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New Portfolio - New Portfolio

Andrew

New Portfolio
Individual Investor
Ranked #4,276 out of 732,094 TipRanks' Investors
Success Rate
82%
140 out of 170
profitable transactions
Average Return
47.28%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.94% GOOGL
5.61% SHW
2.82% VOO
2.75% LMT
2.67% MA
66.21% Others
By Assets
86.75% Stocks
13.25% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
20.64% Communication Services
19.58% Industrials
13.25% General
9.11% Financial
8.99% Basic Materials
28.44% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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premium
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premium
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SHEL
Shell
$72.78
$0.41
(0.57%)
$79.55
(9.30% Upside)
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$228.33B
23.90%
PSA
Public Storage
$269.19
$3.43
(1.29%)
$319.50
(18.69% Upside)
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$46.70B
-6.73%
$96.59
$0.56
(0.58%)
$106.11
(9.86% Upside)
2 Buy
6 Hold
1 Sell
Hold
premium
$53.76B
20.80%
MPC
Marathon Petroleum
$182.78
$0.23
(0.13%)
$212.27
(16.13% Upside)
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$64.32B
71.70%
WMT
Walmart
$59.87
$0.05
(0.08%)
$65.86
(10.01% Upside)
25 Buy
3 Hold
0 Sell
Strong Buy
premium
$482.14B
18.76%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$256.25
$2.72
(1.07%)
$290.62
(13.41% Upside)
12K Buy
7K Hold
974 Sell
Moderate Buy
premium
$378.38B
25.63%
ADM
Archer Daniels Midland
$60.19
$1.02
(1.72%)
$63.00
(4.67% Upside)
0 Buy
8 Hold
1 Sell
Hold
premium
$29.26B
-19.39%
AFL
AFLAC
$84.73
$1.52
(1.83%)
$84.86
(0.15% Upside)
2 Buy
6 Hold
1 Sell
Hold
premium
$47.28B
25.94%
DGRW
DGRW
< ETF >
WisdomTree US Quality Dividend Growth Fund
$74.65
$0.55
(0.74%)
$83.45
(11.79% Upside)
2K Buy
1K Hold
146 Sell
Moderate Buy
premium
$12.35B
19.89%
CVX
Chevron
$162.30
$2.05
(1.28%)
$187.31
(15.41% Upside)
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$295.34B
4.58%