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Working with TipRanks
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Trust: Under Agreement - New Portfolio
Larry Bergquist
Trust: Under AgreementIndividual Investor
Ranked #53,137 out of 732,069 TipRanks' Investors
Success Rate
43 out of 60
profitable transactions
profitable transactions
Average Return
15.08%
Average return
per transaction
per transaction
Share this portfolio:
Allocation
Top Stocks
23.26% SCHD
9.98% GOOGL
9.20% PEP
8.80% BX
8.51% DOW
40.25% Others
By Assets
65.76% Stocks
34.24% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
34.24% General
15.95% Consumer Cyclical
15.35% Consumer Defensive
10.66% Communication Services
8.80% Financial
15.00% Other
