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New Portfolio - New Portfolio

JJJDKR

New Portfolio
Individual Investor
Ranked #6,940 out of 736,448 TipRanks' Investors
Success Rate
80%
566 out of 710
profitable transactions
Average Return
45.29%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
32.59% AVGO
15.05% MSFT
8.65% BLK
8.44% VFFSX
5.49% ABBV
29.78% Others
By Assets
85.73% Stocks
8.44% Funds
5.83% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
48.00% Technology
15.23% Financial
14.27% General
7.21% Industrials
6.97% Healthcare
8.32% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
21ftjeji995h
21ftjeji995h
21ftjeji995h
premium
21ftjeji995h
premium
21ftjeji995h
21ftjeji995h
21ftjeji995h
n9bkflj6pvm
n9bkflj6pvm
n9bkflj6pvm
premium
n9bkflj6pvm
premium
n9bkflj6pvm
n9bkflj6pvm
n9bkflj6pvm
drj8mncd
drj8mncd
drj8mncd
premium
drj8mncd
premium
drj8mncd
drj8mncd
drj8mncd
a5io39zs56o
a5io39zs56o
a5io39zs56o
premium
a5io39zs56o
premium
a5io39zs56o
a5io39zs56o
a5io39zs56o
p6t6bfy
p6t6bfy
p6t6bfy
premium
p6t6bfy
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p6t6bfy
p6t6bfy
p6t6bfy
6ckft56o
6ckft56o
6ckft56o
premium
6ckft56o
premium
6ckft56o
6ckft56o
6ckft56o
uk5vpmlxe2q
uk5vpmlxe2q
uk5vpmlxe2q
premium
uk5vpmlxe2q
premium
uk5vpmlxe2q
uk5vpmlxe2q
uk5vpmlxe2q
34kkrho5
34kkrho5
34kkrho5
premium
34kkrho5
premium
34kkrho5
34kkrho5
34kkrho5
9tfp4d9vdy6
9tfp4d9vdy6
9tfp4d9vdy6
premium
9tfp4d9vdy6
premium
9tfp4d9vdy6
9tfp4d9vdy6
9tfp4d9vdy6
6tfz33uvuq
6tfz33uvuq
6tfz33uvuq
premium
6tfz33uvuq
premium
6tfz33uvuq
6tfz33uvuq
6tfz33uvuq
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PH
Parker Hannifin
$526.54
$3.29
(0.62%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$68.10B
61.27%
BX
Blackstone Group
$121.21
$2.43
(1.97%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$149.49B
48.77%
AVGO
Broadcom
$1412.45
$4.61
(0.33%)
premium
21 Buy
3 Hold
0 Sell
Strong Buy
premium
$652.42B
76.65%
FIS
Fidelity National Info
$75.13
$2.66
(3.42%)
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$43.27B
47.64%
BLK
BlackRock
$771.41
$10.49
(1.34%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$116.19B
19.53%
GS
Goldman Sachs Group
$459.81
$1.37
(0.3%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$148.71B
43.30%
PSA
Public Storage
$270.49
$1.9
(0.7%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$47.87B
-0.85%
COST
Costco
$813.17
$3.44
(0.42%)
premium
19 Buy
6 Hold
0 Sell
Strong Buy
premium
$359.12B
64.37%
LIN
Linde
$429.92
$5.65
(1.3%)
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$209.39B
23.87%
HON
Honeywell International
$199.18
$0.51
(0.26%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$130.04B
5.37%
JPM
JPMorgan Chase & Co.
$199.50
$1.21
(0.6%)
premium
18 Buy
5 Hold
0 Sell
Strong Buy
premium
$576.37B
50.46%
MSFT
Microsoft
$430.32
$0.16
(0.04%)
premium
32 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.20T
30.23%
LMT
Lockheed Martin
$458.48
$8.87
(1.9%)
premium
3 Buy
9 Hold
1 Sell
Hold
premium
$112.14B
7.15%
HD
Home Depot
$328.70
$3.6
(1.11%)
premium
18 Buy
9 Hold
2 Sell
Moderate Buy
premium
$322.37B
13.97%
BA
Boeing
$175.08
$0.56
(0.32%)
premium
17 Buy
7 Hold
2 Sell
Moderate Buy
premium
$107.14B
-14.74%
WM
Waste Management
$206.46
$2.35
(1.13%)
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
$83.75B
31.62%
ABBV
AbbVie
$155.34
$1.72
(1.1%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$277.35B
18.81%
V
Visa
$270.98
$3.51
(1.28%)
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$549.25B
22.93%
JNJ
Johnson & Johnson
$144.38
$2.59
(1.76%)
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$353.71B
-1.80%
NOC
Northrop Grumman
$455.50
$10.93
(2.34%)
premium
5 Buy
5 Hold
1 Sell
Moderate Buy
premium
$69.03B
8.22%
CVX
Chevron
$159.04
$1.29
(0.82%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$290.73B
6.65%
DVN
Devon Energy
$48.91
$0.76
(1.58%)
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$30.43B
5.41%
MCD
McDonald's
$253.54
$4.57
(1.77%)
premium
19 Buy
10 Hold
0 Sell
Moderate Buy
premium
$186.10B
-7.73%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$56.59
$0.33
(0.58%)
premium
1K Buy
516 Hold
54 Sell
Moderate Buy
premium
$33.59B
13.40%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$54.55
$0.17
(0.31%)
premium
1K Buy
485 Hold
51 Sell
Moderate Buy
premium
$13.62B
26.51%
APD
Air Products and Chemicals
$264.63
$0.02
(<0.01%)
premium
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
$58.82B
-0.84%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$487.12
$0.39
(0.08%)
premium
4K Buy
3K Hold
302 Sell
Moderate Buy
premium
$452.37B
28.05%
VFFSX
VFFSX
< FUND >
Vanguard 500 Index Fund Institutional Select Shares
$260.00
$1.81
(0.7%)
premium
402 Buy
96 Hold
6 Sell
Moderate Buy
premium
28.06%
VTV
VTV
< ETF >
Vanguard Value ETF
$159.71
$1.14
(0.71%)
premium
2K Buy
2K Hold
187 Sell
Moderate Buy
premium
$115.43B
21.62%