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New Portfolio - New Portfolio

donw68

New Portfolio
Individual Investor
Ranked #169,141 out of 730,653 TipRanks' Investors
Success Rate
56%
87 out of 156
profitable transactions
Average Return
6.11%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
23.71% SCHD
14.35% DGRO
13.41% FENY
12.00% SAR
10.80% CTRA
25.73% Others
By Assets
58.90% Cash
24.51% ETFs
16.58% Stocks
0.00% Funds
0.00% Cryptocurrency
By Sector
59.65% General
18.91% Energy
12.00% Financial
6.60% Real Estate
2.84% Healthcare

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
i31vy9l
i31vy9l
i31vy9l
i31vy9l
i31vy9l
premium
i31vy9l
i31vy9l
i31vy9l
6k2b76kbxz9
6k2b76kbxz9
6k2b76kbxz9
6k2b76kbxz9
6k2b76kbxz9
premium
6k2b76kbxz9
6k2b76kbxz9
6k2b76kbxz9
rsmmpevjtl
rsmmpevjtl
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rsmmpevjtl
rsmmpevjtl
premium
rsmmpevjtl
rsmmpevjtl
rsmmpevjtl
s0xdfr2v5i
s0xdfr2v5i
s0xdfr2v5i
s0xdfr2v5i
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premium
s0xdfr2v5i
s0xdfr2v5i
s0xdfr2v5i
n7pwejxtco
n7pwejxtco
n7pwejxtco
n7pwejxtco
n7pwejxtco
premium
n7pwejxtco
n7pwejxtco
n7pwejxtco
r11him7q
r11him7q
r11him7q
r11him7q
r11him7q
premium
r11him7q
r11him7q
r11him7q
bnzxgxhvmzp
bnzxgxhvmzp
bnzxgxhvmzp
bnzxgxhvmzp
bnzxgxhvmzp
premium
bnzxgxhvmzp
bnzxgxhvmzp
bnzxgxhvmzp
k4i9p64
k4i9p64
k4i9p64
k4i9p64
k4i9p64
premium
k4i9p64
k4i9p64
k4i9p64
m78d9rdaegb
m78d9rdaegb
m78d9rdaegb
m78d9rdaegb
m78d9rdaegb
premium
m78d9rdaegb
m78d9rdaegb
m78d9rdaegb
s4n04gsclzk
s4n04gsclzk
s4n04gsclzk
s4n04gsclzk
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premium
s4n04gsclzk
s4n04gsclzk
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CPRX
Catalyst Pharma
$15.23
$0.34
(2.28%)
$27.17
(78.40% Upside)
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.75B
-12.10%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$77.92
$0.44
(0.57%)
$85.41
(9.61% Upside)
397 Buy
453 Hold
83 Sell
Hold
premium
$54.35B
10.60%
CTRA
Coterra Energy
$28.39
$0.1
(0.35%)
$32.50
(14.48% Upside)
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$21.25B
14.63%
FENY
FENY
< ETF >
Fidelity MSCI Energy Index ETF
$26.43
$0.18
(0.69%)
$29.42
(11.30% Upside)
539 Buy
298 Hold
40 Sell
Moderate Buy
premium
$1.92B
19.17%
ET
Energy Transfer
$15.98
$0.02
(0.13%)
$18.44
(15.39% Upside)
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$53.75B
35.83%
ABR
Arbor Realty
$13.02
$0.2
(1.56%)
$13.85
(6.37% Upside)
1 Buy
2 Hold
2 Sell
Hold
premium
$2.42B
29.36%
SAR
Saratoga Investment
$23.66
$0.18
(0.76%)
premium
$325.50M
9.21%
BTAI
Bioxcel Therapeutics
$2.58
$0.05
(1.9%)
$6.30
(144.19% Upside)
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$97.40M
-87.36%
DGRO
DGRO
< ETF >
iShares Core Dividend Growth ETF
$56.60
$0.26
(0.46%)
$62.73
(10.83% Upside)
2K Buy
2K Hold
226 Sell
Moderate Buy
premium
$26.66B
13.44%
SPIB
SPIB
< ETF >
SPDR Portfolio Intermediate Term Corporate Bond ETF
$32.22
$0.06
(0.19%)
premium
$8.20B
3.45%