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New Portfolio May 2023 - New Portfolio

Sergio

New Portfolio May 2023
Individual Investor
Ranked #24,416 out of 770,014 TipRanks' Investors
Success Rate
90%
37 out of 41
profitable transactions
Average Return
51.37%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.73% NVDA
10.38% LLY
7.85% GS
7.49% META
6.89% MA
56.66% Others
By Assets
68.94% Stocks
31.06% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
31.69% Technology
25.06% Financial
13.93% Consumer Cyclical
13.16% Healthcare
7.49% Communication Services
8.67% 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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3h1wpkda3ai
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premium
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premium
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3h1wpkda3ai
3h1wpkda3ai
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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
82533uc
premium
82533uc
82533uc
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premium
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premium
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ptgn02hz78
premium
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premium
ptgn02hz78
ptgn02hz78
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premium
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premium
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premium
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premium
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s9apoowevas
premium
s9apoowevas
premium
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TSLA
Tesla
$343.48
$4.89
(1.44%)
premium
11 Buy
14 Hold
9 Sell
Hold
premium
$1.09T
43.80%
NVO
Novo Nordisk
$106.34
$1.78
(1.7%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$463.25B
-0.84%
NVDA
Nvidia
$136.64
$0.62
(0.46%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.33T
184.70%
MSFT
Microsoft
$426.31
$7.52
(1.8%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
10.96%
META
Meta Platforms
$574.54
$9.43
(1.67%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.43T
67.08%
MCD
McDonald's
$295.80
$0.39
(0.13%)
premium
17 Buy
11 Hold
0 Sell
Moderate Buy
premium
$212.26B
4.83%
MA
Mastercard
$528.08
$1.48
(0.28%)
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$483.33B
26.27%
LLY
Eli Lilly & Co
$796.50
$41.5
(5.5%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$716.73B
25.60%
HD
Home Depot
$427.27
$1.4
(0.33%)
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$425.82B
37.97%
CRM
Salesforce
$342.25
$3.14
(0.93%)
premium
34 Buy
8 Hold
1 Sell
Strong Buy
premium
$324.19B
51.13%
CAT
Caterpillar
$406.56
$0.91
(0.22%)
premium
5 Buy
5 Hold
4 Sell
Hold
premium
$195.85B
60.69%
BRK.B
Berkshire Hathaway B
$476.74
$0.69
(0.14%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.03T
31.40%
AAPL
Apple
$234.70
$1.83
(0.79%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.52T
22.58%
V
Visa
$313.42
$0.23
(0.07%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$613.77B
23.16%
GS
Goldman Sachs Group
$601.44
$1.59
(0.26%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$189.30B
77.73%
TSM
Taiwan Semiconductor Manufacturing
$182.72
$2.36
(1.28%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$821.92B
89.19%
KO
Coca-Cola
$64.52
$0.14
(0.22%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$277.34B
9.92%