$0.85
(1.11%)
After
0.05%
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
$157.60B
33.17%
PDD
PDD Holdings
$99.31
$1.38
(1.37%)
After
0.07%
premium
9 Buy
5 Hold
1 Sell
Moderate Buy
premium
$139.84B
-15.17%