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New Portfolio - New Portfolio

JJJDKR

New Portfolio
Individual Investor
Ranked #7,629 out of 730,435 TipRanks' Investors
Success Rate
77%
549 out of 710
profitable transactions
Average Return
41.72%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
32.04% AVGO
14.69% MSFT
8.84% BLK
8.29% VFFSX
5.83% ABBV
30.31% Others
By Assets
85.86% Stocks
8.29% Funds
5.85% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
47.06% Technology
15.33% Financial
14.14% General
7.52% Industrials
7.38% Healthcare
8.57% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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PH
Parker Hannifin
$553.64
$4.26
(0.78%)
$595.92
(7.64% Upside)
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$70.68B
78.90%
BX
Blackstone Group
$122.49
$0.04
(0.03%)
$130.83
(6.81% Upside)
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$150.30B
49.53%
AVGO
Broadcom
$1344.07
$49.65
(3.84%)
$1,572.68
(17.01% Upside)
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$578.90B
114.22%
FIS
Fidelity National Info
$69.60
$0.87
(1.23%)
$73.17
(5.13% Upside)
8 Buy
10 Hold
0 Sell
Moderate Buy
premium
$41.45B
32.81%
BLK
BlackRock
$762.88
$5.23
(0.69%)
$909.44
(19.21% Upside)
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$114.18B
19.67%
GS
Goldman Sachs Group
$427.57
$7.52
(1.79%)
$453.00
(5.95% Upside)
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$137.60B
28.75%
PSA
Public Storage
$257.73
$0.95
(0.37%)
$314.15
(21.89% Upside)
10 Buy
2 Hold
1 Sell
Moderate Buy
premium
$46.07B
-6.48%
COST
Costco
$729.18
$7.32
(1.01%)
$786.38
(7.84% Upside)
19 Buy
6 Hold
0 Sell
Strong Buy
premium
$320.51B
50.58%
LIN
Linde
$443.18
$0.65
(0.15%)
$487.73
(10.05% Upside)
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$214.33B
23.18%
HON
Honeywell International
$193.45
$0.43
(0.22%)
$227.00
(17.34% Upside)
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$127.93B
3.36%