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New Portfolio Apr 2024
- New Portfolio
Performance
Portfolio Details
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
Select Columns
10
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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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
< 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%
10
Results | Showing
1
out of
1
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