tiprankstipranks

New Portfolio - New Portfolio

RobAnon

New Portfolio
Individual Investor
Ranked #376,808 out of 731,863 TipRanks' Investors
Success Rate
48%
10 out of 21
profitable transactions
Average Return
-1.46%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
39.87% SPY
20.19% MSFT
12.02% FLPSX
8.00% TRP
7.84% SPXL
12.08% Others
By Assets
47.71% ETFs
34.79% Stocks
17.50% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
65.21% General
20.19% Technology
8.00% Energy
5.93% Communication Services
0.68% Consumer Cyclical

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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GOOGL
Alphabet Class A
$167.23
$0.61
(0.37%)
After
0.05%
$194.83
(16.50% Upside)
31 Buy
5 Hold
0 Sell
Strong Buy
premium
$2.04T
58.07%
MSFT
Microsoft
$406.75
$8.91
(2.24%)
After
0.01%
$489.56
(20.36% Upside)
31 Buy
1 Hold
1 Sell
Strong Buy
premium
$2.94T
31.77%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$511.29
$6.26
(1.24%)
After
0.11%
$573.29
(12.13% Upside)
4K Buy
3K Hold
315 Sell
Moderate Buy
premium
$500.29B
25.57%
TRP
TC Energy
$37.61
$1.2
(3.3%)
$41.36
(9.97% Upside)
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$37.15B
-4.16%
SWTSX
SWTSX
< FUND >
Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit
$85.82
$0.85
(1%)
$99.69
(16.16% Upside)
2K Buy
1K Hold
85 Sell
Moderate Buy
premium
25.68%
BROS
Dutch Bros Inc
$27.29
$0.34
(1.26%)
$35.38
(29.64% Upside)
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$4.78B
-14.42%
FLPSX
FLPSX
< FUND >
Fidelity Low-Priced Stock Fund
$46.45
$0.53
(1.15%)
$52.08
(12.11% Upside)
235 Buy
435 Hold
5 Sell
Moderate Buy
premium
0.06%
SPXL
SPXL
< ETF >
Direxion Daily S&P 500 Bull 3x Shares
$122.86
$4.42
(3.73%)
After
0.29%
premium
$3.62B
67.61%