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New Portfolio - New Portfolio

9765A8F9

New Portfolio
Individual Investor
Ranked #30,145 out of 732,069 TipRanks' Investors
Success Rate
66%
96 out of 146
profitable transactions
Average Return
28.44%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
30.44% EDV
28.55% UNH
19.00% KDP
10.14% DPZ
6.25% MSFT
5.62% Others
By Assets
81.43% Cash
12.86% Stocks
5.71% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
30.75% General
28.55% Healthcare
21.59% Consumer Defensive
10.32% Consumer Cyclical
6.53% Technology
2.27% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
yk57zx
yk57zx
yk57zx
yk57zx
yk57zx
premium
yk57zx
yk57zx
yk57zx
aqp26vf
aqp26vf
aqp26vf
aqp26vf
aqp26vf
premium
aqp26vf
aqp26vf
aqp26vf
501qo50ud1j
501qo50ud1j
501qo50ud1j
501qo50ud1j
501qo50ud1j
premium
501qo50ud1j
501qo50ud1j
501qo50ud1j
cx0i4ch2lm6
cx0i4ch2lm6
cx0i4ch2lm6
cx0i4ch2lm6
cx0i4ch2lm6
premium
cx0i4ch2lm6
cx0i4ch2lm6
cx0i4ch2lm6
es13vfv
es13vfv
es13vfv
es13vfv
es13vfv
premium
es13vfv
es13vfv
es13vfv
aaczemwodum
aaczemwodum
aaczemwodum
aaczemwodum
aaczemwodum
premium
aaczemwodum
aaczemwodum
aaczemwodum
lqxuv9duo5
lqxuv9duo5
lqxuv9duo5
lqxuv9duo5
lqxuv9duo5
premium
lqxuv9duo5
lqxuv9duo5
lqxuv9duo5
j4yor7k5y8
j4yor7k5y8
j4yor7k5y8
j4yor7k5y8
j4yor7k5y8
premium
j4yor7k5y8
j4yor7k5y8
j4yor7k5y8
tm76sluvhm
tm76sluvhm
tm76sluvhm
tm76sluvhm
tm76sluvhm
premium
tm76sluvhm
tm76sluvhm
tm76sluvhm
02hop1c74
02hop1c74
02hop1c74
02hop1c74
02hop1c74
premium
02hop1c74
02hop1c74
02hop1c74
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BND
BND
< ETF >
Vanguard Total Bond Market ETF
$71.35
$0.36
(0.51%)
premium
$104.04B
-0.38%
EDV
EDV
< ETF >
Vanguard Extended Duration Treasury ETF
$70.75
$0.98
(1.4%)
premium
$3.00B
-19.36%
$696.59
$14.54
(2.13%)
$745.21
(6.98% Upside)
11 Buy
6 Hold
1 Sell
Moderate Buy
premium
$91.83B
82.36%
RH
RH
$275.05
$13.04
(4.98%)
$330.36
(20.11% Upside)
5 Buy
5 Hold
1 Sell
Moderate Buy
premium
$4.80B
2.12%
GOOGL
Alphabet Class A
$167.24
$0.62
(0.37%)
$194.83
(16.50% Upside)
31 Buy
5 Hold
0 Sell
Strong Buy
premium
$2.07T
58.07%
MSFT
Microsoft
$406.66
$8.82
(2.22%)
$489.56
(20.39% Upside)
31 Buy
1 Hold
1 Sell
Strong Buy
premium
$2.96T
34.25%
NKE
Nike
$92.15
$0.26
(0.28%)
$111.44
(20.93% Upside)
16 Buy
12 Hold
1 Sell
Moderate Buy
premium
$139.49B
-26.09%
DHI
DR Horton
$148.48
$3.02
(2.08%)
$169.50
(14.16% Upside)
9 Buy
3 Hold
2 Sell
Moderate Buy
premium
$47.90B
33.82%
UNH
UnitedHealth
$492.45
$0.52
(0.11%)
$568.50
(15.44% Upside)
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$453.57B
2.27%
GRMN
Garmin
$165.97
$0.64
(0.39%)
$164.20
(-1.07% Downside)
1 Buy
5 Hold
0 Sell
Hold
premium
$31.76B
69.29%