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New Portfolio Oct 2024 - New Portfolio

Daniel Akanyene

New Portfolio Oct 2024
Individual Investor
Ranked #386,018 out of 770,014 TipRanks' Investors
Success Rate
56%
5 out of 9
profitable transactions
Average Return
4.87%
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
66.67% Cash
55.56% Stocks
0.00% ETFs
0.00% Cryptocurrency
-22.22% Funds
By Sector
44.44% Financial
22.22% Energy
22.22% Consumer Defensive
11.11% General

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AXP
American Express
$305.57
$0.36
(0.12%)
premium
6 Buy
9 Hold
1 Sell
Moderate Buy
premium
$215.00B
85.63%
BAC
Bank of America
$47.75
$0.25
(0.53%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$364.46B
59.77%
CVX
Chevron
$162.53
$2.17
(1.35%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$288.18B
10.67%
KHC
Kraft Heinz
$31.97
$0.05
(0.16%)
premium
4 Buy
8 Hold
1 Sell
Hold
premium
$38.72B
-8.36%
KO
Coca-Cola
$64.55
$0.17
(0.26%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$277.34B
9.92%
MCO
Moody's
$499.66
$5.63
(1.14%)
premium
8 Buy
4 Hold
1 Sell
Moderate Buy
premium
$89.52B
36.33%
OXY
Occidental Petroleum
$49.85
$0.59
(1.17%)
premium
6 Buy
14 Hold
1 Sell
Hold
premium
$47.33B
-16.16%
USB
US Bancorp
$53.66
$0.03
(0.06%)
premium
9 Buy
11 Hold
0 Sell
Moderate Buy
premium
$83.66B
44.17%
BIT
BIT
< FUND >
BlackRock Multi-Sector Income Trust
$14.54
$0.11
(0.75%)
premium
premium
$552.68M
-1.74%