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Andrew's Portfolio (2020 Long Term Holds) - New Portfolio

Andrew Lokenauth

Andrew's Portfolio (2020 Long Term Holds)
Individual Investor
Ranked #430 out of 728,988 TipRanks' Investors
Success Rate
86%
126 out of 147
profitable transactions
Average Return
126.06%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
35.40% RTX
21.89% GOOGL
19.35% MA
7.54% C
5.57% DIS
10.25% Others
By Assets
93.38% Stocks
6.62% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
35.40% Industrials
27.45% Communication Services
26.89% Financial
5.25% Real Estate
5.01% Technology
0.00% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$494.35
$5.17
(1.03%)
$576.14
(16.54% Upside)
4K Buy
3K Hold
332 Sell
Moderate Buy
premium
$502.42B
22.59%
ROST
Ross Stores
$132.90
$1.1
(0.83%)
$160.50
(20.77% Upside)
16 Buy
5 Hold
0 Sell
Strong Buy
premium
$44.19B
29.49%
TMO
Thermo Fisher
$543.48
$1.96
(0.36%)
$614.71
(13.11% Upside)
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$206.71B
-6.18%
LDOS
Leidos Holdings
$124.69
$0.93
(0.75%)
$141.08
(13.14% Upside)
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$16.72B
35.59%
UPS
United Parcel
$142.90
$0.16
(0.11%)
$159.63
(11.71% Upside)
11 Buy
9 Hold
1 Sell
Moderate Buy
premium
$121.85B
-23.62%
WFIVX
WFIVX
< FUND >
Wilshire Mutual Fds, Inc. Dow Jones Wilshire 5000 Index Portfolio Inve
$28.59
$0.06
(0.21%)
$33.13
(15.87% Upside)
2K Buy
590 Hold
63 Sell
Moderate Buy
premium
21.22%
WMT
Walmart
$59.36
$0.1
(0.17%)
$65.97
(11.14% Upside)
25 Buy
3 Hold
0 Sell
Strong Buy
premium
$477.21B
21.16%
ENTG
Entegris
$121.17
$5.92
(4.66%)
$147.48
(21.71% Upside)
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$19.16B
81.23%
AMAT
Applied Materials
$188.72
$5.6
(2.88%)
$227.64
(20.62% Upside)
20 Buy
4 Hold
1 Sell
Strong Buy
premium
$161.46B
81.19%
ALB
Albemarle
$112.40
$0.6
(0.54%)
$144.32
(28.40% Upside)
11 Buy
8 Hold
1 Sell
Moderate Buy
premium
$13.14B
-43.71%