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Total Portfolio - New Portfolio
SWest
Total PortfolioIndividual Investor
Ranked #14,141 out of 827,325 TipRanks' Investors
Success Rate
313 out of 392
profitable transactions
profitable transactions
Average Return
57.89%
Average return
per transaction
per transaction
Share this portfolio:
Allocation
Top Stocks
24.44% TRPDX
18.47% VHYAX
17.63% VWUSX
7.64% VWIGX
5.60% VTI
26.22% Others
By Assets
72.90% Funds
16.89% Stocks
10.20% ETFs
0.00% Cryptocurrency
0.00% Cash
0.00% Options
0.00% Other
By Sector
83.10% General
7.96% Technology
6.42% Consumer Cyclical
1.97% Industrials
0.50% Basic Materials
0.05% Healthcare
