New Portfolio - New Portfolio

JJJDKR

New Portfolio
Individual Investor
Ranked #1,826 out of 757,492 TipRanks' Investors
Success Rate
90%
637 out of 710
profitable transactions
Average Return
62.46%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
34.67% AVGO
13.37% MSFT
9.15% BLK
7.99% VFFSX
6.01% ABBV
28.81% Others
By Assets
86.71% Stocks
7.99% Funds
5.30% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
48.39% Technology
15.46% Financial
13.29% General
7.48% Healthcare
7.05% Industrials
8.32% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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PH
Parker Hannifin
$623.77
$2.28
(0.36%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$80.51B
60.34%
BX
Blackstone Group
$158.12
$1.54
(0.96%)
premium
8 Buy
11 Hold
1 Sell
Moderate Buy
premium
$195.01B
39.78%
AVGO
Broadcom
$171.10
$3.68
(2.2%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$781.95B
101.57%
FIS
Fidelity National Info
$84.06
$0.35
(0.41%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$46.05B
45.18%
BLK
BlackRock
$928.79
$6.08
(0.65%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$138.48B
36.78%
GS
Goldman Sachs Group
$498.43
$5.4
(1.07%)
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$159.11B
49.64%
PSA
Public Storage
$361.72
$3.1
(0.86%)
premium
7 Buy
6 Hold
0 Sell
Moderate Buy
premium
$62.77B
32.44%
COST
Costco
$906.98
$6.24
(0.69%)
premium
17 Buy
5 Hold
0 Sell
Strong Buy
premium
$399.33B
59.75%
LIN
Linde
$471.91
$2.74
(0.58%)
premium
12 Buy
5 Hold
1 Sell
Moderate Buy
premium
$224.03B
23.85%
HON
Honeywell International
$203.35
$0.35
(0.17%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$132.34B
4.76%
JPM
JPMorgan Chase & Co.
$211.09
$0.61
(0.29%)
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$598.85B
41.93%
MSFT
Microsoft
$435.27
$3.42
(0.78%)
premium
29 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.26T
36.76%
LMT
Lockheed Martin
$571.92
$6.74
(1.19%)
premium
9 Buy
6 Hold
1 Sell
Moderate Buy
premium
$134.72B
32.38%
HD
Home Depot
$389.86
$0.48
(0.12%)
premium
19 Buy
4 Hold
0 Sell
Strong Buy
premium
$387.72B
25.57%
BA
Boeing
$153.29
$1.3
(0.84%)
premium
15 Buy
4 Hold
2 Sell
Moderate Buy
premium
$95.25B
-23.61%
WM
Waste Management
$204.10
$0.54
(0.26%)
premium
7 Buy
6 Hold
0 Sell
Moderate Buy
premium
$82.13B
27.86%
ABBV
AbbVie
$193.47
$0.15
(0.08%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$342.00B
26.05%
V
Visa
$284.77
$0.47
(0.16%)
premium
24 Buy
5 Hold
0 Sell
Strong Buy
premium
$563.61B
17.94%
JNJ
Johnson & Johnson
$164.16
$0.66
(0.4%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$396.76B
1.17%
NOC
Northrop Grumman
$525.13
$2.87
(0.55%)
premium
6 Buy
9 Hold
1 Sell
Moderate Buy
premium
$76.38B
18.65%
CVX
Chevron
$145.68
$0.69
(0.48%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$265.17B
-13.02%
DVN
Devon Energy
$40.79
$0.18
(0.44%)
premium
11 Buy
8 Hold
0 Sell
Moderate Buy
premium
$25.66B
-14.43%
MCD
McDonald's
$296.83
$2.98
(1.01%)
premium
18 Buy
8 Hold
0 Sell
Moderate Buy
premium
$210.79B
6.01%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.15
$0.06
(0.1%)
premium
1K Buy
563 Hold
53 Sell
Moderate Buy
premium
$35.41B
7.69%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$54.41
$0.01
(0.02%)
premium
1K Buy
526 Hold
57 Sell
Moderate Buy
premium
$16.13B
14.09%
APD
Air Products and Chemicals
$287.98
$0.26
(0.09%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$63.96B
-2.41%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$523.88
$1.03
(0.2%)
premium
4K Buy
3K Hold
296 Sell
Moderate Buy
premium
$515.98B
27.53%
VFFSX
VFFSX
< FUND >
Vanguard 500 Index Fund Institutional Select Shares
$280.31
$4.7
(1.71%)
premium
406 Buy
93 Hold
5 Sell
Moderate Buy
premium
29.77%
VTV
VTV
< ETF >
Vanguard Value ETF
$173.69
$0.16
(0.09%)
premium
2K Buy
2K Hold
192 Sell
Moderate Buy
premium
$129.81B
21.70%