CMA-Edge - New Portfolio

CMA-Edge
Individual Investor
Ranked #16,566 out of 757,311 TipRanks' Investors
Success Rate
86%
31 out of 36
profitable transactions
Average Return
77.34%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.96% MSFT
8.34% AAPL
6.44% GOOGL
6.32% AMZN
5.15% AVGO
64.79% Others
By Assets
99.66% Stocks
0.34% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
27.59% Technology
20.95% Healthcare
18.64% Consumer Cyclical
14.71% Financial
7.56% Industrials
10.55% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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NKE
Nike
$80.98
$0.08
(0.1%)
Pre
6.69%
premium
15 Buy
18 Hold
0 Sell
Moderate Buy
premium
$121.43B
-14.50%
MRK
Merck & Company
$117.23
$1.41
(1.19%)
Pre
<0.01%
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$297.16B
10.51%
SPGI
S&P Global
$524.22
$4.7
(0.9%)
Pre
0%
premium
16 Buy
0 Hold
0 Sell
Strong Buy
premium
$164.08B
33.45%
SBUX
Starbucks
$96.90
$0.78
(0.81%)
Pre
0.14%
premium
14 Buy
9 Hold
1 Sell
Moderate Buy
premium
$109.81B
0.87%
ADBE
Adobe
$526.44
$18.31
(3.6%)
Pre
0.11%
premium
23 Buy
5 Hold
2 Sell
Moderate Buy
premium
$233.42B
-6.19%
UNP
Union Pacific
$248.44
$2.76
(1.1%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$151.35B
18.62%
ACN
Accenture
$335.24
$0.94
(0.28%)
Pre
0.07%
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$209.99B
5.94%
MCD
McDonald's
$293.85
$1.82
(0.62%)
Pre
0.08%
premium
18 Buy
8 Hold
0 Sell
Moderate Buy
premium
$210.79B
5.00%
PEP
PepsiCo
$174.66
$0.55
(0.31%)
Pre
1.06%
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$239.91B
-1.74%
LIN
Linde
$469.17
$2.14
(0.46%)
premium
12 Buy
5 Hold
1 Sell
Moderate Buy
premium
$224.03B
19.82%
SYK
Stryker
$365.05
$3.69
(1.02%)
Pre
0.25%
premium
15 Buy
4 Hold
0 Sell
Strong Buy
premium
$139.11B
26.33%
ABBV
AbbVie
$193.62
$0.68
(0.35%)
Pre
0.2%
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$342.00B
25.70%
LMT
Lockheed Martin
$565.18
$0.31
(0.05%)
Pre
0.09%
premium
9 Buy
6 Hold
1 Sell
Moderate Buy
premium
$134.72B
32.38%
TMO
Thermo Fisher
$620.25
$10.13
(1.66%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$236.93B
20.84%
HD
Home Depot
$390.34
$6.33
(1.65%)
Pre
0.03%
premium
19 Buy
4 Hold
0 Sell
Strong Buy
premium
$387.72B
22.06%
CAT
Caterpillar
$373.31
$18.19
(5.12%)
Pre
0.14%
premium
3 Buy
5 Hold
2 Sell
Hold
premium
$181.02B
26.98%
BLK
BlackRock
$934.87
$12.16
(1.32%)
Pre
0.43%
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$138.48B
33.93%
JPM
JPMorgan Chase & Co.
$210.48
$2.95
(1.42%)
Pre
0.22%
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$598.85B
39.35%
V
Visa
$285.24
$3.24
(1.12%)
Pre
0.04%
premium
24 Buy
5 Hold
0 Sell
Strong Buy
premium
$563.61B
18.44%
UNH
UnitedHealth
$577.07
$3.58
(0.62%)
Pre
0.09%
premium
21 Buy
0 Hold
0 Sell
Strong Buy
premium
$532.88B
20.80%
MA
Mastercard
$493.01
$1.75
(0.35%)
Pre
0.12%
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$455.46B
19.64%
LLY
Eli Lilly & Co
$915.04
$10.07
(1.11%)
Pre
0.35%
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$869.68B
57.40%
NVO
Novo Nordisk
$134.88
$2.82
(2.14%)
Pre
0.03%
premium
6 Buy
1 Hold
1 Sell
Moderate Buy
premium
$595.86B
41.20%
AVGO
Broadcom
$167.42
$6.28
(3.9%)
Pre
0.82%
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$781.95B
90.38%
AMZN
Amazon
$189.87
$3.44
(1.85%)
Pre
0.44%
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.99T
35.46%
COST
Costco
$900.74
$8.22
(0.92%)
Pre
<0.01%
premium
17 Buy
5 Hold
0 Sell
Strong Buy
premium
$399.33B
58.15%
GOOGL
Alphabet Class A
$162.14
$2.33
(1.46%)
Pre
0.18%
premium
27 Buy
9 Hold
0 Sell
Strong Buy
premium
$2.00T
15.77%
MSFT
Microsoft
$438.69
$7.88
(1.83%)
Pre
0.13%
premium
29 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.26T
31.08%
AAPL
Apple
$228.87
$8.18
(3.71%)
Pre
0.46%
premium
24 Buy
8 Hold
1 Sell
Moderate Buy
premium
$3.48T
23.24%
TJX
TJX Companies
$118.29
$1.04
(0.89%)
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$133.42B
28.85%
NVDA
Nvidia
$117.87
$4.5
(3.97%)
Pre
0.59%
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.89T
160.50%
LVMUY
LVMH Moet Hennessy Louis Vuitton SE
$137.30
$4
(3%)
premium
premium
$342.06B
-11.82%