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New Portfolio Apr 2024 - New Portfolio

Andrew Carlssin

New Portfolio Apr 2024
Individual Investor
Ranked #90,832 out of 770,014 TipRanks' Investors
Success Rate
76%
45 out of 59
profitable transactions
Average Return
10.31%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.33% TSLA
16.36% ARCC
15.95% JPM
11.52% ABBV
10.50% AVGO
26.34% Others
By Assets
92.69% Stocks
7.31% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
42.03% Financial
19.34% Technology
19.33% Consumer Cyclical
11.52% Healthcare
7.31% General
0.47% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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k99jfr6o4ue
k99jfr6o4ue
premium
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premium
k99jfr6o4ue
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k99jfr6o4ue
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premium
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premium
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premium
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premium
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premium
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premium
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sbdelntlmx
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premium
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premium
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sbdelntlmx
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18pw6x
18pw6x
premium
18pw6x
premium
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18pw6x
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premium
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premium
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premium
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premium
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AXP
American Express
$305.21
$3.91
(1.3%)
Pre
0.38%
premium
6 Buy
9 Hold
1 Sell
Moderate Buy
premium
$215.00B
85.63%
AAPL
Apple
$232.87
$3
(1.31%)
Pre
0.2%
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.52T
21.00%
MSFT
Microsoft
$418.79
$1.79
(0.43%)
Pre
0.18%
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
10.48%
TSLA
Tesla
$338.59
$13.97
(3.96%)
Pre
0.61%
premium
11 Buy
14 Hold
9 Sell
Hold
premium
$1.09T
49.74%
VIG
VIG
< ETF >
Vanguard Dividend Appreciation ETF
$203.95
$1.49
(0.74%)
Pre
0%
premium
2K Buy
1K Hold
149 Sell
Moderate Buy
premium
$87.87B
23.81%
AVGO
Broadcom
$164.82
$0.59
(0.36%)
Pre
0.19%
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$769.80B
67.77%
ABBV
AbbVie
$177.06
$0.11
(0.06%)
Pre
0.64%
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$312.89B
27.61%
JPM
JPMorgan Chase & Co.
$250.29
$1.74
(0.7%)
Pre
0.06%
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$704.65B
61.88%
ARCC
Ares Capital
$22.00
$0.02
(0.09%)
Pre
0.05%
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.21B
10.71%
RTX
RTX
$118.65
$2.12
(1.76%)
Pre
0.29%
premium
5 Buy
10 Hold
0 Sell
Moderate Buy
premium
$157.93B
48.35%