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New Portfolio May 2023
- New Portfolio
Performance
Portfolio Details
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
Select Columns
17
Results | Showing
1
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1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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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%
17
Results | Showing
1
out of
1
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