DGI PORTFOLIO - New Portfolio

Mark Chambers

DGI PORTFOLIO
Individual Investor
Ranked #117,369 out of 766,394 TipRanks' Investors
Success Rate
67%
367 out of 548
profitable transactions
Average Return
7.76%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.49% SMH
7.22% VGT
6.35% VUG
5.74% FIX
5.25% SCHD
67.95% Others
By Assets
73.68% Stocks
26.32% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
26.32% General
21.82% Technology
10.71% Healthcare
9.81% Consumer Cyclical
8.00% Real Estate
23.33% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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MSFT
Microsoft
$423.03
$5.02
(1.2%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
13.08%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.91
$0.25
(0.86%)
premium
413 Buy
421 Hold
72 Sell
Moderate Buy
premium
$65.80B
25.95%
VGT
VGT
< ETF >
Vanguard Information Technology ETF
$623.01
$1.09
(0.18%)
premium
2K Buy
1K Hold
128 Sell
Moderate Buy
premium
$83.00B
40.82%
VUG
VUG
< ETF >
Vanguard Growth ETF
$408.80
$0.29
(0.07%)
premium
2K Buy
973 Hold
110 Sell
Moderate Buy
premium
$151.23B
41.53%
MPW
Medical Properties
$4.35
$0.18
(3.97%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$2.72B
6.84%
VICI
VICI Properties
$31.20
$0.08
(0.26%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$32.97B
9.91%
NVO
Novo Nordisk
$107.06
$2.03
(1.86%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$489.90B
7.81%
O
Realty Income
$57.02
$0.63
(1.09%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$50.46B
15.16%
LLY
Eli Lilly & Co
$818.86
$13.58
(1.63%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$790.25B
39.27%
AVGO
Broadcom
$176.22
$2.69
(1.5%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$835.61B
86.85%
NEP
Nextera Energy Partners
$16.00
$1.29
(7.46%)
premium
3 Buy
7 Hold
4 Sell
Hold
premium
$3.23B
-26.77%
CASY
Casey's General
$417.06
$6.09
(1.48%)
premium
6 Buy
3 Hold
1 Sell
Moderate Buy
premium
$15.25B
48.94%
DHI
DR Horton
$161.83
$5.23
(3.13%)
premium
8 Buy
6 Hold
1 Sell
Moderate Buy
premium
$54.60B
36.48%
UFPI
UFP Industries
$133.34
$4.37
(3.17%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$8.36B
33.70%
AGM
Federal Agricultural
$212.11
$1.37
(0.64%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$2.27B
34.99%
FIX
Comfort Systems
$463.03
$3.67
(0.79%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$16.61B
148.67%
UNH
UnitedHealth
$614.67
$10.58
(1.69%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$575.41B
15.53%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$251.86
$1.67
(0.66%)
premium
303 Buy
130 Hold
18 Sell
Moderate Buy
premium
$25.89B
65.90%
KNSL
Kinsale Capital Group
$471.96
$4.24
(0.89%)
premium
2 Buy
8 Hold
0 Sell
Hold
premium
$11.09B
33.24%
$664.78
$1.25
(0.19%)
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
$89.09B
24.67%
STLD
Steel Dynamics
$144.35
$3.45
(2.33%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$22.50B
35.57%
NVDA
Nvidia
$148.29
$3.03
(2.09%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.56T
200.53%
DDS
Dillard's
$384.19
$3.88
(1%)
premium
0 Buy
2 Hold
2 Sell
Moderate Sell
premium
$6.28B
32.73%
MPWR
Monolithic Power
$644.10
$3.21
(0.5%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$31.58B
28.29%
ASML
ASML Holding
$669.18
$2.13
(0.32%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$262.80B
1.52%