tiprankstipranks

New Portfolio May 2024 - New Portfolio

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New Portfolio May 2024
Individual Investor
Ranked #304,151 out of 770,014 TipRanks' Investors
Success Rate
70%
7 out of 10
profitable transactions
Average Return
11.87%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.00% AAPL
10.00% AXP
10.00% BAC
10.00% CVX
10.00% KHC
50.00% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
40.00% Financial
20.00% Technology
20.00% Energy
20.00% Consumer Defensive

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$235.06
$2.19
(0.94%)
After
0.18%
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.52T
22.58%
AXP
American Express
$305.57
$0.36
(0.12%)
After
0.25%
premium
6 Buy
9 Hold
1 Sell
Moderate Buy
premium
$215.00B
85.63%
BAC
Bank of America
$47.75
$0.25
(0.53%)
After
0.06%
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$364.46B
59.77%
CVX
Chevron
$162.53
$2.17
(1.35%)
After
0%
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$288.18B
10.67%
KHC
Kraft Heinz
$31.97
$0.05
(0.16%)
After
0.19%
premium
4 Buy
8 Hold
1 Sell
Hold
premium
$38.72B
-8.96%
KO
Coca-Cola
$64.55
$0.17
(0.26%)
After
0.06%
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$277.34B
9.92%
MCO
Moody's
$499.66
$5.63
(1.14%)
After
0%
premium
8 Buy
4 Hold
1 Sell
Moderate Buy
premium
$89.52B
36.33%
MSFT
Microsoft
$427.99
$9.2
(2.2%)
After
0.35%
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
10.96%
OXY
Occidental Petroleum
$49.85
$0.59
(1.17%)
After
0.08%
premium
6 Buy
13 Hold
1 Sell
Hold
premium
$47.33B
-16.16%
USB
US Bancorp
$53.66
$0.03
(0.06%)
After
0.22%
premium
9 Buy
11 Hold
0 Sell
Moderate Buy
premium
$83.66B
44.17%