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YUHID - New Portfolio

Yutan

YUHID
Individual Investor
Ranked #64,552 out of 732,319 TipRanks' Investors
Success Rate
68%
112 out of 165
profitable transactions
Average Return
6.82%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
4.14% AVGO
3.64% PEP
3.31% SHEL
3.13% BTI
3.00% AMGN
82.78% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
20.45% Healthcare
16.19% Financial
15.65% Consumer Defensive
15.54% Technology
8.17% Energy
24.00% 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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TD
Toronto Dominion Bank
$55.32
$0.35
(0.64%)
$64.19
(16.03% Upside)
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$97.37B
-6.21%
TFC
Truist Financial
$39.11
$0.31
(0.79%)
$42.53
(8.74% Upside)
10 Buy
5 Hold
1 Sell
Moderate Buy
premium
$52.61B
46.65%
USB
US Bancorp
$41.58
$0.24
(0.57%)
$46.43
(11.66% Upside)
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$65.26B
48.19%
TXN
Texas Instruments
$182.67
$2.3
(1.28%)
$179.44
(-1.77% Downside)
6 Buy
10 Hold
5 Sell
Hold
premium
$165.41B
13.31%
QCOM
Qualcomm
$180.15
$1.7
(0.93%)
$186.19
(3.35% Upside)
16 Buy
9 Hold
1 Sell
Moderate Buy
premium
$202.94B
72.21%
OBDC
Blue Owl Capital
$16.32
$0.01
(0.06%)
$16.08
(-1.47% Downside)
5 Buy
0 Hold
1 Sell
Moderate Buy
premium
$6.36B
45.80%
MSFT
Microsoft
$409.34
$4.2
(1.02%)
$489.56
(19.60% Upside)
31 Buy
1 Hold
1 Sell
Strong Buy
premium
$3.07T
35.08%
MFC
Manulife Financial
$24.24
$0.2
(0.82%)
$26.80
(10.56% Upside)
8 Buy
3 Hold
1 Sell
Moderate Buy
premium
$44.14B
29.31%
MDT
Medtronic
$81.90
$0.14
(0.17%)
$93.87
(14.62% Upside)
8 Buy
8 Hold
1 Sell
Moderate Buy
premium
$108.56B
-6.31%
MA
Mastercard
$453.06
$3.69
(0.82%)
$522.18
(15.26% Upside)
19 Buy
1 Hold
0 Sell
Strong Buy
premium
$417.90B
17.25%