My Portfolio - New Portfolio

Matthew Sparkes-Brown

My Portfolio
Individual Investor
Ranked #79,838 out of 757,311 TipRanks' Investors
Success Rate
78%
38 out of 49
profitable transactions
Average Return
7.13%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.94% GB:VUSD
12.43% V
10.42% SCHD
7.77% JEPI
7.67% GOOGL
43.77% Others
By Assets
59.77% Stocks
33.80% ETFs
6.43% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
25.97% Financial
18.19% General
11.77% Consumer Cyclical
7.67% Communication Services
6.36% Consumer Defensive
12.11% Other

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
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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csarn6lrpt
csarn6lrpt
premium
csarn6lrpt
premium
csarn6lrpt
csarn6lrpt
csarn6lrpt
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alm1303b5
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premium
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premium
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premium
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premium
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MO
Altria Group
$50.23
$0.4
(0.79%)
premium
3 Buy
2 Hold
3 Sell
Hold
premium
$86.39B
17.58%
ABBV
AbbVie
$193.62
$0.68
(0.35%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$340.80B
25.70%
V
Visa
$285.24
$3.24
(1.12%)
premium
24 Buy
5 Hold
0 Sell
Strong Buy
premium
$570.01B
18.44%
O
Realty Income
$60.70
$1.49
(2.4%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$54.16B
15.17%
SBUX
Starbucks
$96.90
$0.78
(0.81%)
premium
14 Buy
9 Hold
1 Sell
Moderate Buy
premium
$108.92B
0.87%
TROW
T Rowe Price
$110.55
$2.42
(2.24%)
premium
0 Buy
6 Hold
2 Sell
Hold
premium
$24.07B
-2.23%
WSM
Williams-Sonoma
$150.08
$2.53
(1.71%)
premium
5 Buy
7 Hold
2 Sell
Hold
premium
$18.64B
105.96%
GB:VUSD
VUSD
< ETF >
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
$108.07
$1.324
(1.24%)
premium
4K Buy
3K Hold
303 Sell
Moderate Buy
premium
$43.17B
27.24%
GOOGL
Alphabet Class A
$162.14
$2.33
(1.46%)
premium
27 Buy
9 Hold
0 Sell
Strong Buy
premium
$1.97T
15.77%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$84.87
$0.73
(0.87%)
premium
403 Buy
456 Hold
67 Sell
Moderate Buy
premium
$60.72B
14.59%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.21
$0.36
(0.61%)
premium
1K Buy
563 Hold
54 Sell
Moderate Buy
premium
$35.41B
6.67%
FNF
Fidelity National Financial
$60.86
$0.13
(0.21%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$16.68B
41.74%
BAC
Bank of America
$40.87
$1.25
(3.15%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$307.43B
38.29%
UPS
United Parcel
$132.13
$1.48
(1.13%)
premium
8 Buy
10 Hold
1 Sell
Moderate Buy
premium
$111.91B
-17.32%