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Total Portfolio - New Portfolio

SWest

Total Portfolio
Individual Investor
Ranked #18,887 out of 732,069 TipRanks' Investors
Success Rate
74%
289 out of 391
profitable transactions
Average Return
24.22%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
28.58% TRPDX
18.05% VHYAX
15.49% VWUSX
7.98% VWIGX
5.03% VTI
24.87% Others
By Assets
74.59% Funds
15.65% Stocks
9.76% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
84.35% General
7.65% Technology
4.21% Industrials
3.53% Consumer Cyclical
0.19% Healthcare
0.06% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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VHT
VHT
< ETF >
Vanguard Health Care ETF
$258.02
$0.88
(0.34%)
$304.51
(18.02% Upside)
2K Buy
830 Hold
81 Sell
Moderate Buy
premium
$17.23B
7.22%
VWUSX
VWUSX
< FUND >
Vanguard U.S. Growth Fund
$62.17
$0.86
(1.4%)
$72.42
(16.48% Upside)
102 Buy
12 Hold
1 Sell
Moderate Buy
premium
40.17%
TMQ
Trilogy Metals
$0.40
$0.013
(3.07%)
$0.73
(82.32% Upside)
0 Buy
1 Hold
0 Sell
Hold
premium
$66.78M
-33.33%
AAPL
Apple
$183.38
$10.35
(5.98%)
$205.09
(11.84% Upside)
19 Buy
12 Hold
1 Sell
Moderate Buy
premium
$2.83T
11.20%
VHYAX
VHYAX
< FUND >
Vanguard High Dividend Yield Index Fund Admiral Shares
$35.33
$0.2
(0.57%)
$39.30
(11.23% Upside)
257 Buy
165 Hold
28 Sell
Moderate Buy
premium
17.45%
VEA
VEA
< ETF >
Vanguard FTSE Developed Markets ETF
$49.56
$0.45
(0.92%)
premium
$129.13B
11.92%
ME
23andMe Holding
$0.50
$0.002
(0.46%)
$1.24
(146.86% Upside)
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$242.57M
-75.25%
BABA
Alibaba
$81.33
$1
(1.24%)
$104.49
(28.48% Upside)
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$194.20B
-0.11%
SE
Sea
$66.66
$2.68
(4.19%)
$74.05
(11.09% Upside)
16 Buy
1 Hold
0 Sell
Strong Buy
premium
$38.15B
-12.29%
JMIA
Jumia Technologies AG
$5.06
$0.16
(3.27%)
premium
82.67%