New Portfolio Jan 2023 - New Portfolio

New Portfolio Jan 2023
Individual Investor
Ranked #126,039 out of 757,311 TipRanks' Investors
Success Rate
62%
164 out of 265
profitable transactions
Average Return
8.30%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.23% GOOGL
7.71% AMZN
5.64% MSCI
5.32% SPGI
5.22% MCO
67.88% Others
By Assets
89.62% Stocks
5.85% Cash
4.53% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
33.40% Consumer Cyclical
21.94% Financial
17.08% Technology
12.52% Communication Services
6.83% Real Estate
8.24% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$228.87
$8.18
(3.71%)
premium
24 Buy
8 Hold
1 Sell
Moderate Buy
premium
$3.36T
23.24%
AMZN
Amazon
$189.87
$3.44
(1.85%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.96T
35.46%
MSFT
Microsoft
$438.69
$7.88
(1.83%)
premium
29 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.20T
31.08%
PLTR
Palantir Technologies
$36.83
$0.45
(1.24%)
premium
4 Buy
5 Hold
6 Sell
Hold
premium
$81.47B
140.13%
TSLA
Tesla
$243.92
$16.72
(7.36%)
premium
12 Buy
16 Hold
8 Sell
Hold
premium
$725.82B
-14.75%
GOOGL
Alphabet Class A
$162.14
$2.33
(1.46%)
premium
27 Buy
9 Hold
0 Sell
Strong Buy
premium
$1.97T
15.77%
SPGI
S&P Global
$524.22
$4.7
(0.9%)
premium
16 Buy
0 Hold
0 Sell
Strong Buy
premium
$162.61B
33.45%
MCO
Moody's
$490.11
$5.44
(1.12%)
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$88.26B
42.26%
FICO
Fair Isaac
$1929.21
$28.88
(1.52%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$46.59B
108.83%
ABNB
Airbnb
$128.75
$6.33
(5.17%)
premium
8 Buy
22 Hold
6 Sell
Hold
premium
$78.68B
-13.70%
COST
Costco
$900.74
$8.22
(0.92%)
premium
17 Buy
5 Hold
0 Sell
Strong Buy
premium
$395.69B
58.15%
BKNG
Booking Holdings
$4017.51
$10.79
(0.27%)
premium
18 Buy
10 Hold
0 Sell
Moderate Buy
premium
$135.05B
29.41%
CMG
Chipotle
$57.97
$1.04
(1.83%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$77.96B
47.90%
CP
Canadian Pacific Kansas City
$86.90
$0.86
(1%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$80.17B
9.81%
ELF
e.l.f. Beauty
$114.59
$0.06
(0.05%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$6.46B
1.93%
INTU
Intuit
$654.24
$21.17
(3.34%)
premium
19 Buy
3 Hold
0 Sell
Strong Buy
premium
$177.44B
19.63%
MA
Mastercard
$493.01
$1.75
(0.35%)
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$457.08B
19.64%
MSCI
MSCI
$555.31
$3.74
(0.68%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$43.38B
2.51%
NFLX
Netflix
$704.32
$13.85
(2.01%)
premium
24 Buy
12 Hold
1 Sell
Moderate Buy
premium
$296.33B
74.27%
TXRH
Texas Roadhouse
$172.49
$9.38
(5.75%)
premium
11 Buy
12 Hold
0 Sell
Moderate Buy
premium
$10.88B
63.11%
V
Visa
$285.24
$3.24
(1.12%)
premium
24 Buy
5 Hold
0 Sell
Strong Buy
premium
$570.01B
18.44%
VICI
VICI Properties
$32.81
$0.25
(0.76%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$34.62B
6.68%
GB:DTLA
DTLA
< ETF >
iShares $ Treasury Bond 20+ Yr UCITS ETF USD (Accumulating)
$4.98
$0.034
(0.67%)
premium
premium
$2.84B
12.01%
GB:IB01
IB01
< ETF >
iShares $ Treasury Bond 0-1yr UCITS ETF USD (Accumulating)
$112.46
$0
(0%)
premium
premium
$12.70B
5.56%
O
Realty Income
$60.70
$1.49
(2.4%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$54.16B
15.17%
DELL
Dell Technologies
$117.77
$1.78
(1.53%)
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$81.47B
65.94%
AVB
AvalonBay
$230.55
$0.14
(0.06%)
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
$32.77B
27.12%
EPRT
Essential Properties Realty
$33.88
$0.23
(0.68%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$5.92B
43.74%
MO
Altria Group
$50.23
$0.4
(0.79%)
premium
3 Buy
2 Hold
3 Sell
Hold
premium
$86.39B
17.58%
WPC
W. P. Carey Inc.
$63.12
$0.41
(0.65%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$13.90B
1.05%
MAA
Mid-America Apartment
$164.51
$0.59
(0.36%)
premium
8 Buy
7 Hold
2 Sell
Moderate Buy
premium
$19.67B
20.19%
CRM
Salesforce
$265.99
$13.56
(5.37%)
premium
28 Buy
10 Hold
1 Sell
Moderate Buy
premium
$241.32B
17.03%
SBUX
Starbucks
$96.90
$0.78
(0.81%)
premium
14 Buy
9 Hold
1 Sell
Moderate Buy
premium
$108.92B
0.87%
BBY
Best Buy Co
$98.46
$0.33
(0.34%)
premium
9 Buy
7 Hold
1 Sell
Moderate Buy
premium
$21.27B
38.67%
JPM
JPMorgan Chase & Co.
$210.48
$2.95
(1.42%)
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$590.46B
39.35%
NVDA
Nvidia
$117.87
$4.5
(3.97%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.78T
160.50%
DECK
Deckers Outdoor
$152.11
$5.12
(3.26%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$23.97B
-70.42%
DUOL
Duolingo
$264.00
$13.77
(5.5%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$10.90B
54.13%
LULU
Lululemon Athletica
$270.76
$0.56
(0.21%)
premium
13 Buy
8 Hold
1 Sell
Moderate Buy
premium
$34.56B
-29.72%
WMT
Walmart
$78.04
$0.99
(1.25%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$635.26B
45.12%
TM
Toyota Motor
$183.47
$6.76
(3.83%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$232.87B
-9.40%
ZTS
Zoetis
$193.24
$3.24
(1.65%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$89.02B
7.97%
BAM
Brookfield Asset Management Ltd. Class A
$47.70
$2.03
(4.44%)
premium
5 Buy
5 Hold
1 Sell
Moderate Buy
premium
$19.11B
29.93%
GIS
General Mills
$74.90
$0.11
(0.15%)
premium
3 Buy
13 Hold
0 Sell
Hold
premium
$41.75B
13.86%