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New Portfolio - New Portfolio

Performance Portfolio Details

Andrew D

New Portfolio

Individual Investor

Ranked #70,987 out of 770,014 TipRanks' Investors

Success Rate

81 out of 115
profitable transactions

Average Return

13.00%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

12.87% SPY

11.83% VOO

10.94% VYM

10.25% VTI

7.19% SCHD

46.92% Others

By Assets

48.89% ETFs

39.43% Stocks

7.89% Cash

3.79% Funds

0.00% Cryptocurrency

By Sector

57.19% General

17.40% Technology

9.43% Healthcare

7.11% Financial

5.85% Communication Services

3.02% Other

Portfolio Holdings

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To view investors' portfolios

AAPL

Apple

$235.06

$2.19

(0.94%)

Pre

0.29%

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.52T

22.58%

SNY

Sanofi

$48.28

$0.07

(0.14%)

Pre

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$122.28B

1.47%

UNM

Unum Group

$76.21

(0%)

Pre

0.8%

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$13.92B

76.74%

VRTX

Vertex Pharmaceuticals

$467.07

$5.36

(1.16%)

Pre

0.41%

premium

16 Buy

9 Hold

2 Sell

Moderate Buy

premium

$118.90B

31.85%

GOOG

Alphabet Class C

$170.62

$1.19

(0.7%)

Pre

0.08%

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.06T

22.73%

AVGO

Broadcom

$164.74

$0.08

(0.05%)

Pre

1.04%

premium

22 Buy

3 Hold

0 Sell

Strong Buy

premium

$769.80B

68.38%

LLY

Eli Lilly & Co

$789.32

$34.32

(4.55%)

Pre

0.38%

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$716.73B

25.60%

GSK

GlaxoSmithKline

$34.02

$0.13

(0.38%)

Pre

0.18%

premium

1 Buy

3 Hold

1 Sell

Hold

premium

$68.82B

-4.15%

MRK

Merck & Company

$101.62

$0.46

(0.45%)

Pre

0.02%

premium

16 Buy

5 Hold

0 Sell

Strong Buy

premium

$255.90B

-0.27%

Micron

$101.80

$2.68

(2.57%)

Pre

1.47%

premium

23 Buy

1 Hold

1 Sell

Strong Buy

premium

$115.84B

35.92%

MSFT

Microsoft

$427.99

$9.2

(2.2%)

Pre

0.67%

premium

26 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.11T

10.96%

NVDA

Nvidia

$136.92

$0.9

(0.66%)

Pre

0.99%

premium

40 Buy

4 Hold

0 Sell

Strong Buy

premium

$3.33T

184.70%

MDLZ

Mondelez International

$64.88

$0.06

(0.09%)

Pre

0.34%

premium

15 Buy

1 Hold

0 Sell

Strong Buy

premium

$86.84B

-9.33%

HPE

Hewlett Packard Enterprise

$22.13

$0.08

(0.36%)

Pre

5.38%

premium

4 Buy

8 Hold

0 Sell

Moderate Buy

premium

$28.84B

40.30%

SPY < ETF >

SPDR S&P 500 ETF Trust

$600.65

$3.12

(0.52%)

Pre

0.14%

premium

4K Buy

3K Hold

329 Sell

Moderate Buy

premium

$620.26B

31.47%

VOO < ETF >

Vanguard S&P 500 ETF

$552.31

$3.08

(0.56%)

Pre

0.16%

premium

4K Buy

3K Hold

328 Sell

Moderate Buy

premium

$579.35B

31.09%

VYM < ETF >

Vanguard High Dividend Yield Index ETF

$134.46

$0.04

(0.03%)

Pre

0.25%

premium

2K Buy

2K Hold

311 Sell

Moderate Buy

premium

$61.08B

26.46%

BMY

Bristol-Myers Squibb

$58.74

$0.04

(0.07%)

Pre

premium

6 Buy

9 Hold

2 Sell

Hold

premium

$119.22B

18.13%

BRK.B

Berkshire Hathaway B

$478.56

$1.13

(0.24%)

Pre

0.16%

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.03T

32.44%

HLN

Haleon PLC Sponsored ADR

$9.59

$0.01

(0.1%)

Pre

0.52%

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$42.75B

11.79%

NUE

Nucor

$154.00

$0.56

(0.36%)

Pre

0.95%

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$36.03B

-4.83%

Procter & Gamble

$179.31

$1.92

(1.08%)

Pre

0.1%

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$417.76B

17.18%

ASML

ASML Holding

$671.97

$12.5

(1.83%)

Pre

1.5%

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$268.13B

-0.97%

FPURX < FUND >

Fidelity Puritan Fund

$25.75

$0.09

(0.35%)

premium

―

premium

―

14.09%

TSM

Taiwan Semiconductor Manufacturing

$183.84

$1.24

(0.67%)

Pre

1.15%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$821.92B

89.19%

KKR

KKR & Co

$161.27

$2.33

(1.47%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$141.18B

130.15%

VTI < ETF >

Vanguard Total Stock Market ETF

$299.05

$1.09

(0.37%)

Pre

0.1%

premium

13K Buy

8K Hold

963 Sell

Moderate Buy

premium

$460.11B

31.73%

FIFNX < FUND >

Fidelity Founders Fund

$24.76

$0.07

(0.28%)

premium

107 Buy

19 Hold

0 Sell

Moderate Buy

premium

―

42.39%

SCHD < ETF >

Schwab US Dividend Equity ETF

$29.45

$0.06

(0.2%)

Pre

0.24%

premium

428 Buy

434 Hold

68 Sell

Moderate Buy

premium

$65.66B

23.25%

SMH < ETF >

VanEck Semiconductor ETF

$241.42

$2.24

(0.92%)

Pre

0.87%

premium

294 Buy

136 Hold

19 Sell

Moderate Buy

premium

$23.60B

50.72%