Personal - New Portfolio

MichaelC

Personal
Individual Investor
Ranked #388,486 out of 767,315 TipRanks' Investors
Success Rate
49%
86 out of 176
profitable transactions
Average Return
3.57%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
29.85% PM
10.94% MO
7.35% HK:1810
5.05% AMZN
4.35% WFC
42.46% Others
By Assets
75.20% Stocks
18.86% Cash
5.94% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
43.26% Consumer Defensive
13.64% Financial
12.62% Consumer Cyclical
7.35% Technology
7.32% General
15.80% 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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MAIN
Main Street Capital
$52.66
$0.43
(0.82%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.61B
28.11%
MO
Altria Group
$55.48
$0.225
(0.41%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$92.27B
37.37%
PM
Philip Morris
$126.64
$1.4
(1.12%)
premium
7 Buy
0 Hold
1 Sell
Strong Buy
premium
$193.14B
37.41%
BIDU
Baidu
$83.78
$0.68
(0.81%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$30.19B
-22.59%
IQ
Iqiyi
$2.19
$0.055
(2.57%)
premium
4 Buy
4 Hold
1 Sell
Moderate Buy
premium
$2.11B
-54.92%
SE
Sea
$103.64
$1.32
(1.26%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$61.83B
200.11%
BILI
Bilibili
$18.38
$2.89
(13.59%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$9.08B
43.81%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$94.64
$0.125
(0.13%)
premium
231 Buy
105 Hold
9 Sell
Moderate Buy
premium
$37.26B
10.64%
ETSY
Etsy
$51.61
$1.82
(3.41%)
premium
7 Buy
11 Hold
4 Sell
Hold
premium
$6.07B
-21.86%
EPD
Enterprise Products Partners
$30.64
$0.25
(0.82%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$65.96B
16.06%
FUTU
Futu Holdings
$88.85
$1.89
(2.08%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$4.13B
53.57%
WFC
Wells Fargo
$73.14
$0.37
(0.51%)
premium
12 Buy
9 Hold
0 Sell
Moderate Buy
premium
$241.72B
72.93%
VZ
Verizon
$41.09
$0.05
(0.12%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$170.07B
14.66%
AG
First Majestic Silver
$6.49
$0.31
(5.02%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$1.90B
25.25%
ZIM
ZIM Integrated Shipping Services
$26.09
$1.08
(4.32%)
premium
0 Buy
2 Hold
4 Sell
Moderate Sell
premium
$2.91B
238.99%
FXI
FXI
< ETF >
iShares China Large-Cap ETF
$30.09
$0.18
(0.59%)
premium
197 Buy
48 Hold
8 Sell
Moderate Buy
premium
$9.46B
14.03%
BABA
Alibaba
$90.66
$1.34
(1.46%)
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$222.88B
9.69%
KEN
Kenon
$29.46
$0.569
(1.97%)
premium
premium
$1.50B
38.30%
AMZN
Amazon
$212.34
$1.76
(0.82%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.20T
46.84%
WPC
W. P. Carey Inc.
$55.18
$0.23
(0.42%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$12.09B
0.54%
KO
Coca-Cola
$62.68
$0.32
(0.51%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$272.25B
10.68%
HK:1810
Xiaomi
HK$28.90
HK$0.45
(1.58%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
HK$710.16B
73.46%
HK:1398
Industrial and Commercial Bank of China
HK$4.64
HK$0.02
(0.43%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
HK$2.14T
23.90%