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Dave/Anne Portfolio - New Portfolio

David Power

Dave/Anne Portfolio
Individual Investor
Ranked #60,840 out of 769,603 TipRanks' Investors
Success Rate
71%
250 out of 350
profitable transactions
Average Return
14.37%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
31.82% NVDA
12.79% VFIAX
10.14% VDADX
8.09% AMZN
4.92% AAPL
32.24% Others
By Assets
53.26% Stocks
19.22% Funds
17.29% Cash
10.22% ETFs
0.00% Cryptocurrency
By Sector
52.22% Technology
35.60% General
10.39% Consumer Cyclical
1.64% Communication Services
0.10% Financial
0.06% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$229.87
$1.35
(0.59%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.47T
19.45%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$547.47
$1.83
(0.34%)
premium
4K Buy
3K Hold
326 Sell
Moderate Buy
premium
$573.83B
30.49%
VIOV
VIOV
< ETF >
Vanguard S&P Small-Cap 600 Value ETF
$99.49
$1.82
(1.86%)
premium
923 Buy
957 Hold
201 Sell
Hold
premium
$1.44B
25.04%
VIG
VIG
< ETF >
Vanguard Dividend Appreciation ETF
$202.46
$1.46
(0.73%)
premium
2K Buy
1K Hold
148 Sell
Moderate Buy
premium
$86.85B
21.46%
VGT
VGT
< ETF >
Vanguard Information Technology ETF
$621.58
$2.3
(0.37%)
premium
2K Buy
1K Hold
134 Sell
Moderate Buy
premium
$81.76B
33.15%
TTD
Trade Desk
$129.70
$2.35
(1.85%)
premium
21 Buy
3 Hold
2 Sell
Moderate Buy
premium
$64.02B
90.56%
SNOW
Snowflake
$167.44
$3.91
(2.28%)
premium
23 Buy
7 Hold
0 Sell
Strong Buy
premium
$56.13B
1.44%
SHOP
Shopify
$106.96
$0.48
(0.45%)
premium
17 Buy
12 Hold
3 Sell
Moderate Buy
premium
$138.11B
50.06%
NVDA
Nvidia
$141.95
$4.72
(3.22%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.48T
201.07%
MSFT
Microsoft
$417.00
$4.13
(1%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.10T
9.27%
HYLN
Hyliion Holdings
$3.84
$0.13
(3.5%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$667.14M
544.10%
DIS
Walt Disney
$115.65
$0.93
(0.81%)
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$209.44B
20.67%
AMZN
Amazon
$197.12
$1.26
(0.64%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.07T
35.22%
JNJ
Johnson & Johnson
$155.17
$0.33
(0.21%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$373.59B
3.10%
VDADX
VDADX
< FUND >
Vanguard Dividend Appreciation Index Fund Admiral Shs
$54.94
$0.39
(0.71%)
premium
230 Buy
99 Hold
10 Sell
Moderate Buy
premium
22.86%
VFIAX
VFIAX
< FUND >
Vanguard 500 Index Fd Admiral Shs
$551.84
$1.93
(0.35%)
premium
398 Buy
99 Hold
7 Sell
Moderate Buy
premium
30.51%
FN
Fabrinet
$230.43
$0.42
(0.18%)
premium
2 Buy
1 Hold
1 Sell
Hold
premium
$8.36B
38.87%
DJT
Truth Social
$30.77
$0.28
(0.92%)
premium
premium
$6.67B
78.72%
VBINX
VBINX
< FUND >
Vanguard Balanced Index Fund
$50.74
$0.17
(0.34%)
premium
premium
16.47%