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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #156,602 out of 783,619 TipRanks' Investors
Success Rate
60%
113 out of 187
profitable transactions
Average Return
13.87%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.89% O
10.82% MAIN
7.91% DE:VUSA
5.35% DE:VBTC
5.17% AMZN
59.86% Others
By Assets
86.75% Stocks
13.26% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
24.42% Technology
18.06% Financial
13.11% Consumer Defensive
12.00% Consumer Cyclical
10.89% Real Estate
13.61% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AFL
AFLAC
$108.25
$0.63
(0.59%)
Pre
0%
premium
3 Buy
8 Hold
2 Sell
Hold
premium
$60.14B
28.35%
O
Realty Income
$54.32
$0.26
(0.48%)
Pre
0.17%
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$47.54B
-0.13%
IBM
International Business Machines
$258.27
$29.64
(12.96%)
Pre
0.53%
premium
5 Buy
6 Hold
1 Sell
Moderate Buy
premium
$238.81B
40.62%
MSFT
Microsoft
$414.99
$27.34
(6.18%)
Pre
0.93%
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
4.38%
MO
Altria Group
$51.54
$1.12
(2.13%)
Pre
0%
premium
3 Buy
3 Hold
2 Sell
Hold
premium
$87.35B
31.26%
MCD
McDonald's
$290.32
$0.21
(0.07%)
Pre
0.01%
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$208.05B
-0.82%
AVPT
AvePoint
$18.72
$0.28
(1.52%)
Pre
0.32%
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.51B
137.32%
KO
Coca-Cola
$64.05
$1.22
(1.94%)
Pre
0.27%
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$275.91B
7.66%
MAIN
Main Street Capital
$61.45
$0.83
(1.37%)
Pre
0.55%
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$5.42B
31.84%
TXN
Texas Instruments
$185.27
$5
(2.77%)
Pre
0.5%
premium
7 Buy
12 Hold
2 Sell
Hold
premium
$169.01B
15.71%
TTD
Trade Desk
$118.94
$3.65
(2.98%)
Pre
0.56%
premium
23 Buy
4 Hold
1 Sell
Strong Buy
premium
$58.71B
73.81%
GOOGL
Alphabet Class A
$200.87
$5.46
(2.79%)
Pre
0.49%
premium
23 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.47T
29.02%
AMZN
Amazon
$234.64
$2.43
(1.03%)
Pre
0.96%
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.47T
51.19%
PEP
PepsiCo
$151.90
$1.53
(1.02%)
Pre
0.36%
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$208.41B
-9.87%
JNJ
Johnson & Johnson
$152.87
$1.72
(1.14%)
Pre
0.31%
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$368.05B
-3.79%
PG
Procter & Gamble
$167.41
$1.18
(0.71%)
Pre
0.5%
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$392.55B
6.54%
CRM
Salesforce
$343.57
$10.43
(2.95%)
Pre
1.48%
premium
32 Buy
7 Hold
2 Sell
Moderate Buy
premium
$328.80B
22.23%
V
Visa
$343.05
$7.17
(2.13%)
Pre
1.61%
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$672.73B
25.54%
DE:VBTC
VBTC
< ETF >
VanEck Bitcoin ETN
€54.22
€1.935
(3.7%)
premium
premium
151.30%
DE:VUSA
VUSA
< ETF >
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
€111.36
€1.34
(1.22%)
premium
4K Buy
3K Hold
292 Sell
Moderate Buy
premium
$44.74B
27.69%
PLTR
Palantir Technologies
$81.22
$1.46
(1.83%)
Pre
0.32%
premium
2 Buy
9 Hold
6 Sell
Hold
premium
$185.02B
376.46%
NVDA
Nvidia
$124.65
$0.95
(0.77%)
Pre
1%
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.05T
102.59%
TXRH
Texas Roadhouse
$182.65
$0.61
(0.34%)
Pre
0%
premium
7 Buy
6 Hold
0 Sell
Moderate Buy
premium
$12.19B
45.28%