New Portfolio Apr 2022 - New Portfolio

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New Portfolio Apr 2022
Individual Investor
Ranked #151,489 out of 757,311 TipRanks' Investors
Success Rate
68%
17 out of 25
profitable transactions
Average Return
18.83%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.63% UNH
11.53% MSFT
8.49% SBUX
7.52% RS
7.26% DHR
52.57% Others
By Assets
87.03% Stocks
8.75% ETFs
4.21% Cryptocurrency
0.00% Funds
0.00% Cash
By Sector
19.90% Healthcare
13.79% Basic Materials
13.73% Consumer Defensive
12.89% Financial
11.94% Consumer Cyclical
27.76% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$228.87
$8.18
(3.71%)
premium
24 Buy
8 Hold
1 Sell
Moderate Buy
premium
$3.36T
23.24%
CAT
Caterpillar
$373.31
$18.19
(5.12%)
premium
3 Buy
5 Hold
2 Sell
Hold
premium
$172.20B
26.98%
KO
Coca-Cola
$70.62
$1.13
(1.57%)
premium
12 Buy
7 Hold
0 Sell
Moderate Buy
premium
$309.23B
23.32%
MSFT
Microsoft
$438.69
$7.88
(1.83%)
premium
29 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.20T
31.08%
PG
Procter & Gamble
$171.54
$2.38
(1.37%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$408.66B
13.23%
RS
Reliance Steel
$286.14
$9.03
(3.26%)
premium
3 Buy
2 Hold
1 Sell
Moderate Buy
premium
$15.25B
3.23%
TGT
Target
$156.49
$2.89
(1.88%)
premium
17 Buy
10 Hold
0 Sell
Moderate Buy
premium
$70.76B
27.82%
TRV
Travelers Companies
$237.58
$2.17
(0.91%)
premium
4 Buy
11 Hold
4 Sell
Hold
premium
$54.65B
43.40%
UNH
UnitedHealth
$577.07
$3.58
(0.62%)
premium
21 Buy
0 Hold
0 Sell
Strong Buy
premium
$536.18B
20.80%
TSN
Tyson Foods
$61.67
$0.14
(0.23%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$21.56B
14.85%
KOF
Coca Cola Femsa SAB De CV
$91.70
$0.91
(1%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$4.77B
11.40%
NOMD
Nomad Foods
$19.78
$0.14
(0.71%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.20B
25.01%
WFG
West Fraser Timber Co
$95.44
$2.93
(3.17%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$7.43B
26.16%
DHI
DR Horton
$197.06
$2.87
(1.48%)
premium
12 Buy
4 Hold
1 Sell
Moderate Buy
premium
$63.31B
70.96%
DHR
Danaher
$276.43
$4.53
(1.67%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$196.37B
6.53%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$524.91
$9
(1.74%)
premium
4K Buy
3K Hold
296 Sell
Moderate Buy
premium
$513.20B
26.33%
VBR
VBR
< ETF >
Vanguard Small Cap Value ETF
$201.60
$3.35
(1.69%)
premium
2K Buy
2K Hold
354 Sell
Hold
premium
$30.29B
21.01%
VOE
VOE
< ETF >
Vanguard Mid-Cap Value ETF
$167.02
$1.6
(0.97%)
premium
1K Buy
948 Hold
112 Sell
Moderate Buy
premium
$17.72B
21.40%
RIOT
Riot Platforms
$7.22
$0.05
(0.7%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.18B
-31.32%
MARA
Marathon Digital Holdings
$15.45
$0.11
(0.72%)
premium
2 Buy
4 Hold
1 Sell
Hold
premium
$4.52B
60.46%
CLSK
Cleanspark
$9.03
$0.19
(2.15%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.24B
102.29%
ETH-USD
Ethereum
$2474.59
$70.042
(2.91%)
premium
premium
$289.67B
47.11%
SBUX
Starbucks
$96.90
$0.78
(0.81%)
premium
14 Buy
9 Hold
1 Sell
Moderate Buy
premium
$108.92B
0.87%