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New Portfolio Apr 2024 - New Portfolio

Andrew Carlssin

New Portfolio Apr 2024
Individual Investor
Ranked #25,626 out of 788,174 TipRanks' Investors
Success Rate
92%
54 out of 59
profitable transactions
Average Return
20.15%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
18.03% TSLA
16.18% ARCC
15.74% JPM
13.03% AVGO
12.29% ABBV
24.73% Others
By Assets
93.23% Stocks
6.77% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
40.72% Financial
21.74% Technology
18.03% Consumer Cyclical
12.29% Healthcare
6.77% General
0.46% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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a4psbqb064
a4psbqb064
premium
a4psbqb064
premium
a4psbqb064
a4psbqb064
a4psbqb064
2ky1vel
2ky1vel
2ky1vel
premium
2ky1vel
premium
2ky1vel
2ky1vel
2ky1vel
2eyy532gsd3
2eyy532gsd3
2eyy532gsd3
premium
2eyy532gsd3
premium
2eyy532gsd3
2eyy532gsd3
2eyy532gsd3
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v00fjkedog7
v00fjkedog7
premium
v00fjkedog7
premium
v00fjkedog7
v00fjkedog7
v00fjkedog7
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61nfh0
61nfh0
premium
61nfh0
premium
61nfh0
61nfh0
61nfh0
9j4rg8q
9j4rg8q
9j4rg8q
premium
9j4rg8q
premium
9j4rg8q
9j4rg8q
9j4rg8q
incavw1j5t
incavw1j5t
incavw1j5t
premium
incavw1j5t
premium
incavw1j5t
incavw1j5t
incavw1j5t
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cm9zxe
cm9zxe
premium
cm9zxe
premium
cm9zxe
cm9zxe
cm9zxe
mpqwbhx
mpqwbhx
mpqwbhx
premium
mpqwbhx
premium
mpqwbhx
mpqwbhx
mpqwbhx
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k9d1k9hv8b
k9d1k9hv8b
premium
k9d1k9hv8b
premium
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AXP
American Express
$295.40
$8.46
(2.78%)
premium
9 Buy
12 Hold
1 Sell
Moderate Buy
premium
$213.47B
44.08%
AAPL
Apple
$245.55
$0.28
(0.11%)
premium
18 Buy
11 Hold
4 Sell
Moderate Buy
premium
$3.69T
34.83%
MSFT
Microsoft
$408.21
$7.92
(1.9%)
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
3.47%
TSLA
Tesla
$337.80
$16.6
(4.68%)
premium
13 Buy
12 Hold
10 Sell
Hold
premium
$1.14T
81.96%
VIG
VIG
< ETF >
Vanguard Dividend Appreciation ETF
$201.98
$2.19
(1.07%)
premium
2K Buy
1K Hold
137 Sell
Moderate Buy
premium
$90.91B
16.61%
AVGO
Broadcom
$218.66
$8.08
(3.56%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.06T
73.76%
ABBV
AbbVie
$202.08
$1.2
(0.6%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$354.62B
14.70%
JPM
JPMorgan Chase & Co.
$264.24
$2.56
(0.96%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$746.00B
47.48%
ARCC
Ares Capital
$23.28
$0.12
(0.51%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.71B
16.82%
RTX
RTX
$123.29
$1.19
(0.96%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$166.66B
38.69%