New Portfolio Apr 2023 - New Portfolio

Ricardo Sadir

New Portfolio Apr 2023
Individual Investor
Ranked #19,860 out of 794,584 TipRanks' Investors
Success Rate
84%
47 out of 56
profitable transactions
Average Return
17.87%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.50% JD
16.05% BABA
15.05% JEPI
6.38% VZ
6.26% GOOG
36.76% Others
By Assets
75.14% Stocks
19.48% ETFs
5.33% Funds
0.05% Cash
0.00% Cryptocurrency
By Sector
35.58% Consumer Cyclical
24.82% General
16.13% Communication Services
11.59% Healthcare
6.16% Financial
5.71% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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$116.54
$12.79
(9.89%)
premium
16 Buy
0 Hold
0 Sell
Strong Buy
premium
$303.69B
62.63%
JEPI
JEPI
< ETF >
$52.14
$3.07
(5.56%)
premium
1K Buy
593 Hold
54 Sell
Moderate Buy
premium
$39.48B
-8.64%
$30.85
$2.62
(7.83%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$72.49B
3.77%
VVR
VVR
< FUND >
$3.48
$0.21
(5.69%)
premium
premium
$564.68M
-19.07%
FAX
FAX
< FUND >
$15.11
$0.62
(3.94%)
premium
premium
$3.88B
-2.18%
$147.74
$4.89
(3.2%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.85T
0.45%
$82.43
$7.37
(8.21%)
premium
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
$31.67B
-22.59%
$36.81
$3.09
(7.74%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$62.78B
41.47%
$0.58
$0.006
(1.12%)
premium
1 Buy
7 Hold
2 Sell
Hold
premium
$261.22M
-68.52%
$95.72
$1.44
(1.53%)
premium
13 Buy
14 Hold
1 Sell
Moderate Buy
premium
$42.95B
-44.27%
$43.03
$2.59
(5.68%)
premium
7 Buy
12 Hold
0 Sell
Moderate Buy
premium
$192.05B
2.16%
$22.97
$1.32
(5.43%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$137.76B
-13.84%
ARKK
ARKK
< ETF >
$41.94
$3.18
(7.05%)
premium
470 Buy
178 Hold
36 Sell
Moderate Buy
premium
$5.16B
-10.99%
$58.13
$4.92
(7.8%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$118.67B
-5.63%
$28.20
$3.26
(10.36%)
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$22.14B
-52.75%
$294.39
$15.46
(4.99%)
premium
11 Buy
6 Hold
1 Sell
Moderate Buy
premium
$166.45B
9.05%