News Portfolio Jul 2024 - New Portfolio

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News Portfolio Jul 2024
Individual Investor
Ranked #408,639 out of 757,311 TipRanks' Investors
Success Rate
38%
3 out of 8
profitable transactions
Average Return
-3.53%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.50% AXP
12.50% BAC
12.50% CVX
12.50% KHC
12.50% KO
37.50% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
37.50% Financial
25.00% Energy
25.00% Consumer Defensive
12.50% Communication Services

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AXP
American Express
$268.75
$6.57
(2.51%)
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$186.39B
64.53%
BAC
Bank of America
$40.87
$1.25
(3.15%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$307.43B
38.29%
CVX
Chevron
$144.99
$1.03
(0.72%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$263.29B
-13.90%
KHC
Kraft Heinz
$34.99
$0.15
(0.43%)
premium
6 Buy
7 Hold
1 Sell
Moderate Buy
premium
$42.49B
3.54%
KO
Coca-Cola
$70.62
$1.13
(1.57%)
premium
12 Buy
7 Hold
0 Sell
Moderate Buy
premium
$309.23B
23.32%
OXY
Occidental Petroleum
$52.03
$0.28
(0.54%)
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$46.87B
-21.36%
USB
US Bancorp
$46.47
$1.29
(2.86%)
premium
7 Buy
11 Hold
0 Sell
Moderate Buy
premium
$70.50B
30.61%
GOOG
Alphabet Class C
$163.24
$2.43
(1.51%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.97T
15.83%