New Portfolio Apr 2024 - New Portfolio

Ihatecactus

New Portfolio Apr 2024
Individual Investor
Ranked #96,516 out of 757,311 TipRanks' Investors
Success Rate
89%
16 out of 18
profitable transactions
Average Return
15.54%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.39% SCHD
9.41% WMT
9.40% PSA
8.07% LOW
8.03% AVGO
51.70% Others
By Assets
76.89% Stocks
23.11% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
23.67% Real Estate
23.11% General
18.77% Consumer Defensive
15.71% Technology
8.07% Consumer Cyclical
10.67% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$228.87
$8.18
(3.71%)
premium
24 Buy
8 Hold
1 Sell
Moderate Buy
premium
$3.36T
23.24%
AVGO
Broadcom
$167.42
$6.28
(3.9%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$755.09B
90.38%
FRT
Federal Realty
$114.22
$1.3
(1.13%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$9.74B
19.87%
GOOGL
Alphabet Class A
$162.14
$2.33
(1.46%)
premium
27 Buy
9 Hold
0 Sell
Strong Buy
premium
$1.97T
15.77%
KHC
Kraft Heinz
$34.99
$0.15
(0.43%)
premium
6 Buy
7 Hold
1 Sell
Moderate Buy
premium
$42.49B
3.54%
LOW
Lowe's
$261.00
$4.37
(1.7%)
premium
12 Buy
11 Hold
0 Sell
Moderate Buy
premium
$145.58B
17.99%
O
Realty Income
$60.70
$1.49
(2.4%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$54.16B
15.17%
PANW
Palo Alto Networks
$333.60
$3.85
(1.17%)
premium
32 Buy
6 Hold
0 Sell
Strong Buy
premium
$107.37B
39.62%
PSA
Public Storage
$358.62
$2.1
(0.58%)
premium
7 Buy
6 Hold
0 Sell
Moderate Buy
premium
$63.13B
33.42%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$84.87
$0.73
(0.87%)
premium
403 Buy
456 Hold
67 Sell
Moderate Buy
premium
$60.72B
14.59%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$570.98
$9.58
(1.71%)
premium
4K Buy
3K Hold
296 Sell
Moderate Buy
premium
$553.72B
26.81%
SYY
Sysco
$74.14
$0.4
(0.54%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$36.64B
5.71%
VICI
VICI Properties
$32.81
$0.25
(0.76%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$34.62B
6.68%
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%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$282.05
$4.7
(1.69%)
premium
12K Buy
8K Hold
924 Sell
Moderate Buy
premium
$431.52B
25.79%
WMT
Walmart
$78.04
$0.99
(1.25%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$635.26B
45.12%
EPD
Enterprise Products Partners
$29.39
$0.1
(0.34%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$64.00B
9.26%