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Personal Holdings - New Portfolio

David Biggs

Personal Holdings
Individual Investor
Ranked #89,998 out of 731,863 TipRanks' Investors
Success Rate
75%
18 out of 24
profitable transactions
Average Return
16.59%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
34.54% AAPL
12.75% AMZN
8.64% VGT
6.86% BRK.B
6.08% GOOG
31.13% Others
By Assets
82.70% Stocks
12.02% ETFs
5.27% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
34.54% Technology
12.75% Consumer Cyclical
12.69% General
10.87% Industrials
10.13% Financial
19.02% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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AAPL
Apple
$183.38
$10.35
(5.98%)
$205.09
(11.84% Upside)
19 Buy
12 Hold
1 Sell
Moderate Buy
premium
$2.61T
3.88%
VGT
VGT
< ETF >
Vanguard Information Technology ETF
$509.46
$13.4
(2.7%)
$585.20
(14.87% Upside)
2K Buy
1K Hold
132 Sell
Moderate Buy
premium
$62.53B
32.34%
UTF
Cohen & Steers Infrastructure Fund
$23.11
$0.11
(0.48%)
premium
9.99%
UNP
Union Pacific
$240.36
$2.67
(1.12%)
$265.06
(10.28% Upside)
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$143.35B
24.56%
PSX
Phillips 66
$143.61
$0.26
(0.18%)
$164.58
(14.60% Upside)
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$59.44B
55.54%
PFE
Pfizer
$27.81
$0.11
(0.4%)
$31.54
(13.41% Upside)
7 Buy
10 Hold
0 Sell
Moderate Buy
premium
$153.48B
-24.25%
MO
Altria Group
$43.59
$0.39
(0.89%)
$43.75
(0.37% Upside)
3 Buy
3 Hold
2 Sell
Hold
premium
$75.27B
3.24%
JNJ
Johnson & Johnson
$149.27
$0.65
(0.43%)
$174.62
(16.98% Upside)
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$364.31B
-5.12%
IYH
IYH
< ETF >
iShares U.S. Healthcare ETF
$59.26
$0.14
(0.24%)
$68.71
(15.94% Upside)
856 Buy
417 Hold
44 Sell
Moderate Buy
premium
$3.27B
6.30%
HAL
Halliburton
$36.73
$0.03
(0.08%)
$48.86
(33.02% Upside)
15 Buy
0 Hold
0 Sell
Strong Buy
premium
$32.16B
28.23%