New Portfolio Aug 2024 - New Portfolio

Daniel 梁

New Portfolio Aug 2024
Individual Investor
Ranked #188,812 out of 757,311 TipRanks' Investors
Success Rate
89%
8 out of 9
profitable transactions
Average Return
4.74%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.11% AXP
11.11% BAC
11.11% CVX
11.11% KHC
11.11% KO
44.45% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
55.56% Financial
22.22% Energy
22.22% Consumer Defensive

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
f2x58ace3aw
f2x58ace3aw
f2x58ace3aw
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42tfenk2omn
42tfenk2omn
premium
42tfenk2omn
premium
42tfenk2omn
42tfenk2omn
42tfenk2omn
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gpn4kaie96
gpn4kaie96
premium
gpn4kaie96
premium
gpn4kaie96
gpn4kaie96
gpn4kaie96
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premium
2h9zcbxe
premium
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2h9zcbxe
2h9zcbxe
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mjvv9v9fhz
mjvv9v9fhz
premium
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premium
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mjvv9v9fhz
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jege0fnv1
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premium
jege0fnv1
premium
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jege0fnv1
jege0fnv1
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s4189sj
s4189sj
premium
s4189sj
premium
s4189sj
s4189sj
s4189sj
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8e558jzd79e
premium
8e558jzd79e
premium
8e558jzd79e
8e558jzd79e
8e558jzd79e
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hlrb5j
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premium
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premium
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premium
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premium
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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%
MCO
Moody's
$490.11
$5.44
(1.12%)
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$88.26B
42.26%
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%
DB
Deutsche Bank AG
$17.01
$0.39
(2.35%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$33.00B
54.89%