RAFAL IB - New Portfolio

Rafał Sosna

RAFAL IB
Individual Investor
Ranked #340,518 out of 748,626 TipRanks' Investors
Success Rate
47%
74 out of 156
profitable transactions
Average Return
3.67%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.45% CRWD
6.36% BTI
5.64% IIPR
5.51% FDS
5.40% CTSH
61.64% Others
By Assets
98.41% Stocks
1.59% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
24.52% Financial
22.68% Technology
16.48% Consumer Defensive
15.24% Real Estate
9.14% Industrials
11.93% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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IBKR
Interactive Brokers
$118.80
$0.23
(0.19%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$49.93B
39.38%
CRWD
CrowdStrike Holdings
$256.16
$2.01
(0.79%)
premium
28 Buy
7 Hold
1 Sell
Strong Buy
premium
$61.85B
64.36%
AMZN
Amazon
$182.50
$2.65
(1.47%)
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.87T
40.34%
IESC
IES Holdings
$144.18
$9.89
(7.36%)
premium
premium
$2.72B
135.64%
CPRT
Copart
$51.05
$0.62
(1.23%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$48.53B
12.59%
MCD
McDonald's
$252.00
$0.54
(0.21%)
premium
19 Buy
8 Hold
0 Sell
Moderate Buy
premium
$181.22B
-11.76%
JPM
JPMorgan Chase & Co.
$212.24
$3.57
(1.71%)
premium
15 Buy
6 Hold
0 Sell
Moderate Buy
premium
$599.23B
35.60%
AMT
American Tower
$213.72
$3.8
(1.81%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$98.03B
14.45%
IIPR
Innovative Industrial Properties
$122.93
$2.19
(1.81%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.42B
67.46%
FDS
Factset Research
$415.33
$3.67
(0.89%)
premium
0 Buy
6 Hold
4 Sell
Moderate Sell
premium
$15.66B
-5.67%
HSY
The Hershey Company
$193.53
$0.86
(0.45%)
premium
3 Buy
13 Hold
0 Sell
Hold
premium
$38.96B
-17.81%
PEP
PepsiCo
$172.75
$1.73
(1.01%)
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$234.91B
-8.01%
MAA
Mid-America Apartment
$142.50
$2.38
(1.7%)
premium
6 Buy
8 Hold
1 Sell
Moderate Buy
premium
$16.81B
-4.31%
O
Realty Income
$58.07
$0.71
(1.24%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$49.95B
-4.69%
VICI
VICI Properties
$30.88
$0.4
(1.31%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$31.80B
-1.58%
MSCI
MSCI
$540.55
$2.34
(0.43%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$42.33B
-2.31%
MO
Altria Group
$50.43
$0.63
(1.27%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$85.54B
19.51%
DXYZ
Destiny Tech100 Inc.
$13.00
$0.78
(6.38%)
premium
premium
35.78%
UNP
Union Pacific
$240.36
$5.01
(2.13%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$143.59B
1.11%
ABBV
AbbVie
$185.16
$2.99
(1.64%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$321.69B
33.34%
BTI
British American Tobacco
$35.16
$0.43
(1.24%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$77.20B
12.58%
JNJ
Johnson & Johnson
$160.64
$1
(0.63%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$384.20B
-4.68%
FBRT
Franklin BSP Realty Trust
$13.85
$0.14
(1.02%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.12B
6.61%
GB:VWRA
VWRA
< ETF >
Vanguard FTSE All-World UCITS ETF Accum USD
$131.72
$0.42
(0.32%)
premium
8K Buy
5K Hold
867 Sell
Moderate Buy
premium
$13.12B
16.05%
AVGO
Broadcom
$151.63
$2.37
(1.59%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$694.79B
70.08%
NKE
Nike
$72.56
$1.15
(1.61%)
premium
14 Buy
16 Hold
2 Sell
Moderate Buy
premium
$107.79B
-33.73%
TGT
Target
$149.00
$2.71
(1.85%)
premium
17 Buy
10 Hold
1 Sell
Moderate Buy
premium
$67.68B
12.45%
CTSH
Cognizant
$74.57
$1.36
(1.86%)
premium
2 Buy
11 Hold
1 Sell
Hold
premium
$36.40B
9.84%
LNC
Lincoln National
$32.95
$0.47
(1.45%)
premium
1 Buy
5 Hold
1 Sell
Hold
premium
$5.52B
22.80%
C
Citigroup
$65.18
$0.81
(1.26%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$122.78B
41.44%
ABR
Arbor Realty
$13.62
$0.59
(4.53%)
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$2.46B
-11.18%
OMF
OneMain Holdings
$53.09
$0.64
(1.22%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.28B
27.52%