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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #180,045 out of 769,603 TipRanks' Investors
Success Rate
63%
17 out of 27
profitable transactions
Average Return
29.93%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
20.37% XOM
19.23% JPM
14.10% SPG
9.16% COST
8.33% BA
28.81% Others
By Assets
95.19% Stocks
4.81% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
20.37% Energy
19.23% Financial
19.22% Technology
14.10% Real Estate
9.16% Consumer Cyclical
17.92% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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w50se1xi82
w50se1xi82
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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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AAPL
Apple
$229.87
$1.35
(0.59%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.47T
19.45%
ASML
ASML Holding
$672.88
$0.72
(0.11%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$263.18B
-1.85%
JPM
JPMorgan Chase & Co.
$248.55
$3.79
(1.55%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$699.75B
59.63%
SPG
Simon Property
$181.14
$0.66
(0.36%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$68.01B
50.12%
XOM
Exxon Mobil
$121.79
$0.14
(0.11%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$535.28B
17.23%
BA
Boeing
$149.29
$5.88
(4.1%)
premium
15 Buy
6 Hold
2 Sell
Moderate Buy
premium
$111.61B
-34.79%
BIIB
Biogen
$157.90
$0.11
(0.07%)
premium
14 Buy
11 Hold
0 Sell
Moderate Buy
premium
$23.01B
-31.67%
COST
Costco
$964.01
$8.36
(0.87%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$427.13B
62.23%
GB:BATS
British American Tobacco
2964.00p
37.5p
(1.28%)
premium
2 Buy
3 Hold
1 Sell
Hold
premium
£65.48B
16.13%
OLMA
Olema Pharmaceuticals
$8.78
$0.91
(11.56%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$503.08M
-42.76%
SNOW
Snowflake
$167.44
$3.91
(2.28%)
premium
23 Buy
8 Hold
0 Sell
Moderate Buy
premium
$56.13B
1.44%