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Mat's Portfolio - New Portfolio

Matts Investing Journey

Mat's Portfolio
Individual Investor
Ranked #32,830 out of 731,395 TipRanks' Investors
Success Rate
65%
409 out of 631
profitable transactions
Average Return
25.32%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.46% AAPL
7.40% VYM
7.20% JEPI
6.86% SCHD
5.16% VFIAX
62.92% Others
By Assets
70.91% Stocks
23.92% ETFs
5.16% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
29.09% General
18.59% Technology
12.61% Healthcare
8.40% Financial
7.11% Consumer Cyclical
24.19% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
cf1ceb
cf1ceb
cf1ceb
cf1ceb
cf1ceb
premium
cf1ceb
cf1ceb
cf1ceb
0506l6kosb0k
0506l6kosb0k
0506l6kosb0k
0506l6kosb0k
0506l6kosb0k
premium
0506l6kosb0k
0506l6kosb0k
0506l6kosb0k
exd9n1n3iw
exd9n1n3iw
exd9n1n3iw
exd9n1n3iw
exd9n1n3iw
premium
exd9n1n3iw
exd9n1n3iw
exd9n1n3iw
ay1kpjlovj
ay1kpjlovj
ay1kpjlovj
ay1kpjlovj
ay1kpjlovj
premium
ay1kpjlovj
ay1kpjlovj
ay1kpjlovj
q4dqj0zxd6k
q4dqj0zxd6k
q4dqj0zxd6k
q4dqj0zxd6k
q4dqj0zxd6k
premium
q4dqj0zxd6k
q4dqj0zxd6k
q4dqj0zxd6k
70zp1conyop
70zp1conyop
70zp1conyop
70zp1conyop
70zp1conyop
premium
70zp1conyop
70zp1conyop
70zp1conyop
kr65ix3e2l8
kr65ix3e2l8
kr65ix3e2l8
kr65ix3e2l8
kr65ix3e2l8
premium
kr65ix3e2l8
kr65ix3e2l8
kr65ix3e2l8
4xm8a3h248a
4xm8a3h248a
4xm8a3h248a
4xm8a3h248a
4xm8a3h248a
premium
4xm8a3h248a
4xm8a3h248a
4xm8a3h248a
u2ko4bely3
u2ko4bely3
u2ko4bely3
u2ko4bely3
u2ko4bely3
premium
u2ko4bely3
u2ko4bely3
u2ko4bely3
shh8tx5
shh8tx5
shh8tx5
shh8tx5
shh8tx5
premium
shh8tx5
shh8tx5
shh8tx5
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CVX
Chevron
$159.63
$1.64
(1.02%)
Pre
0.57%
$185.88
(16.44% Upside)
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$294.19B
0.42%
$98.44
$1.93
(2%)
Pre
0.27%
$106.88
(8.57% Upside)
2 Buy
5 Hold
1 Sell
Hold
premium
$54.47B
16.02%
HOOD
Robinhood Markets
$16.65
$0.16
(0.97%)
Pre
1.5%
$19.50
(17.12% Upside)
4 Buy
7 Hold
4 Sell
Hold
premium
$14.56B
94.92%
KO
Coca-Cola
$61.93
$0.16
(0.26%)
Pre
0.21%
$66.67
(7.65% Upside)
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$266.99B
-0.16%
MA
Mastercard
$442.07
$9.13
(2.02%)
Pre
0.2%
$528.43
(19.54% Upside)
15 Buy
0 Hold
0 Sell
Strong Buy
premium
$412.40B
18.25%
BMY
Bristol-Myers Squibb
$44.21
$0.27
(0.61%)
Pre
1.31%
$52.75
(19.32% Upside)
4 Buy
12 Hold
1 Sell
Hold
premium
$89.62B
-33.00%
CMCSA
Comcast
$38.20
$0.09
(0.24%)
Pre
0.92%
$47.94
(25.50% Upside)
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$151.72B
-5.92%
VFIAX
VFIAX
< FUND >
Vanguard 500 Index Fd Admiral Shs
$463.42
$1.59
(0.34%)
$537.76
(16.04% Upside)
394 Buy
104 Hold
6 Sell
Moderate Buy
premium
22.67%
PFE
Pfizer
$27.18
$1.56
(6.09%)
Pre
0.04%
$31.42
(15.60% Upside)
5 Buy
10 Hold
0 Sell
Moderate Buy
premium
$153.48B
-31.30%
MPW
Medical Properties
$4.63
$0.03
(0.65%)
Pre
1.51%
$4.79
(3.46% Upside)
2 Buy
4 Hold
1 Sell
Hold
premium
$2.77B
-39.95%