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USD1 - New Portfolio

daniel

USD1
Individual Investor
Ranked #149,676 out of 797,901 TipRanks' Investors
Success Rate
63%
51 out of 81
profitable transactions
Average Return
7.26%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
28.74% NVDA
8.75% PCEF
8.40% SGOV
4.69% O
4.22% KBWY
45.20% Others
By Assets
68.94% Stocks
29.50% ETFs
0.99% Cash
0.56% Funds
0.00% Cryptocurrency
By Sector
38.28% Technology
30.37% General
7.94% Consumer Cyclical
6.85% Real Estate
5.65% Healthcare
10.91% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
ronmfvr
ronmfvr
ronmfvr
premium
ronmfvr
premium
ronmfvr
ronmfvr
ronmfvr
56vaqz
56vaqz
56vaqz
premium
56vaqz
premium
56vaqz
56vaqz
56vaqz
enrcar5
enrcar5
enrcar5
premium
enrcar5
premium
enrcar5
enrcar5
enrcar5
0nct77b9tafm
0nct77b9tafm
0nct77b9tafm
premium
0nct77b9tafm
premium
0nct77b9tafm
0nct77b9tafm
0nct77b9tafm
d3wm1e
d3wm1e
d3wm1e
premium
d3wm1e
premium
d3wm1e
d3wm1e
d3wm1e
3kqmfm0xqmq
3kqmfm0xqmq
3kqmfm0xqmq
premium
3kqmfm0xqmq
premium
3kqmfm0xqmq
3kqmfm0xqmq
3kqmfm0xqmq
67u7rirksg7
67u7rirksg7
67u7rirksg7
premium
67u7rirksg7
premium
67u7rirksg7
67u7rirksg7
67u7rirksg7
od69ltzj
od69ltzj
od69ltzj
premium
od69ltzj
premium
od69ltzj
od69ltzj
od69ltzj
rmk2fakoyxg
rmk2fakoyxg
rmk2fakoyxg
premium
rmk2fakoyxg
premium
rmk2fakoyxg
rmk2fakoyxg
rmk2fakoyxg
o5kxentgn3p
o5kxentgn3p
o5kxentgn3p
premium
o5kxentgn3p
premium
o5kxentgn3p
o5kxentgn3p
o5kxentgn3p
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KBWY
KBWY
< ETF >
$15.58
$0.08
(0.52%)
premium
58 Buy
84 Hold
15 Sell
Hold
premium
$206.46M
-11.63%
$114.50
$2.89
(2.59%)
Pre
1.19%
premium
34 Buy
5 Hold
1 Sell
Strong Buy
premium
$2.79T
28.96%
PCEF
PCEF
< ETF >
$18.68
$0.08
(0.43%)
Pre
0%
premium
premium
$769.13M
1.25%
$56.96
$0.21
(0.37%)
Pre
0.23%
premium
2 Buy
10 Hold
0 Sell
Hold
premium
$50.80B
3.08%
SRET
SRET
< ETF >
$20.63
$0.05
(0.24%)
premium
84 Buy
68 Hold
8 Sell
Hold
premium
$180.28M
3.72%
$3.60
$0.06
(1.69%)
Pre
0.56%
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$1.60B
-31.17%
$347.60
$5.15
(1.5%)
Pre
0.26%
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$674.33B
29.46%
$41.07
$0.9
(2.24%)
Pre
0.73%
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$309.33B
10.26%
$110.53
$3.21
(2.99%)
Pre
0.33%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$2.96B
-9.42%
$9.59
$0.13
(1.37%)
Pre
0.42%
premium
5 Buy
13 Hold
1 Sell
Hold
premium
$35.59B
-56.13%
$164.51
$6.25
(3.95%)
Pre
0.25%
premium
10 Buy
9 Hold
4 Sell
Moderate Buy
premium
$149.45B
-8.05%
$23.25
$0.93
(4.17%)
Pre
1.51%
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$62.96B
-15.18%
$75.55
$2.07
(2.82%)
Pre
0.85%
premium
premium
$8.36B
32.99%
$217.55
$3.52
(1.64%)
Pre
0.24%
premium
13 Buy
15 Hold
0 Sell
Moderate Buy
premium
$23.58B
43.88%
$5.87
$0.02
(0.34%)
Pre
3.58%
premium
premium
$5.04B
-6.68%
$97.37
$1.4
(1.46%)
Pre
0.51%
premium
10 Buy
18 Hold
1 Sell
Moderate Buy
premium
$44.24B
-38.39%
$21.96
$0.41
(1.9%)
Pre
1.96%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$784.77M
-5.10%
$139.81
$4.6
(3.4%)
Pre
0.98%
premium
12 Buy
8 Hold
1 Sell
Moderate Buy
premium
$153.51B
-22.17%
$9.61
$0.12
(1.23%)
Pre
0.1%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$24.13B
11.48%
ESPO
ESPO
< ETF >
$98.08
$3.44
(3.63%)
Pre
0.24%
premium
111 Buy
54 Hold
12 Sell
Moderate Buy
premium
$317.81M
53.87%
$98.80
$2.15
(2.22%)
Pre
0.71%
premium
22 Buy
11 Hold
0 Sell
Moderate Buy
premium
$159.76B
-34.39%
