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Ron DIY portfolio - New Portfolio

Ron Bowers

Ron DIY portfolio
Individual Investor
Ranked #120,222 out of 781,056 TipRanks' Investors
Success Rate
60%
90 out of 151
profitable transactions
Average Return
20.40%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
44.29% AAPL
13.24% COST
9.80% BA
8.80% GOOGL
8.75% MCD
15.12% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
44.29% Technology
30.65% Consumer Cyclical
9.80% Industrials
8.80% Communication Services
6.44% Financial
0.01% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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COST
Costco
$943.19
$23.44
(2.55%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$408.28B
37.23%
GOOGL
Alphabet Class A
$196.00
$3.09
(1.6%)
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.37T
36.60%
AMZN
Amazon
$225.94
$5.28
(2.39%)
premium
48 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.32T
45.45%
AAPL
Apple
$229.98
$1.72
(0.75%)
premium
19 Buy
7 Hold
3 Sell
Moderate Buy
premium
$3.43T
20.06%
MCD
McDonald's
$280.95
$1.21
(0.43%)
premium
16 Buy
9 Hold
0 Sell
Moderate Buy
premium
$200.47B
-4.55%
CVS
CVS Health
$52.62
$0.66
(1.27%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$65.39B
-28.78%
BA
Boeing
$171.09
$2.16
(1.28%)
premium
15 Buy
5 Hold
1 Sell
Moderate Buy
premium
$126.39B
-19.15%
NCLH
Norwegian Cruise Line
$27.17
$0.73
(2.76%)
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
$11.63B
55.17%
BRK.B
Berkshire Hathaway B
$467.95
$5.14
(1.11%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$997.29B
27.51%
PTLO
Portillo's
$11.74
$0.01
(0.09%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$870.63M
-12.52%