US Portfolio - New Portfolio

Daniel Carini

US Portfolio
Individual Investor
Ranked #13,789 out of 757,673 TipRanks' Investors
Success Rate
83%
96 out of 116
profitable transactions
Average Return
21.77%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
42.54% SGOV
5.59% MSFT
5.12% WFC
4.93% LLY
4.92% AMZN
36.90% Others
By Assets
50.65% Stocks
37.49% ETFs
11.85% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
42.54% General
18.69% Technology
8.80% Consumer Cyclical
8.49% Communication Services
7.86% Financial
13.62% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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MSFT
Microsoft
$435.27
$3.42
(0.78%)
premium
29 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.24T
36.22%
LLY
Eli Lilly & Co
$921.49
$6.45
(0.7%)
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$875.81B
67.50%
AAPL
Apple
$228.20
$0.67
(0.29%)
premium
24 Buy
8 Hold
1 Sell
Moderate Buy
premium
$3.47T
31.20%
GOOGL
Alphabet Class A
$163.59
$1.45
(0.89%)
premium
27 Buy
9 Hold
0 Sell
Strong Buy
premium
$2.02T
25.41%
DIS
Walt Disney
$93.75
$0.3
(0.32%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$170.02B
13.32%
COST
Costco
$906.98
$6.24
(0.69%)
premium
17 Buy
5 Hold
0 Sell
Strong Buy
premium
$402.10B
63.40%
WFC
Wells Fargo
$56.29
$0.49
(0.88%)
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
$191.60B
33.01%
HON
Honeywell International
$203.35
$0.35
(0.17%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$132.11B
6.23%
PG
Procter & Gamble
$174.22
$2.68
(1.56%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$409.37B
14.51%
MS
Morgan Stanley
$102.47
$1.74
(1.73%)
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$165.78B
18.67%
AMD
Advanced Micro Devices
$155.95
$0.79
(0.5%)
premium
26 Buy
6 Hold
0 Sell
Strong Buy
premium
$252.40B
62.26%
AMZN
Amazon
$191.60
$1.73
(0.91%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.01T
48.15%
AVGO
Broadcom
$171.10
$3.68
(2.2%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$799.14B
111.66%
SGOV
SGOV
< ETF >
iShares 0-3 Month Treasury Bond ETF
$100.63
$0.04
(0.04%)
premium
premium
$25.54B
0.08%
ABT
Abbott Laboratories
$113.70
$0.45
(0.39%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$197.83B
15.38%
ETN
Eaton
$330.60
$1.68
(0.51%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$131.61B
56.94%