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JL-EJ - New Portfolio

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JL-EJ
Individual Investor
Ranked #253,363 out of 730,653 TipRanks' Investors
Success Rate
50%
43 out of 86
profitable transactions
Average Return
6.04%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
23.38% MSFT
16.04% HSDAX
9.21% HD
5.36% KO
5.00% AIBAX
41.01% Others
By Assets
50.89% Stocks
36.66% Funds
12.45% Cash
0.00% ETFs
0.00% Cryptocurrency
By Sector
41.87% General
27.55% Technology
13.20% Consumer Defensive
9.21% Consumer Cyclical
3.66% Healthcare
4.51% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
1y0ghks98
1y0ghks98
1y0ghks98
1y0ghks98
1y0ghks98
premium
1y0ghks98
1y0ghks98
1y0ghks98
u0cswpyx7j
u0cswpyx7j
u0cswpyx7j
u0cswpyx7j
u0cswpyx7j
premium
u0cswpyx7j
u0cswpyx7j
u0cswpyx7j
3f0p39
3f0p39
3f0p39
3f0p39
3f0p39
premium
3f0p39
3f0p39
3f0p39
uc9f54d17g
uc9f54d17g
uc9f54d17g
uc9f54d17g
uc9f54d17g
premium
uc9f54d17g
uc9f54d17g
uc9f54d17g
bf4288aeyng
bf4288aeyng
bf4288aeyng
bf4288aeyng
bf4288aeyng
premium
bf4288aeyng
bf4288aeyng
bf4288aeyng
o0t6n1a
o0t6n1a
o0t6n1a
o0t6n1a
o0t6n1a
premium
o0t6n1a
o0t6n1a
o0t6n1a
5zh9ov5
5zh9ov5
5zh9ov5
5zh9ov5
5zh9ov5
premium
5zh9ov5
5zh9ov5
5zh9ov5
k1vvwjs674
k1vvwjs674
k1vvwjs674
k1vvwjs674
k1vvwjs674
premium
k1vvwjs674
k1vvwjs674
k1vvwjs674
mvh0tegwm1
mvh0tegwm1
mvh0tegwm1
mvh0tegwm1
mvh0tegwm1
premium
mvh0tegwm1
mvh0tegwm1
mvh0tegwm1
uqjbc16s
uqjbc16s
uqjbc16s
uqjbc16s
uqjbc16s
premium
uqjbc16s
uqjbc16s
uqjbc16s
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RPFGX
RPFGX
< FUND >
Davis Financial Fund, Inc. Class A
$55.81
$0.01
(0.02%)
$59.28
(6.21% Upside)
19 Buy
2 Hold
3 Sell
Moderate Buy
premium
19.18%
HSDAX
HSDAX
< FUND >
The Hartford Short Duration Fund Class A
$9.53
$0
(0%)
premium
1.49%
VAFAX
VAFAX
< FUND >
Invesco American Franchise Fund Class A
$25.12
$0.47
(1.91%)
$29.42
(17.13% Upside)
55 Buy
5 Hold
0 Sell
Strong Buy
premium
37.57%
SYY
Sysco
$77.22
$0.15
(0.19%)
$89.90
(16.42% Upside)
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$38.37B
3.12%
LALDX
LALDX
< FUND >
Lord Abbett Investment Trust Short Duration Income Fd Cl A
$3.82
$0
(0%)
premium
-1.04%
CWGIX
CWGIX
< FUND >
American Funds Capital World Growth & Income Fund Class A Shares
$63.63
$0.56
(0.89%)
$71.85
(12.91% Upside)
228 Buy
114 Hold
4 Sell
Moderate Buy
premium
16.91%
JNJ
Johnson & Johnson
$146.82
$0.68
(0.47%)
$174.62
(18.93% Upside)
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$352.17B
-7.92%
$28.27
$0.27
(0.96%)
$31.00
(9.66% Upside)
4 Buy
4 Hold
2 Sell
Hold
premium
$27.40B
-3.15%
PEP
PepsiCo
$176.14
$0.56
(0.32%)
$191.25
(8.58% Upside)
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$241.38B
-5.69%
AMCPX
AMCPX
< FUND >
AMCAP Fund, Class A Shares A
$40.73
$0.43
(1.07%)
$47.31
(16.15% Upside)
170 Buy
35 Hold
0 Sell
Moderate Buy
premium
26.10%