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New Portfolio - New Portfolio

John D

New Portfolio
Individual Investor
Ranked #46,544 out of 734,495 TipRanks' Investors
Success Rate
73%
651 out of 893
profitable transactions
Average Return
6.38%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
5.29% DELL
4.73% FDVV
4.27% SCHD
4.20% SVOL
4.17% SPYI
77.34% Others
By Assets
68.62% Stocks
31.38% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
34.32% General
14.21% Real Estate
13.98% Financial
8.64% Consumer Defensive
7.98% Technology
20.87% 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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ABBV
AbbVie
$164.35
$0.56
(0.34%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$289.23B
18.95%
SUN
Sunoco
$53.25
$0.4
(0.75%)
premium
1 Buy
5 Hold
0 Sell
Hold
premium
$5.41B
32.50%
DGRO
DGRO
< ETF >
iShares Core Dividend Growth ETF
$58.40
$0.03
(0.05%)
premium
5K Buy
3K Hold
401 Sell
Strong Buy
premium
$27.38B
21.59%
JPM
JPMorgan Chase & Co.
$202.47
$0.36
(0.18%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$580.39B
54.46%
ORCL
Oracle
$122.16
$0.53
(0.44%)
premium
16 Buy
13 Hold
0 Sell
Moderate Buy
premium
$334.30B
25.57%
MO
Altria Group
$45.95
$0.1
(0.22%)
premium
3 Buy
3 Hold
2 Sell
Hold
premium
$78.75B
11.07%
CPA
Copa Holdings
$109.55
$0.29
(0.26%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.62B
9.83%
SYY
Sysco
$76.24
$0.27
(0.36%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$37.83B
6.35%
FDVV
FDVV
< ETF >
Fidelity High Dividend ETF
$46.68
$0.09
(0.19%)
premium
2K Buy
1K Hold
120 Sell
Strong Buy
premium
$2.68B
29.17%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$80.00
$0.15
(0.19%)
premium
770 Buy
882 Hold
154 Sell
Strong Buy
premium
$55.86B
20.12%