New Portfolio Dec 2023 - New Portfolio

Rafi Massarwa

New Portfolio Dec 2023
Individual Investor
Ranked #30,960 out of 757,492 TipRanks' Investors
Success Rate
79%
116 out of 147
profitable transactions
Average Return
8.49%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
14.53% IWM
9.96% NVDA
9.89% NKE
7.69% ADBE
6.99% SCHD
50.94% Others
By Assets
36.29% Cash
32.93% Stocks
30.77% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
48.30% General
17.65% Technology
13.84% Consumer Cyclical
6.38% Real Estate
5.58% Industrials
8.24% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CHPT
ChargePoint Holdings
$1.37
$0.06
(4.2%)
After
1.46%
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
$617.16M
-72.39%
LCID
Lucid Group
$3.49
$0.12
(3.32%)
After
0.29%
premium
0 Buy
8 Hold
2 Sell
Hold
premium
$8.37B
-33.76%
PYPL
PayPal Holdings
$76.76
$0.81
(1.04%)
After
0.04%
premium
18 Buy
15 Hold
0 Sell
Moderate Buy
premium
$79.30B
27.46%
RIVN
Rivian Automotive
$11.71
$1.44
(10.95%)
After
0.77%
premium
11 Buy
9 Hold
2 Sell
Moderate Buy
premium
$13.26B
-41.29%
VIG
VIG
< ETF >
Vanguard Dividend Appreciation ETF
$197.57
$0.27
(0.14%)
After
0.34%
premium
2K Buy
1K Hold
147 Sell
Moderate Buy
premium
$85.26B
22.08%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$523.88
$1.03
(0.2%)
After
0.06%
premium
4K Buy
3K Hold
296 Sell
Moderate Buy
premium
$515.98B
27.53%
ADBE
Adobe
$522.30
$4.14
(0.79%)
After
0.11%
premium
23 Buy
5 Hold
1 Sell
Strong Buy
premium
$233.42B
-1.74%
BABA
Alibaba
$88.29
$0.2
(0.23%)
After
0.21%
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$210.93B
3.21%
DIS
Walt Disney
$93.75
$0.3
(0.32%)
After
0.25%
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$169.48B
13.19%
NVDA
Nvidia
$116.00
$1.87
(1.59%)
After
0.06%
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.89T
179.05%
GOOG
Alphabet Class C
$164.64
$1.4
(0.86%)
After
0.07%
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.00T
15.83%
VICI
VICI Properties
$33.07
$0.26
(0.79%)
After
0.12%
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$34.36B
7.01%
ENVX
Enovix
$8.45
$0.01
(0.12%)
After
1.54%
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.49B
-32.26%
CRM
Salesforce
$266.80
$0.81
(0.3%)
After
0.11%
premium
28 Buy
10 Hold
1 Sell
Moderate Buy
premium
$254.29B
24.86%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$482.44
$0.92
(0.19%)
After
0.14%
premium
1K Buy
615 Hold
62 Sell
Moderate Buy
premium
$284.92B
29.32%
IBKR
Interactive Brokers
$133.02
$0.57
(0.43%)
After
0%
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$56.00B
46.08%
NKE
Nike
$86.52
$5.54
(6.84%)
After
0.17%
premium
15 Buy
18 Hold
0 Sell
Moderate Buy
premium
$121.43B
-13.89%
IWM
IWM
< ETF >
iShares Russell 2000 ETF
$221.57
$2.4
(1.07%)
After
0.1%
premium
5K Buy
3K Hold
387 Sell
Moderate Buy
premium
$70.64B
24.52%
UAL
United Airlines Holdings
$52.17
$0.42
(0.8%)
After
0%
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$17.29B
18.55%
SOFI
SoFi Technologies
$8.05
$0.14
(1.71%)
After
0.25%
premium
5 Buy
6 Hold
3 Sell
Hold
premium
$8.73B
-1.56%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$84.48
$0.39
(0.46%)
After
0.07%
premium
404 Buy
455 Hold
67 Sell
Moderate Buy
premium
$60.72B
17.09%
BRK.B
Berkshire Hathaway B
$455.31
$4.4
(0.96%)
After
0.12%
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$989.74B
25.32%
VGT
VGT
< ETF >
Vanguard Information Technology ETF
$577.62
$2.03
(0.35%)
After
0.05%
premium
2K Buy
1K Hold
120 Sell
Moderate Buy
premium
$74.64B
37.68%
VYMI
VYMI
< ETF >
Vanguard International High Dividend Yield ETF
$72.04
$0.533
(0.73%)
After
0%
premium
2K Buy
1K Hold
324 Sell
Hold
premium
$7.85B
15.06%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$127.00
$0.219
(0.17%)
After
0.29%
premium
2K Buy
2K Hold
301 Sell
Moderate Buy
premium
$58.21B
20.43%