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Dave/Anne Portfolio - New Portfolio

David Power

Dave/Anne Portfolio
Individual Investor
Ranked #117,213 out of 788,370 TipRanks' Investors
Success Rate
65%
282 out of 432
profitable transactions
Average Return
11.44%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
28.70% NVDA
16.33% VFIAX
11.24% VDADX
8.47% AMZN
4.73% AAPL
30.53% Others
By Assets
51.85% Stocks
22.93% Funds
17.66% Cash
7.55% ETFs
0.00% Cryptocurrency
By Sector
50.29% Technology
37.02% General
11.02% Consumer Cyclical
1.46% Communication Services
0.21% Healthcare

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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u4ny841904a
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u4ny841904a
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premium
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premium
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AAPL
Apple
$245.55
$0.28
(0.11%)
premium
18 Buy
11 Hold
4 Sell
Moderate Buy
premium
$3.69T
33.18%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$551.75
$9.55
(1.7%)
premium
4K Buy
3K Hold
286 Sell
Moderate Buy
premium
$635.52B
20.30%
VIG
VIG
< ETF >
Vanguard Dividend Appreciation ETF
$201.98
$2.19
(1.07%)
premium
2K Buy
1K Hold
137 Sell
Moderate Buy
premium
$90.91B
14.53%
VGT
VGT
< ETF >
Vanguard Information Technology ETF
$624.14
$17.37
(2.71%)
premium
2K Buy
987 Hold
132 Sell
Moderate Buy
premium
$89.31B
24.58%
TSLA
Tesla
$337.80
$16.6
(4.68%)
premium
13 Buy
12 Hold
10 Sell
Hold
premium
$1.14T
71.11%
SNOW
Snowflake
$177.89
$7.07
(3.82%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$61.06B
-21.15%
SHOP
Shopify
$115.56
$7.91
(6.41%)
premium
23 Buy
13 Hold
0 Sell
Moderate Buy
premium
$159.14B
54.02%
NVDA
Nvidia
$134.43
$5.68
(4.05%)
premium
30 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.43T
71.17%
MSFT
Microsoft
$408.21
$7.92
(1.9%)
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
-0.83%
IXUS
IXUS
< ETF >
iShares Core MSCI Total International Stock ETF
$70.52
$0.47
(0.66%)
premium
6K Buy
4K Hold
986 Sell
Hold
premium
$40.04B
7.53%
IJH
IJH
< ETF >
iShares Core S&P Mid-Cap ETF
$62.00
$1.52
(2.39%)
premium
2K Buy
1K Hold
162 Sell
Moderate Buy
premium
$97.85B
11.42%
HYLN
Hyliion Holdings
$1.90
$0.11
(5.47%)
premium
premium
$349.21M
50.79%
DIS
Walt Disney
$108.66
$1.89
(1.71%)
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$199.85B
0.95%
AMZN
Amazon
$216.58
$6.3
(2.83%)
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.36T
24.06%
AGG
AGG
< ETF >
iShares Core U.S. Aggregate Bond ETF
$98.02
$0.42
(0.43%)
premium
premium
$121.61B
0.64%
JNJ
Johnson & Johnson
$162.30
$2.62
(1.64%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$384.45B
1.15%
VDADX
VDADX
< FUND >
Vanguard Dividend Appreciation Index Fund Admiral Shs
$54.80
$0.61
(1.1%)
premium
229 Buy
100 Hold
9 Sell
Moderate Buy
premium
13.22%
VFIAX
VFIAX
< FUND >
Vanguard 500 Index Fd Admiral Shs
$555.86
$9.63
(1.7%)
premium
409 Buy
90 Hold
5 Sell
Moderate Buy
premium
22.81%
FN
Fabrinet
$221.90
$8.77
(3.8%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$8.30B
10.48%
VBINX
VBINX
< FUND >
Vanguard Balanced Index Fund
$49.39
$0.49
(0.98%)
premium
premium
7.65%
PLTR
Palantir Technologies
$101.35
$4.92
(4.63%)
premium
3 Buy
10 Hold
5 Sell
Hold
premium
$249.24B
367.33%
RGTI
Rigetti Computing
$10.75
$0.72
(6.28%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.78B
571.88%
VBR
VBR
< ETF >
Vanguard Small Cap Value ETF
$197.69
$4.46
(2.21%)
premium
2K Buy
2K Hold
316 Sell
Hold
premium
$31.86B
11.89%
ADTX
Aditxt, Inc.
$0.09
$0.027
(22.98%)
premium
premium
$9.37M
-99.94%