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New Portfolio Jul 2024 - New Portfolio

46D6AD8D

New Portfolio Jul 2024
Individual Investor
Ranked #372,949 out of 781,066 TipRanks' Investors
Success Rate
63%
5 out of 8
profitable transactions
Average Return
2.82%
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
50.00% Financial
25.00% Energy
25.00% Consumer Defensive

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
neop7jh
neop7jh
neop7jh
premium
neop7jh
premium
neop7jh
neop7jh
neop7jh
9pk6jurzo57
9pk6jurzo57
9pk6jurzo57
premium
9pk6jurzo57
premium
9pk6jurzo57
9pk6jurzo57
9pk6jurzo57
brpyq3fa9qj
brpyq3fa9qj
brpyq3fa9qj
premium
brpyq3fa9qj
premium
brpyq3fa9qj
brpyq3fa9qj
brpyq3fa9qj
60s2h8p4o
60s2h8p4o
60s2h8p4o
premium
60s2h8p4o
premium
60s2h8p4o
60s2h8p4o
60s2h8p4o
sfh70ojydur
sfh70ojydur
sfh70ojydur
premium
sfh70ojydur
premium
sfh70ojydur
sfh70ojydur
sfh70ojydur
mvshy3w1pm
mvshy3w1pm
mvshy3w1pm
premium
mvshy3w1pm
premium
mvshy3w1pm
mvshy3w1pm
mvshy3w1pm
irucvng82j
irucvng82j
irucvng82j
premium
irucvng82j
premium
irucvng82j
irucvng82j
irucvng82j
58ndsn523el
58ndsn523el
58ndsn523el
premium
58ndsn523el
premium
58ndsn523el
58ndsn523el
58ndsn523el
ge0ng9wu1l
ge0ng9wu1l
ge0ng9wu1l
premium
ge0ng9wu1l
premium
ge0ng9wu1l
ge0ng9wu1l
ge0ng9wu1l
l292mgo9d4o
l292mgo9d4o
l292mgo9d4o
premium
l292mgo9d4o
premium
l292mgo9d4o
l292mgo9d4o
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AXP
American Express
$312.56
$1.08
(0.35%)
premium
6 Buy
11 Hold
1 Sell
Moderate Buy
premium
$219.42B
72.09%
BAC
Bank of America
$46.53
$0.11
(0.24%)
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$357.86B
46.99%
CVX
Chevron
$161.47
$2.09
(1.31%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$286.42B
13.86%
KHC
Kraft Heinz
$29.27
$0.3
(1.04%)
premium
4 Buy
10 Hold
1 Sell
Hold
premium
$35.03B
-20.91%
KO
Coca-Cola
$62.71
$0.46
(0.74%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$268.16B
3.47%
MCO
Moody's
$475.85
$3.15
(0.66%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$86.79B
25.63%
OXY
Occidental Petroleum
$51.97
$0.33
(0.63%)
premium
7 Buy
12 Hold
1 Sell
Moderate Buy
premium
$49.08B
-7.38%
USB
US Bancorp
$48.36
$0.33
(0.69%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$74.93B
20.45%