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SGI Fund - New Portfolio

SGI Fund

SGI Fund
Individual Investor
Ranked #15,990 out of 730,641 TipRanks' Investors
Success Rate
69%
117 out of 170
profitable transactions
Average Return
41.45%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
40.32% TSLA
16.65% AAPL
10.67% VYM
7.60% UBER
6.42% AMZN
18.34% Others
By Assets
85.28% Stocks
12.27% ETFs
2.45% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
52.84% Consumer Cyclical
25.56% Technology
14.72% General
5.70% Communication Services
0.77% Real Estate
0.41% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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SNAP
Snap
$14.55
$3.15
(27.63%)
$14.83
(1.92% Upside)
10 Buy
22 Hold
2 Sell
Hold
premium
$24.02B
38.57%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$117.37
$0.23
(0.2%)
$130.40
(11.10% Upside)
2K Buy
2K Hold
324 Sell
Moderate Buy
premium
$53.20B
14.54%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$251.78
$2.32
(0.93%)
$287.48
(14.18% Upside)
13K Buy
7K Hold
1K Sell
Moderate Buy
premium
$376.14B
23.85%
VTTSX
VTTSX
< FUND >
Vanguard Target Retirement 2060 Fund
$47.61
$0.38
(0.8%)
premium
16.68%
VTTVX
VTTVX
< FUND >
Vanguard Target Retirement 2025 Fund
$18.67
$0.11
(0.59%)
premium
10.17%
UBER
Uber Technologies
$69.05
$0.26
(0.38%)
$89.44
(29.53% Upside)
35 Buy
1 Hold
0 Sell
Strong Buy
premium
$143.73B
132.49%
TSLA
Tesla
$168.29
$1.89
(1.11%)
$172.00
(2.20% Upside)
7 Buy
17 Hold
8 Sell
Hold
premium
$536.71B
2.42%
OPEN
Opendoor Technologies
$2.14
$0.07
(3.38%)
$3.04
(42.06% Upside)
2 Buy
4 Hold
2 Sell
Hold
premium
$1.48B
65.89%
NVDA
Nvidia
$877.35
$51.03
(6.18%)
$1,004.24
(14.46% Upside)
39 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.19T
216.28%
LYV
Live Nation Entertainment
$89.83
$1.34
(1.51%)
$121.43
(35.18% Upside)
14 Buy
0 Hold
0 Sell
Strong Buy
premium
$20.73B
32.53%