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Woonga's Dividends for inheritance and retirement - New Portfolio

WoongHyun Lee

Woonga's Dividends for inheritance and retirement
Individual Investor
Ranked #15,857 out of 730,653 TipRanks' Investors
Success Rate
73%
199 out of 272
profitable transactions
Average Return
30.67%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
6.18% O
6.13% CAT
5.31% ITW
5.13% ABBV
4.75% HD
72.50% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
19.60% Industrials
16.30% Consumer Defensive
16.17% Healthcare
11.18% Consumer Cyclical
9.05% Financial
27.70% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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BMY
Bristol-Myers Squibb
$45.12
$0.27
(0.6%)
$53.36
(18.26% Upside)
3 Buy
11 Hold
1 Sell
Hold
premium
$90.92B
-31.61%
CAH
Cardinal Health
$103.18
$0.03
(0.03%)
$114.43
(10.90% Upside)
6 Buy
7 Hold
1 Sell
Moderate Buy
premium
$25.10B
28.10%
T
AT&T
$17.20
$0.45
(2.69%)
$21.05
(22.38% Upside)
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$119.81B
2.57%
HD
Home Depot
$335.00
$0.09
(0.03%)
$388.00
(15.82% Upside)
20 Buy
5 Hold
2 Sell
Moderate Buy
premium
$332.08B
15.55%
GRMN
Garmin
$144.00
$0.545
(0.38%)
$155.00
(7.64% Upside)
1 Buy
4 Hold
0 Sell
Hold
premium
$27.55B
49.74%
OZK
Bank OZK
$46.24
$0.22
(0.48%)
$49.57
(7.20% Upside)
3 Buy
4 Hold
1 Sell
Hold
premium
$5.30B
37.62%
MAIN
Main Street Capital
$49.75
$0.62
(1.26%)
$44.33
(-10.89% Downside)
0 Buy
3 Hold
0 Sell
Hold
premium
$4.18B
32.96%
JPM
JPMorgan Chase & Co.
$193.81
$0.32
(0.17%)
$211.96
(9.36% Upside)
18 Buy
5 Hold
0 Sell
Strong Buy
premium
$557.32B
40.67%
VZ
Verizon
$40.53
$0.85
(2.14%)
$43.20
(6.59% Upside)
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$167.02B
10.13%
ONL
Orion Office REIT
$3.29
$0.045
(1.38%)
0 Buy
1 Hold
0 Sell
Hold
premium
$181.30M
-42.48%