New Portfolio - New Portfolio

AS FAR AS YOU KNOW

New Portfolio
Individual Investor
Ranked #75,555 out of 757,311 TipRanks' Investors
Success Rate
69%
85 out of 123
profitable transactions
Average Return
6.20%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
49.87% LLY
26.00% COST
24.13% BRK.B
<0.01% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
49.87% Healthcare
26.00% Consumer Cyclical
24.13% Financial
0.00% Technology
0.00% General
0.00% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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COST
Costco
$900.74
$8.22
(0.92%)
premium
17 Buy
5 Hold
0 Sell
Strong Buy
premium
$395.69B
58.15%
LLY
Eli Lilly & Co
$915.04
$10.07
(1.11%)
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$860.11B
57.40%
BRK.B
Berkshire Hathaway B
$459.71
$3.11
(0.68%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$985.08B
23.24%
WMT
Walmart
$78.04
$0.99
(1.25%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$635.26B
45.12%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$524.91
$9
(1.74%)
premium
4K Buy
3K Hold
296 Sell
Moderate Buy
premium
$513.20B
26.33%
VRP
VRP
< ETF >
Invesco Variable Rate Preferred ETF
$24.64
$0.13
(0.53%)
premium
premium
$1.76B
8.64%
FELG
FELG
< ETF >
Fidelity Enhanced Large Cap Growth ETF
$32.92
$0.8
(2.49%)
premium
1K Buy
533 Hold
56 Sell
Moderate Buy
premium
$2.76B
27.46%
GSAKX
GSAKX
< FUND >
Goldman Sachs International Equity Income Fund - Class A Shares
$17.48
$0.07
(0.4%)
premium
22 Buy
15 Hold
0 Sell
Moderate Buy
premium
15.00%
FIDSX
FIDSX
< FUND >
Fidelity Select Financial Services
$14.23
$0
(0%)
premium
49 Buy
16 Hold
1 Sell
Moderate Buy
premium
32.74%
NVDA
Nvidia
$117.87
$4.5
(3.97%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.78T
160.50%
AAPL
Apple
$228.87
$8.18
(3.71%)
premium
24 Buy
8 Hold
1 Sell
Moderate Buy
premium
$3.36T
23.24%
GOOGL
Alphabet Class A
$162.14
$2.33
(1.46%)
premium
27 Buy
9 Hold
0 Sell
Strong Buy
premium
$1.97T
15.77%
ZETA
Zeta Global Holdings Corp
$28.40
$0.82
(2.97%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.35B
245.18%
SPMO
SPMO
< ETF >
Invesco S&P 500 Momentum ETF
$90.59
$2.24
(2.54%)
premium
1K Buy
446 Hold
39 Sell
Moderate Buy
premium
$2.31B
49.97%
PSK
PSK
< ETF >
SPDR ICE Preferred Securities ETF
$35.93
$0.17
(0.48%)
premium
premium
$939.44M
8.04%
BDAFX
BDAFX
< FUND >
Baron Durable Advantage Fund Retail Shares
$26.81
$0.1
(0.37%)
premium
28 Buy
4 Hold
0 Sell
Moderate Buy
premium
32.46%
XLY
XLY
< ETF >
Consumer Discretionary Select Sector SPDR Fund
$197.14
$4.39
(2.28%)
premium
530 Buy
346 Hold
45 Sell
Moderate Buy
premium
$18.54B
14.21%
FCYIX
FCYIX
< FUND >
Fidelity Select Industrials
$41.48
$0.04
(0.1%)
premium
41 Buy
8 Hold
0 Sell
Moderate Buy
premium
29.02%
AGNC
AGNC Investment
$10.56
$0.1
(0.94%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$8.34B
5.33%
GD
General Dynamics
$304.73
$2.35
(0.78%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$83.09B
35.69%