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****3941 - New Portfolio

David

****3941
Individual Investor
Ranked #69,659 out of 731,625 TipRanks' Investors
Success Rate
77%
23 out of 30
profitable transactions
Average Return
14.34%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
31.35% SCHD
12.23% MSFT
10.71% SCHG
8.18% AAPL
6.20% JPM
31.33% Others
By Assets
50.93% Stocks
44.46% ETFs
4.56% Funds
0.04% Cash
0.00% Cryptocurrency
By Sector
49.05% General
20.41% Technology
15.67% Consumer Cyclical
8.11% Financial
3.69% Consumer Defensive
3.08% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ecvasz6yjsk
ecvasz6yjsk
ecvasz6yjsk
ecvasz6yjsk
premium
ecvasz6yjsk
ecvasz6yjsk
ecvasz6yjsk
6wyg8ofv3f6
6wyg8ofv3f6
6wyg8ofv3f6
6wyg8ofv3f6
6wyg8ofv3f6
premium
6wyg8ofv3f6
6wyg8ofv3f6
6wyg8ofv3f6
1mf4qyk
1mf4qyk
1mf4qyk
1mf4qyk
1mf4qyk
premium
1mf4qyk
1mf4qyk
1mf4qyk
8utafnehi1o
8utafnehi1o
8utafnehi1o
8utafnehi1o
8utafnehi1o
premium
8utafnehi1o
8utafnehi1o
8utafnehi1o
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r7eabzvgow
r7eabzvgow
r7eabzvgow
r7eabzvgow
premium
r7eabzvgow
r7eabzvgow
r7eabzvgow
tswrou1
tswrou1
tswrou1
tswrou1
tswrou1
premium
tswrou1
tswrou1
tswrou1
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sabfgtzyi
sabfgtzyi
sabfgtzyi
sabfgtzyi
premium
sabfgtzyi
sabfgtzyi
sabfgtzyi
yhp210
yhp210
yhp210
yhp210
yhp210
premium
yhp210
yhp210
yhp210
6vxdd2ut5
6vxdd2ut5
6vxdd2ut5
6vxdd2ut5
6vxdd2ut5
premium
6vxdd2ut5
6vxdd2ut5
6vxdd2ut5
5kys6xkzhw
5kys6xkzhw
5kys6xkzhw
5kys6xkzhw
5kys6xkzhw
premium
5kys6xkzhw
5kys6xkzhw
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TXRH
Texas Roadhouse
$157.06
$3.72
(2.31%)
Pre
1.14%
$154.70
(-1.50% Downside)
11 Buy
14 Hold
0 Sell
Moderate Buy
premium
$10.50B
46.06%
PEP
PepsiCo
$175.15
$0.76
(0.43%)
Pre
0.1%
$191.25
(9.19% Upside)
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$240.79B
-5.51%
HD
Home Depot
$331.97
$2.25
(0.67%)
Pre
0.61%
$388.00
(16.88% Upside)
20 Buy
5 Hold
2 Sell
Moderate Buy
premium
$328.99B
15.80%
TGT
Target
$156.43
$4.55
(2.83%)
Pre
0.78%
$185.56
(18.62% Upside)
18 Buy
10 Hold
0 Sell
Moderate Buy
premium
$72.37B
5.89%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$247.99
$0.62
(0.25%)
Pre
0.81%
$292.91
(18.11% Upside)
12K Buy
7K Hold
982 Sell
Moderate Buy
premium
$375.15B
24.47%
TROW
T Rowe Price
$110.30
$0.73
(0.67%)
Pre
1.36%
$113.11
(2.55% Upside)
0 Buy
6 Hold
3 Sell
Moderate Sell
premium
$24.63B
8.05%
COST
Costco
$722.22
$0.68
(0.09%)
Pre
0.46%
$786.38
(8.88% Upside)
19 Buy
6 Hold
0 Sell
Strong Buy
premium
$320.31B
50.61%
BST
BST
< FUND >
BlackRock Science & Technology Trust
$34.82
$0.11
(0.32%)
Pre
1.72%
premium
$771.54M
22.23%
JPM
JPMorgan Chase & Co.
$191.86
$0.12
(0.06%)
Pre
0.79%
$211.96
(10.48% Upside)
18 Buy
5 Hold
0 Sell
Strong Buy
premium
$552.63B
41.77%
DPZ
Domino's Pizza
$516.42
$12.85
(2.43%)
Pre
1.08%
$536.88
(3.96% Upside)
15 Buy
11 Hold
1 Sell
Moderate Buy
premium
$18.01B
67.97%