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New Portfolio Feb 2023 - New Portfolio

New Portfolio Feb 2023
Individual Investor
Ranked #66,522 out of 736,444 TipRanks' Investors
Success Rate
68%
60 out of 88
profitable transactions
Average Return
9.44%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
22.12% MSFT
15.61% ABBV
14.46% PRU
6.04% IRM
5.64% JNJ
36.13% Others
By Assets
82.96% Stocks
15.05% ETFs
1.99% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
25.12% Healthcare
22.26% Technology
18.32% Financial
17.04% General
8.23% Energy
9.03% 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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9bve2sghd
9bve2sghd
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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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udbm47mevyi
udbm47mevyi
premium
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premium
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udbm47mevyi
udbm47mevyi
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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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ABBV
AbbVie
$157.06
$1.2
(0.76%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$279.47B
17.90%
CVS
CVS Health
$55.54
$0.11
(0.2%)
premium
11 Buy
9 Hold
0 Sell
Moderate Buy
premium
$69.86B
-14.97%
EPD
Enterprise Products Partners
$28.21
$0
(0%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$61.26B
19.43%
ET
Energy Transfer
$15.44
$0.03
(0.19%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$51.93B
32.65%
GIS
General Mills
$68.30
$0.79
(1.14%)
premium
3 Buy
12 Hold
1 Sell
Hold
premium
$39.00B
-16.31%
IHI
IHI
< ETF >
iShares U.S. Medical Devices ETF
$56.07
$0.42
(0.75%)
premium
309 Buy
135 Hold
17 Sell
Moderate Buy
premium
$5.29B
6.24%
IRM
Iron Mountain
$80.23
$0.95
(1.2%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$23.24B
55.33%
MGA
Magna International
$45.35
$0.59
(1.32%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$12.92B
-7.33%
MGV
MGV
< ETF >
Vanguard Mega Cap Value ETF
$118.19
$0.18
(0.15%)
premium
1K Buy
834 Hold
68 Sell
Moderate Buy
premium
$7.45B
22.81%
MSFT
Microsoft
$430.16
$3.16
(0.74%)
premium
32 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.17T
33.02%
PRU
Prudential Financial
$119.36
$1.51
(1.28%)
premium
2 Buy
6 Hold
3 Sell
Hold
premium
$42.31B
56.62%
USB
US Bancorp
$40.53
$0.51
(1.27%)
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$62.45B
40.00%
CPNG
Coupang
$22.35
$0.01
(0.04%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$39.98B
45.60%
JNJ
Johnson & Johnson
$146.97
$2.73
(1.82%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$360.28B
-1.84%
HPS
HPS
< FUND >
John Hancock Preferred Income Fund III
$15.30
$0.09
(0.59%)
premium
premium
$488.44M
26.49%
NYCB
NY Community
$3.33
$0.1
(3.1%)
premium
1 Buy
12 Hold
1 Sell
Hold
premium
$2.65B
-66.57%
SNV
Synovus
$39.24
$0.37
(0.95%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$5.69B
47.41%
VTV
VTV
< ETF >
Vanguard Value ETF
$160.85
$0.47
(0.29%)
premium
2K Buy
2K Hold
189 Sell
Moderate Buy
premium
$116.98B
22.54%
SCHA
SCHA
< ETF >
Schwab U.S. Small-Cap ETF
$48.10
$0.46
(0.97%)
premium
5K Buy
3K Hold
502 Sell
Moderate Buy
premium
$16.85B
20.38%
FRME
First Merchants
$33.33
$0.13
(0.39%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.95B
29.74%
T
AT&T
$17.50
$0.03
(0.17%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$125.26B
23.76%
BDX
Becton Dickinson
$228.79
$1.56
(0.68%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$66.57B
-3.92%
SOXX
SOXX
< ETF >
iShares Semiconductor ETF
$238.56
$4.64
(1.98%)
premium
344 Buy
147 Hold
20 Sell
Moderate Buy
premium
$14.03B
56.94%
AAPL
Apple
$189.98
$3.1
(1.66%)
premium
21 Buy
11 Hold
1 Sell
Moderate Buy
premium
$2.87T
10.40%
IYW
IYW
< ETF >
iShares U.S. Technology ETF
$141.54
$1.28
(0.91%)
premium
1K Buy
677 Hold
73 Sell
Moderate Buy
premium
$17.27B
41.44%
KVUE
Kenvue, Inc.
$19.35
$0.09
(0.46%)
premium
4 Buy
5 Hold
2 Sell
Hold
premium
$37.22B
-23.52%
SUN
Sunoco
$49.98
$0.11
(0.22%)
premium
1 Buy
4 Hold
0 Sell
Hold
premium
$7.55B
23.84%