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New Portfolio Jan 2023 - New Portfolio

New Portfolio Jan 2023
Individual Investor
Ranked #107,922 out of 781,066 TipRanks' Investors
Success Rate
63%
168 out of 265
profitable transactions
Average Return
16.48%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.12% GOOGL
8.41% AMZN
5.69% MSCI
4.83% COST
4.79% NFLX
67.16% Others
By Assets
90.67% Stocks
5.39% Cash
3.94% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
35.07% Consumer Cyclical
20.81% Financial
17.48% Technology
13.91% Communication Services
5.65% Real Estate
7.09% 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
$229.98
$1.72
(0.75%)
premium
19 Buy
7 Hold
3 Sell
Moderate Buy
premium
$3.43T
21.92%
AMZN
Amazon
$225.94
$5.28
(2.39%)
premium
48 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.32T
47.19%
MSFT
Microsoft
$429.03
$4.45
(1.05%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.16T
8.93%
PLTR
Palantir Technologies
$71.77
$2.53
(3.65%)
premium
2 Buy
10 Hold
7 Sell
Moderate Sell
premium
$157.73B
337.62%
TSLA
Tesla
$426.50
$12.68
(3.06%)
premium
13 Buy
12 Hold
9 Sell
Hold
premium
$1.33T
101.29%
GOOGL
Alphabet Class A
$196.00
$3.09
(1.6%)
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.37T
36.60%
SPGI
S&P Global
$501.86
$3.3
(0.65%)
premium
15 Buy
0 Hold
0 Sell
Strong Buy
premium
$156.75B
14.16%
MCO
Moody's
$475.85
$3.15
(0.66%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$86.79B
24.18%
FICO
Fair Isaac
$1900.54
$69.14
(3.51%)
premium
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
$47.96B
51.99%
ABNB
Airbnb
$135.12
$2.96
(2.24%)
premium
8 Buy
18 Hold
6 Sell
Hold
premium
$83.79B
-1.40%
COST
Costco
$943.19
$23.44
(2.55%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$408.28B
37.23%
BKNG
Booking Holdings
$4926.80
$61.8
(1.27%)
premium
20 Buy
11 Hold
0 Sell
Moderate Buy
premium
$161.02B
39.62%
CMG
Chipotle
$57.52
$0.84
(1.44%)
premium
14 Buy
8 Hold
0 Sell
Moderate Buy
premium
$79.52B
23.82%
CP
Canadian Pacific Kansas City
$74.82
$0.26
(0.35%)
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$69.13B
-3.12%
ELF
e.l.f. Beauty
$126.95
$6.96
(5.2%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$7.54B
-18.82%
INTU
Intuit
$604.13
$3.14
(0.52%)
premium
15 Buy
3 Hold
1 Sell
Moderate Buy
premium
$169.99B
-1.18%
MA
Mastercard
$524.70
$1.56
(0.3%)
premium
21 Buy
3 Hold
0 Sell
Strong Buy
premium
$480.15B
21.82%
MSCI
MSCI
$612.02
$2.05
(0.34%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$47.80B
12.00%
NFLX
Netflix
$858.10
$15.73
(1.87%)
premium
21 Buy
7 Hold
2 Sell
Moderate Buy
premium
$360.08B
76.81%
TXRH
Texas Roadhouse
$178.95
$0.63
(0.35%)
premium
8 Buy
13 Hold
0 Sell
Moderate Buy
premium
$11.90B
49.94%
V
Visa
$319.62
$2.37
(0.75%)
premium
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$622.14B
19.20%
VICI
VICI Properties
$29.35
$0.07
(0.24%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$30.87B
-3.01%
GB:DTLA
DTLA
< ETF >
iShares $ Treasury Bond 20+ Yr UCITS ETF USD (Accumulating)
$4.38
$0.011
(0.25%)
premium
premium
$2.18B
-3.46%
GB:IB01
IB01
< ETF >
iShares $ Treasury Bond 0-1yr UCITS ETF USD (Accumulating)
$114.18
$0.02
(0.02%)
premium
premium
$13.94B
5.16%
O
Realty Income
$54.62
$0.04
(0.07%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$47.77B
-2.67%
DELL
Dell Technologies
$109.64
$0.47
(0.43%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$77.26B
39.83%
AVB
AvalonBay
$218.14
$0.24
(0.11%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$30.99B
22.89%
EPRT
Essential Properties Realty
$31.70
$0.09
(0.28%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$5.59B
28.55%
MO
Altria Group
$51.86
$0.7
(1.37%)
premium
4 Buy
2 Hold
2 Sell
Hold
premium
$86.71B
28.24%
WPC
W. P. Carey Inc.
$55.79
$0.25
(0.45%)
premium
1 Buy
4 Hold
1 Sell
Hold
premium
$12.15B
-14.35%
MAA
Mid-America Apartment
$150.52
$0.11
(0.07%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$18.07B
14.50%
CRM
Salesforce
$324.56
$4.56
(1.43%)
premium
32 Buy
7 Hold
2 Sell
Moderate Buy
premium
$306.24B
18.25%
SBUX
Starbucks
$95.13
$0.7
(0.74%)
premium
10 Buy
6 Hold
3 Sell
Moderate Buy
premium
$107.06B
1.92%
BBY
Best Buy Co
$81.90
$0.31
(0.38%)
premium
7 Buy
8 Hold
1 Sell
Moderate Buy
premium
$17.58B
15.45%
JPM
JPMorgan Chase & Co.
$259.16
$4.89
(1.92%)
premium
11 Buy
8 Hold
1 Sell
Moderate Buy
premium
$715.86B
54.80%
NVDA
Nvidia
$137.71
$4.14
(3.1%)
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.27T
141.14%
DECK
Deckers Outdoor
$209.91
$1.69
(0.81%)
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
$31.63B
70.96%
DUOL
Duolingo
$351.13
$9.33
(2.73%)
premium
7 Buy
6 Hold
0 Sell
Moderate Buy
premium
$15.03B
75.73%
LULU
Lululemon Athletica
$373.70
$2.71
(0.73%)
premium
16 Buy
7 Hold
1 Sell
Moderate Buy
premium
$47.08B
-21.73%
WMT
Walmart
$91.94
$0.64
(0.7%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$733.45B
68.97%
TM
Toyota Motor
$180.78
$0.7
(0.39%)
premium
premium
$244.49B
-9.65%
ZTS
Zoetis
$165.89
$3.48
(2.05%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$76.41B
-12.92%
BAM
Brookfield Asset Management Ltd. Class A
$55.57
$0.53
(0.96%)
premium
4 Buy
3 Hold
2 Sell
Hold
premium
$24.25B
55.71%
GIS
General Mills
$59.63
$0.47
(0.79%)
premium
2 Buy
11 Hold
0 Sell
Hold
premium
$32.61B
-5.81%