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New Portfolio Aug 2024
- New Portfolio
Performance
Portfolio Details
Tia
New Portfolio Aug 2024
Individual Investor
Ranked #312,031 out of 788,174 TipRanks' Investors
Success Rate
73%
8 out of 11
profitable transactions
Average Return
7.53%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
9.09%
AAPL
9.09%
AXP
9.09%
BAC
9.09%
CVX
9.09%
KHC
54.55%
Others
By Assets
50.00%
Stocks
50.00%
Cash
0.00%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
By Sector
36.36%
Financial
18.18%
Technology
18.18%
Energy
18.18%
Consumer Defensive
9.09%
Consumer Cyclical
Portfolio Holdings
Select Columns
11
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
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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ogl2xwpb0a
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premium
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premium
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AAPL
Apple
$245.83
$0.96
(
0.39%
)
Pre
0.07%
premium
18
Buy
11
Hold
4
Sell
Moderate Buy
premium
$3.69T
34.83%
AXP
American Express
$303.86
$6.06
(
1.96%
)
Pre
0.41%
premium
8
Buy
12
Hold
1
Sell
Moderate Buy
premium
$213.47B
44.08%
BAC
Bank of America
$45.30
$0.71
(
1.54%
)
Pre
0%
premium
18
Buy
2
Hold
0
Sell
Strong Buy
premium
$344.77B
34.42%
CVX
Chevron
$158.79
$1.56
(
0.99%
)
Pre
0.38%
premium
13
Buy
3
Hold
0
Sell
Strong Buy
premium
$285.36B
2.15%
KHC
Kraft Heinz
$30.16
$0.37
(
1.24%
)
Pre
0.46%
premium
2
Buy
13
Hold
2
Sell
Hold
premium
$36.04B
-16.37%
KO
Coca-Cola
$70.04
$0.03
(
0.04%
)
Pre
0.23%
premium
17
Buy
1
Hold
0
Sell
Strong Buy
premium
$301.72B
14.37%
MCO
Moody's
$511.62
$7.65
(
1.47%
)
Pre
0.59%
premium
7
Buy
6
Hold
0
Sell
Moderate Buy
premium
$92.09B
36.12%
MSFT
Microsoft
$416.13
$2.19
(
0.53%
)
Pre
0.27%
premium
29
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.09T
3.47%
OXY
Occidental Petroleum
$52.09
$1.1
(
2.16%
)
Pre
0.63%
premium
6
Buy
11
Hold
1
Sell
Moderate Buy
premium
$48.89B
-13.86%
USB
US Bancorp
$46.76
$0.36
(
0.76%
)
Pre
0.19%
premium
12
Buy
6
Hold
0
Sell
Moderate Buy
premium
$72.95B
14.55%
AMZN
Amazon
$222.88
$3.75
(
1.65%
)
Pre
0.06%
premium
47
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.36T
32.20%
11
Results | Showing
1
out of
1
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