QYLD
QYLD
< ETF >
$16.37
$0.04
(0.24%)
Pre
0.06%
premium
1K Buy
607 Hold
75 Sell
Moderate Buy
premium
$8.27B
-7.04%
ACP
ACP
< FUND >
$5.68
$0.01
(0.18%)
premium
premium
$307.77M
-15.60%
$7.24
$0.22
(3.13%)
Pre
5.52%
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$766.13M
-37.64%
$20.62
$0.64
(3.2%)
Pre
1.41%
premium
1 Buy
26 Hold
4 Sell
Hold
premium
$89.94B
-33.27%
$44.69
$0.74
(1.68%)
Pre
0.67%
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$15.54B
-37.01%
$67.24
$1.83
(2.8%)
Pre
0.92%
premium
15 Buy
17 Hold
2 Sell
Moderate Buy
premium
$65.39B
2.34%
$21.35
$0.47
(2.25%)
Pre
0.7%
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$823.65M
-5.66%
$30.68
$0.35
(1.15%)
Pre
0.1%
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$49.61B
-11.30%
$14.57
$0.13
(0.88%)
Pre
1.72%
premium
1 Buy
6 Hold
0 Sell
Hold
premium
$1.01B
-17.40%
SGOV
SGOV
< ETF >
$100.40
$0.03
(0.03%)
Pre
<0.01%
premium
premium
$45.72B
0.02%
$35.25
$0.46
(1.29%)
Pre
2.81%
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$1.62B
5.38%
$55.31
$1.79
(3.34%)
Pre
0.43%
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$4.18B
7.46%
PPA
PPA
< ETF >
$124.95
$1.86
(1.51%)
premium
317 Buy
149 Hold
18 Sell
Moderate Buy
premium
$4.78B
19.91%
$248.88
$1.88
(0.76%)
Pre
0.31%
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$282.59B
51.20%
$155.10
$6.14
(4.12%)
Pre
0.97%
premium
16 Buy
3 Hold
1 Sell
Strong Buy
premium
$126.01B
-24.00%
$156.12
$1.66
(1.07%)
Pre
0.06%
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$376.23B
4.59%
FLIN
FLIN
< ETF >
$38.48
$0.23
(0.6%)
Pre
0.05%
premium
premium
$2.01B
2.50%
$125.76
$5.23
(4.34%)
Pre
0.6%
premium
16 Buy
0 Hold
0 Sell
Strong Buy
premium
$300.71B
54.63%
$275.08
$5.75
(2.13%)
Pre
0.81%
premium
32 Buy
8 Hold
3 Sell
Moderate Buy
premium
$263.93B
0.52%
$70.90
$1.09
(1.56%)
Pre
0.61%
premium
4 Buy
8 Hold
2 Sell
Hold
premium
$6.62B
-26.11%
$39.34
$1.21
(3.17%)
Pre
0%
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$10.16B
-10.29%
$9.55
$0.1
(1.06%)
Pre
0.73%
premium
2 Buy
3 Hold
2 Sell
Hold
premium
$631.97M
-43.12%
$164.03
$2.73
(1.69%)
Pre
0.74%
premium
31 Buy
10 Hold
0 Sell
Strong Buy
premium
$2.00T
-1.92%
XLG
XLG
< ETF >
$46.94
$0.6
(1.29%)
premium
843 Buy
267 Hold
33 Sell
Moderate Buy
premium
$8.29B
11.44%
$110.92
$4.95
(4.67%)
Pre
2.5%
premium
7 Buy
6 Hold
1 Sell
Moderate Buy
premium
$154.42B
-20.87%
$49.37
$1.64
(3.44%)
Pre
0.79%
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$7.43B
-26.42%
$108.74
$2.82
(2.66%)
Pre
0.49%
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$7.45B
43.97%
JEPQ
JEPQ
< ETF >
$51.49
$0.41
(0.8%)
Pre
0.47%
premium
1K Buy
570 Hold
66 Sell
Moderate Buy
premium
$24.32B
-3.31%
$114.13
$2.2
(1.97%)
Pre
0.55%
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$12.61B
-41.71%
$364.52
$6.22
(1.74%)
Pre
0.22%
premium
20 Buy
6 Hold
1 Sell
Moderate Buy
premium
$362.31B
6.32%
$435.28
$9.88
(2.32%)
Pre
0.89%
premium
30 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.24T
7.04%
$198.59
$4.85
(2.5%)
Pre
1.51%
premium
12 Buy
5 Hold
1 Sell
Moderate Buy
premium
$98.50B
-0.52%
$92.49
$1.68
(1.85%)
Pre
1.73%
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$167.20B
-18.63%
$69.23
$3.63
(5.53%)
Pre
1.98%
premium
3 Buy
5 Hold
1 Sell
Hold
premium
$307.41B
-43.74%
$823.62
$29.52
(3.72%)
Pre
0.43%
premium
19 Buy
0 Hold
1 Sell
Strong Buy
premium
$780.57B
12.06%
$173.93
$2.27
(1.32%)
Pre
0.02%
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$17.02B
136.06%