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CMA-Edge - New Portfolio

CMA-Edge
Individual Investor
Ranked #15,319 out of 781,066 TipRanks' Investors
Success Rate
94%
34 out of 36
profitable transactions
Average Return
77.48%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.61% MSFT
8.23% AAPL
7.64% GOOGL
7.39% AMZN
7.17% AVGO
60.96% Others
By Assets
77.75% Cash
22.25% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
29.15% Technology
19.83% Consumer Cyclical
16.87% Healthcare
15.79% Financial
7.64% Communication Services
10.71% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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MRK
Merck & Company
$97.92
$2.78
(2.76%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$254.73B
-15.05%
SPGI
S&P Global
$501.86
$3.3
(0.65%)
premium
15 Buy
0 Hold
0 Sell
Strong Buy
premium
$156.75B
14.16%
SBUX
Starbucks
$95.13
$0.7
(0.74%)
premium
10 Buy
6 Hold
3 Sell
Moderate Buy
premium
$107.06B
1.92%
ADBE
Adobe
$429.99
$3.06
(0.72%)
premium
19 Buy
7 Hold
1 Sell
Moderate Buy
premium
$185.85B
-28.09%
UNP
Union Pacific
$234.26
$0.63
(0.27%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$142.40B
-1.57%
ACN
Accenture
$352.59
$2.03
(0.58%)
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
$219.27B
-1.93%
PEP
PepsiCo
$148.25
$1.71
(1.17%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$201.05B
-11.32%
LIN
Linde
$436.00
$3.51
(0.81%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$205.93B
6.90%
SYK
Stryker
$383.42
$1.63
(0.43%)
premium
19 Buy
3 Hold
0 Sell
Strong Buy
premium
$145.54B
21.83%
ABBV
AbbVie
$171.56
$2.14
(1.23%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$306.95B
5.06%
LMT
Lockheed Martin
$490.32
$3.46
(0.71%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$115.40B
6.69%
TMO
Thermo Fisher
$559.65
$2.06
(0.37%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$214.85B
2.80%
HD
Home Depot
$409.38
$0.05
(0.01%)
premium
17 Buy
4 Hold
0 Sell
Strong Buy
premium
$406.61B
14.38%
CAT
Caterpillar
$386.02
$5.47
(1.44%)
premium
5 Buy
5 Hold
3 Sell
Hold
premium
$183.73B
36.94%
BLK
BlackRock
$1004.96
$9.24
(0.93%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$154.22B
25.21%
JPM
JPMorgan Chase & Co.
$259.16
$4.89
(1.92%)
premium
11 Buy
8 Hold
1 Sell
Moderate Buy
premium
$715.86B
51.88%
V
Visa
$319.62
$2.37
(0.75%)
premium
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$622.14B
18.32%
UNH
UnitedHealth
$509.76
$0.83
(0.16%)
premium
18 Buy
0 Hold
0 Sell
Strong Buy
premium
$469.89B
-1.11%
MA
Mastercard
$524.70
$1.56
(0.3%)
premium
21 Buy
3 Hold
0 Sell
Strong Buy
premium
$480.15B
21.82%
LLY
Eli Lilly & Co
$725.72
$31.88
(4.21%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$719.20B
16.42%
NVO
Novo Nordisk
$78.69
$4.38
(5.27%)
premium
6 Buy
3 Hold
1 Sell
Moderate Buy
premium
$367.28B
-26.83%
AVGO
Broadcom
$237.44
$8.03
(3.5%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.08T
107.57%
AMZN
Amazon
$225.94
$5.28
(2.39%)
premium
48 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.32T
47.19%
COST
Costco
$943.19
$23.44
(2.55%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$408.28B
37.23%
GOOGL
Alphabet Class A
$196.00
$3.09
(1.6%)
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.37T
36.60%
MSFT
Microsoft
$429.03
$4.45
(1.05%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.16T
8.93%
AAPL
Apple
$229.98
$1.72
(0.75%)
premium
19 Buy
7 Hold
3 Sell
Moderate Buy
premium
$3.43T
21.92%
TJX
TJX Companies
$121.85
$0.47
(0.39%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$136.45B
28.60%
NVDA
Nvidia
$137.71
$4.14
(3.1%)
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.27T
141.14%
LVMUY
LVMH Moet Hennessy Louis Vuitton SE
$142.08
$2.09
(1.45%)
premium
premium
$358.53B
-1.84%