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New Portfolio Aug 2022 - New Portfolio

New Portfolio Aug 2022
Individual Investor
Ranked #100,968 out of 731,625 TipRanks' Investors
Success Rate
77%
13 out of 17
profitable transactions
Average Return
17.90%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
18.77% AMZN
14.48% AAPL
13.00% MSFT
9.95% LMT
9.72% SCHD
34.08% Others
By Assets
90.28% Stocks
9.72% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
36.64% Technology
18.77% Consumer Cyclical
9.95% Industrials
9.72% General
7.63% Healthcare
17.29% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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4rrux6
4rrux6
4rrux6
4rrux6
premium
4rrux6
4rrux6
4rrux6
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tddqej7kmxs
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tddqej7kmxs
premium
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tddqej7kmxs
tddqej7kmxs
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premium
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nntr9edtopn
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premium
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premium
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premium
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0vra904bj
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premium
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iw7rkrgl2t
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premium
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iw7rkrgl2t
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0p485ajbqj5
0p485ajbqj5
0p485ajbqj5
0p485ajbqj5
premium
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0p485ajbqj5
0p485ajbqj5
p74o57juoba
p74o57juoba
p74o57juoba
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premium
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AAPL
Apple
$173.03
$3.73
(2.2%)
Pre
5.99%
$196.22
(13.40% Upside)
16 Buy
11 Hold
2 Sell
Moderate Buy
premium
$2.61T
1.65%
AMZN
Amazon
$184.72
$5.72
(3.2%)
Pre
0.15%
$219.50
(18.83% Upside)
41 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.86T
72.70%
MSFT
Microsoft
$397.84
$2.9
(0.73%)
Pre
0.34%
$489.56
(23.05% Upside)
31 Buy
1 Hold
1 Sell
Strong Buy
premium
$2.94T
31.77%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$77.27
$0.38
(0.49%)
Pre
0.26%
$85.63
(10.81% Upside)
390 Buy
443 Hold
78 Sell
Hold
premium
$53.94B
12.11%
LMT
Lockheed Martin
$463.20
$1.47
(0.32%)
Pre
0.16%
$486.23
(4.97% Upside)
3 Buy
9 Hold
1 Sell
Hold
premium
$110.79B
3.45%
ABBV
AbbVie
$160.81
$0.91
(0.56%)
Pre
0.43%
$186.17
(15.77% Upside)
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$286.35B
11.00%
QCOM
Qualcomm
$180.10
$15.99
(9.74%)
Pre
0.62%
$186.19
(3.38% Upside)
16 Buy
9 Hold
1 Sell
Moderate Buy
premium
$183.15B
44.97%
TU
Telus
$16.37
$0.14
(0.86%)
$18.39
(12.34% Upside)
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$23.86B
-17.86%
O
Realty Income
$54.91
$0.99
(1.84%)
Pre
0.22%
$58.75
(6.99% Upside)
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$46.43B
-4.72%
IIPR
Innovative Industrial Properties
$108.29
$2.76
(2.62%)
Pre
0.27%
$107.00
(-1.19% Downside)
1 Buy
4 Hold
0 Sell
Hold
premium
$2.98B
69.91%