The Boylan Group - New Portfolio

KB

The Boylan Group
Individual Investor
Ranked #118,404 out of 756,513 TipRanks' Investors
Success Rate
63%
271 out of 429
profitable transactions
Average Return
7.20%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.78% ULTA
17.47% UNH
10.62% BABA
7.65% BRK.B
6.01% TLT
38.47% Others
By Assets
91.96% Stocks
7.20% ETFs
0.84% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
32.04% Consumer Cyclical
19.50% Healthcare
13.31% Financial
9.46% Communication Services
7.44% Energy
18.24% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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INTC
Intel
$20.91
$1.25
(6.36%)
premium
1 Buy
26 Hold
6 Sell
Hold
premium
$84.07B
-48.10%
V
Visa
$290.48
$3.13
(1.09%)
premium
24 Buy
5 Hold
0 Sell
Strong Buy
premium
$567.78B
19.20%
BRK.B
Berkshire Hathaway B
$451.78
$4.17
(0.93%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$964.80B
21.68%
OXY
Occidental Petroleum
$51.29
$0.24
(0.47%)
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$46.23B
-22.83%
CPRI
Capri Holdings
$38.66
$0.44
(1.15%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$4.50B
-25.92%
BABA
Alibaba
$83.60
$1.09
(1.29%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$204.32B
-2.73%
GOOGL
Alphabet Class A
$158.06
$0.6
(0.38%)
premium
27 Buy
9 Hold
0 Sell
Strong Buy
premium
$1.94T
14.60%
DIS
Walt Disney
$91.85
$1.3
(1.44%)
premium
19 Buy
4 Hold
0 Sell
Strong Buy
premium
$164.22B
5.81%
UNH
UnitedHealth
$589.14
$3.08
(0.52%)
premium
21 Buy
0 Hold
0 Sell
Strong Buy
premium
$548.81B
22.11%
TLT
TLT
< ETF >
iShares 20+ Year Treasury Bond ETF
$101.33
$0.92
(0.92%)
premium
premium
$63.44B
7.40%
PFE
Pfizer
$30.07
$0.8
(2.73%)
premium
7 Buy
11 Hold
0 Sell
Moderate Buy
premium
$165.86B
-14.09%
MNST
Monster Beverage
$50.75
$0.08
(0.16%)
premium
10 Buy
6 Hold
2 Sell
Moderate Buy
premium
$49.79B
-9.60%
ULTA
Ulta Beauty
$389.29
$10.95
(2.89%)
premium
13 Buy
9 Hold
2 Sell
Moderate Buy
premium
$17.83B
-8.52%
BA
Boeing
$155.55
$1.22
(0.78%)
premium
15 Buy
4 Hold
2 Sell
Moderate Buy
premium
$96.60B
-24.67%
FXI
FXI
< ETF >
iShares China Large-Cap ETF
$26.01
$0.15
(0.58%)
premium
158 Buy
41 Hold
8 Sell
Moderate Buy
premium
$3.75B
-4.40%
VLO
Valero Energy
$133.75
$0.51
(0.38%)
premium
11 Buy
1 Hold
1 Sell
Strong Buy
premium
$43.01B
-6.56%