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Modest Money - New Portfolio

Modest Money
Individual Investor
Ranked #177,288 out of 781,066 TipRanks' Investors
Success Rate
100%
9 out of 9
profitable transactions
Average Return
12.45%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
44.53% SPY
17.14% AAPL
16.61% T
12.69% BABA
6.02% CVX
3.01% Others
By Assets
55.47% Stocks
44.53% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
44.53% General
17.14% Technology
16.61% Communication Services
12.69% Consumer Cyclical
9.04% Energy
0.00% 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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premium
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premium
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premium
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AAPL
Apple
$229.98
$1.72
(0.75%)
premium
19 Buy
7 Hold
3 Sell
Moderate Buy
premium
$3.43T
24.95%
CVX
Chevron
$161.47
$2.09
(1.31%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$286.42B
13.86%
ET
Energy Transfer
$20.29
$0.04
(0.2%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$69.33B
47.59%
ETH-USD
Ethereum
$3291.03
$183.037
(5.27%)
premium
premium
$397.52B
41.57%
GLD
GLD
< ETF >
SPDR Gold Shares
$249.27
$1.33
(0.53%)
premium
premium
$76.74B
33.75%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$597.58
$5.94
(1%)
premium
8K Buy
5K Hold
600 Sell
Strong Buy
premium
$628.08B
24.17%
T
AT&T
$22.29
$0.27
(1.23%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$158.00B
35.91%
BABA
Alibaba
$85.12
$2.69
(3.26%)
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$196.64B
25.08%