PCRA Trust - New Portfolio

Dela Amoussou

PCRA Trust
Individual Investor
Ranked #57,021 out of 764,150 TipRanks' Investors
Success Rate
69%
131 out of 191
profitable transactions
Average Return
17.89%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.50% VOO
9.84% AAPL
8.74% HD
7.87% SCHD
7.00% SCHG
55.05% Others
By Assets
49.01% Stocks
27.79% ETFs
19.58% Cash
3.61% Funds
0.00% Cryptocurrency
By Sector
39.05% General
19.54% Technology
17.07% Consumer Cyclical
7.46% Healthcare
6.19% Consumer Defensive
10.69% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CARM
Carisma Therapeutics
$0.97
$0.026
(2.65%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$41.54M
-66.67%
ONCT
Oncternal Therapeutics
$1.46
$0.04
(2.67%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$4.44M
-77.90%
PTON
Peloton Interactive
$8.50
$1.85
(27.82%)
premium
2 Buy
13 Hold
1 Sell
Hold
premium
$2.54B
39.70%
NIO
Nio
$5.10
$0.25
(4.67%)
premium
9 Buy
4 Hold
1 Sell
Moderate Buy
premium
$11.36B
-26.71%
SOFI
SoFi Technologies
$11.17
$0.05
(0.45%)
premium
5 Buy
6 Hold
2 Sell
Hold
premium
$11.96B
48.61%
PLTR
Palantir Technologies
$41.56
$2.13
(4.88%)
premium
4 Buy
7 Hold
6 Sell
Hold
premium
$97.84B
195.20%
LCID
Lucid Group
$2.21
$0.14
(5.96%)
premium
0 Buy
7 Hold
2 Sell
Hold
premium
$6.15B
-42.96%
VICI
VICI Properties
$31.76
$0.66
(2.04%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$33.95B
16.20%
RIVN
Rivian Automotive
$10.10
$0.29
(2.79%)
premium
8 Buy
9 Hold
1 Sell
Moderate Buy
premium
$10.48B
-35.45%
AMZN
Amazon
$186.40
$6.33
(3.28%)
premium
46 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.02T
44.81%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$25.93
$0.77
(2.88%)
premium
3K Buy
1K Hold
126 Sell
Moderate Buy
premium
$33.99B
49.12%
AAPL
Apple
$225.91
$4.19
(1.82%)
premium
23 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.50T
34.74%
NINE
Nine Energy Service
$0.96
$0.035
(3.57%)
premium
premium
$40.99M
-71.73%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.23
$0.05
(0.18%)
premium
413 Buy
430 Hold
73 Sell
Hold
premium
$63.46B
24.22%
SWYGX
SWYGX
< FUND >
Schwab Target 2040 Index Fund Institutional Shares
$18.02
$0.05
(0.28%)
premium
premium
$830.78M
27.17%
SWPPX
SWPPX
< FUND >
Schwab S&P 500 Index Fund- Select Shares
$90.07
$0.3
(0.33%)
premium
401 Buy
92 Hold
9 Sell
Moderate Buy
premium
$94.08B
38.51%
SNXFX
SNXFX
< FUND >
Schwab 1000 Index Fund Investor Shares
$125.45
$0.38
(0.3%)
premium
759 Buy
214 Hold
20 Sell
Moderate Buy
premium
$17.79B
38.68%
SWLGX
SWLGX
< FUND >
Schwab U.S. Large-Cap Growth Index Fund
$114.36
$0.52
(0.45%)
premium
316 Buy
73 Hold
5 Sell
Strong Buy
premium
$1.71B
46.84%
VST
Vistra Energy
$124.96
$0.85
(0.68%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$42.64B
279.31%
O
Realty Income
$59.37
$1.11
(1.84%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$52.67B
27.65%
COST
Costco
$874.18
$4.91
(0.56%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$389.50B
59.13%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$522.67
$10.49
(1.97%)
premium
4K Buy
3K Hold
322 Sell
Moderate Buy
premium
$547.07B
38.78%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$20.89
$0.28
(1.32%)
premium
premium
$1.21B
-3.60%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.69
$0.46
(0.78%)
premium
1K Buy
606 Hold
55 Sell
Moderate Buy
premium
$36.64B
12.41%
KO
Coca-Cola
$65.31
$0.61
(0.93%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$283.97B
16.69%
DMLP
Dorchester Minerals
$31.95
$0.7
(2.24%)
premium
premium
$1.46B
12.01%
HD
Home Depot
$393.75
$1.23
(0.31%)
premium
21 Buy
5 Hold
0 Sell
Strong Buy
premium
$389.89B
37.88%
AZN
AstraZeneca
$71.15
$1.68
(2.31%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$224.89B
15.18%
HIMS
Hims & Hers Health
$18.83
$0.21
(1.1%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$4.12B
218.39%
TGT
Target
$150.04
$1.52
(1.02%)
premium
17 Buy
10 Hold
0 Sell
Moderate Buy
premium
$68.42B
34.05%
SHOP
Shopify
$78.21
$1.8
(2.25%)
premium
22 Buy
12 Hold
1 Sell
Moderate Buy
premium
$103.26B
69.55%
GILD
Gilead Sciences
$88.82
$0.53
(0.6%)
premium
13 Buy
9 Hold
0 Sell
Moderate Buy
premium
$109.92B
12.41%
FELG
FELG
< ETF >
Fidelity Enhanced Large Cap Growth ETF
$33.00
$1.03
(3.03%)
premium
1K Buy
542 Hold
56 Sell
Moderate Buy
premium
$2.92B
35.04%
VKTX
Viking Therapeutics
$72.54
$0.79
(1.1%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$8.00B
631.40%
FELC
FELC
< ETF >
Fidelity Enhanced Large Cap Core ETF
$31.99
$0.56
(1.72%)
premium
2K Buy
1K Hold
93 Sell
Moderate Buy
premium
$3.76B
29.36%